Now I'll start by saying, I for one think PS4 is actually undertracked/spot on, so it's more a case of wondering how & why this has happened.
Road on GAF made a pretty interesting post about PS4 sellthrough WW.
Back when Sony announced their 10m sell through to consumers figure, US sales sat at 3.8m. So 38%
The new PS4 install base of 5.63m suggests a WW install base of 14.7m.
US becomes more important in terms of marketshare at this point of the year, but maybe XB1's domination there means it actually reduced.
Road goes on to say that if the US marketshare for PS4 increased this month vs ROTW (due to Black Friday ect) 40% would suggest around 14.1m, AKA the random figure Sony posted at PSX.
Thoughts and opinions? It's a pretty big gap from what has been the norm (1.4m~)