Intrinsic said:
I don't think you get how these shipment estimate things work. Nintendo says they are gonna ship 20M for the fiscal years starting apr 1st 2018 and ending march 31st 2019. That does not mean they plan on selling 20M consoles. They could even very well expect to sell 17.5M consoles and have around 2.5M in the channels then ship very little units in the first quater of the start of the next fiscal year. |
That would be relevant, if the console would be launching this fiscal year. As it stands, on April 1st 2018 a lot of Switches already were in the channels. So for your analysis to be true, there wouldn't only 2.5M consoles in channels, it needs to be 2.5M MORE than it was at april 1st 2018. That is highly unlikely. If Switch sells 33% more (it shipped 15M in fiscal year 2017), we could expect around 33% more in channel, but not much more. So if they ship 20M this fiscal year, they should sell at least 19M.