trunkswd said:
Switch lineup this holiday is far better than last year. The big question this year is stock as Nintendo has lowered its forecast for the currently fiscal year to 24 million due to supply shortages. |
I believe that most of that lowered forecast is due to a weaker H1, which already took place. Holiday Quarter should be able to be very close to last year to make their new forecast.
OLED to me seems a more popular refresh than the Lite, it's facing supply problems despite shipping over 1 million in its launch month. Lite shipped 5.19 million launch quarter that's the figure to beat for the OLED. Even with the production problems they probably wanted to have at least 5 million units shipped EOY, and I think OLED can get as high as 6 million. Famitsu will provide an early indication with the Brilliant Diamond/Shining Pearl launch
It all depends on whether they lowered expectations expecting to have a chance to outperform them and reach their initial forecast, while driving much-higher revenue this holiday due to the OLED.
