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nanarchy on 30 July 2015
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ethomaz said:

Teeqoz said:

6-7 weeks of stock is normal.

I don't think it is normal for Sony except on Holidays period.

Let's check last year.

Over 10 million sold as of Aug 10, 2014.
10.1 million shipped as of Jun 30, 2014.

So they needed 1 month and 10 days to reach what they shipped in Q1 FY14... using VGC data (if accurate).

146,618
141,713
137,601
130,074
197,762
146,428

~900k sold in 1 months and 10 days... that what they shipped more and left in stock.

Yeap... way less than these 1.4m on shelves now... I think 1m on shelves is about right to this time of the year.

 

PS4 is at the end of June ~24.3m SOLD.


you need to take into account bundles and the new model release. this would have increased stock levels towards the end of the quarter. 1m (on shelves and in channel) I would think would be an absolute minimum as you would be seeing temporary shortages below that. They are also selling more YOY at the moment.