Forums - Sales Discussion - December NPD 2019

thismeintiel said:
curl-6 said:

Entry price for a model most customers chose against even when it was $100 cheaper though. The full Switch experience, which most customers evidently prefer, still cost buyers an entry price of $299.

And "wonders" is still overstating it; if the Lite had not come along plenty of those who bought it might have just picked up a regular Switch, so we can't even say it added 400k for sure.

Define plenty?  Cause if the full experience was what people prefer, why even buy the lesser model?  The fact is, those who are buying it at $199, even though it has fewer features, are people who won't buy it at $299.  If they would buy it at $299, they would have just got the OG model to have the "full experience."  No Lite and you can bet 350K+ of those sales go away. 

Nintendo knows what it is doing and knew when to time the Lite release.  Now, quite a few people who would have waited for the OG model to get a cut to $199 can jump on board, turning any months that would possibly have shown drops YOY to now showing gains.  Same goes for normal price cuts on other consoles.

Think Families with several children, for instance. You only need one base model per household, for the rest, you could opt for a lite without the limitations of the base model really mattering much anymore. Or if you really just need something to play on the road and don't care at all about gaming on it at home.

The price doesn't push people to buy it. Rather, it makes buying the gimped version acceptable for some. Because the vast majority plays both at home on the TV and mobile, and that's something they simply couldn't do on the lite. It removed one of the main reasons why the Switch is such a runaway success, and that why it's sales are way below those of the base model.

And just think about it, if your theory was true that people rushed to buy the cheaper console and that it was the reason for the great sales, then the lite would have needed to outsell the base console, but that didn't happen in the slightest.



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If Xbox can beat PlayStation in this gen NPD holiday month, I’m optimistic what can happen when MS actually has their shit together next gen.



holy shit 10 pages. We need numbers back lol.



2020 predictions: NSW 21m, PS5 6m, XSX 4.5m, PS4 9m, XB1 3m
(PS5 and XSX predictions will most likely change after we know enough about them)

LGBTDBZBBQ said:

Q3 Nintendo
Base Switch shipment = 7.58M
Switch Lite shiptment= 3.24M
Switch Total shipment = 10.81M

Nearly 3 years on the market without a price drop for Base Switch and only dropped 1.84M from previous year Q3 and competing against $200 SKU at the same time.

wonder. noun. noun. /ˈwʌndər/ 1[uncountable]
a feeling of surprise and admiration that you have when you see or experience something beautiful, unusual, or unexpected

Doing Wonder is a brand new MEME after falling off a cliff

So, 3M boost thanks to a $199 price point. Truly wonderful.



thismeintiel said:
LGBTDBZBBQ said:

Q3 Nintendo
Base Switch shipment = 7.58M
Switch Lite shiptment= 3.24M
Switch Total shipment = 10.81M

Nearly 3 years on the market without a price drop for Base Switch and only dropped 1.84M from previous year Q3 and competing against $200 SKU at the same time.

wonder. noun. noun. /ˈwʌndər/ 1[uncountable]
a feeling of surprise and admiration that you have when you see or experience something beautiful, unusual, or unexpected

Doing Wonder is a brand new MEME after falling off a cliff

So, 3M boost thanks to a $199 price point. Truly wonderful.

What does Lite GLOBAL Q3 shipments have to do with December NPD though?? 



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PortisheadBiscuit said:
thismeintiel said:

So, 3M boost thanks to a $199 price point. Truly wonderful.

What does Lite GLOBAL Q3 shipments have to do with December NPD though?? 

Oh, this may be a little bit complicated.  Now, Dec is part of Q3.  And NPD covers the US, which is part of...the globe.

It's just hilarious that people can't get over that Nintendo had to do what every other console company has done, including themselves previously, either cut the price of the OG SKU or release a lower priced SKU to keep sales up YOY.  I know it goes against the narrative of the unstoppable Switch that will sell higher amounts until 2022 no matter what, but obviously Nintendo doesn't believe that nonsense either, so released the Lite.  Nintendo is being smart in keeping the demand for Switch up, which should make Nintendo fans happy, yet they take that simple, factual observation as some sort of insult.



thismeintiel said:
LGBTDBZBBQ said:

Q3 Nintendo
Base Switch shipment = 7.58M
Switch Lite shiptment= 3.24M
Switch Total shipment = 10.81M

Nearly 3 years on the market without a price drop for Base Switch and only dropped 1.84M from previous year Q3 and competing against $200 SKU at the same time.

wonder. noun. noun. /ˈwʌndər/ 1[uncountable]
a feeling of surprise and admiration that you have when you see or experience something beautiful, unusual, or unexpected

Doing Wonder is a brand new MEME after falling off a cliff

So, 3M boost thanks to a $199 price point. Truly wonderful.

A lot of those 3M probably would've bought a regular Switch for Pokemon anyway had the Lite not released. "Wonderful" is a big overstatement when the SKU that's $100 more expensive still makes up the bulk of sales.



curl-6 said:
thismeintiel said:

So, 3M boost thanks to a $199 price point. Truly wonderful.

A lot of those 3M probably would've bought a regular Switch for Pokemon anyway had the Lite not released. "Wonderful" is a big overstatement when the SKU that's $100 more expensive still makes up the bulk of sales.

Obviously Nintendo doesn't buy that narrative, otherwise they wouldn't release the cheaper SKU.  If they would have bought it regardless of price, Nintendo is stupid for releasing it, as they must make a killing with the manufacturing price reductions on the $299 SKU. Again, if those people would have bought the $299 SKU, anyway, that's still the SKU they would have bought for the full experience and features.

Are there still going to be people who wait for the $299 Switch to drop in price?  Of course.  But, the people who don't care about the "full experience," and want it at $199 are jumping in, now.  That was the point of the Lite. Not to become the #1 SKU for the Switch, but to get some of those $199 adopters started coming in to keep demand and numbers up.

I wouldn't be delusional and say that the PS4 would still be at 105M+ without cuts below $349.  Of course it wouldn't.  Same goes for the Switch.



thismeintiel said:
curl-6 said:

A lot of those 3M probably would've bought a regular Switch for Pokemon anyway had the Lite not released. "Wonderful" is a big overstatement when the SKU that's $100 more expensive still makes up the bulk of sales.

Obviously Nintendo doesn't buy that narrative, otherwise they wouldn't release the cheaper SKU.  If they would have bought it regardless of price, Nintendo is stupid for releasing it, as they must make a killing with the manufacturing price reductions on the $299 SKU. Again, if those people would have bought the $299 SKU, anyway, that's still the SKU they would have bought for the full experience and features.

Are there still going to be people who wait for the $299 Switch to drop in price?  Of course.  But, the people who don't care about the "full experience," and want it at $199 are jumping in, now.  That was the point of the Lite. Not to become the #1 SKU for the Switch, but to get some of those $199 adopters started coming in to keep demand and numbers up.

I wouldn't be delusional and say that the PS4 would still be at 105M+ without cuts below $349.  Of course it wouldn't.  Same goes for the Switch.

If it was acting like a $199 price cut though, then the vast majority of sales would be of the $199 model.

Instead, the vast majority are still choosing the base model in spite of it costing $100 more. So it's not equivalent to a price cut.



thismeintiel said:
PortisheadBiscuit said:

What does Lite GLOBAL Q3 shipments have to do with December NPD though?? 

Oh, this may be a little bit complicated.  Now, Dec is part of Q3.  And NPD covers the US, which is part of...the globe.

It's just hilarious that people can't get over that Nintendo had to do what every other console company has done, including themselves previously, either cut the price of the OG SKU or release a lower priced SKU to keep sales up YOY.  I know it goes against the narrative of the unstoppable Switch that will sell higher amounts until 2022 no matter what, but obviously Nintendo doesn't believe that nonsense either, so released the Lite.  Nintendo is being smart in keeping the demand for Switch up, which should make Nintendo fans happy, yet they take that simple, factual observation as some sort of insult.

This may prove difficult as well, but just because Nintendo shipped 3 million Lite units in Q3 does not mean they sold through the majority of them. In fact, anecdotally, most big box retailers had stacks of them sitting around after the holidays while the main unit had supply issues. It's ludicrous at best you're trying to push this narrative of the $199 gimped unit somehow being a savior for Nintendo during the holidays. Ignoring the fact that Switch was up 20-30% YOY prior to the Lite releasing. Also, this thread was intended for sell through data for Dec NPD, not 3 month global shipped data...though it's transparent why you're trying to fuse the two. 

And speaking of this "simple, factual observation", possibly people are taking issue with the fact it's not coming from a neutral source? I'm sure you're aware of this and are purposely ruffling feathers for whatever reason...

Last edited by PortisheadBiscuit - on 31 January 2020