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noshten on 12 December 2020
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Barkley said:
noshten said:

You are forgetting that Other Regions are driving growth for Nintendo. 

- South Korea and Taiwan have seen huge growth in the past 12 months http://koreabizwire.com/nintendo-switch-a-hot-ticket-in-south-korea/169743

- China will have a full quarter of Ring Fit availability to drive sales https://www.bloomberg.com/news/articles/2020-12-09/china-is-nintendo-s-secret-weapon-in-war-with-playstation-xbox

- Brazil launch could also help

So when you are looking at Switch being Flat or slightly up YoY in places like North America, Japan, Europe - you are forgetting the Other region which will be driving growth. 

This is irrelevant.

Global sales combining all regions (including south korea, china, taiwan etc) it is down for BF week.

For most of Asia December & January are far more important as far as hardware and software sales. 

This November there wasn't any huge 1st Party game in Japan, nothing that can compare to Pokemon Sword /Shield which shipped 16 million in its first quarter.

In terms of this year's December sales are already up YoY in Japan, because the combination of Momotaro, New Horizon, Ring Fit and plenty of new releases and evergreens are maintaining momentum heading into the main holiday period in Japan. 

It's the first holiday for New Horizon while for Ring Fit finally has stock which was lacking last December. People are continuing to underestimate how much hardware these two games continues to sell all over the World. The next few weeks if there is supply Ring Fit and New Horizon will be selling absurd amounts, 

Just take a look at the YoY Software growth in Japan, and markets like China, South Korea and Taiwan are following a similar trend. Ring Fit has exited the Top 3 of South Korea and Taiwan only once during the past 3 months. While China will contribute to huge growth this holiday, as Ring Fit which launched in September there continues to push systems.

Top 10 Week 49, 2020: 

  1. Momotaro Dentetsu - 115.884 (-9%)
  2. Derby Stallion - 74.244 / NEW
  3. Animal Crossing: New Horizons - 57.104 (+61%)
  4. Ring Fit Adventure - 40.176 (+12%)
  5. Atelier Ryza 2: Lost Legends & the Secret Fairy - 30.643 / NEW
  6. Hyrule Warriors: Age of Calamity - 23.276 (-43%)
  7. Mario Kart 8 Deluxe - 23.180 (+58%)
  8. Pikmin 3 Deluxe - 21.280 (+0%)
  9. Shiren the Wanderer - 19.594 / NEW 
  10. Pokemon Sword / Shield + Expansion Pass - 15.543 (+26%)

Software TOTAL: 420.924

Hardware TOTAL: 204.622

Top 10 Week 49:

  1. Pokemon Sword / Shield - 201.838 (-27%)
  2. Luigi's Mansion 3 - 34.122 (+30%)
  3. Ring Fit Adventure - 16.128 (-28%)
  4. Minecraft - 15.335 (+38%)
  5. Mario & Sonic at the Olympic Games: Tokyo 2020 - 15.159 (+45%)
  6. Mario Kart 8 Deluxe - 14.623 (+49%)
  7. Super Smash Bros. Ultimate - 13.959 (+43%)
  8. Super Mario Party - 13.872 (+47%)
  9. Super Mario Maker 2 - 12.284 (+57%)
  10. Fishing Spirits - 11.521 (+52%)

Software TOTAL: 334.341

Hardware TOTAL: 188.501