Sky Render said: Even the sales data confirms that they were stockpiling all year long: Jan: ~1.57mil Feb: ~1.28mil March: ~1.33mil April: ~1.52mil May: ~2.49mil June: ~1.60mil July: ~1.86mil August: ~1.30mil September: ~1.26mil October: ~2.02mil November: ~3.28mil Were they shipping out exactly what they made each month, given the way that demand has been, each month would be close to 2mil or 2.4mil (depending on which half of the year you look at). And November's sales would have been completely impossible without stockpiling. |
your table is out of date. America has been updated, so now November shows a total of ~3.64m units
And yes, I think they can do a 4m unit month. They already did ~2.7m in December, and they have 2 more weeks within the calendar month. So if they manage 1.5m again (which is highly likely) they will break 4m units. In fact, I can see them easily doing 6.3m units within December alone.
However, I believe that NDP will count the week ending Jan 3 as a December week. so we could see up to 7m units in NPD December.