Thread by @gibbogame

Think this is key for Nintendo ... they assume production improves from late summer towards autumn

For further context.... while Nintendo/Sony assume production improves in the coming months, actual sea shipments for Switch into the USA do not look great. #Nintendo

As a result Inventory as % of sales is almost record high, leading some to speculate a new model coming (Inventory spiked when OLED launched). BUT with production problems a new model is unlikely in the near term

Note that in Japan, pricing of Switch is going up according to kakaku.com because of tough supply/strong demand . Could we see the same in EU/US in the coming months as supply gets tougher?

kakaku.com/item/K00011752…