The first half of 2021 was very promising, but the second half of the year disappointed a bit. Switch clearly lost momentum since the announcement of the OLED model. Even in Switch's lauch year 2017 it sold more during the holiday season. This looks a bit unnatural, so numbers should be supply constrained.
I expect 2022 numbers to be below 2021 and 2020, but above 2019. Weekly baseline should be around 60k, hopefully no week below 50k to stay healthy.







