I think my predictions I made a while ago are a bit less generous for FY 2023 than PAO’s.
They’re slightly under Kakadu’s for 2023 with very slightly more drop off each year after.
I still see potential for 153 million lifetime, but I think these shortages have killed my hopes of Switch surpassing the DS for hardware sales.
I’m also still predicting a Switch successor for September-November 2024.
I feel like they’re still in touch with their hardware partners like Nvidia to investigate what can be done with the 5nm node as they confirm their concept. They should be done with that very soon, but then it’s probably the second half of 2022 by the time they get their early dev kits and prototypes. With key partners getting dev kits a couple of months later in late 2022.
I feel like less than two years is not enough time to develop enough quality games for a new system and Nintendo doesn’t like to rush and probably doesn’t want a weak first few months of 3rd party offerings.







