DonFerrari said:
Well, I can understand being conservative even with preorders on launch, but shortages for 2 years straight can't be only being conservative. For Switch it took 8 months(?) to get to attend demand and for PS4 about 4 months. So we can't really be confident of how much the impact of a different launch window would be. |
The months are about right. You need months to get a contract with a manufacturer, get the supply chain running, get the quality in order and so on. Then you have shipping, that probably takes around a month. So between the decision in Sony or Nintendo headquarter: 'we need more units' and more units hitting the market I would guess 3-6 months. And it's still a guessing game, you have to guess right how much more demand you have to meet, otherwise you sit on unsold inventory and that costs too.
As I said Wii was an outlier. What happened there, your guess is as good as mine. But what we see from PS4 and Switch is what to expect from successful consoles.
But back to the argument that holidays have no impact at sales at launch because of supply constraints: that assumes fixed production capacities. That would mean thought through, that if demand is lower than workers at Sony or Nintendo sit around, as they have nothing to do. Obviously production capacity can be scaled to demand, as it is given to outside companies doing that stuff. So supply constraints are mainly a wrong guess about the demand.