So far I don't see anything that would make xsx inherently more expensive, or anything about PS5 making it inherently cheaper.
I'm not sure I believe either can make $400.
MS is hoping ps5 is as close to $500 as possible, as I think they'll match it regardless.
As the higher the price the more space it gives to Lockhart.
If they both end up at $450 it puts more pressure on the pricing and profitability of Lockhart.
I think it depends if PS5 ends up with a much simpler assembly and heatsink, in that case XBSX could have a few additional dollars over PS5:
- Bigger silicon, lower yield.
- More VRMs since the fixed clock needs safety margins.
- Larger heatsink, more material, more copper.
- Vapor chamber instead of heatpipes.
- More complex assembly with two PCBs.
- 10x gddr6 (2x density chips are less than 2x the cost)
- Bigger PSU.
Sony's parts cost above XBSX:
- Custom nand controller instead of off-the-shelf
- 12ch instead of 4ch nand (2x density chips are less than 2x the cost)
- It's using a bit less capacity and a lower speed grade than MS, so this could balance out.
I'm guessing a $45 BOM difference and I can't see anything above $60, nor below $30.
The only way they end up very close would be if Sony made a much bigger vapor chamber, heatsink assembly, and PSU. I find this unlikely based on the recent revelation from DF that 3.5 and 2.23 clocks were chosen to have an equalized thermal density across the chip, it indicates everything is designed to take advantage of a lower cost thermal management and power delivery. It also indicates the 2.23ghz isn't really beyond the knee considering it's the same thermal density as a very reasonably clocked 3.5 zen2.