[Europe] PS5 sales are up 202% compared with the year before, Switch #2 (down 11%) and Xbox #3 (down 32%)
- Thread starter Unchained
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Damn, looks like the writing is on the wall for Xbox.
Numbers make sense. Switch is surely coming to the end of its life globally. PS5 stock is up. Xbox just doesn't have anything to play so what is the reason for buying it etc. Nothing too shocking here at all.
Holy shit. It's over. This year is gonna be a blood bath. 
Switch is definitely getting to it's finishing point. I will be glad when that thing finally dies and Nintendo actually gives us hardware that is much more reasonable.
Switch is definitely getting to it's finishing point. I will be glad when that thing finally dies and Nintendo actually gives us hardware that is much more reasonable.
History will say that gamepass killed xbox, just like how it says bad management killed sega. If you know then you know.
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Microsoft playing shenanigans with the Series numbers like when they changed the definition of 'sold' at the end of the 360 generation.
I want to see the split between S and X shipped, sold through and sold. While I am open to correction, I don't believe the Series S numbers are organic.
I want to see the split between S and X shipped, sold through and sold. While I am open to correction, I don't believe the Series S numbers are organic.
MS has ALWAYS reported sell-in, not sell-through numbers, as they require full payment on delivery for their hardware and software. They don't give a fuck where it goes from there, they got paid upfront.
As for the S/X split, the wafer layout is 6 Series S APUs to 2 Series X APUs, and even allowing for binning, I don't think the ratio is going to be better than 3:1 S to X ratio.
The fact they'd have to do a wafer redesign to make more Series X without piling up tons of Series S chips makes it pretty unlikely we will see a change with sales for the S being in the shitter, as evidenced by the failed desperation fire sales prior to christmas.
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I thought they reported sell-through numbers when the 360 was outselling the PS3 by a large margin (2:1?) and then swapped back to sell-in when the PS3 started to catch up?
The man in charge of manufacturing the Series needs slapping with a trout into a canal. How anyone could think the idea of tying two consoles together, where the ratios are so off, in a market they are guessing about, would be a good idea is beyond belief. The resources that the Xbox division waste is staggering. No wonder they take such a $ loss on every console.
Even when they were on top, they reported sell-in. In peak times, sell-in==sell-through.
The sell-through numbers always came from NPD reports and were usually lower, but not totally embarrassingly so.
The whole idea with the shared wafer is cost-cutting, as producing one wafer is cheaper than having to pay the fees associated with running two wafer lines. And also, as I said, it has become clear that they never WANTED to sell many Series X consoles, it was a loss-leader and a halo product, but not what they envisioned as the future of Xbox. They basically skipped the wait for a revision and put the mid-ten refresh out day one to claim the power throne, but wanted to move cheap and subsidized Series S to reduce losses without the PR hit of only putting out a revised One X and telling everyone that that is the new Xbox.
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I work in/around/on/between manufacturing and the idea of that is madness. I'm not saying what you have said is madness, I believe it, but MS doing it is madness. The feasibility study for that idea, in this market, with products as unknown as consoles, should have been laughed out of the room. The idea of making tiers of affordability for a scalable product makes sense when that product is a knife or power tool, but to do it for electronics is playing with fire, to do it with consoles where you have one shot every 5-7 years is outright insanity.
Surely the cost of making 2 consoles, where one is a red-headed step-child - let alone the cannibalisation of your own target customer, just doesn't add up. Making one console, with one manufacturing line and selling that console at a loss makes more sense commercially and financially than taking a loss on two consoles + the extra manufacturing costs. Microsoft could have made a Series X, without a disc drive, shipped with 12 months of free gamepass (knowing the launch window would be baron) and taken a hit on those consoles and still saved money.
I feel like taking a plane to Redmond and slapping some sense into people. I hope they had succumb to industrial espionage when the kick-off meetings for the Series' consoles happened.
Remember 2020-late last year when Xbox was supposed to be closing the gap this gen? How Sony was going to fall to the competition because they refuse fully commit to a sub service? Or maybe how marketshare would be lost because of "less teraflops". hell even add in $70 games! All of these totally killed PlayStation right???
But Europe is covering US so Series is ahead Xbox One lol
Except for original Xbox... Series has the worst performance of any Xbox.
Except for original Xbox... Series has the worst performance of any Xbox.
Launch aligned, PS3 outperformed 360 since the start. The thing is that PS3 was released way later than 360, so 360 started with an extra head start and PS3 had to slowly close the difference.
So, enough about Xbox, let's talk Switch....
It's trending down, finally, but honestly not by much. I am shocked that they haven't tapped the market out by now but it's clear that they haven't. If necessary there's probably two years of "acceptable" unit sales, followed by a dud year, left. And that's all with the Switch never having had a price drop, unless you count bundling or the lack of an inflation-driven price increase. I still don't get how Nintendo is getting comparable numbers of people to buy in every year but here we are.
Though, personally, I think Switch 2 hits in 2024 and original Switch sales decrease drastically after that, even if it still keeps getting games for a few years.
It's trending down, finally, but honestly not by much. I am shocked that they haven't tapped the market out by now but it's clear that they haven't. If necessary there's probably two years of "acceptable" unit sales, followed by a dud year, left. And that's all with the Switch never having had a price drop, unless you count bundling or the lack of an inflation-driven price increase. I still don't get how Nintendo is getting comparable numbers of people to buy in every year but here we are.
Though, personally, I think Switch 2 hits in 2024 and original Switch sales decrease drastically after that, even if it still keeps getting games for a few years.
Too funny to watch. All that struggle and gamepass promoting all amounted to nothing. Not even CoD can save them at this point.
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The PS3 was a disaster of a console, right up until around 2010 when Microsoft went 'wubble' and Sony got their act together. You would have thought they would have learned with the CDI what happens when you try and make an all-in-one device...Then Microsoft went and copied them
Switch is hitting market saturation. Switch 2 will bomb and be a disaster.
The thing to keep in mind is that MS has a bad habit, especially with Xbox, of handling hardware the same way they handle software.
As for the insanity that is launching essentially two different generations of hardware to market at the same time, that is how desperate they were GOING INTO this generation. Imagine how sweaty they are right now, with the Activision deal being given a poison pill by the CMA.
They went all-in on a risky strategy, hoping to disrupt the business. It has cratered at the starting line. Now what?
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You don't hit market saturation right after only declining 11 percent. They have at least one more year of "good" sales, as is and then can start price-cutting if necessary.
As to Switch 2 bombing, let's see what it actually is before preemptively deciding it's success or failure.
Edit: And, just as a reminder. Even though Sony lost total market dominance with the PS3, they did reverse the tide of the Blu-Ray vs HDDVD war with it (remember, HDDVD was winning early on, they had porn AND Disney on board and that should have been enough to secure a win,) resulting in billions of non-Playstation income going to Sony. Even in the unsuccessful first few years, PS3 did its job for the company.