zhao3gold said: In fact I have one question about those "XBOX360 overshipped" comments. Look at CY2011 Q3 & Q4 shipment figures, MS totaly shipped 10.5M XBOX360 and SONY shipped 10.2M PS3. The difference is only 0.3M consoles. How come people keep saying X360 was overshipped. SONY shipped 3.8M PS3 in Q3, so in Q4 they didn't need to ship huge quantity to fulfill the holiday market requirements. But MS only shipped 2.3M X360 in Q3, so in order to meet the holiday retail requirement, of course they needed to ship more consoles in Q4. My opinion is: SONY started to prepare that holiday sales in Q3, but MS didn't start to prepare the holiday sales until Q4. There is no huge overshipment existed, but probably a slight overshipment. And the overshipment might be for both MS and SONY because December sales was lower than their expectations. At last, according to NPD, Nintendo and MC, the retail sales of 360 and PS3 in thebiggest 3 markets is on par. So how people here are 100% sure PS3 was outsold 360 in retail? |
Because it's not just about one or two quarters, you have to go back to data from last year to show what's happened this year. I've already proved earlier in this thread that Microsoft overshipped in the Jan-March 2011 quarter as well due to undershipping in Oct-Dec 2010.
In total for 2010 Microsoft shipped 12.1 million consoles, however they sold 13,378,231, Microsoft & retailers made a big mistake & undershipped for 2010 with the majority of that happening in Oct-Dec & it ate into their supply of consoles in the retail chain almost causing a sell out. To make up for this Microsoft had to replenish the retail chain by overshipping in 2011 & they shipped 14.9 million whilst selling 13,422,253.
When you combine the two years worth of sales you get 27 million shipped & 26,800,484 sold, which works out perfectly. Microsoft undershipped in 2010 & had to balance it out by overshipping in 2011.