The global consumer electronics market is facing a sharp increase in component prices, directly impacting the plans of major manufacturers. Drastic RAM price hikes, reaching up to 600% year-on-year, are forcing a revision of launch schedules. The debut date of the PlayStation 6 console is at risk, and the new generation of AMD Ryzen 10000 processors may go on sale much later than initially planned, despite promising technical specifications and an increase in core count.

Drastic Increase in Memory Prices

The cost of purchasing RAM has increased by about 600% within a year, paralyzing the production of new electronics.

PlayStation 6 Launch Delay

The new Sony console may debut only in 2028 or 2029 due to high production costs.

AMD Ryzen 10000 with 24 Cores

The Zen 6 architecture will bring an increase in core count to 24, but the launch date is uncertain.

The situation in the computer components market is becoming dramatic, as confirmed by reports from key industry players. Khein-Seng Pua, president of Phison, warns of an exceptionally difficult second half of 2026. The main reason for the collapse is the unprecedented rise in prices of NAND memory and DRAM, driven by huge demand from the artificial intelligence sector. According to data cited by Bloomberg, prices of some modules have risen by nearly 600% in just twelve months. The crisis is directly hitting the home entertainment segment. While initial plans assumed the debut of PlayStation 6 in 2027, analysts now suggest pushing the launch to 2028 or even 2029. The high cost of components would prevent Sony from releasing the hardware at a price point acceptable to consumers. The problem also affects the TV market, where stocks of cheap components are running out, which will soon translate into noticeable price increases in stores. A similar crisis in the semiconductor market occurred in 2020-2023, when the COVID-19 pandemic and supply chain disruptions led to global shortages of graphics cards and PlayStation 5 consoles. Simultaneously, details are emerging about the new AMD Zen 6 architecture (codename Olympic Ridge). The upcoming Ryzen 10000 processors are set to bring a revolution in the number of cores, offering configurations with 24 cores in the consumer segment. The new chiplets are to have 8, 10, or 12 active units, allowing for the creation of more powerful units while maintaining compatibility with the AM5 socket. Despite these impressive announcements, the launch may be significantly delayed by instability in the supplier market. „The consumer electronics market is in for a very painful second half of 2026.” — Khein-Seng Pua

Mentioned People

  • Khein-Seng Pua — President of Phison, warning about a crisis in the electronics market in 2026.