So is Switch stock sitting on store shelves the norm or the exception? We all know the answer is that its the exception. Supply is still under demand, and NPD sales post launch month have shown sales trending about 200k or better even with it being difficult to find. Compare that to Wii U post Christmas NPD months, with plenty of stock sitting on the shelves, and we were seeing sub 50k per month on a consistent basis. Xbox One took 12 months to ship 10 million Xbox One consoles, and Sony sold about 14 million PS4 units in that time. In the past 3 weeks Nintendo has sold about 250k in Japan alone, and was selling about 25k per week leading up to the surge that Splatoon 2. Nintendo reported 4.7 million units sold as of June 30th. Japan alone has sold over 400k since Q2 began. We should have NPD results for July soon enough, and I expect 250k+ units will have been sold. I heard a report earlier today that the stream of supply for units in Japan has greatly increased starting earlier this week, and to expect a much higher than expected sales reported from Media Create next week. If current trends continue, Nintendo will not only have cruised past 6 million sold, but be well on its way to 7 million by the end of August. Remember that MH XX releases in Japan later this month, continuing the momentum Switch has in its homeland.
I am thinking Nintendo has nearly 8 million Switch units sold leading up to the release of Mario Odyssey, and we all know every major market in the world buys Mario. No reason to believe that Mario wont again rekindle any lost momentum, and then there is the Christmas holiday where selling 2-3 million units is a lock. Nintendo may have a chance to sell more Switch units in its first 12 months than even the PS4 accomplished, and will certainly do far better than the Xbox One in its first 12 months.
I am thinking Nintendo has nearly 8 million Switch units sold leading up to the release of Mario Odyssey, and we all know every major market in the world buys Mario. No reason to believe that Mario wont again rekindle any lost momentum, and then there is the Christmas holiday where selling 2-3 million units is a lock. Nintendo may have a chance to sell more Switch units in its first 12 months than even the PS4 accomplished, and will certainly do far better than the Xbox One in its first 12 months.