postofficebuddy said: Actually they're fiscal year projection isn't looking so hot right now. You need to subtract the 2.3 million in the pipeline at the end of last FY. I really doubt there's more than 2 million units out there right now unless they fixed their production issues and put out an absolutely massive shipment this week. |
2.3 million in the supply chain on 31 March 2009? That sounds a tad high, given a lot of people on this site were howling that there was apparently 2 million in the supply chain in mid-Jan this year, but that it could not possibly be and there were numerous calls for upward adjustment.
AFAIK there are only supply problems in the USA / Americas. I'm not aware of any major supply shortages anywhere else, and obviously there aren't any supply problems in Japan. It's conceivable for there to be close to 2 million in the supply chain. If Sony are going to report less than 13 million for FY 2010 then it'll still be north of 12.5 million. If Sony projected 13 million shipped it means their factory capacity was for at least 13 million to come off the production line. Any true shortages should mean their production capacity failed to meet demand, which means demand should have exceeded the 13 million they were geared up to meet.
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