May NPD 2020: Switch ~530K; PS4/XBO >150K

[mk7sx]

No leaks yet, but NSW is:

633,500 > NSW MAY 2020 > 383,700

NPD confirmed that NSW MAY 2020 UNITS were highest ever for May since DS 2009.

DS 2009 is 633,500. Second highest figure since then is DS 2010 with 383,700, so that is our baseline range.

They also confirmed that YTD dollar sales of NSW are the highest ever for a five month period.

Second highest is Wii 2008.

They confirmed the same last month for YTD dollars through April (#1 NSW 2020, #2 Wii 2008).

We know the units sales for the NSW were 2,415,500 with an error of ~20,000 for JAN/FEB uncertainty.

We know the approximate ASP for the Wii 2008 was $250.00.

Based on all of the above, the minimum ASP for the NSW YTD units through April 2020 was $221.61.

Based on all of the above, the minimum ASP for the NSW YTD units through May 2020 was $251.73.

Cannot determine a tighter May unit range even based on all of that. Could use the DS 2009 YTD units as a ballpark top-end YTD constraint, but there is no easy way to determine ASP for that given DS Lite & DSi being available for sale.