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Intrinsic on 30 July 2019
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Alby_da_Wolf said:
Intrinsic said:
So just to be sure...

VGC is two weeks ahead from when the PS4 should have shipped 100M, and is the saying there is around 3M PS4s in the channels?

And by the same time, Nintendo Switch had shipped 36.8M and VGC is showing only like 600k in channels?

Am I missing something here?

Maybe Sony is planning a price cut in September and letting local warehouses supplies quietly build-up to meet the near future demand boost without revealing too much about its plan.

Even if that were the case, it makes zero sense. We are in July, the first month of the new quarter. Its not like sony are going to suddenly stop shipping consoles for all of this quarter. 

And even if there is a price drop coming, earliest it gets here is in September. Which is at the end of this quarter. So lets say they ship only 2M consoles this quarter (which is extremely low balling it) that will put them at 102M shipped by the end of September. So that is a total of 4.8M in the channels. At VGC current sales rates, which is not going to get better unless there is a price drop, Sony sells around 1.8M this quarter (that's highballing it). So come the next quarter sony will have 3M in the channels.

And that's going into the 3rd quarter where shipments are usually at their highest.