RolStoppable said:
Seems pretty safe to say. Sony doesn't expect it to happen, their forecast puts the PS4 at 38.3m shipped by the end of March 2016. So sell-through by the end of this year should be around the 35m mark, if sales are in line with Sony's forecast. |
Oooh I've been waiting to see Sony's projections for this FY. So they are projecting ~16 million shipped for this FY, which is ~2 million more than the FY just gone. PS4 is running at about 20% down YoY to the end of March I hear. Until there's a price cut there's no reason to think PS4 won't stay about 20% down for the first part of this FY.
So without a price cut one would expect PS4 to ship 11-12 million for the FY. But they are projecting 16 million which is about 15% YoY growth. It is also 33% more than what we could expect with no price cut. 16 million shipped is not an astronomical increase, even considering they will be turning around a start that is down YoY. So despite earlier saying I think they will cut by $100, I think a 16 million shipped projection suggest more like a $50 cut, with a decent number of holiday goodies.
I also think their projections would have been a bit higher if Uncharted 4 was on track to release this year.
I was actually looking for a 20% YoY increase with shipments of 17 million+. That still may happen of course, but right now Sony's projections are lower than I was expecting. PS4 achieving a 20 million year is looking slightly shaky unless it beats Sony's projections for this year and there is a second $50 price cut in 2016.
35 million sell through by the end of 2015 sounds pretty close to being right if sales follow projections. I might have highballed that too by estimating 36 million (or more, I can't remember, someone should resurrect that thread where people gave PS4 2015 estimates).
I think Sony is trying to play it safe with its projections to make sure PS4 sales do not come in less than what they project. So there is a reasonable chance that shipments and sales will be higher when we get to this point in 2016.
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