Famitsu Sales: Week 31, 2025 (Jul 28 - Aug 03)

[Sephiran]

firebush03 said:

Sephiran said:

But its all about stock. We know for example the week DK Bananza released in Japan, stock was higher which meant 150K units were sold that week. Stock is now lower which meant a low selling 60K week.

Japan is far from the point where supply would have met demand, Nintendo hasn't even met the initial demand from Japan, given that over 2 million Japanese signed up to my Nintendo store preorders, and Switch 2 haven't even been supplied to all of those initial customers as of yet.

You act as if there is just thousands of unsold Switch 2 units laying around in Japan on a weekly basis, when the reality is they still follow a lottery system and all supply to the country gets instantly sold out every week.

By your reasoning, PS5 sold incredibly little from 2020-2022 in Japan because of no demand, when the reality was that it took until 2022 for Sony to be able to ship significant amount of PS5 units to Japan. Nintendo on the other hand is faster in supplying the Japanese market, but they have no capacity to meet the huge demand for Switch 2 in Japan, which is why Nintendo president Furukawa has to apologize for not being able to meet demand every time he speaks out.

The steady WoW decline is what makes me skeptical of the claim that this is merely a “stock issue.” Not saying shortage implausible — I mean, as you have acknowledged, Furukawa has explicitly come out and claimed there are some supply issues — though that is to say I feel these JP figures closer resemble a gradual decay in consumer demand. Also, *sometimes* software figures serve as an indicator in differentiating shortage versus lack of consumer interest (e.g. Zelda BotW outselling NSW during Q4F17). 25k for Bananza is sending mixed signals in this regard.

But there isn't a ''steady'' decline every week. Donkey Kong Bananza restock a few weeks ago shows that when the supply gets increased, you get a major boost in hardware sales. Which is what you would expect to see when the demand hasn't been met in a particular market.

We know that Nintendo is ''only'' shipping around 1/5 of their Switch 2 units to Japan from their recent financial report, which means Japan does not get massive stock on a weekly basis.

How would Nintendo be able to ship 150K units to Japan every week if they also need to ship even more consoles than that both to the US and Europe on a weekly basis? Their Switch 2 production capabilities are not on that level.

Last edited by Sephiran - on 08 August 2025