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firebush03 said:

Very shocked by Nintendo NSW2 forecast. Is this a case of creating artificial demand? (i.e., Are they providing less supply than demand would meet?)
In any case: Yeah, PS5 is going to win this calendar year. No shot PS5 underperforms 12-13mil.

More like a case of the manufacturing capacity simply not being there at first. Most of the Switch 2 components are EOL parts and won't exactly have very wide supply lines, and those that do will share them with smartphones and tablets.