That would give us a first hint, but I don't know how far we can use that in terms of prediction.
Nintendo has sold roughly 150million DSs (!). It would be very surprising if they couldn't sell out their 3DS stock at launch, given the volumes of the predecessor that the 3DS is backwards compatible with. If the 3DS
doesn't sell out, it would be remarkable indeed! (On the other hand, perhaps we shouldn't make too much out of the comparison to the iPad queues, as the 3DS could be preordered, and the customers walk in at any time to pick up their sample. It simply
felt like I saw the public cast its vote.)
The question mark that is raised isn't really about the volume of enthusiasts who buy at launch, but about sustained sales. The DS sales grew after launch, and sold roughly 30million yearly 2007/2008/2009. The PSP sales, while not quite as flat, has stayed at roughly the same levels up until now. (Both systems dropping off during 2010). And that is key to the business model, as it allows cost reduction on the hardware, it amortizes the development costs of software/hardware/services over a large volume of units, and helps sustain high game sales (and thus licensing revenue) during the long life time of the console.
My contention is that the new generation of handheld consoles won't be able to sustain a high sales volume due to limited justification beyond their core audience. Only time will tell with that. If the first year data is dreadful, well, that settles it. But even with decent first year sales to the core audience, that doesn't ensure that years 2-5 will mirror the previous generation handhelds, since during that period the console will have to sell to a different category of consumers. What will the landscape look like in 2015?
I doubt we can keep this thread going that long.
Arwin came up with the only real positive angle I've seen so far in that the handheld consoles may be carried by the general trend towards portability. Incidentally this implies that people will be sufficiently satisfied with their portable gaming gear to let it replace stationary equipment, just as with laptops vs. desktops. And I believe that he has a point and that this will happen to some extent. However, handhelds already have higher sales volume than the stationary consoles, so even a total migration to portable platforms can't double the number of customers, and of course the trend won't be that extreme so the net gain can't be more than fairly modest. So, while the argument makes sense, there are limits to how much of an impact it can have on an industry that is already dominated by handheld devices. I'd rather see it as a good basis for prediction of how well the next generation of stationary consoles will do.