Kano
yoda gaming
The real thing to look out for at the next couple meetings is either "we have no plans to announce about new hardware" or "we will not be releasing new hardware in 2022". That's a lot more definitive.
I completely disagree. 20M is exactly where I'd expect a year with a new launch to be. Q1 should be somewhere around 2-3m coming off of a big Q4 shipment with Pokemon. Q2 is when the new model would have to be announced so it'll probably do about 2-3m if not less. Q3 the new model will sell out but that'll only be about ~5-8m in all likelihood, then the base Switch will probably pick up the other ~3-5m for no more than 11m total. Then another 3-5m combined in Q4 depending on supply and software to get them to a total of 18m-22m.
I don't see any reason to think a new Switch would guarantee them significantly more or fewer hardware sales in an FY.
That's three games, one of which is GaaS, so it doesn't exactly have to launch with a new model. Zelda and Bayonetta are more geared towards the enthusiast early adopters anyway.
Add that doesn't include games which are heavily rumored but not yet announced like Xenoblade Chronicles 3 or Metroid Prime remake/remaster, both of which could launch near or with a new model.
I'm also expecting Arceus DLC in November but that's just my own theory.
I think you're wrong on everything but we've had this debate enough times lol.