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DerNebel said:

I'm just wondering a couple things

How many do they make a month? Pachters 1.4mio a month guess seems highly unlikely.

Are they going to ramp up production or are they hoping to meet demand with the production rates they have right now?

Are they and if they are, how much are they holding back for the holidays already?


From a financial perspective, it's not wise to hold lots of finished inventory for a long time. But I think they organize supply shipment around key releases. As more larger releases come through, they're opening their production and shipments further. They want to sure the remaining majority have a set of games Sony knows for certain their consumers will like. While early adopters may be big fans of Killzone, Knack, and Infamous, there's no guarantee everyone else will love the games the same way. You have to be able to carry strong consumer sentiment in the early months and keep it growing stronger as the months progress.

AMD (which also sells X1 parts) is facing supply constraints -- so that might be holding back production from reaching that 1.4 million level.



I predict NX launches in 2017 - not 2016