| Tober said: What does this mean for the financial year for Sony and Nintendo, are they on track for 25M and 15M respectively as foretasted? Microsoft is a bit different with their FY being tracked to June and with no forecast. |
Sony are likely to ship about 23-24m so just miss their goal. Nintendo shouldn't have a problem shipping 15m and will possibly slightly exceed this.
The Ampere estimates of 22.5m this calendar year seem about right to me for PS5, the first 3 months of 2024 may be slightly stronger than 2023 due to the stacked exclusive line-up over the next 3 months... or it may be around the same as last year. So I'm predicting around 22.5m-23m sell-through for the fiscal year meaning Sony cannot meet their 25m shipment target without shipping 2m+ more consoles than they sell-through. I expect Sony will ship around 23-24m this fiscal year, just missing their target.
Nintendo I am expecting to sell-through about 15.5m this fiscal year. The first three months of 2024 are almost certainly going to be down YoY compared to the first three months of 2023.
While Sony may not reach the 25m target, 23-24m would still be an astonishing achievement. The highest production shipments in one year for a PlayStation console ever was the PS2 with 22.52m for the PS2. This is likely to be the best fiscal year for a PlayStation console ever.
