Sony expected to ship 1M PS4s per month

Wedbush's Pachter says more than half of consoles will be going to North America, with half of those to GameStop

Sony has promised to have "substantial" resupplies of the PlayStation 4 before the end of the year, but has given no indication as to what qualifies as substantial. Wedbush analyst Michael Pachter has stepped in to fill that information void, telling investors in a note this morning that he believes Sony is making PS4s at the rate of a million systems per month.

Pachter followed up on Sony's announcement today that it had sold 2.1 million systems worldwide, saying that number fits well with previous estimates that Sony began manufacturing PS4s for retail on September 1, and that it faces a gap of up to three weeks from a system's creation to the time it arrives on shelves.

"We expect Sony to continue to ship 1 million consoles per month, so as of the end of January, we believe Sony will have manufactured a cumulative 5 million consoles and will have shipped 4.25 - 4.5 million," Pachter said. "We expect the 55 percent allocation to North America to continue through January, and then revert to a more normalized 40 percent of units once Sony launches in Japan and other countries. We think that Microsoft is on a similar production schedule, with similar allocations to North America."

Pachter added that specialty retailer GameStop has been receiving roughly half of the systems shipped to North America, and that it will continue to take up that share of the allocations through December. In the New Year, Pachter expects the company's share to be dialed back to a "more customary" 30 percent.

If the shipment projections are accurate, the PS4 would be more than holding up its part of publishers' predictions that Sony and Microsoft would combine to ship 10 million units of their new systems by the end of March.

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Latest comments (7)

Alfonso Sexto Lead Tester, Ubisoft Germany5 years ago
Ok, although I still think that this generation is going to be brilliant for the console market this numbers are just too crazy. How many people are they going to put to work into making them? O_o
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Bruce Everiss Marketing Consultant 5 years ago
A million a month is similar to the rate for the 360 and PS3, which are on about 80 million units each to date.
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John Bye Lead Designer, Freejam5 years ago
Anybody remember this? Xbox One could outship PS4 3-to-1 this year. At least one of these analysts is going to have egg on his face by the end of the year.

Edited 1 times. Last edit by John Bye on 3rd December 2013 8:39pm

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Neow Shau Jin Studying Bachelor in Computer Science, Universiti Sains Malaysia5 years ago

nah, that statement is too vague for me to believe that he is not preparing to put a spin on it when it comes to this. what exactly is a 2-3 times unit advantage? in relative to demand? is it mean that Microsoft is more capable of fulfilling the demand? well that can work if a particular system's demands are lower.


Indeed, but traditionally most consoles don't start picking up in sales until about 2-3 years after release where the high markup prices have came down and more games are available to them, thus most of their sales will be at that point of time, they definitely not selling a million a month at launch back then. To truly outsell the last generation, We'll see whether this generation can keep the momentum going.
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Nick Wofford Hobbyist 5 years ago
I think those comments were made in regards to the X1 being on the shelves more frequently, which is certainly possible considering the limited release that it's getting worldwide. I'm positive that's to win the walk-in customers when they see that there are X1's on the shelf but no PS4's (both are getting snapped up as soon as possible, but the X1 does seem to have more stock in launch regions). It apparently worked on Black Friday, where the X1 sold more to walk-ins. MS will try to keep that up until the holidays are well and gone, and then they'll spread out the stock.
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Quality games. They need to have some spectacular must have games to feed fire and hurra to the next gen consoles allowing us to really sink our teeth, fangs , arms and legs into the living room entertainment.
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Alfonso Sexto Lead Tester, Ubisoft Germany5 years ago
A million a month is similar to the rate for the 360 and PS3, which are on about 80 million units each to date.
Would be actually 96 but... you are right there. Seem plausible now.
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