Sony's 2028 disc shutdown, Shortical's $100 million, and Deloitte's $7.8 billion forecast sketch where content is headed

Three stories set the industry buzzing this week. Sony PlayStation announced it will end physical disc production for new games after January 2028. Shortical, an Israeli micro drama app, raised $100 million behind its push into AI series. And Deloitte forecast that micro drama app revenue will more than double this year to $7.8 billion.

디스크가 떠난 자리를 숏폼과 AI가 채우다
7월 첫주 주요 이슈. 소니의 디스크 철수와 숏폼 플랫폼 투자 확대, AI 제작 확산은 엔터테인먼트 산업의 중심축이 물리 유통에서 디지털·모바일·AI 기반 서사로 이동하고 있음을 보여주는 대표 사레.
Korean Version

In the very week the disc era PlayStation opened in 1994 was handed its closing date, capital and research each wrote down the same answer about where entertainment's weight is shifting: mobile short-form and AI production.

With digital downloads at 78% of PlayStation full-game purchases, and AI cutting hourly production costs of hundreds of thousands of dollars to a fraction, the industry's money and distribution are moving toward formats that are short, vertical, and instantly consumable.

1. 1994→2028 — the disc era gets its closing date

PlayStation 5. From January 2028, new games will be sold in digital formats only.

Sony Interactive Entertainment said in an official blog post on July 1 that new games for PlayStation consoles will be sold only in digital formats after January 2028, through the PlayStation Store and at retailers. Games released on disc before then are unaffected. Sid Shuman, SIE's senior director of content communications, grounded the decision in the long migration of consumer preference — across gaming and entertainment at large — from disc to digital.