Piers Harding-Rolls, IHS Markit
Last Years Predictions:
Games market would reach $100 billion in consumer spending in 2017??- Partially right. Actually when we completed our actuals for 2016 after this piece was published wed already broken this level ($102.9bn).
PS4 and Xbox One global sell-through of 27 million in 2017??- Unknown at present. Our current end of year forecast is an adjusted 26 million for these two consoles combined.
Switch sell-through of around 4.4 million for 2017??- Wrong. Switch has well outperformed both mine (and, to be fair, Nintendos) pre-launch expectations. We upgraded our Switch forecast to 9.8 million for 2017 shortly after the strong launch. Our estimate currently sits at 11.7 million as of October.
Sign of a new Nintendo handheld??- Partially right. Weve had the 2DS remodel, which has elongated the lifecycle of the 3DS platform, but no news on a next-gen follow up.
Microsoft might miss its end of 2017 launch window for Xbox One X and launch at a price point significantly higher than PS4 Pro??- Partially right. As we know Xbox One X didnt miss its launch window but was priced at a significant premium to PS4 Pro.
Negative sentiment around VR to increase??- Right. The number of trough of disillusionment stories has increased significantly in 2017.
No major standalone VR headset launches outside of China in 2017??- Right. HTCs Vive Focus is available for pre-order in China only and Oculus Go is not available yet.
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