In a wide-ranging interview with the New York Times, Xbox chief Phil Spencer spoke more on Xbox Series X|S sales and supply issues. “At this point, we’ve sold more of this generation of Xboxes, which is Xbox Series X and S, than we had any previous version of Xboxes,” Spencer said. Of course, this shouldn’t come as too much of a surprise as with this generation, Microsoft launched two models of Xbox console with different specs at two different price points, something the company has not done with previous launches.
Spencer didn’t share any figures, but the ever-reliable industry analyst Daniel Ahmad estimated that Microsoft had shipped over 12 million consoles since launch and that Microsoft’s “dual SKU strategy” had paid off.
Spencer also spoke more on how the current demand for consoles is outpacing supply, and how getting more consoles to customers factors into Microsoft’s day-to-day work. “When you think about trying to go get an Xbox or a new PlayStation right now in the market, they’re really hard to find,” Spencer said. “It’s not because supply is smaller than it’s ever been. Supply is actually as big as it’s ever been. It’s that demand is exceeding the supply for all of us.
“It’s almost less an entertainment job and more a supply-chain job at this point, which isn’t really what my background is. But we’re spending a lot of time thinking about how do we move consoles from A to B location and securing chips. It’s like water flowing through a pipe. Once you’re working on supply chain, you work all the way at the manufacturing end. But it seems like every time you free up any bit of capacity to move inventory through, you hit the next thing, shipping. Okay, then when you get to shipping, you have to get it to the stores.
“Once you get it to the stores, there’s so much demand. How do you actually manage so that real customers are buying our consoles and it’s not a bunch of scalpers and bots that are securing the capacity? It’s multi-step and it’s kind of a 24-7 job for the team right now.”
During the interview, Spencer also spoke more on Xbox’s changing relationship with Activision Blizzard, following allegations of abuse.
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