For the PS3 numbers, one way to look at it is that is that US consumers are still spending more dollars on PS3 hardware than they are on Wii hardware. Even if you count all units sold as the cheaper $500 model, it's still $122mil spent on a PS3 vs $109mil spent on Wii.
Ok, that is
one way to look at it. I am not sure that is relevant though in the way you are suggesting--quite the opposite IMO.
Example: I have $600 for entertainment for the next couple months. Do I...
A. Buy a Wii ($250), an extra controller ($60), and three games ($120) for $430 and hold onto the cash for upcoming games or other entertainment uses (movies, videos, going out to eat, etc)
or
B. Buy a PS3 20GB ($500), and a game ($60) for $560 -- $130 more than a Wii with 3 games and an extra controller.
Every dollar invested in hardware is theoretically money not invested in software. I know this is a tough concept on a forum where 50% (!) of the visitors owned over 25 games on their primary conosle last generation, but there are caps on entertainment expenses by most consumers, and extra money invested in hardware is potential money not spent on software.
Further, seeing as the Wii is completely supply limited (I have YET to see one in a store in my area) and the PS3 isn't supply limited, comparing "overall US dollars spent" doesn't tell us much at all.
Ultimately, though, dollars spent down mean anything
unless the attach rate of software follows the same trend. Even if Sony can beat out Nintendo by 10% in total dollars spent, but Nintendo is selling 2x as many systems Nintendo is, financially and market share, in the "driver's seat". Even if their attach rate is similar to Sony's Nintendo is in a strong position: Their software is cheaper to develop and their are making a profit on each unit sold whereas Sony isn't.
IMO the off season sales are interesting but are not grand revelations. What is more relevant IMO are software attach rates (and total software sales) and how this influences publisher support. And internally total losses/gains and price cut strategies and the available options/impact are right there as well.
Nice to see all 3 consoles selling relatively well in the slow month of January. Xbox 360 numbers are much stronger than I expected (no Lost Planet love in this thread?) although I disagree about the "no need for a price drop" stance. 300k for 6 months is 1.8M, which is definately not the pace MS wanted (they were aiming for 3-5M in the first 6 months of 2007, which is 500k-833k). Sales should be picking up substantially at this point and instead they are looking at a big slow down... I wonder why...
I have been saying for a while 2007 is "do or die" time for MS. Are they going to make the investment to make themselves a serious contender and create a larger install base to reward publisher support and developer trust? Console install bases are long terms investments... Sony's numbers are not surprising due to the lack of software and most significantly the price. A lot of the price is BluRay related, so it is time for BluRay to start paying for itself. Some will disagree, but 2009 is too late. Console install bases are time sensative. Picking up steam down the road isn't an option. I think Sony is in a position to surprise with some price cuts and should have a good European launch. It really is about software for Sony and clearly demonstrating to consumers why they need to spend more on a PS3 over a Wii and 360.
Which leads to the uniqueness of this generation: Different strokes, different folks. The Wii is the different console which defies logic in so many ways; the PS3 *the* gaming brand, has the next gen movie format, and is pushing potential and testing new waters like online strategies; the 360 is the full next gen gaming on the cheap(er), killer online experiences, and a mix-and-match media strategy (HD DVD, downloadable TV shows, etc).
Quite a contrast compared to the PS2/GCN/Xbox gen where serious time was spent discussing the GCN handle
Anyone who's an insider care to make prediction on how this will change early Wii 3rd party support if it all. Or are devs still going to take a wait and see approach?
We are beginning to see some publisher movement, at least hints of it. e.g.
EA is going to "attack" the Nintendo consoles and has 15 titles in development. "
We have shifted and acquired resources and are attacking these successful platforms," commented CFO Warren Jenson. "In short, we're on it." On the other side of the fence
EA noted their dissappointment with their sales on the PS3, noting the eBay effect.
Publishers have limited resources and will go where the money is. That is why I noted tie ratios and early install base footholds above--you need people buying software and you need the install base to cater to a broad demographic of gamers as well as game titles. It is 2007, the 2nd year of next gen, time to get movin' folks! Last gen is being phased out, place your bets now.
Thanks!