Amidst my horribly nonsensical ramblings.... uhhh kinda. 
My theory is Nintendo wants to increase production. They just don't want to do it too fast to the point they overproduce like the GC fiasco. Didn't they ease into the 1.8 million a month with 2 or 3 gradual increases last year? I think that'll happen again. This 2.4 increase is probably just the first step to see what happens.







