mk7sx on 11 November 2020
| kirby007 said: 1516K that missing 100k vs ds 2009 is due to price per product i assume? |
Bigger factor is stock. Look at Mar-Jun and Aug/Sep and look at July. They burned through stock by early/mid June and had really low inventory in July. W/proper stock levels, both Jul/August would have been 450-500K and Sep would be around where it landed.
They bumped production (reportedly to 30M global annualized, but I would guess they're above that level), sometime early in the summer and it was reported that stock flowed to JP first then US/Europe in August, so holiday quarter should be a little smoother. But we're still seeing weekly shortages in JP (most likely building reserve for late Nov/Dec/NY), so I guess they're still not where they need to be yet for all markets.
