OK yeah so I'll clarify what I think I can share since some of this is more out in the open that other things. This is older info, there is newer out, but anyways this will give an idea of what's happening
https://www.resetera.com/threads/famiboards-info-from-shipping-manifests-nintendo-is-ramping-up-switch-2-component-shipments-and-the-gamecube-controller-is-likely-returning.1007979/
HVBG is a Vietnamese based production facility that makes some portion of Switch 1 (and Switch 2) units for Nintendo. The shipping manifests to HVBG can be accessed but it's a bit of a pain in the ass to comb through.
These shipping manifests are how leaks like the Switch 2 having 12GB LPDDR5X RAM, 256GB internal UFS 3.1 storage, etc. leaked, which have been discussed quite a bit.
Now normally it looks like HVBG gets about 200,000 Switch 1 processors (the Tegra T214 I believe) each month, so that gives you a baseline of what their Switch 1 production is like give or take from this facility in Vietnam.
For Switch 2, people know the product codes from shipping manifests, so we see in June and July 2024, shipments of Switch 2 components are quite low. But in September 2024, something starts to happen:
Quote: There were some hints of this at the end of July, when small parts (tape and screws) appeared in a few shipments totaling to hundreds of thousands. In August, those increased to millions, and for the first time, multiple "major" components came in in the tens of thousands.
OK some screws for Switch 2 increasing, not really a big deal ... but then ...
Tegra T239 (the Switch 2's main processor) went from 3000 units ordered in June and 4000 in July approximately to 48,000 for August 2024.
The Switch 2's screen went from 1100 units ordered in June to over 68,000 in August.
This looks some kind of trial production beginning in August or September, but not mass production yet.
However there's now more and newer info out there, lets just say it's getting harder to deny something is happening, so I am inclined to feel like mass production is either imminent (this month or next month). There's also a bit in Nintendo's own financial brief just released that corresponds to a surge in components that preceded the Switch 1, Switch OLED, and Switch Lite/Mariko prior to their launch now shows up as a massive spike for the period ending September 2024. These spikes generally only happen 6-7 months prior to new hardware.
Now when do they want to unveil this? I don't know, but it sure looks like they are getting their manufacturers ready for production like ... now.
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