PS5/XBS Stock Watch: 2024 and Beyond
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500K for Xbox would be wild and without any new exclusive wow, Microsoft better flood the market with consoles this November for Starfield because I suspect that a lot of Xbox One owners are probably waiting for that big next gen game to upgrade and main Bethesda games are always a big deal.
The PS5 Gamestop in-store drop seem to be all 3k stores looking at the map.
So the broadest PS5 drop at Gamestop this year.
So the broadest PS5 drop at Gamestop this year.
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Wow, so this is probably a big shipment as well. March NPD should be interesting.
I can vouch. I was actually able to nab one for my brother 20 minutes after seeing the twitter notification. It usually sells out within the minute.
Series X on Amazon dropped down to #2 during the night / early morning, but is now back at #1 on the hourly chart.
So the console is still selling at a decent pace.
Lets see if the stock lasts just for the weekend, oder even longer.
Amazon.co.uk was nearly 2 weeks.
So the console is still selling at a decent pace.
Lets see if the stock lasts just for the weekend, oder even longer.
Amazon.co.uk was nearly 2 weeks.
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OP
OP
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- #310
Intel thinks it'll get better in 2023 but a full resolution? Looking beyond 2024 at this point.
That would be a first right?
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OP
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- #313
For Xbox in March yes.
This is just my opinion but Series X must've sold +100K at Amazon. Placing that high 3 months in is absurd.
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- #316
March 2022 Full Month (February 27 - April 02)
PS5 - NPD: ???
Xbox Series - NPD: ???
Notes
Tax refund season continues. It's around here that the "bonus" tax refunds give wanes as March traditionally declines from February even with an extra week.
Amazon full month rankings: #12 Xbox Series X $499 / #23 Xbox Series S $299 / #54 PS5 DE $399 / #79 Xbox Series S Fortnite + Rocket League Bundle $299 (Amazon full month goes from March 01 to March 31) Source
Walmart has had Series X every day since Week 3.
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at every major and small retailer.
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
GameStop in store PS5 drops are estimated to have sold a combined total of around 40,000 to 44,000 (Week 2 + Week 5). Week 2 had an additional DE drop on the website, so ~50K or lower is expected out of GameStop.
March looks to be better than February for PS5 while Series X flourished for awhile. We already know Sony only plans on shipping 2M units worldwide for the January to March 2022 quarter. This is down from last year's 3.3M. How Sony splits US sales this quarter could be critical as they will have 1.3M less units to work with compared to 2021. January is estimated to have been high (think +300K) and February super low (think +100K). We are starting to see the limitations of the reduced shipments. PS5 US Q1 2021 sell through sales were ~33% of the worldwide shipment (3.3M). On the flip side, Q4 2021 was over 40%. Of that 2M expected shipments, that could mean PS5 will only be working with 660K to 800K units for all of Q1 2022, assuming Sony doesn't heavily pivot to the US to fend off Xbox and ship closer to 50% here. If not, PS5 would be closer to that lower range. It's possible we are only looking at 160K to 300K remaining units to be sent to the US for March.
Series X has been seeing a resurgence in availability thanks to Walmart having it in stock every day since Week 3. There was also a massive last minute Amazon drop that sold so much that it outsold the Series S's entire March sales and propelled itself to nearly breaking the top 30 for the entire 2022 year. Target has also seen a jump in availability along with Best Buy. GameStop.com has also had the All Access option up for multiple weeks. In general, March was a massive month for the X. Series S remained a top seller outside of that.
PS5 - NPD: ???
| Week # | Stores | Source Post |
|---|---|---|
| 1 | Costco / Antonline | Source |
| 2 | GameStop (2) / Target / Best Buy | Source |
| 3 | Walmart / Sony Direct | Source |
| 4 | Sony Direct (3) / Antonline | Source |
| 5 | GameStop / Best Buy / Amazon | Source |
Xbox Series - NPD: ???
| Week # | Stores | Source |
|---|---|---|
| 1 | Walmart / Sam's Club / Costco | Source |
| 2 | Best Buy | Source |
| 3 | GameStop / Walmart / Sam's Club | Source |
| 4 | Walmart / Target / Costco / Antonline (2) | Source |
| 5 | GameStop / Walmart / Amazon / MS Store (2) | Source |
Notes
Tax refund season continues. It's around here that the "bonus" tax refunds give wanes as March traditionally declines from February even with an extra week.
Amazon full month rankings: #12 Xbox Series X $499 / #23 Xbox Series S $299 / #54 PS5 DE $399 / #79 Xbox Series S Fortnite + Rocket League Bundle $299 (Amazon full month goes from March 01 to March 31) Source
Walmart has had Series X every day since Week 3.
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at every major and small retailer.
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
GameStop in store PS5 drops are estimated to have sold a combined total of around 40,000 to 44,000 (Week 2 + Week 5). Week 2 had an additional DE drop on the website, so ~50K or lower is expected out of GameStop.
March looks to be better than February for PS5 while Series X flourished for awhile. We already know Sony only plans on shipping 2M units worldwide for the January to March 2022 quarter. This is down from last year's 3.3M. How Sony splits US sales this quarter could be critical as they will have 1.3M less units to work with compared to 2021. January is estimated to have been high (think +300K) and February super low (think +100K). We are starting to see the limitations of the reduced shipments. PS5 US Q1 2021 sell through sales were ~33% of the worldwide shipment (3.3M). On the flip side, Q4 2021 was over 40%. Of that 2M expected shipments, that could mean PS5 will only be working with 660K to 800K units for all of Q1 2022, assuming Sony doesn't heavily pivot to the US to fend off Xbox and ship closer to 50% here. If not, PS5 would be closer to that lower range. It's possible we are only looking at 160K to 300K remaining units to be sent to the US for March.
Series X has been seeing a resurgence in availability thanks to Walmart having it in stock every day since Week 3. There was also a massive last minute Amazon drop that sold so much that it outsold the Series S's entire March sales and propelled itself to nearly breaking the top 30 for the entire 2022 year. Target has also seen a jump in availability along with Best Buy. GameStop.com has also had the All Access option up for multiple weeks. In general, March was a massive month for the X. Series S remained a top seller outside of that.
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- Thread starter
- #317
April 2022 - Week 1 (April 03 - April 09)
PS5
April 05: Sam's Club [1]
Xbox Series
April 03: MS Store [2]
April 07: Walmart [3]
April 09: GameStop [4]
[1]
[2]
[3]
[4]
Notes
Amazon rankings for the week: #43 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 03 - April 10) Source
Walmart has had Series X since mid March
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
PS5
April 05: Sam's Club [1]
Xbox Series
April 03: MS Store [2]
April 07: Walmart [3]
April 09: GameStop [4]
[1]
[2]
[3]
[4]
Notes
Amazon rankings for the week: #43 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 03 - April 10) Source
Walmart has had Series X since mid March
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
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S
Sulley
I know there’s been speculation that maybe Microsoft bought more fab space which explains their massive shipments right now. However, is there any chance that Sony relying on a very overclocked chip which probably requires near perfect yields could be hampering them as well? Xbox is running at a slight under-clock of RDNA2 GPUs with more CUs and any bad yield can go to Cloud Gaming centers or even Series S, meanwhile Sony is running at less CUs but clocked pretty high all the time so they need good enough yields to overlock this much. This would’ve been fine when they designed the system because they could just increase allocation to account for less than ideal yields but with fabs at capacity this might’ve come back to bite them in the ass. Of course this is all speculation, but I could totally see Sony rushing to make a PS5 Slim with a chip that doesn’t need to be overclocked as much to help out, however that runs into the same issues with limited fab space.
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I don't know the reason, but Sony lacking so much more stock compared to Microsoft is not something that many expected.
They were way ahead of Microsoft in the production game before launch. Both in capacity, as well as starting point.
So either Sony didn't secure as much wafer capacity beyond the first year beforehand and can now be outbid, or their yields are not as good. Maybe a combination of both. The repurposed PS5 dies seem to imply that.
There is also a lot more 7nm capacity free now.
Smartphone and all new future HPC components moved to smaller nodes already, or are just in the process. We're at the tail end.
Of course more 5nm capacity means 7nm has to give, but not to the same extend as those chips being made on 7nm, too.
Just an example. If 80% 7nm moves to 5nm, that might free up 50% 7nm capacity. But not 80%, because of raw materials and lines being repurposed.
Personally I believe it's both. Why secure 3 years of wafer supply, if you expect a normal generation. Being the market leader and the competion not as strong. Normal demand and dropping prices.
But all those assumptions turned out to be wrong.
Launch quarter and Q1 2021 supply were huge. Sony did start production in May 2020. So they could stockpile, but not ship as fast. Yields didn't make that much of an impact. Now with everything being more in time, they do hamper output.
Microsoft might have shipped more consoles than Sony this quarter (total worldwide). That's a real possibility and quite unprecedented lately. Something is up. Who knows what.
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I've been checking the Mexican stock all year and the PS5 has been readily available since the second half of February in basically all retailers (online). It's extremely easy to buy a PS5 in MX right now (unlike last year, and they didn't last this long).
Not sold by third parties, but by the stores/retailers directly, so the list price is the MSRP for the country (no bundles either).
PS5 digital = MX$11,500 = ~US$575
PS5 disc = MX$14,000 = ~US$700
(tax is included in the Mexican prices)
There are currently (or were until March) a couple of credit card/bank promos where you get 15% back and interest-free payment plans when you buy gaming items (consoles included).
So, I guess supply and demand of the PS5 has stabilized a bit in the country.
The Series S has always been available since launch. The Series X only lasts a couple of hours, so the demand hasn't been met or the supply is still extremely low (or probably both
).
Not sold by third parties, but by the stores/retailers directly, so the list price is the MSRP for the country (no bundles either).
PS5 digital = MX$11,500 = ~US$575
PS5 disc = MX$14,000 = ~US$700
(tax is included in the Mexican prices)
There are currently (or were until March) a couple of credit card/bank promos where you get 15% back and interest-free payment plans when you buy gaming items (consoles included).
So, I guess supply and demand of the PS5 has stabilized a bit in the country.
The Series S has always been available since launch. The Series X only lasts a couple of hours, so the demand hasn't been met or the supply is still extremely low (or probably both
).
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- Thread starter
- #324
PS5 is MIA.
Target has dried up for Series X and Walmart has been OOS for a couple of days.
Series S on Amazon has been OOS for a week now.
I think April will be depressing compared to March unless things get better soon.
I believe April will have some Xbox leftover sales from March restocks. May could be the really low month.
If April isn't at least decent for Xbox, the narrative of demand being now finally met would be wrong as all stock was sold through. Just took days instead of minutes.
June should be good supply for Xbox again, just like 2020.
Sony is harder to guess. No idea how many quarters their production woes will continue.
If April isn't at least decent for Xbox, the narrative of demand being now finally met would be wrong as all stock was sold through. Just took days instead of minutes.
June should be good supply for Xbox again, just like 2020.
Sony is harder to guess. No idea how many quarters their production woes will continue.
S
Sulley
Noticed Xbox Series X is best selling console (ahead of Switch OLED by one spot) on Amazon US for April 2022. Was there a big drop that I didn't see?
Still think it's from the first couple of days in April which was pretty big.
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OP
- Thread starter
- #329
April 2022 - Week 2 (April 10 - April 16)
PS5
April 14: Antonline [1]
April 15: Target [2]
Xbox Series
April 15: Best Buy [3]
April 17: Walmart [4]
[1]
[2]
[3]
[4]
Notes
Amazon rankings for the week: #46 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 11 - April 17) Source
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
PS5
April 14: Antonline [1]
April 15: Target [2]
Xbox Series
April 15: Best Buy [3]
April 17: Walmart [4]
[1]
[2]
[3]
[4]
Notes
Amazon rankings for the week: #46 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 11 - April 17) Source
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X and S in stores as of October 17, 2021. Any day of the week could have Series X and S stock. I point out the website restocks.
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It can be alleviated in spots by 2023, but it isn't going away that soon. Currently, the PS5 and Series consoles are on TSMC 7nm process, but TSMC is pushing to get their customers to the 6nm process, an enhanced 7nm, as that is more available.
There is also the concern of the substrate having higher demand than supply, and that may remain until 2026: https://www.bitcoinminershashrate.c...her-that-joins-the-shortage-of-raw-materials/
This is the current revenue at TSMC:
The decrease in the revenue from Q1 2021 and Q1 2022, aligns in accordance with the way the other bigger companies are moving to the 5nm quicker which should help alleviate the strain on the PS5 and the Series consoles.
S
Sulley
Seems to still be in stock. It blinked to third party sellers earlier but came back. Could be a huge drop. March pt 2?
Might not be as big as March but glad to see restock continuing into this month as the first half has been really sparse. Should be interesting to see how long it stays in stock as April is usually a low volume month.
S
Sulley
Still in stock. Wonder if they just made a big shipment for end of month.
Now out of stock.
S
Sulley
Seems to be back in stock
It's blinked in and out a few times.
I hate that we have literally no idea how big Playstation Direct and Microsoft Store sales are compared to the big 5 retailers.
S
Sulley
Seems to flickering in and out. Will have to check best sellers later on.
OP
OP
- Thread starter
- #339
Amazon Rankings before PS5 update
2022
#10 Switch OLED White
#19 Xbox Series S
#20 Switch Neon
#38 Xbox Series X
#74 Switch Animal Crossing
April
#10 Switch OLED White
#17 Xbox Series X
#23 Switch Neon
#41 Xbox Series S
#98 Switch Animal Crossing
Week Of April 18
#10 Switch OLED White
#20 Switch Neon
#36 Xbox Series S
#51 Switch OLED Neon
#87 Switch Lite Blue
Something to note is that Series S has been out of stock for most of April. Only a few times has Amazon proper received units and they barely last. Most sales are from 3rd party sellers.
2022
#10 Switch OLED White
#19 Xbox Series S
#20 Switch Neon
#38 Xbox Series X
#74 Switch Animal Crossing
April
#10 Switch OLED White
#17 Xbox Series X
#23 Switch Neon
#41 Xbox Series S
#98 Switch Animal Crossing
Week Of April 18
#10 Switch OLED White
#20 Switch Neon
#36 Xbox Series S
#51 Switch OLED Neon
#87 Switch Lite Blue
Something to note is that Series S has been out of stock for most of April. Only a few times has Amazon proper received units and they barely last. Most sales are from 3rd party sellers.
Could be MS did a shift in production to get more XSX into the market since XSS had been in good supply for a few months.
What's your estimate for March NPD now that we see that only 112K consoles were sold in the UK last month? Thanks.
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OP
- Thread starter
- #341
I think it could just be an Amazon issue since Target's seem to be in great stock still.
UK isn't going to be accurate for NPD sales. January wasn't. If anything, UK could be only ~10% of what US sells for PS5/XBS. Switch won't be accurate at all since it's been falling MOM in the UK.
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OP
- Thread starter
- #342
April 2022 - Week 3 (April 17 - April 23)
PS5
April 18: Target [1]
April 19: Walmart / Amazon [2][3]
April 20: Sony Direct / Sam's Club [4][5]
April 21: Best Buy / Sony Direct [6][7]
April 23: GameStop [8]
Xbox Series
April 17: Walmart [9]
April 18: Walmart [10]
April 20: Best Buy / MS Store [11][12]
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
Notes
Amazon rankings for the week: #2 PS5 $499 / #40 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 18 - April 24) Source
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X|S and PS5 in store as stores get units, no longer on event schedule.
[8] Estimated to sell ~42K SOURCE
PS5
April 18: Target [1]
April 19: Walmart / Amazon [2][3]
April 20: Sony Direct / Sam's Club [4][5]
April 21: Best Buy / Sony Direct [6][7]
April 23: GameStop [8]
Xbox Series
April 17: Walmart [9]
April 18: Walmart [10]
April 20: Best Buy / MS Store [11][12]
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
[10]
[11]
[12]
Notes
Amazon rankings for the week: #2 PS5 $499 / #40 Xbox Series S $299 (Amazon weeks are from Monday to Sunday, so this week was April 18 - April 24) Source
Best Buy is selling units in store on a store by store basis. These sales don't get announced, but online drops will still be reported.
Xbox Series S is in stock at all major and smaller retailers
Microsoft has been sending out emails with direct links to buying an Xbox Series X
Target sells Xbox Series X|S and PS5 in store as stores get units, no longer on event schedule.
[8] Estimated to sell ~42K SOURCE
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OP
OP
- Thread starter
- #343
2022
#09 Switch OLED White
#19 Xbox Series S
#20 Switch Neon
#31 PS5
#39 Xbox Series X
#75 Switch Animal Crossing
April
#06 PS5
#11 Switch OLED White
#18 Xbox Series X
#24 Switch Neon
#42 Xbox Series S
#100 Switch Animal Crossing
Week Of April 18
#01 PS5
#11 Switch OLED White
#21 Switch Neon
#46 Switch OLED Neon
#47 Xbox Series S
#78 Switch Lite Blue
#94 Switch Animal Crossing
It should be noted that the PS5 had a sizable drop in February so the 2022 ranking isn't solely from the April drop.
#09 Switch OLED White
#19 Xbox Series S
#20 Switch Neon
#31 PS5
#39 Xbox Series X
#75 Switch Animal Crossing
April
#06 PS5
#11 Switch OLED White
#18 Xbox Series X
#24 Switch Neon
#42 Xbox Series S
#100 Switch Animal Crossing
Week Of April 18
#01 PS5
#11 Switch OLED White
#21 Switch Neon
#46 Switch OLED Neon
#47 Xbox Series S
#78 Switch Lite Blue
#94 Switch Animal Crossing
It should be noted that the PS5 had a sizable drop in February so the 2022 ranking isn't solely from the April drop.
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- Thread starter
- #345
February was a pretty good drop for PS5 as well and the overall month was pretty bad.
April could be an alright month, higher than February, but right now this April doesn't look much different compared to April 2021.
How many ps5 we could been talking about here? 100k+? 200k+? Seems series consoles may have low numbers
February drop didn't have it in the top 100 though. If April isn't that big and yet it jumped to 31 for the year it's just a reflection of there not being much stock of any console overall this year.
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- Thread starter
- #349
PS5 was in the top 100 right around the X March drop at #90. The DE was what couldn't place in the top 100. I forgot to record what the 2022 chart looked like in February but being in the top 100 after a month means it was high in the rankings before.
PS5 was probably right outside the top 100 before the new drop.
April Amazon drop can be big but nationwide total could still be low for the month. If we get a leak about that upcoming GameStop PS5 allocation it'll be easier to know what the expectation should be.
S
Sulley
Huge PS5 drop