Seece said:
I don't do bets, but I would bet against that. |
This summer it will be 3 years since the first price cut, 2 years since the XL released which is still at its original price, and almost 1 year since 2DS launch. its not out of the realm of possibility that they get $30-40 price cuts this year, 2DS-$99, 3DS-$129, XL-$159 with further drops/bundles over the holidays. And yes 2DS is very cheap but the XL is still the most popular sku showing that people are willing to spend extra for the premium sku just like the $600 PS3 was selling better than the $500 PS3 and the $400 360 was outselling the $300 360 and the $350 Wii U was outselling the $300 Wii U.
There are also some big games that could cause boosts and prevent 3DS from dropping so fast. Monster Hunter 4G in Japan, Smash Bros could be huge since its the first handheld game of the series. Pokemon Z or Gen 3 remakes, Dragon Quest 11 is possible for the holidays or early 2015. Also smaller potential games that can give reasonable boosts like Persona Q, Final Fantasy Theatrythm, Kirby, Mario Golf, Metroid, Majora's Mask 3D, an original Donkey Kong game, Kid Icarus sequel, Mario 3D Land 2, Advance Wars, Golden Sun, Fire Emblem sequel, Bravely Second, Monster Hunter 5, Final Fantasy remakes/spinoffs.
There is still plenty of games that could release on 3DS to ensure it doesnt have huge YoY drops. 3DS has been pretty consistant, selling between 13-15 million each year and I expect it to do 10-13 million this year, 7-10 milllion next year and have a successor in 2016.
When the herd loses its way, the shepard must kill the bull that leads them astray.







