Hmm, well I remember the troubles they had being back in June... but I vaguely remember a second time of them having difficulty,... still a lot o people on here were saying it was August and I believe Nintendo themselves said they started at 1.8 million in the Summer, and summer ends on the twenty-somethingth of September.... so the latest it could average out at it 1.8 million starting (fully) in October.
Still, I have no evidence for that.
Your table seems to imply they were squeezing even more supply out of Decembers production.
I will change it if there is any more evidence against a summer increase... I was actually more sceptical about when it increased to 1.5 million.
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Edit, actually your plan seems to fit much better now.... Of Decembers production, 1.5 million was shipped in December, add that to September, October and Novembers production and you get 6.3 million... and a further 700k which was the holdover stock that Nintendo made in August but delayed shipping it till fiscal Q3.... that comes to a total of 7 million which is also what was sold in Q3.
I think I will change my original table to fit this now, it makes much more sense and fits perfectly that they will ship just short of 24 million by the end of March (their forcast being 23.84 I believe)
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Although it also seems to say Nintendo are absolutely totally sold out as of the end of March, so unless VGC has been overtracking it may not be correct.
That and if we ad the 300k made in December to the 1.8 mil in January, that comes to 2.1 million (compared to 2.9 million sold) so implies they were still air shipping February's production which will in turn eat out of March shipments.
So no I have now changed my mind twice, and the November inrease doesn't seem to fit (unless VGC is about 500k+ overtracked)
