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                VGC Q4 2010       O-D 10' Shipments Est   VGC Q4  2009    O-D 09' Shipments

Wii                9.68m                       9.50m**                        12.14m                 11.31m

PS3               6.47m                        6.00m*                         6.88m                   6.50m

X360            7.36m                        7.50m                            5.02m                   5.20m

DS               10.53m                      10.20m                         12.40m                11.65m 

PSP               3.82m                       3.60m                             4.25m                  4.20m

PS2               1.62m                       1.80m                              1.95m                 2.10m

* If this ends up being the real figure, Sony may only ship 14m PS3s - it would take a 3.1m Q1 2011 to hit 15m and USA and Japanese sales look down again, like they were over Q4 2010. Microsoft actually looks like it is on pace to hit 14m in the year to March 2011 as well - but its fiscal year ends in June 2011 not March.

** PS3 & X360 shipments in the Sept 2010 quarter were 6.3m, Wii shipments were 1.93m - over 3 times greater when combined. Shipping 9.5m Wiis vs. 13.5m PS3s & X360s is actually a monumental shift for a quarter - from 13:4 in favor of the HD machines to 7:5 in favor of the HD machines. It would also indicate nearly a full flip back to the June 2010 quarter - when HD machines shipped 3.9m and Wii shipped 3.04m (14:11 in favor of HD)

Estimated LTD HW Shipments for December 2010:

PS2:  149.40m

DS: 145.78m

Wii: 85.40m

PSP: 67.80m

X360: 52.0m

PS3: 47.62m

Estimated SW Shipments:

Wii*: 80m (probably a touch ahead of expectations)

PS3: 55m (a touch ahead)

X360 - Figures are never given

DS*: 41m (probably ahead of expectations)

PSP: 17m  (in-line)

PS2: 5m (in-line)

*Sell through data suggests 90m and 50m respectively, but Nintendo's forecasts call for 168m Wii games (w/ bundles) and 110m DS games for the FY - so I doubt the figures will beat those numbers by much. There is also a ton of Wii / DS sw that tends to cleared out for Christmas so it isn't unreasonable for sellthrough in Oct-Dec to be used to thin inventory levels for all the flops that clog up space.

LTD SW Estimates / HW Estimates / Games Per AVG User for Dec 2010:

PS2: 1526m / 149.4m = 10.2 Games Per AVG PS2 User

DS: 814.3m / 145.8m = 5.59 Games Per AVG DS User

Wii: 690.0m / 85.4m = 8.08 Games Per AVG Wii User

PS3: 405.6m / 47.6m = 8.52 Games Per AVG PS3 User

PSP: 288m / 67.8m = 4.25 Games Per AVG PSP User



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