Global Hardware 6 April 2019

[Bofferbrauer2]

StarDoor said:

colafitte said:
Switch is performing as expected. Nintendo is going to ship around 17'0M for the FY18, so Switch has to end around 35M shipped total by the end of March. If Switch has sold 33'0M to consumers by then there will be around 2'0M on shelves, in my opinion a little bit too much by this time of the year (althought perfectly possible). So this could mean three things: a) Switch is not going to reach the goal, b) Switch has sold to consumers more than VGC is showing, c) Switch is going to have that much units on shelves indeed and that will mean Switch is going to sell a lot more than last year in Q1 FY19 to consumers thanks to previous stock left available.

Wait, so you think that Switch shipments are going to be more than 900k below sell-through for this quarter? To reach 17.0M, Switch needs to ship 2.52M, and VGC shows sell-through of 3.46M for those 13 weeks.

Winter is always where the shipments from the holiday season that couldn't be sold then anymore is going to be sold, hence why the stocks are shrinking in that period. But 900k is a whole lot and I don't think that's true, 600-800k seem more reasonable to me. Not very much lower, but still...