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RolStoppable said:
Farsala said:

That's true, though it is only 1.5m loss of about 17.5m expected, bringing it to about 16m.  All things equal, that is an 8% loss. So 92% of 1.55m is 1.43m.

Indeed, the chip shortage isn't going to be a significant factor. A better comparison than the forecast reduction would be year over year shipments where it's ~16.3m (actual Oct - Mar) vs. ~15.8m (projected Oct - Mar), so it's only about 3% lower than a year ago.

And because it's unclear when exactly during this fiscal year Nintendo is actually getting hit by the chip shortages, it remains possible that the holiday quarter alone is up year over year and only the post-holiday quarter is affected.

Nintendo may not know how it's going to hit them either so their forecast might end up being higher than what turns out to be possible.