Global Hardware Up 27 December 2014

[binary solo]

Groundking said:

I still think that the XBO numbers in ROW are massively over.

I say this as, last gen the ratio between the PS3 and 360 in Europe and ROW were 1.3 and 1.34 respectively, so mostly similar.

Yet this gen, when XBO has almost no presence in Europe outside of the UK (and is worse of in ROW) the ratio is 2.56 and 2.10, whilst an improvement in both for the PS4, I would have expected the ratio to be higher in ROW than in Europe, where the XBO does actually have a strong region in the UK, I also very much doubt that ROW sale are roughly half of Europes sales for XBO. So I think the ratio should be 2.6, giving XBO ROW sales of just under 1m, and overtracking of ~300k, smeared over the past 8 weeks gives numbers of 152.2k, 369.4k, 318k, 370.1k, 908.7k, 468.1k, 427.5k, 508.4k, 497.5k. Granted that's very simplistic, and the overtracking likely goes back much further. But it's still better than what we've got currently IMO.

Edit: Also PS4 software in ROW is massively overtracked, and total software is now overtracked.

Xbox has a somewhat strong following in Aussie and NZ. Sure that's only a ~27 million combined population, but in terms of console market it is a bigger market relastive to population base that pretty much every other RoW market, aside from Japan. Also I'm unsure whether Mexio is NA or RoW, can someone clarify? Xbox is a reasonably strong brand in Mexico I believe. So I don't have too much of a problem with RoW ratio being more or less the same as Europe ratio. Though on a LTD basis the RoW ratio should probably be lower since Xb one has only been available in many of those markets for about half the time that PS4 has been available.

MS is likely to only annouce the shipments for the Xbox family. But I think we can pretty safely assume 360 shipments of <1.5M for the December quarter. So it will be reasonably reliable to subtract 1.5 million off the Xbox family shipment number to give us a fair estimate of Xb one shipments. Of course if Xb one shipped particularly well in the December Q, thanks to the US price cuts, MS might be pleased enough to annouce the Xb one shipments. With Sony's 18.5 million sell through announcment though, I don't see them confirming their LTD shipments. They will just leave people to figure that out themselves. If VGC is tracking right then Xb one shipments should be 12-12.5M. Given Xb one is not selling great outside USA and UK I can't see retailers wearing any December quarter channel stuffing, so I doubt MS has been engaging in that practice.