You said this before and what I'll again what I said before. Firstly Series S has been out of stock more than it's been in stock since launch, and just because there are consoles on the shelves, does not meany it's not selling well or that nobody is buying it.
By that logic nobody is buying food in London because my local supermarkets are always stocked with food.
I don't disagree with that concept. I just feel you're double counting here.
If we go with Series X was never produced, and the result is that there would be more overall sales requires 2 assumptions to be true
(A) Every single owner that bought Series X would have bought a Series S
and
(B) Because Series X was supply constrained, there would have been even more sales if these were actually Series S because there was more supply
But (B) is where I feel you're double counting, because anyone who wanted a Series X and couldn't get one due to supply constraint and would buy a Series S is already counted towards Series S supply and demand curve. It's already been sold as part of that group. And if that weren't the case, then at most Series S consoles could have only sold as much as combined total of Series S and X, and that's with perfect migration.
So saying you'd sell even more Series S consoles as a result of relieving the bottleneck around Series X is a double count imo.
And your refute is that Series S has been out of stock, and I agree that at times it does go out of stock, but not nearly at the level that Series X is out of stock globally. So even if this were true, you would be likely to get a Series S within a week of desire whereas Series X constraints have been so terrible we have only ever seen pictures of units for sale shelves this month.
I don't have an issue with saying that Series S sells well, or sells even more than Series X. But from my standpoint, these are 2 products targeted at two different groups of people. There are bound to be customers in the Series X side of things that will not be interested in what Series S has to offer. And so if I think about a Venn diagram where these 2 circles join, despite Series S being a larger circle I don't see any amount of increase of supply being able to overlap with the folks who only want the power of Series X.
If I return to my original posit: S + X sales will be greater than S alone or X alone.