Wedbush analyst Michael Pachter estimates that Sony, who has promised "substantial resupplies" of the PlayStation 4 consoles in North America before the end of 2013, is making one million units per month. Pachter says that Sony is shipping about one million units to North America per month, with about half of those units going to retailer GameStop.
"We expect Sony to continue to ship 1 million consoles per month, so as of the end of January, we believe Sony will have manufactured a cumulative 5 million consoles and will have shipped 4.25 – 4.5 million," Pachter said. "We expect the 55 percent allocation to North America to continue through January, and then revert to a more normalized 40 percent of units once Sony launches in Japan and other countries. We think that Microsoft is on a similar production schedule, with similar allocations to North America."
Pachter believes that GameStop will continue to get that amount of consoles at least until the end of December.
The company announced this morning that it has sold over 2.1 million units since the system launched in North America on Nov. 15. The system launched in other regions last week and is currently available in 32 markets.