GribbleGrunger said:
Perhaps 11m XB1 is actually right. I've been reading Gaf and it appears as if AMD is talking in terms of 'sold through' to customers and not 'shipped' in the sense we are normally used to:
We are pleased with the full-year performance of the semi-custom business and the strong sell-through reported by our customers. Nearly 30 million Sony and Microsoft consoles have now shipped.
Let me just clarify. In terms of the unit shipments, those are unit shipments from our customers to end users, and most of that is publicly available data from what Sony and Microsoft have published.
So relative to historical, I think most people will say that historically, the game console shipments in this generation are higher than in the previous generation. And you can come up with all kinds of reasons for that; some of that is the price points that they've chosen. I think that certainly helped the holiday season. Some of that is its software titles that are available at a given point in time.
I think the main thing is as we look at any holiday season, we want to make sure that there's not a lot of inventory that's sitting with our customers, and we see that that's fairly well balanced. So that gives us confidence as you go into 2015 and you see new titles that are launched, and those come out, that it should be a fairly normal market.
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Here is the link to the earnings transcript where the above comes from: http://ir.amd.com/mobile.view?c=74093&v=200&d=2&id=5178684
Looks like it comes down to how much inventory is in the channel and what the sellthrough is. If PS4 shipments are at 19 million, it would make XB1 shipments around 11 million, which would still make sell-through less than 11 million, but in this case we are talking an overtrack of 300-500k, not 1 mil+ like we thought earlier
