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binary solo said:

 

Assuming PS4 production hasn't decreased compared to last year, it would seem your assumption that Sony can sell as many PS4's as it produces is flawed. PS4 is actually down YoY at this point (world wide), which means assuming supply is the same (probably more reliable) as last year, demand is down, hence any increase in production will mean more PS4's on shelves. And considering there were allegedly shortages in many markets this time last year, being down YoY really means demand has decreased quite a bit. 

With the new releases slated for March, PS4 may be up YoY for this month (world wide) but I doubt it will completely wipe out the ~250K deficit it has already built up compared to last year. But it would be cool if PS4 managed 10 million this month. It was 931K in March last year, so it is doable. 

The one place I think PS4 is guaranteed to be up YoY regardless of price is Japan. And when you consider that Japan will be helping PS4 look good for all months other than Feb, it further serves to mask the YoY drop in all other territories.

End of the day if Sony wants PS4 to grow this year compared to last year then a price cut will be essential. And I think Sony wants PS4 to increase in sales YoY.

Well the PS4 is down worldwide mainly because of the japan launch in February. In addition, (I guess that you are using Vgchartz's numbers) let's not forget since the last adjustement of ioi the Ps4 is overtracked in 2014 and undertracked in 2015.