The December sales results are in, and theyre impressive to say the least. There were some enormous numbers during December, so lets take a look at them. NPDs December is a five week month covering the time period from Sunday, December 2nd through Saturday, January 5th. November was only a four week month, so to directly compare you need to either multiply November by 1.25, December by 0.8, or just compare weekly averages. As a reminder, here are Novembers numbers:
DS: 1,530,000 (382,500)
Wii: 981,000 (245,250)
360: 770,000 (192,500)
PSP: 567,000 (141,650)
PS2: 496,000 (124,000)
PS3: 466,000 (116,500)
Now lets look at the results.
DS: 2,470,000 (494,000) Astonishing. Its not the biggest December ever (that goes to the PS2 in 2002), but that is a lot of DSs sold. Nintendo sold an average of just shy of half a million DS Lites per week for five straight weeks. Theres simply not a lot that can be said beyond this fact. Brain Age 2 (an August title) even managed to slip into the top 10. And given that the DS again passed without a significant new release, the lack of other software in the top 10 is unsurprising. Dont be fooled, this machine is moving software extremely well, even if it hovers below the visible threshold.
Wii: 1,350,000 (270,000) This is pretty much a very strong number, but not a lot more than that. Dont get me wrong, 1.35 million consoles in a month is better than the GameCube or either Xbox ever did, but there could have been so many more had Nintendo shipped more systems. They managed to raise shipments over November even on a weekly average, but obviously the numbers wasnt nearly high enough. Of course, they also had to supply Japan (where they sold nearly a million systems over roughly the same time frame) and Europe (numbers unknown), so they still moved an enormous number of Wiis worldwide. However, if demand remains high even their current level of 1.8 million systems per month will be grossly inadequate. Finally, this number confirms that Nitnendo was stockpiling systems. Between the US and Japan alone they sold 2.3 million Wiis in December, and Europe will undoubtedly push that number past 3 million. With a production rate of 1.8 million per month, a stockpile is now undeniable.
360: 1,260,000 (252,000) Solid, but not spectacular. In a month where the shortage of Wiis would be felt more than ever Microsoft had a chance to really capitalize on the shortfalls and prolong the day that the Wii passes the 360 in installed base here in the US (it happened worldwide back in late July/early August), but the gap narrowed further. Not by much (less than 100,000 systems), but it narrowed. Interestingly, there were also anecdotal reports that MS even took a page from Nintendos book and suffered some shortages of their own. Although whereas Nintendo simply cant make enough Wiis period, MS mishandled their SKUs and overloaded the market with undesired Arcade and Halo systems while understocking the more-desired Premiums and Elites. If true, thats a big oops and may well have cost them the lead in December. Keeping all that in mind, however, this is still the best month the Xbox brand has ever seen. They set a record last December with 1.1 million units and broke that record this year by nearly 15%. If you accept that the Wii is the PS2 of this generation and its sales are untouchable, then its clear that MS is certainly expanding on what the first Xbox did, and have found themselves a very healthy corner of the market here in the US even if theyre not truly challenging for market dominance. If sales return to anywhere near what it was for most of 2007, the Wii will pass the 360s installed base some time in 2008.
PS2: 1,100,000 (220,000) Another December has come and gone, and the PS2 again sold over a million units. It also saw by far the largest sales increase of the systems compared to November. Im otherwise out of things to say about this system. Its a legend, its the best-selling console in history (at least until the Ds takes that crown, which it likely will), and it continues to sell far after it should have been dead and buried.
PSP: 1,060,000 (212,000) The PSP again saw decent hardware sales, but were left to assume that software sales are in the gutter. At this point its safe to wonder if the PSP is really competing against the DS or if its ability to play games is simply part of a wider appeal that also revolves around its many media player capabilities. And of course theres always the rate of software piracy to be considered. There are obviously no hard numbers available, but the PSP is likely one of the most pirated systems out there.
PS3: 797,600 (159,520) Ouch. Nobody expected a million. The PS3 had a price cut at the beginning of November and therefore saw a surge in sales beyond what youd normally see, so more than doubling their sales was out of the question, but they only grew sales by a little over 70% compared to November. Clearly the price cut didnt help move sales to a sustainable higher level. Without the stellar sales of the DS nor the supply shortages of the Wii, and when the PS3 really cant afford to continue losing ground, to not even break 800,000 units in December is pretty grim. For comparison, the Wii broke 800,000 in November, and the 360 wasnt that far off. Theres not a lot here to like for the PS3.
Finally, a few notes about software. Call of Duty 4 continued to perform spectacularly, taking the top spot for the second month in a row. Mario Galaxy was number 2 again, but actually raised its sales by nearly 300,000 over November, while COD4 slipped 100,000. Expect Galaxy to continue to show legs over the rest of the Wiis lifespan. Assassins Creed also had a great second month. The 360 version of Guitar Hero 3 returned to the top 10 after going missing in November, while the Wii version disappeared. Halo 3 continued to show an attach rate of better than 50%. Mario and Sonic gives the Wii its first million-selling third party title in the US alone (despite Marios presence, its a Sega game). The PS2 also made its presence known with the return of Madden 08 and the continued presence of GH 3 (the best-selling version of the game by far).
I think that about wraps things up for this month. I might be back later with some quick thoughts on the full-year numbers provided by NPD.