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mehm said:
Err, production shipments have nothing to do with replacements. It's the amount of consoles shipped from the factories to Sonys own warehouses. BKK2 agrees with me too btw.

 

Yes, but where do you think the replacement come from? They don't ship it directly from the factory to the individual, they ship it to the warehouse, then probably to the regional substiary then to the individual. My point is that all the PS2 ever produce, including the replacement one, are counted in the production shipments. Thus, the disperancy between the production shipment and the one to the retailer should be much higher because the replacement unit are counted in the production shipment but not shipment to retailer. Looking at the number it's probably unit shipped in and out of the warehouses with the disperancy being the number of PS2 sitting in the warehouse.

Depending on the time of the years, a lot of console are stockpiling in warehouse because console maker produce a set amount every month but sell much more of them during the last quarter.

Example, Sony forecast to sell 12 million PS2 in 2008 and thus set a production rate of 1mil/month. Going by the 60/40 rule, during the first 9 month they would sell 7.2 PS2, yet they would have produced 9. Thus at the start of the last quarter they would have 1.8 million PS2 sitting in there warehouse for the holiday season where they would sell the remaining 4.8 million PS2. There is the also the possibility that they could screwed up there forecast.



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