trunkswd said:
mk7sx said:
Battle rages on. Let's see what the NSW can do in Dec. NSW 2020 in Japan is outpacing NDS 2007 in JP, so Europe and US have a little bit of buffer to work with. US needs 2.372M in Dec to pass NDS 2007 Quarter 4 (NDS did 2.470M) I expect 2.5-3M for NSW in Dec unless Nintendo truly burned through supply, so that should help cover this coming gap. NSW 2020 as recorded by VGC will have 53 weeks counted for the annual total, so NSW may win this battle on a technicality, but it would be nice to see record and 30M mark eclipsed in 52 weeks. We may not know reality until Nintendo publishes their Q3 earnings in early Feb, as there are now non-US/JP/EUR territories that are boasting very strong sales. ATM, my expectation without Dec data is the following for Q3 shipments: 5.1-5.5M Americas 3.3-3.7M Europe 2.4-2.5M Japan 2.1-2.3M Other 12.9-14.0M Total |
If November is anything to go by December will likely be down slightly year-over-year. |
I think for the US, Nintendo mis-forecasted Sep & Oct and retailers burned through what was meant to be Nov reserve to keep up with demand. Nintendo did not re-up by sacrificing their Dec reserve inventory in a month with two new consoles launching as well. I expect Dec to be up YoY in the US off the back of healthier supply.
JP looks to be flat, but Famitsu is not tracking Nintendo Store bundles (which include Ring Fit bundle and presumably some AC bundles). JP Dec I think will hold the fort against 2019.
Europe no idea...
But of course we'll find out in a month or so!
