There's been reports of low stock in the UK for a while now it's certainly not been overshipped there and switch sold on the closer end of 4 million in the US for the past 2 months.Yes I made this argument before and I think the overshipment was running through both quarters and will now affect Q4. Nintendo shipped 15.6 Mio. Units from July to December. The switch is selling like bonkers, but come on, they never sold so many units through during that period. Especially the shipped numbers for Switch Lite should be much above the real sell-through numbers.
Due to that, I think that the following quarters should be a bit lower. I don't expect Q4 to have numbers like 4 Mio. or something like that. As I said, I expect approx 2.5 Mio. shipped units for Q4 and 20.2 Mio. units for fiscal year
It could be happening but I certainly wouldn't make that assumption or see any real evidence of it.