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https://www.bloomberg.com/news/articles/2020-09-09/nintendo-said-to-boost-switch-production-by-another-20

"The introduction of a more affordable Switch Lite variant in late 2019 helped broaden the machine’s potential audience and Nintendo is making preparations for an upgraded Switch model and a beefed-up games lineup for 2021, Bloomberg News has reported. Several outside game developers, speaking anonymously as the issue is private, said that Nintendo has asked them to make their games 4K-ready, suggesting a resolution upgrade is on its way.

A Nintendo spokesman declined to comment."

I guess Switch Pro is a go-go if Bloomberg's sources are correct, that could also explain the bump up to 30M shipments, if you have a significant new model dropping Feb/March.