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CosmicSex said:

Fortunately, a sold through breakdown has also been provided.  Sony can't just overship consoles.  Someone has to be buying them.  Retailers don't have infinite storage space.  

  • Q4 2020 - 4.4M
  • Q1 2021 - 3.2M (7.6M)
  • Q2 2021 - 2.3M (9.9M)
  • Q3 2021 - 3.2M (13.1M)
  • Q4 2021 - 4.0M (17.1M)
  • Q1 2022 - 2.0M (19.1M)
  • Q2 2022 - 2.3M (21.4M)
  • Q2 2022 - 3.0M (24.4M)
  • Q4 2022 - 6.6M (31.0M)
  • Q1 2023 - 5.0M (36.0M)
  • July 16 2023 - 4.0M (40.0M)

But in reality, given the stock shortages, why would people believe that they needed to  (or even could) overship'?  Why do people think that all of that demand would just evaporate?  Its not logically consistent.  I thought the bet was whether they could actually produce the units to begin with lol.

It's not that demand will "evaporate", but with a steady supply of PS5s demand will no longer be pent up. In addition, there will no longer be things that influence a buyer into purchasing the product outside of simple desire (e.g. FOMO, scalping, etc). 

Sony can absolutely over ship PS5s now. I see PS5s on shelves at this point. It's no longer being bought out immediately. Sony can over ship consoles by assuming demand is just as high as it was when stock was severely limited. I don't think Sony is doing that, though. I think Sony is trying to do what most manufacturers do, shipping just enough product to meet demand and trying not to leave too much product on shelves to sit and gather dust.