True. Where are the consoles going though? If they are sold in China, there is the possibility that the attach rate is low. Also there seems to delay the software sales that were supposed to come from actual consumers buying this consoles day one. These consoles seem to be stored somewhere until someone who has the money to pay double buys one, and then buys games with whatever money will be left unless he is really wealthy
Sure if you buy a PS5 of a scalper and buy no games its bad for Sony (most likely), but how likely is that? As a scalper you do not want to have stock, unless you know the supply will continue to be very limited. Now I belive that supply is improving across the board, so keeping stock seems risky. And in any normal case, keeping stock is expensive, its why supply is limited for everything across the globe, because JIT logistics is better than keeping stock according the excel ninjas.
If I understood the previous posts correctly, the scalpers get Japanese nationals to buy the consoles and pay them for it. So they are already paying above retail price for their stock.
If they can offload them all quickly its good for the scalper and I argue good for Sony. Larger chance that each of those consoles will trigger a game purchase right away.
Now if you as a scalper elect to sit on your stock, unless you get 4 times retail price, you are playing a risky game, any moment Sony might be flooding the market with consoles and you just lost a lot of money.
As for China, guessing at the demographics, whom ever can afford to buy a PS5 there, most likely has the surplus cash to buy the games. And if you are unable to get all titles locally, you will probably import a bunch, possible creating a higher front loaded attach rate. maybe the scalper also provvides you with the games.
I know very little about Chinese economy and who can afford a PS5 or not, but it does seem to me that its not a toy for an average person with an average income.
I think you have enough surplus cash to splurge on games if you get a PS5 at scalped prices.
