Iwata, discussing the possibility of launching the Wii in the Chinese Market during the October 2007 Q&A.
"the sheer demand in the existing markets around the world is already higher than the supply we can provide."
Regarding supply, Nintendo's presentation discusses bottlenecks and a short decline in production due to the Chinese New Year.
Artificially constrained supply is a conspiracy theory that relies on Nintendo frequently misleading and lying to shareholders and industry analysts.
One quarter into fiscal year 2007, after seeing what a hit the Wii was the previous December, Nintendo anticipated shipping 16.5 million Wiis during the first full fiscal year. They ended up shipping 18.6 million.
I want to know what the artificial crowd thinks they could have shipped had they not been constraining supply. I also want to know what the marginal value of shipping one fewer console is in terms of lifetime consoles sold.
These are answers that no one will offer up because this theory is bunk.
Here is the URL for Nintendo's IR library for anyone who'd like to dig in.
https://www.nintendo.co.jp/ir/en/events/yearindex.html
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