RolStoppable said:
No, it is bad. When you look at the table, you see that the hybrid sold more than 200k units a year ago, so sub-100k supply for OLED this year is without a doubt bad. There are clear shipment problems and they are bigger than initially assumed. November in the USA was down year over year too, so it's not like Nintendo is diverting supply away from Japan to boost overseas sales. It's becoming increasingly clear that Nintendo calculated with a shipment breakdown of ~10.0m and ~5.6m for fiscal Q3 and Q4, respectively, in order to meet their revised shipment goal. Either that, or something similar to Sony happened to them too. We can see that Sony isn't on track to meet their forecast anymore, a sudden turn of events as in late October they were still sure to make it. Right now there's no choice but to wait until late January to hear from both manufacturers. |
I wonder how strong January will be for all three, given the amount of unsatisfied demand.







