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Forums - Sales - July NPD 2020: Switch 340K, PS4 150K, XB1 17k (rip)

Marth said:
That is an insane drop for Xbox. Did they not restock? Interest dropping like that seems too crazy.

This is why I find the whole gamepass talk funny. It's like there is this collective mind wipe going on.

NA is Xbox's strongest territory, if they are doing that poorly there imagine how it must be everywhere else. And somehow, gamepass is gonna change all this. 

The only reason the Xboxbrand still exists is that its backed by a company is big as MS. If the XSX/S doesn't do much better than the XB1 and gamepass doesn't take hold, I think it's safe to say MS will pull the plug on the Xbox brand. Or just turn it into a service and stop making consoles in the traditional sense. And become a multiplatform publisher for their IPs.

Xbox simply needs more than NA to survive. Especially in any gen when it doesn't have a commanding lead in that region (like the 360 gen).



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Intrinsic said:
From Era

Switch 340k
PS4 150k
XB1 17k

I think Xbox is in a far worse state than most think.

Damn, that's a severe drop for both Switch and Xbone. I gues the Xbone drop could be because they've slowed production severely to focus on Series X, but unless demand is fading it seems weird that Nintendo would ship less and less Switches each month.



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Could these numbers really match with only a 2 % drop dollar wise?
It's a 7 % drop in total unit sales from 546k to 507k and the consoles should be cheaper on average, mostly due to the Switch Lite.



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UnderwaterFunktown said:

Could these numbers really match with only a 2 % drop dollar wise?
It's a 7 % drop in total unit sales from 546k to 507k and the consoles should be cheaper on average, mostly due to the Switch Lite.

The calculation itself was taken from percentage, I don't know if that necessarily means that it equals those exact hardware numbers, as I am not sure if that was revenue based percentages or hardware based percentages. 

https://www.resetera.com/threads/npd-july-2020-ghost-of-tsushima-1-cod-mw-2-paper-mario-3.268056/page-10#post-42731205



 

RolStoppable said:
UnderwaterFunktown said:

Could these numbers really match with only a 2 % drop dollar wise?
It's a 7 % drop in total unit sales from 546k to 507k and the consoles should be cheaper on average, mostly due to the Switch Lite.

Here's the source:
https://www.resetera.com/threads/npd-july-2020-ghost-of-tsushima-1-cod-mw-2-paper-mario-3.268056/page-10#post-42731205

Maybe there's a typo like -84% instead of -54%. That would help to make the revenue and unit numbers align.

People on Era are certain that the percentages are year over year changes for unit sales.

Hmm yea I guess we'll have to wait and see if there's some correction or something. Certainly seems a bit odd.



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US supply constrained for NSW I would guess.

ACNH is running at 50% digital globally confirmed by Nintendo. Nintendo's reported numbers + Famitsu's retail tracking suggests the upper-end for Digital % in Japan is 30%. W26 retail sell-through = 5,001K and Nintendo shipped + digital units through Jun 30 is 7,150K, so using delta of 2,419K = digital = 30%. In reality this number is lower since there is inventory/transit to account for as well as MyNintendo shop hardware bundles.

That puts non-Japan digital share at about 60% to achieve the 50% ratio globally.

US July NPD had Paper Mario in the 300-450K ballpark for retail. TLOUII and ACNH followed right after that, so upper-end for those is Paper Mario minus one unit and lower-end is zero. TLOUII is physical + digital and ACNH is physical only. No idea how to ball-park a lower range since we have little detail about units/hints for software below those two, but I think we know that TLOUII last month was #2 opening all-time for Sony so that puts it at 1.9M in June. So 75-80% drop in month 2 would peg it at 380-475K.

If ACNH is right behind that in the 2-300K range, then with 60% digital it bumps up to 500-750K. So attach rate for ACNH vs NSW hardware is around 1.5-2.5x, which is way higher than what we see in JP for the same time frame. In JP, NSW sold 422K for July 4 weeks and ACNH 279K in the same frame. Add-in our 30% digital and its at 399K - close to 1:1 attach rate. US is somehow 50-150% ahead of that despite ACNH behing a bigger phenomena/driver in JP, which would suggest that HW supply is capping sales and lagging behind demand (which I suspect is currently enough to sustain ~150K weekly sales).



RolStoppable said:
UnderwaterFunktown said:

Could these numbers really match with only a 2 % drop dollar wise?
It's a 7 % drop in total unit sales from 546k to 507k and the consoles should be cheaper on average, mostly due to the Switch Lite.

Here's the source:
https://www.resetera.com/threads/npd-july-2020-ghost-of-tsushima-1-cod-mw-2-paper-mario-3.268056/page-10#post-42731205

Maybe there's a typo like -84% instead of -54%. That would help to make the revenue and unit numbers align.

People on Era are certain that the percentages are year over year changes for unit sales.

It has to be YoY, otherwise the numbers don't make any sense whatsoever.

And even then, I was under the impression that sales numbers were up for all the consoles so far this year in the US, so even then it's a bit hard to believe because the only thing that is actually down is the 3DS.



RolStoppable said:
Bofferbrauer2 said:

It has to be YoY, otherwise the numbers don't make any sense whatsoever.

And even then, I was under the impression that sales numbers were up for all the consoles so far this year in the US, so even then it's a bit hard to believe because the only thing that is actually down is the 3DS.

It's year over year for the month of July, not year over year for year to date.

Hmmm, let's see...

This year:

Switch 340k
PS4 150k
XB1 17k

Total sales: 507k

Last year:

NSW = 252K
PS4 = 185K
XB1 = 109K

Total sales: 546k

Still expect it's a bit underestimated, PS4&XBO should be more expensive then Switch due to Pro/X on their side versus the cheaper Lite on the Switch side. I don't expect much more, but I think there's some 20-30k missing in this estimation.



01. Switch lite could be a very small part of Total Switch sales, wouldn't be the first time
02. There are other consoles outside of the big 3

Yall overthinking.

Thread update btw



Ryng said:
01. Switch lite could be a very small part of Total Switch sales, wouldn't be the first time
02. There are other consoles outside of the big 3

Yall overthinking.

Thread update btw

Do 3DS and those mini consoles really make that much of a difference?