...they have even more than that. So yeah, he has to clarify exactly what he means when he says don't have enough IP.
Having read the actual piece on Financial Times, he's clearly talking about Sony as a whole.
Sony's film, anime and tv divisions are almost completely reliant on licensing properties like comics novels etc.
Playstation is actually the exception to that, and the film and tv division has gotten good to great hits out of their IP (Uncharted did much better in box office than the latest Indy film, Last of us was a massive success on HBO Max.. Even the Gran Turismo film did ok iirc). They could stand to make more, but they are actually the only Sony division doing anything in that regard.
Totoki wants more original IP out of the entire organization. The more original IP you make, the more margin you make on your successes and you could actually license things to others if you want. You have more profit and optionality, but at higher risk.
Look at this:
en.m.wikipedia.org
This is the kind of IP Hiroki wants more of: billion-dollar evergreen IP that us always relevant. Sony owns Demon Slayer, but that franchise won't stand the test of time like Dragon Ball or Anpanman. They want a Mario Bros, Transformers, Pokemon, Marvel, Halo, Warcraft, or Barbie. Horizon and Ratchet ain't enough.
Sony doesn't own Demon Slayer, that's a Shueisha property (they publish Weekly Shonen Jump). They don't even own Ufotable, who are the animation studio doing the films and anime shows.
Sony's animation studio is Aniplex, which is successful, but it almost entirely does adaptations of existing properties like Mangas and Light Novels.