mk7sx on 20 March 2021
6M on store shelves on Dec 31 would mean unsold consoles represent >22% of TTM shipments and >51% of holiday quarter shipments (a quarter that was supply constrained in late Nov/early Dec).
In the US, the NSW was supply constrained again in Jan and first weeks of Feb (at least on Amz). In JP, the hybrid model has been short on supply since the start of Feb I think. How can this be possible simultaneously with 6M on store shelves (presumably around 2M of that would be NA/USA)? Are there just mounds and mounds of NSW Lite models sitting on store shelves and warehouses?
