In 2014, in November and December, the Xbox One for 2 months bested the PS4 in the U.S., but one thing that many ignore is that those two months grew the sales gap between the U.S. and Europe and Asia for the PS4. Despite the Xbox one selling around possibly 3 million world wide with the vast majority in the U.S., the PS4 sold 4.1 million WW according to Sony PR. The vast majority of this was not in the U.S.
From January till February with the announcement of 20 million, the PS4 sold another 1.3 millionEU/AS and has already started this new year faster than last year. At the current trend, by September the PS4 may very well be at around 27 million.
So now you're thinking how I am getting to 40 million? Look at the holiday season. I expect this holiday season, with a WW price drop, to be stronger than last holiday season. That would mean Outside of the U.S. possibly double the holiday numbers, around 8 million or more. That would put us at 36-37 million. This is due to the growth of smaller markets and the growth in larger markets combined with a price cut.
That is not including October, which would probably start the holidays rolling with another 1 million plus consoles sold ww.
The only possible thing that could go wrong with reaching 40 million depends how much impact NA will still have by the end of 2015. I expect a price drop for all 3 consoles (Xbox One, PS4, and PS3/360) which will increase sales by a large percentage. However in NA, the Xbox One, and if there aren't any delays, the Wii U, will have a game advantage in that period. Which may cut how much sales momentum the PS4 can grab, but If the PS4 still manages 2 million units during the holidays (which is very strong) it can still reach 40 million or over.
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