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By the end of 2018 we'd expect there to be about 25 million Switches? Of those I would have thought that something between one in 7 and one in 5 will buy at least one kit, but obviously there's going to be a tailoff for the second kit so I think 5 million combined would be a fair guess.

The kit aren't where the big hobbyist scene will get interested ... they'll buy one set and then focus on the garage stuff. That means that even if it's very successful it will probably only be moderately successful for Nintendo itself. But I think that it will be a minor system-seller for Switch, so they'll benefit there.