| Jumpin said: As I have said before, people are conflating sales with shipments; and while one number does have an impact on the other, given the volume at which the Switch sells (and expectations for big numbers in this calendar year due to Pokemon Switch), the shipments have the capacity to exceed sales by a fairly large number. As it stands, the bottleneck for the Nintendo Switch shipments is not retail sales, it's manufacturing. There's no reason to suspect Nintendo will ship less than 20 million if they say that's what they're doing; the only thing that will change that is if something goes wrong at manufacturing. Remember, they're not shipping to retail shelves, they're generally shipping to warehouses. |
I'll just quote this to highlight it further. This is correct.
Nintendo did not lower their forecast after Q2. Thus they will and can ship what they feel they need to ship for Q3 to hit their forecast.
