Sorry, seems like I replied to the wrong comment. My argument was against the notion that shipped would in any case equal sold to end customers and I think that the evidence that this cannot be true is convincing. So if I understand correctly we are on the same page. Just wanted to provide some facts to end this endless arguing and replied to the wrong people.
Yes, it was the fact that we seemed to be saying the same thing that confused me the most about your post to me. No worries then. All good.