My predictions
- Switch to sell over 30 million units
- Software sales to DOUBLE YoY on the Switch
- Breath of the Wild 2 to be the biggest console exclusive launch of all time(if it makes 2021)
- Monster Hunter Rise to be the fastest selling 3rd Party on the Nintendo ecosystem of all time
- China to become 3rd largest country in terms of Nintendo Switch ownership(both official and gray market)
- East Asia & Japan to be the growth engine YoY
Based on this Q's results and the trends we notice in the coming months I think I will make a revision but that's my view as of right now.
- New Horizon, Ring Fit, Monster Hunter Rise will continue to drive the major growth in East Asia
- A very strong line-up of titles that can sell multiple millions across the World with strong WoM for H1 - Bowser's Fury, Momotaro, Sakuna, Olive Town, Rune Factory 5, Bravely Default 2, Stories 2 etc
- unlike last year production & supply chains would not be disrupted by COVID because of the adaption to the new reality and diversification of Nintendo's supply chain
- Summer and fall lineups where we have nothing officially dated, expecting at least two HUGE titles H2(Breath of the Wild 2 & Pokemon)
- Expecting a ton of mid-range efforts from Nintendo, Pokemon(Snap) & 3rd Parties - there will be x2 YOY compared to titles that launched physically on the Switch in 2020
- Switch being the default platform for AA & indies giving it a strong competitive advantage with timed exclusivity for games like Hades, Among Us, SilkSong etc
- Switch Pro and/or pricecut