I could imagine in the Jan-Mar quarter...
- production will be ~5.4 million (1.8 million per month)
- sold-to-retail will be ~5.4 million
- sold-to-consumer will be ~4.5 million (this will end the shortages)
In the Apr-Jun quarter...
- production will be a bit higher than 5.4 million (production increase in May or something)
- sold-to-retail will be ~5 million (Nintendo starting to build up Holiday stockpiles)
- sold-to-consumers will be ~4 million (stock will be plenty with 2+ million in the channel).
In the July-Sep quarter...
- sold-to-consumer will depend on a game library that is either not released or not even announced yet
- Nintendo's Holiday stockpile will grow to at least 1 million
Hardcore gaming is a bubble economy blown up by Microsoft's $7 $6 billion losses.
