From Ampere Analysis,
PS5 supply improved in Q3 across Western markets
Nintendo Switch has dominated global sell-through in 2021, but Q3 sales were closer between Nintendo’s family of devices and Sony’s PS5. In particular, Sony made substantial headway in Western markets where supply was improved and where demand was high. This culminated in PS5 outselling Switch in Europe by some distance. NPD also reported that in the US PS5 outsold Switch for the first time in September. However, Nintendo is once again expected to substantially outsell the other consoles in Q4 helped by the launch of Switch OLED, the seasonal momentum Nintendo enjoys and product availability.
Xbox Series S outsells Series X across several key markets
Microsoft’s two-tier product strategy was a bold move at launch of the Series generation and the lesser-powered Series S has come into its own against a backdrop of component shortages and Xbox Series X supply constraints. As a digital-only product, the strong adoption of Series S is having an outweighed impact on digital games sales to Xbox Series consoles when compared to PlayStation 5. Sony continues to take a more conservative approach to its digital-only PS5 console mix, with the disc-based version of the console taking a dominant position in the market.