Insider KeplerL2, a reliable leaker known for accurate video game hardware predictions, has warned that the PlayStation 6's bill of materials (BOM) has surged by approximately $200 (£150) in recent months. This brings the estimated raw component cost to around $960 (£730), raising concerns that the console's retail price could exceed £1,000.
Component Costs Spike Amid AI Demand
The rising price of memory and hard drives, driven by demand from AI data centres, has impacted everything from smartphones to gaming consoles. Sony, Microsoft, and Nintendo have all increased current-generation console prices, with Microsoft warning of further hikes. Apple has also been forced to raise prices. KeplerL2 originally estimated the PS6's BOM at $760 (£575) in late March, but in a recent NeoGAF forum post, he stated, 'BOM went up by ~$200 since I made that post.'
Retail Price Could Hit £1,000
While £730 covers only raw materials—excluding R&D, manufacturing, and marketing—Sony traditionally sells consoles at a loss initially. However, recent trends show a shift away from subsidising hardware. Given the current BOM, analysts predict a retail price well over $1,000 (£750). With the PS5 Pro already priced at £790 after a recent increase, the PS6 could reach £1,000 in the UK. The PS5 Pro accounts for just 13% of PS5 sales, indicating that a more expensive base model may struggle in the mass market.
Component Scarcity Expected to Persist
The scarcity of memory components is not expected to ease for at least five years, and prices are unlikely to return to previous levels. This urgency may be driving Sony to release the PS6 as early as late 2027, as costs will only rise further. KeplerL2 previously confirmed the PS6 remains on schedule for a 2027 launch, despite Sony only barely acknowledging its next-gen work.
Industry-Wide Challenge
The cost crisis affects all hardware manufacturers. Nintendo may be relatively fortunate, having launched the Switch 2 before the worst of the price hikes. For Sony and Microsoft, the law of diminishing graphical returns means the PS6 and Project Helix may offer little visual improvement to justify such high prices. How Sony will address these challenges remains unclear, but the problems of this generation may seem minor in comparison.
