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bonzobanana said:
We are well into the christmas selling season. Retailers will increase stock levels so doesn't necessarily mean under-tracking. Consoles are very seasonal with huge peaks in sales in November and December. Clearly retailers will increase stock levels just before this. If you don't see the same surge in shipment figures for xbox one and wii u its probably because there is still much more unsold stock in retail channels.

I disagree with the comment about ps3 winding down. Its sales are still very healthy ahead of 360 and wii u and in Europe its still a very significant format. I see the ps3 as in a very healthy position for a few years yet.


these numbers are end of month 30 sep. No way they are stuffed the CMAS supply channels by that much.

 

Shipped does not mean sitting in a warehouse waiting for CMAS. Shipped means a retailer purchased them. I doupt retailers were stocking their warehouses full of PS4s in SEP.

I think it is 600k to 1 mill undertracked. Also PS4 has less of a CMAS effect than XB1. PS4 is more of a worldwide console and many countries dont celebrate CMAS like the US. The XB1 is US/UK centric where CMAS is a huge deal.



End of 2009 Predictions (Set, January 1st 2009)

Wii- 72 million   3rd Year Peak, better slate of releases

360- 37 million   Should trend down slightly after 3rd year peak

PS3- 29 million  Sales should pick up next year, 3rd year peak and price cut