Core Insights - Sony's PlayStation games have generated over $1.5 billion in total revenue on the Steam platform, with a net income of approximately $1.2 billion after Valve's share [1] - The revenue primarily comes from classic titles that were released years ago, indicating a reliance on older games for income [3] Group 1: Revenue and Sales Performance - PlayStation has achieved cumulative sales of 43 million copies on Steam, with "The Last of Us Part II" being the best-selling title at over 12.7 million copies [3] - Other top-selling titles include "Horizon Zero Dawn," "God of War," "Days Gone," and the remastered versions of "Marvel's Spider-Man," all of which are older games [3] Group 2: Market Trends and Challenges - Recent releases such as "Horizon Forbidden West," "God of War: Ragnarök," and "Marvel's Spider-Man 2" have seen significant declines in sales compared to their predecessors, suggesting a decrease in freshness for PlayStation games on PC [3] - Sony's previous strategy of developing PC ports as a controlled-cost investment source is now facing challenges, as relying solely on classic game ports may not sustain ongoing revenue from the PC platform [5]

Core Viewpoint - Sony Interactive Entertainment (SIE) is reportedly reconsidering its gaming strategy, potentially moving away from the PC platform and returning to a PlayStation-exclusive model due to unsatisfactory profits from PC game ports [3][14]. Group 1: Shift in Strategy - SIE's initial strategy of "console first + PC long tail" is being questioned as the company may revert to its previous exclusivity model [3]. - The delay in releasing PC versions of games has been cited as a reason for the lack of expected profits from these ports [3][12]. Group 2: Player Feedback and Market Dynamics - The feedback from players regarding the timing of PC game releases may not represent the broader PC gaming community, as those who communicate with SIE's CEO are likely to be loyal PlayStation fans [5][8]. - The phenomenon where 20% of players generate 80% of the feedback is evident in the gaming community, leading to a skewed perception of player sentiment [6]. Group 3: Sales Performance and Market Impact - Initial excitement for PlayStation titles on PC led to significant sales increases, with titles like "God of War" and "Days Gone" achieving notable rankings after their PC releases [8]. - However, the over-saturation of PS4 titles on PC has diminished player enthusiasm, particularly affecting the sales of PS5 and its variants, as players adopt a "wait for the PC version" mentality [12]. Group 4: Competitive Landscape - SIE's potential return to exclusivity may stem from a desire to differentiate itself from Microsoft, which has embraced a cross-platform strategy due to its struggles in the console market [14]. - Unlike Microsoft, which has built a content ecosystem around Windows and Xbox, SIE lacks a similar strategy, making a return to "Only On PlayStation" a way to leverage its content advantages [14].

Core Viewpoint - Sony has launched the "November Discounts" promotion on the PSN store, featuring significant price reductions on various games, including record-low prices for titles like "Marvel's Spider-Man" and "Ace Attorney" series [1]. Discounts Overview - "Marvel's Spider-Man" Game of the Year Edition: HK$55 (approximately RMB 50.4) [1] - "Ghost Trick": HK$75.24 (approximately RMB 68.9) [1] - "Tales of Symphonia F: Remastered": HK$149.5 (approximately RMB 136.9) [1] - "Ace Attorney 456": HK$155.2 (approximately RMB 142.1) [1] - "Ace Attorney 123+456": HK$206.1 (approximately RMB 188.7) [1] - "Ace Attorney Investigations 1&2": HK$129 (approximately RMB 118.1) [1] - "Light and Shadow: Expedition 33 Deluxe Edition": HK$374.4 (approximately RMB 342.9) [1] - "Dynasty Warriors: Origin Deluxe Edition": HK$489.6 (approximately RMB 448.4) [1] - "Fatal Fury: City of Wolves": HK$200 (approximately RMB 183.2) [1] - "The Talos Principle: Reboot": HK$169.4 (approximately RMB 155.1) [1] - "Cyberpunk 2077: Phantom Liberty": HK$166.6 (approximately RMB 152.6) [1] - "Cyberpunk 2077": HK$179.1 (approximately RMB 164) [1]