"Sony also revealed that nearly 63 percent of its "full game" sales for the 2020 calendar year came via digital downloads rather than games sold on discs at retail. That's a significant increase from digital sales' 43 percent share in Sony's 2018 fiscal year (ending March 2019) and the 55 percent share in fiscal year 2019 (ending March 2020). The increase mirrors a longstanding trend away from disc-based games around the industry, and it's a trend that may only accelerate now that roughly one-quarter of all PS5 systems don't even have a disc drive, based on early hardware allocations."
Sony says semiconductor shortage makes increased PS5 production difficult
Record-pace gaming profits face drag from loss-leading PS5's "strategic price points."
arstechnica.com