Ampere Analysis: PS5 30m, XSX|S 18.5m, NSW 119.5m

Dabaus

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Ampere have a reputation to keep. I would seriously doubt the timing on this has anything to do with the deal. They are not VGChartz.
I dont mean they are making numbers up, i mean just the timing of this. Speaking of VGchartz, im already seeing xbots claiming these are shipped, not sold xbox numbers and vgchartz is correct. On resetera im seeing similar things or blaming the series X not being available enough and once it is it will correct course.
 
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ethomaz

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I dont mean they are making numbers up, i mean just the timing of this. Speaking of VGchartz, im already seeing xbots claiming these are shipped, not sold xbox numbers and vgchartz is correct. On resetera im seeing similar things or blaming the series X not being available enough and once it is it will correct course.
That doesn’t makes any sense.
VGC has it way over 18.5m.
If Ampere was shipped then the sold should be below 17m.

These numbers being shipped makes VGC even more wrong than what it is lol
 

Dabaus

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That doesn’t makes any sense.
VGC has it way over 18.5m.
If Ampere was shipped then the sold should be below 17m.

These numbers being shipped makes VGC even more wrong than what it is lol
Some are saying that Ampere is just flat out wrong and vg chartz are correct. Other are saying that ampere is also wrong because xbox numbers are shipped where as ps5/switch are sold. So its two different groups of xbots saying two differnent ways ampere is wrong. Sorry if i wasnt clear.
 

EN250

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119.5M for the shitty underpowered Switch?
That's not just Nintendo IP pulling their weight. Sony, get a portable PS4 made, ffs!

Want a nuclear powered battery along with that shrinked PS4 while you're at it? :ROFLMAO:
Not gonna happen till batteries can sustain not only extended use but also being able to fit in the back of a handheld gaming device

As for the numbers, man PlayStation did suffer some drought at the beginning of last year, hope they can have steady supply so more people can have their PS fix 😎
 
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Heisenberg007

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I'm not a sales guy guesstimator (@Heisenberg007 and @thicc_girls_are_teh_best take the crown), but I can see a world where at the moment PS5 is above 34M and Xbox is below 21M. This quarter so far may have actually been a 2:1 split or even beyond that.
Oh yes, absolutely. That's pretty much a given by now.

Xbox is averaging ~8 million consoles per year (at best), and that does not even count the 30% YoY drop in HW sales that we've been seeing this year across the globe. So it's more like 7 million for this year, but let's take 8.

8 million per year, while Sony is pacing to 6.2 million just this quarter.

So, by the end of March 31, we will roughly have PS5 (36.2 million) and Xbox (20.5 million).
 
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24 Jun 2022
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That's quite the spin from resetera. Seems like they've hated PS since before this gen even started, lol.

No; the shift in narrative happened after the Jim Ryan email leak. Which has NOTHING to do with PlayStation as a business or their business performance whatsoever. Also funny they are ignoring that Sony already gave a figure of 32.5 million at their fiscal results early this month (or was it late January?). I'm assuming Ampere's estimates are recent (as in, this month, arguably as of last week at latest), so their PS5 number is actually lower than it should be.

All I know is, the likelihood Xbox were between 16.15 million - 17 million by end of 2022 is more or less confirmed; MAYBE they were slightly above 17 million by that point, but anything above 18 million at the time of Microsoft's earnings call would have been at least somewhat referenced for the PR advantages in optics (MS sure love their optics). So doing about 1.5 million in two months is within ballpark of the annual totals Xbox tend to move in the first few years (~ 9 million), but given MS's own fiscal forecasts for FY 2022 Q3 (of which January & February fall into), I'm thinking they've moved less than 1.5 million in those two months, so they could've been a bit above 17 million as of End of 2022 but still behind 18 million.

Either way you look at it, there's no way to spin this as looking "good" for Xbox when they are losing market share in ROTW and even US & UK, and are being led almost 2:1 by PS5 despite that system having severe shortages that only started to become less severe in H2 2022. But hey, there are a lot of people on Reset who are simply Xbox enablers; they don't want to see the brand genuinely make improvements in the market, they just want to try knocking PlayStation down a few pegs any opportunity they can get.

Because y'know, competition or something like that.

Tinfoil hat time: The timing of this news (same weeks as Microsfts final arguments before the CMA) and the headline pull quotes kind of makes me wondered if this wasnt planend by sony in conjunction with ampere. Hear me out, 18 million seems good for xbox and should be factored into sonys arguments for why microsoft doesnt need activision if its not too late for that. The headline also says sony lost marketshare (albeit not alot.) We see microsft playing the media game all the time, and with this being the most important and favorable so far to sony jurisdiction (The CMA) i could see sony playing the media game to help their case the most.

Or it could just be pure coincidence but i remember last year getting the ampere numbers in like late january. Im probably crazy though :p

Well you have to consider what figures Ampere are referencing when stating PS "lost market share"; I've actually challenged Ampere's own estimates before, after the report from June last year, when Microsoft started giving some of their own sales totals (as obfuscated combined XBO + Series or percentage references) and they showed a different sales trajectory to what Ampere gave.

And then you have Brad Smith using IDG figures for providing sales ratio between PS and Xbox as of up to last year, being 69:31. Considering we have Sony's official numbers (both for PS4 and PS5 up to that point), and general estimates for XBO sales being at around 50 million, you can just do some extrapolation and see where MS were at by end of last year for Xbox Series.

............

Actually I am just taking another look and yeah, Ampere are going by End of 2022 here. Well, I'm just going to respectfully disagree with their estimates for Xbox on this one. It's either they're right and IDG are wrong, or IDG are right and Ampere is wrong. But they can't BOTH be correct and why would Brad Smith use IDG's numbers in their presentation to the EC last week? He is either reaffirming that IDG's numbers are correct (meaning statistically Xbox could not have been beyond 17 million as of end of 2022), or he just blatantly lied to regulators by downplaying Xbox sold-through numbers?

Or, it could be Ampere's numbers are referencing Xbox sell-in (to retailers) but PlayStation sell-through (to customers), and I like that middle ground vs. saying one source is right and the other is wrong. After all, Microsoft don't provide their own numbers, but it would probably not be too conceivably difficult to get what numbers have been sold to retailers if you're a firm like Ampere.

So that's what I'm going to settle on for now: Ampere's Xbox numbers are sell-in, while their PlayStation numbers are sell-through. Otherwise given Brad Smith's own presentation last week and IDG's numbers, there's no way you can statistically get higher than 17 million for Xbox as of end of last year, unless we also accept XBO has actually sold-through notably less than 50 million units lifetime.
 
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AshHunter216

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No; the shift in narrative happened after the Jim Ryan email leak. Which has NOTHING to do with PlayStation as a business or their business performance whatsoever. Also funny they are ignoring that Sony already gave a figure of 32.5 million at their fiscal results early this month (or was it late January?); I'm assuming Ampere's estimates are recent (as in, this month, arguably as of last week at latest), so their PS5 number is actually lower than it should be.

All I know is, the likelihood Xbox were between 16.15 million - 17 million by end of 2022 is more or less confirmed; MAYBE they were slightly above 17 million by that point, but anything above 18 million at the time of Microsoft's earnings call would have been at least somewhat referenced for the PR advantages in optics (MS sure love their optics). So doing about 1.5 million in two months is within ballpark of the annual totals Xbox tend to move in the first few years (~ 9 million), but given MS's own fiscal forecasts for FY 2022 Q3 (of which January & February fall into), I'm thinking they've moved less than 1.5 million in those two months, so they could've been a bit above 17 million as of End of 2022 but still behind 18 million.

Either way you look at it, there's no way to spin this as looking "good" for Xbox when they are losing market share in ROTW and even US & UK, and are being led almost 2:1 by PS5 despite that system having severe shortages that only started to become less severe in H2 2022. But hey, there are a lot of people on Reset who are simply Xbox enablers; they don't want to see the brand genuinely make improvements in the market, they just want to try knocking PlayStation down a few pegs any opportunity they can get.

Because y'know, competition or something like that.
Agreed, though I definitely remember them trolling / bashing the PS hardware before the console launch and before the email.
 

nongkris

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Agreed, though I definitely remember them trolling / bashing the PS hardware before the console launch and before the email.
Yeah the shift in narrative on ERA started around the console launch. First that the console was ugly, though the masses loved it. Then that the console was "weaker" and that the chip was having production yield issues. Then them taking Cerny's words to mean that only 100 games would be backwards compatible. Then culminating with their weird obsession to hate Jim Ryan even before his email.
 
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Want a nuclear powered battery along with that shrinked PS4 while you're at it? :ROFLMAO:
Not gonna happen till batteries can sustain not only extended use but also being able to fit in the back of a handheld gaming device

As for the numbers, man PlayStation did suffer some drought at the begging of last year, hope they can have steady supply so more people can have their PS fix 😎
Just a question off of the top of my head

Why do handhelds have to have hours worth of battery life, but a 'wireless' VR set can get away with a 90 minute battery life?
 
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So looking at Ampere's stuff again, I actually have some contention with their numbers. Not that they're wrong, but that I think for Xbox they are going by sell-in and for PS5 they are going by sell-through.

Keep in mind, when Brad Smith gave his presentation to the EC last week, he used IDG as his source for the 80/20, 96/4, and 70/30 (last one being global sales) claims. He then gave a 69/31 statement just shortly after that in an interview. This guy is the President of Microsoft; he was speaking directly to EC regulators and you would HAVE to assume that he is using the most accurate numbers possible to present his case.

Otherwise, he is misleading regulators and I'm pretty sure that could come with criminal charges. But I don't think they've done that. Given we DO know Sony's numbers for around end of 2022 for both PS4 and PS5, and Brad Smith was using IDG as his source last week, it's not hard to figure out where Xbox Series numbers as of end of 2022 were at and, assuming XBO did do roughly 50 million LTD, you simply CAN'T get anything close to 18.5 million at that time frame. It's statistically impossible.

...Unless you're going by sell-in rates, which is what I think Ampere are doing here. In fact I think they did the same in the report where they estimated 13.8 million Xbox Series, from back in June of last year. Some of MS's own sales figures post that kind of verify that suspicion. Getting practically precise sell-in amounts would be a challenge, but a firm like Ampere would have industry connections with retailers & distributors to probably get those amounts and go from there. OTOH, Sony gave a sold-through of 30 million PS5s (technically "over 30 million") at CES, which was January 4th.

So from the context of one number being sell-in and the other sell-through, the Ampere figures would line up. Meaning, there would have been around 1.5 million Xboxes in the distribution channel but not actually sold through to customers yet (some of MLiD's thoughts on Series S 6nm refreshes being "ready" but not going into distribution due to stuffed channels, while not made as a speculation on actual console sales, can be referred to as a result of sales trends currently happening with the system), by the end of last year.

It's either that, or Ampere's numbers ARE referring to sold-through but, if so, that ALSO means XBO has performed even worst in sell-through than earlier estimates. As in, sub-50 million lifetime sales. Maybe something like 48 million at best, but it couldn't be much higher than that and certainly not nearing 50 million. That goes against many of the popular assumed figures for that system; it'd also mean that ROTW sales for XBO were even lower than have been estimated.

So, something would have to give, because both IDG and Ampere can't BOTH be referring to sold-through for Xbox and BOTH be correct, because the numbers don't line up for the same time frame. But if you rationalize it as the IDG numbers referring to sell-through (for both Xbox & PS), and the Ampere Xbox #s being sell-in while the PS5 #s are sell-through, then you can have both sets of data work with each other without causing any contradictions. And, given Brad Smith himself sourced IDG's numbers and would not intentionally mislead regulators with bad numbers just to trick them to feel more sympathetic for Xbox and approve ABK on light behavioral remedies, I HAVE to believe those numbers were accurate.

So that's how I'm going to view the IDG and Ampere numbers for the time being.
 

EN250

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Just a question off of the top of my head

Why do handhelds have to have hours worth of battery life, but a 'wireless' VR set can get away with a 90 minute battery life?

I'd assume that being a niche product, the customer base would accept the concessions of said product in order to support it, handhelds have the disadvantage of being compared to smartphone devices that "do the same and more", also a short battery life kind of defeats the purpose of being a handheld if it has to be constantly connected to be working 🤷‍♂️
 
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ethomaz

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He make a post with three pages to fight agains these that doubed his 4 million Xbox on shelves.
It is hilarious.

Nobody will read that hallucinations.

 
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Alabtrosmyster

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View attachment 693

:ROFLMAO::ROFLMAO::ROFLMAO:

I did not overestimated MS that shipped over 3-4 million units that were not sold lol

It is time to have a bit self aware.
The xbone launch was a special kind of a mess, that console had no redeeming factor. Yet it managed to sell 50 million units (listening to some xbone fans it was probably two or three in the same households as they all have one in the living room, one in their room and sometimes one in the toilet just in case).

And all these controller designs, this is just nuts.
 
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AshHunter216

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He make a post with three pages to fight agains these that doubed his 4 million Xbox on shelves.
It is hilarious.

Nobody will read that allucination.

Why is he so invested in inflating MS sales numbers?
 

anonpuffs

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Seems high for Xbox. Again, we have confirmed numbers from microsoft that they occupy a 30% share of a market that includes only PS vs Xbox.

They are likely even below that number.
After re-reading the xbox points from the EU presentation it seems the 70/30 split was 2022 only.