Ninsect said:
When they said they had sold 7m they had shipped around 7.5m. Add the last quarter of 3m (your estimate) and we're looking at 10.5m shipments as of June 30. Why do you mix sold to consumers with shipped? (4.2m, 7m and 10m were all sold to consumers). Oh and if you use 3m for PS4 then PS3 had 500k last quarter. Still 55% down, not 65% like you claimed. 3m for PS4 last quarter does seem too high though. That would mean PS4 shipments are like 11.5-12m now and 1.5-2m shipped-sold gap is too big for it. |
Not really. I think they are stocking up on consoles to try and avoid being suply constrained again like last year. By destiny I think they would like to have over 1.5m in shelfs or ready to ship that day to meet preorders and have enouff for the week and month. For the holidays I expect like 2m ready for black friday and christmas.
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