Hardware charts updated 31st October

[binary solo]

Intrinsic said:

Burek said:

You are missing something, although in the opposite direction.

PS4 is at 29.3 million shipped at the end of September...

wow!!!! so vgc numbers are even worse than I thought???!!!!

Actually I don't think they are as bad as people think. Sure VGC could be undertracking by 1.5 million. But it's also possible Sony is building up plentiful stock to guarantee no shortages for the holidays. I think the time to really assess VGCs tracking is when the December Q shipments get announced. You should expect sell-in LTD and sell through LTD to be fairly close if Sony was able to manage its stock. Right now >2 million in the retail channels (which will include retailer distribution centres, not shop floors) isn't completely unrealistic for this time of year. PS4 just had 2 months selling >1 million consoles (Sept and Oct). So at this time of year 2 million in the retail channels is only ~8 weeks of forward supply. Is 8 weeks forward supply really that outrageous? Doesn't seem that unreasonable to me.