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Farsala said:

I do believe more PS5s have been shipped than XBOX Series LTD. So it seems Sony can still get the same or more components than XBOX. But the sudden lack of shipments to Europe seems like a stupid move on Sony's planning. Maybe they airlifted Europe's February stock into the US for January, thus the NPD win.

Who really knows except Sony?

Either way, they should really figure out a solution to this.

Early on we saw that Sony was able to ship more units than Xbox, but this may doesn't seem to be the case anymore. Looking back, I believe there is a very easy reason as to why this is: X Cloud. During 2021 MS's contract with AMD included components for Xbox Series X consoles but also manufacturing Series X hardware for cloud based purposes. I think that this is one reason why PS5 to Series X distribution was 2:1 in 2021 where it's a lot closer to 1:1 currently. This, of course, is in addition to Series S being easier to manufacture.