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zorg1000 said:
SKMBlake said:

He said it would be up, unless a shortage hits the stocks, which is the case

No, look at the way it’s framed.

He’s not saying demand is high enough to be up YoY but due to the ongoing chip shortage there’s a high chance it won’t be met.

He’s questioning how I think it could be down ~10% YoY and that it would require a shortage beyond what he believes is possible for that to happen.

I never said 25-26m was impossible.  I said that the chip shortage would have to be severe for everyone.  Look at how PS5 has been selling in Japan.  They had two weeks where PS5 was only about 1/200th of the market.  That only happens when the chip shortage is really severe.  

25-26m is what Switch sells when the chip shortage is really severe.  It means that it isn't only OLED in short supply.  Even the far less popular Lite model is in short supply too.  The chip shortage is really severe, and that is why Switch is only selling 25-26m.