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Forums - Sales Discussion - May 2017 NPD Thread! PS4 #1

 

 

taus90 said:
Ali_16x said:

well if it wasn't for supply constraints, yes, it was.

so if it doesn't beat PS4 in holiday.. blame it back on Stock issue!!.. This is getting old, i cant believe people are buying manufacturing issue BS.. there is nothing new in Switch that isnt being mass produced already for mobile phones. Unlike GDDR5 in PS4 during launch, still PS4 stock issues where next to none.

Daniel Ahmad seems to think there's a manufacturing issue. I understand he's a respected individual in forums such as these.



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Rem87919394 said:
The fact that they're beating Switch with no major releases yet. Shows this gen is basically over as far as who'll win. Switch and x1 will still sell respectable though.

The fact that your ignoring facts shows you kno nothing john snow



Teeqoz said:
The software numbers imply that either Ghost Recons and For Honor are undertracked and/or BOTW is overtracked or that their (GR's and FH's) digital ratio is unheard of.

For Honor has a 50% digital to physical ratio.

Ali_16x said:
Rem87919394 said:
The fact that they're beating Switch with no major releases yet. Shows this gen is basically over as far as who'll win. Switch and x1 will still sell respectable though.

lol why don't you wait until the holidays to say something like that, if the Switch doesn't beat the PS4 this holiday, I'll be very surprised, it's a new console.

I don't think the Switch can win the holidays. The IPhone 8 will be out by then and Nintendo will have to compete with the IPhone 8 to get parts. Could be even worse if another flagship phone by another big company like Google is coming out this year.

 

taus90 said:
Ali_16x said:

well if it wasn't for supply constraints, yes, it was.

so if it doesn't beat PS4 in holiday.. blame it back on Stock issue!!.. This is getting old, i cant believe people are buying manufacturing issue BS.. there is nothing new in Switch that isnt being mass produced already for mobile phones. Unlike GDDR5 in PS4 during launch, still PS4 stock issues where next to none.

I don't think the Switch can win the holidays. The IPhone 8 will be out by then and Nintendo will have to compete with the IPhone 8 to get parts. Could be even worse if another flagship phone by another big company like Google is coming out this year.



Rem87919394 said:
The fact that they're beating Switch with no major releases yet. Shows this gen is basically over as far as who'll win. Switch and x1 will still sell respectable though.

Plenty more caveats to go around: no major releases for PS4 in May but Switch didn't have any either. PS4 has no manufacturing issues as far as I know and has big bundles out while the Switch is encountering shortages. In Amazon, it's selling decently at a $400 price assuming Amazon algorithms work the way I think they work... Keep in mind no game comes bundled in this $400 box.

And here I thought asking for $300 might have been $50 too much. It's selling decently at $400...



SpokenTruth said:
Lawlight said:

There's always a difference between how much is shipped vs how much is sold at retail.

Sure, but if a device sells out of that shipment within in hours....

Or do you somethow think it's going to sell out now but not during Christmas.

Yeah, I think it won't sell out everywhere during Christmas.



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Congrats to PS4!



Lawlight said:
Slarvax said:

Because they plan to ship 10 million. If it sells out completely (like it is doing), they should sell 10 million.

There's always a difference between how much is shipped vs how much is sold at retail.

Yeah, in a sold out situation this amounts to units in transfer. This amounts to:

1. manufacturing to shippign harbor

2. container ship from China to US or europe

3. from harbor to the stores

As the big manufacturers are working mostly for export, I assume they have optimized step 1. I assume less than 3 days. Say three days as top estimate.

Step 2 takes around 50 days from China to eruope through the suez-canal if they stop in harbors on the way. Gets a lot faster if the ship travels directly to eruope (as I read down to 12 days). But a container ship with much freight probably stops at every possibility to change freight. To america I read something around 30 days.

Step 3 should be below a week. As goods in a warehouse are losing money, everyone is interested to bring it to destination as fast as possible.

So overall, we should have one or two months of units sitting in the distribution chain. This changes though, if the item is no longer sold out and sitting on shelves.

So, I would assume around 1 million units are stuck in transfer. Remember though, these units are sold in the next quarter to customers but don't add to shipped that quarter.



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ABTR said:
naruball said:
I went to a local store in Greece the other day and not only did they have several NS consoles, they had a 30 euro discount. Can't they send some of those to countries that need them? They'd even make a decent profit.

Greece is Sony land, and  Just now the Gold and silver ps4 slim has arrived,so i see those NS stay on stores long time, is good though, that NS get discound,  Greece taxes is very high

All I'm saying is, if I were an employee working there, I'd buy all of them and sell them for a profit. I'm sure there are plenty of shops with more stock than they need.



 

taus90 said:

so if it doesn't beat PS4 in holiday.. blame it back on Stock issue!!.. This is getting old, i cant believe people are buying manufacturing issue BS.. there is nothing new in Switch that isnt being mass produced already for mobile phones. Unlike GDDR5 in PS4 during launch, still PS4 stock issues where next to none.

I don't think the Switch can win the holidays. The IPhone 8 will be out by then and Nintendo will have to compete with the IPhone 8 to get parts. Could be even worse if another flagship phone by another big company like Google is coming out this year.

Switch isnt using any of the part that Iphone 8 will be using, Full plastic construction, including the LCD protection is Plastic so gorrila glass is out of the equation, Normal 720p LCD, tegra x1, ir, radio's and sensors.. none of those things will be used in iphone, and all those parts are used in mid range smartphones, and those are mass produced in china on huge scale, so switch has to compete with billions of chinese phone. and the parts which Nintendo are using are not exclusive, nor very hard to produce, they just have to  place a contract on the parts like every other chinese mobile manufacturer does.. and even issue with assembly line at foxconn is thing of past.

So i dont think a company like nintendo with huge cash reserve would have any issue in ramping up the production even if they underestimated the demand of switch initially, they just need to find a different supplier to those parts and there are plentiful of them in china.



Switch stocks/shipments were even lower in May than they were in April, hopefully next month situation will be better.