i was referring to physical games as a whole and not necessarily tied to Playstation games or their discs.
They’ve been transitioning this specific manufacturing division since 2024. It can’t be a “double down” because they’re not going to revert two years of already re-trained staff and re-purposed equipment because of online forum talk.
Messages to shareholders like this is pretty standard. They’re basically saying:
decision is final
components manufacturing is more lucrative than disc manufacturing
we will distribute our IP
So they’re hedging their bets on what their future could be. If they lose out on gaming they’ll make back on microlenses.
i was referring to physical games as a whole and not necessarily tied to Playstation games or their discs.
They’ve been transitioning this specific manufacturing division since 2024. It can’t be a “double down” because they’re not going to revert two years of already re-trained staff and re-purposed equipment because of online forum talk.
Messages to shareholders like this is pretty standard. They’re basically saying:
So they’re hedging their bets on what their future could be. If they lose out on gaming they’ll make back on microlenses.