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Latest Shipment Figures Out:

From Nintendo report:

http://www.nintendo.co.jp/n10/news/060126e.pdf

During the nine months ended December 31, 2005, in the handheld game business, three Nintendo DS titles, "Nintendogs", "Brain Training", and "Brain Flex" from the "Touch! Generations" software lineup introduced last spring, each sold more than 1 million units.
In this year's fiscal third quarter, "Nintendo Wi-Fi Connection" was introduced as the world's first wireless internet service to offer game play which provides three key elements: "easy, safe, and charge-free". "Mario Kart DS", with its appealing feature of matching up players from around the world using "Nintendo Wi-Fi Connection", sold more than 3 million units during the current third quarter alone. "Animal Crossing: Wild World", another title for which the "Nintendo Wi-Fi Connection" is available, became the fastest
Nintendo DS title to achieve sales of 1 million units in the Japanese market. Sales of "Animal Crossing: Wild World" in Japan and the United States combined exceeded 1.8 million units. Nintendo DS hardware also sold exceptionally well, particularly in Japan, as it set a record as the fastest selling gaming device ever to reach retail sales of 5 million units in the domestic market.
In the console game business, the Nintendo GameCube party game "Mario Party 7" and the role playing game "Pokémon XD: Gale of Darkness" each sold more than 1 million units.
 
elostyle said:
I think products like these are produced in batches, so a clear correlation is unlikely.

What I meant was, where are these 'shipment of the products from manufacturing bases' going? Do manufacturing bases double as warehouses meaning that 'product shipment' figures (i.e. the stuff that's leaving the base) are the summation of orders being fulfilled?

If manufacturing bases just churn out batches which are then delivered to warehouses for subsequent distribution then the 'shipment' term has little meaning to demand. Obviously there's a big difference between the two interpretations. The disclaimer could be interpreted either as 'and then delivered to customers' i.e. suggesting that there is an intermediary where manufactured products rest until they are demanded. Or that it is a disclaimer that they do not account in their financial records revenue off units until they arrive (I guess in case units are damaged or lost in transit).

I don't know enough about the structure Sony use for manufacturing so I thought at least it's best to clarify the difference here rather than assume the worst.
 
Interesting psp shpmnts > ds ones... That line between them is just bound to grow ever more as the psp becomes the gba's successor.
 
Divus Masterei said:
Interesting psp shpmnts > ds ones... That line between them is just bound to grow ever more as the psp becomes the gba's successor.

What the hell are you talking about?!! :lol
 
Divus Masterei said:
Interesting psp shpmnts > ds ones... That line between them is just bound to grow ever more as the psp becomes the gba's successor.
And then the DS Lite will succeed the PSP. Circle of Life and all that.
 
Divus Masterei said:
Interesting psp shpmnts > ds ones... That line between them is just bound to grow ever more as the psp becomes the gba's successor.

So pokemon is coming to PSP now? Great!
 
monkeymagic said:
He probably means when PSP hits sub $150.

Ok, ok:

1) PSP shipments being larger than DS does not mean that it has outsold DS to date, just that this is how Sony work- they produce far in advance while the DS is currently suffering large shortages. Sold through numbers are very different.

2) PSP will not in the future overtake DS sales. Not a chance.

3) End of discussion.
 
AniHawk said:
The top two DSes appear to be sold, but "other" territories must be shipped. 1,000,000 in the UK is believable enough, but an additional 3 million for the rest of PAL? C'mon.

NOE gave EU sell-through numbers of 3.5 million before the U.K was reported to have sold 1 million. These should still be shipment numbers through 12/31/05, though.
 
There's a magazine article I have lying around the house somewhere. I need to dig it up, but it's a great little interview with Moore at the end of the Dreamcast's lifecycle. He had some pretty scathing comments regarding Sony.
 
If a product isn't selling, retailers won't request more stock. Shipped units is an accurate reflection of demand for the product.
 
EOGamer said:
If a product isn't selling, retailers won't request more stock. Shipped units is an accurate reflection of demand for the product.

PSP units are manufactured though, which isn't the same as the rest of the systems up there (which are shipped).
 
ioi said:
2) PSP will not in the future overtake DS sales. Not a chance.

At $150 the PSP will outsell DS in NA and EU regardless of what the DS pricepoint is at the time (see $199 PS2 vs $99 GCN)

But it will be at least another 18 months before PSP hits that price so DS has good sales ahead of it in those regions for the time being.
 
EOGamer said:
If a product isn't selling, retailers won't request more stock. Shipped units is an accurate reflection of demand for the product.

Nobody is saying these units are disappearing into a big black void once they leave the manufacturing bases. The issue is whether they are 'shipped' to Sony owned distribution houses before being allocated to customer orders. If that is the case then the numbers do not reflect current demand but just the general manufacturability of the product.
 
monkeymagic said:
At $150 the PSP will outsell DS in NA and EU regardless of what the DS pricepoint is at the time (see $199 PS2 vs $99 GCN)

A big part of the PSP's success is going to ride on how well they can pull off PSP Connect. If they can do it right, it'll be just what the system needs. The ability to download games, demos, movies, music ect is going to be very appealing.
 
EOGamer said:
If a product isn't selling, retailers won't request more stock. Shipped units is an accurate reflection of demand for the product.

This doesn't really reflect the situation in Japan where DS has now outstripped it's shipped figure and the PSP is well under its 4.2m shipped and doesn't look likely to meet it until later in the year at current pace. Unless the PSP sells 1.3 million units next week. In which case, yes, your model appears valid.

Nintendo DS 5,765,751
PSP 2,911,676
 
SolidSnakex said:
A big part of the PSP's success is going to ride on how well they can pull off PSP Connect. If they can do it right, it'll be just what the system needs. The ability to download games, demos, movies, music ect is going to be very appealing.

Perhaps but I don't think the content is holding it back at all.

People are still buying it for rehashed PS2 ports and UMD movies which I personally find puzzling.

However, at its current price it isn't one of those products you can buy on a whim - at $150 it will really hit a mass market price with mass market sales to follow.
 
lochnesssnowman said:
This doesn't really reflect the situation in Japan where DS has now outstripped it's shipped figure and the PSP is well under its 4.2m shipped and doesn't look likely to meet it until later in the year at current pace. Unless the PSP sells 1.3 million units next week. In which case, yes, your model appears valid.

Nintendo DS 5,765,751
PSP 2,911,676

Sony account 'Japan' in their shipment figures as all asian territories and South Korea.

"*Figures for Japan include shipments to Asian countries and regions including South Korea."

While your point is still valid, the margin is not nearly as wide as you're suggesting.
 
EOGamer said:
If a product isn't selling, retailers won't request more stock. Shipped units is an accurate reflection of demand for the product.
How about reading the thread?
 
Mmmkay said:
Sony account 'Japan' in their shipment figures as all asian territories and South Korea.

"*Figures for Japan include shipments to Asian countries and regions including South Korea."

While your point is still valid, the margin is not nearly as wide as you're suggesting.

Good call, sorry. I never meant to imply that PSP sales are poor or anything (because they're not), just highlighting shipped figures aren't necessarily a way to measure demand. Cheers for the pickup though :)
 
AniHawk said:
PSP units are manufactured though, which isn't the same as the rest of the systems up there (which are shipped).
I think it's great that people believe this, GAF never disappoints. Nonsensical business practices FTW!
 
monkeymagic said:
Perhaps but I don't think the content is holding it back at all.

People are still buying it for rehashed PS2 ports and UMD movies which I personally find puzzling.

It's one of the main aspects Sony is pushing for the system, that its a multimedia device and not just a game system. This will really kick that aspect into high gear, which is why its important to get right. They've yet to really take advantage of that aspect as much as they can, and with Connect they'll be taking advantage of it in a big way.
 
SolidSnakex said:
A big part of the PSP's success is going to ride on how well they can pull off PSP Connect. If they can do it right, it'll be just what the system needs. The ability to download games, demos, movies, music ect is going to be very appealing.
How about the ability to play games made for a portable. I do not mean emulating GBA games either.
 
Heian-kyo said:
I think it's great that people believe this, GAF never disappoints. Nonsensical business practices FTW!

You think it's great people believe what? Sony's numbers or the truth?
 
Kon Tiki said:
How about the ability to play games made for a portable. I do not mean emulationing GBA games either.

There are plenty of those. The system was built to be a multimedia device, you either like it or you don't. Simple as that.
 
AniHawk said:
PSP units are manufactured though, which isn't the same as the rest of the systems up there (which are shipped).

Not true.

Cumulative Production Shipments of Hardware / PSP® (PlayStation®Portable)

They are shipped numbers. Obviously not sold.
 
Cube might eek Xbox, still not on merit, has much more to dropping hardware that was making them bleed. A hollow victory for Cube fans but they'll take what they can get cause they don't get much. For instance the 14 games left coming out for Cube compared to 61 on Xbox according to EB, there's still some quality and quantity for current Xbox owners.

It'd be nice to see Xbox numbers, I'd like to see the tie ratio. Looking at PS2's ratio it seems like PS3's success is truly the safest bet for almost everyone involved making it an almost self fullfilling success.
 
Heian-kyo said:
I think it's great that people believe this, GAF never disappoints. Nonsensical business practices FTW!
Didn't read the thread either, I take it?

Mmmkay said:
Well it kinda says it farily clearly in their financial reports:

"*Production shipment units of hardware and software are counted upon shipment of the products from manufacturing bases. Sales of such products are recognized when the products are deliered to customers."
 
D3VI0US said:
Cube might eek Xbox, still not on merit, has much more to dropping hardware that was making them bleed. A hollow victory for Cube fans but they'll take what they can get cause they don't get much. For instance the 14 games left coming out for Cube compared to 61 on Xbox according to EB, there's still some quality and quantity for current Xbox owners.

It'd be nice to see Xbox numbers, I'd like to see the tie ratio. Looking at PS2's ratio it seems like PS3's success is truly the safest bet for almost everyone involved making it an almost self fullfilling success.

Microsoft is releasing earnings today as well :D

Although, it's unclear that they'll give any update on Xbox shipments, although, I don't think they'll be able to get away from having to give 360 shipments as of 12/31/2005 given it's impact on earnings.

There's also a number of reports making the rounds that the last original Xbox's have been shipped from Microsoft and that they have moved completely over to the 360.
 
sonycowboy said:
Not true.

Cumulative Production Shipments of Hardware / PSP® (PlayStation®Portable)

They are shipped numbers. Obviously not sold.

Oh. I can't believe I misread everything in this entire thread. Sorry guys. The thing Mmmkay quoted meant shipped to retailers.

Anyway, that's a shitload of stock in the US. That's like... 1.8 million sitting on store shelves as of the beginning of January. Why? They're around 5 million off overall from their shipment numbers.

Heian-kyo, I was just fucking with ya, regardless
 
SolidSnakex said:
There are plenty of those.
The high cost of PSP games has forced my poor eslf to buy only games I know are good. Can you name some pick up and play games?

The system was built to be a multimedia device, you either like it or you don't. Simple as that.

It certainly was not built to be a games machine. :)
 
AniHawk said:
Oh. I can't believe I misread everything in this entire thread. Sorry guys. The thing Mmmkay quoted meant shipped to retailers.

Anyway, that's a shitload of stock in the US. That's like... 1.8 million sitting on store shelves as of the beginning of January. Why?

Heian-kyo, I was just fucking with ya, regardless

That is the key question. Given Sony's aggressive targets for US Sales this past holiday, you'd have to expect that they shipped enough to meet that target.

Which might bode well for a price drop soon.
 
There's only one way to read that. Produced.
sonycowboy said:
That is the key question. Given Sony's aggressive targets for US Sales this past holiday, you'd have to expect that they shipped enough to meet that target.

Which might bode well for a price drop soon.
Why are you ignoring sony's own definition of production shipments.
 
Kon Tiki said:
It certainly was not built to be a games machine. :)

How so? It's got a gorgeous screen, analog controller, excellent ergonomics, high capacity media, and capable of near PS2 quality visuals.

Seems better suited to be a games machine than the DS. However, as with all systems, it's all about the software.

But, IMO, you're ridiculous statement is pure garbage. The hardware isn't a problem for the PSP. The lack of killer software and the high price point are it's current barriers to adoption. Although, it's adoption is still pretty damn good (thus my previous comment about the DS being the fastest selling system of all time and the PSP being the second fastest selling system of all time)
 
elostyle said:
There's pnly one way to read that. Produced.

Why are you ignoring sony's own definition of production shipments.

"*Production shipment units of hardware and software are counted upon shipment of the products from manufacturing bases. Sales of such products are recognized when the products are deliered to customers."

Translation: The PSPs and games that we count are only counted when they are shipped from the manufacturing base. (From Sony to retailer)
Actual sell-through is done later (retailer to customer)
 
sonycowboy said:
There's also a number of reports making the rounds that the last original Xbox's have been shipped from Microsoft and that they have moved completely over to the 360.

Heh, don't know how savvy those reports are since Microsoft seems to have been quick to quash those rumours:

http://www.eurogamer.net/article.php?article_id=62616

Gamesindustry.biz contacted Microsoft to clarify its position on the Xbox, and a company spokesperson told us: "We remain very supportive of the Xbox platform and there have been no announcements about plans to cease or alter production."
Of course hearing this [somewhat ambiguous] statement just before a major earnings release... Similar situation to the denouncement of DS Lite by NoE just yesterday.

Anyway, back to shipment talk. There's been a few reports of new 'discount' bundles for the PSP among UK chains so it's likely that they did over-order and are now clearing their inventories... Also, just because a product has shipped to a retailer does not mean it has to sit on the shelves. Depending on the size of the company there can be a lengthy chain between a shipment being delivered and it arriving in your local store.
 
If that meant to retailers only, don't you think they would have put "sold" or "shipped" instead of a made up beat-around-the-bush term that they have to explain in a footnote where they omit the word "retail" completely?

I'm sure that sony doens't have inventory or warehouses at all. There are workers sitting in factories waiting for your local best buy to order some and then they'll get to it. If they need to replace a unit because of a warrenty caes, then your friendly sony customer service rep goes down to the gamestop down the street and buys one to send to you.
 
Kon Tiki said:
The high cost of PSP games has forced my poor eslf to buy only games I know are good.

So you prefer them to be cheap so you can buy a bunch of mediocre or bad games?

Kon Tiki said:
Can you name some pick up and play games?

What's the point? It's not built to be a game machine according to you.
 
sonycowboy said:
That is the key question. Given Sony's aggressive targets for US Sales this past holiday, you'd have to expect that they shipped enough to meet that target.

Which might bode well for a price drop soon.

Not just the US. Europe (though Europe has been very kind to Sony, 5 million is a much longer ways off than in the US) and Asia (yikes) are all behind by a significant amount.

And again, where's Canadia in those numbers? Why is it only the USA?
 
elostyle said:
If that meant to retailers only, don't you think they would have put "sold" or "shipped" instead of a made up beat-around-the-bush term that they have to explain in a footnote where they omit the word "retail" completely?

Maybe you can find some past reports with such discrepancies when compared to this one.
 
SolidSnakex said:
So you prefer them to be cheap so you can buy a bunch of mediocre or bad games?



What's the point? It's not built to be a game machine according to you.
So there are non then? At least I can watch episodes of Buffy in the bathroom.
 
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