So the difference (between 22.6m and 19.3m) is 17.1% which gives a shape to the silicon shortage - at lease for Sony. Despite that, already selling almost 20m consoles seems pretty good during a pandemic and a global economic crisis.
I really wish we could find out how many each wanted made versus how much each was able to get.
It is interesting that when compared to each company's previous console, Sony's supply is unable to match the previous generation's supply while Microsoft's supply has exceeded the previous generation's supply.
Of course, there in an obvious caveat. Microsoft coming from a smaller base of sales than Sony would need less supply in order to match or exceed their previous generation of consoles.
However, if we were to assume that each manufacturer originally contracted for more consoles to be made than the previous generation then Microsoft have done a better job of achieving the numbers they wanted (closer to contracted) as they've exceeded the previous generation even if they may not have gotten as many as they contracted for.
I do wonder if perhaps Sony's reliance on more custom hardware and components (liquid metal, custom SSD logic controller, etc.) has exacerbated the situation for them. Outside of the SOC, MS appear to be using mostly commodity chips and materials. While there may be more competition for those components there will also be a greater global supply of those components. That said, most of the components for all consoles are liked shared and sourced from the same pool of suppliers. But considering the custom nature of some of Sony's components it may be harder to source the materials required to make those components. Basically larger bids for source materials for generic components that are made in extremely large quantities might have an advantage in sourcing materials than custom components made is relatively smaller quantities. In the first case shortages would impact more customers while in the second case shortages would impact fewer customers or in Sony's case, one customer.
That said, Sony is still getting more consoles made than Microsoft. We can't lose sight of that fact. But the ratio of supplied versus contracted for consoles appear to be better on the Microsoft side.
Being a numbers guy, I'd REALLY love to see all the intricate details of Sony and Microsoft WRT internal console sales numbers, internal consoles sales predictions, how many consoles they want made versus how many they are getting, etc. But even more, I'd love to see the details from their component suppliers and their numbers WRT source materials or sub-components and then numbers for the sub-component suppliers, etc.
Basically, I wish there were some way I could see the numbers for the entire chain of suppliers from source materials to sub-components to components and finally the final product. It'll never happen, of course, but I wish I could see those numbers.
Regards,
SB
, Xbox Series is using a weirdly low clock (it's an outlier) for this architecture 
