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curl-6 said:
HoloDust said:

I'm thinking you're thinking a bit in extremes here - it's not black and white, this will just eat into dedicated market, not erase it.

After all, this is exactly what MS is betting on for future, access from everywhere. Valve is getting more aggressive. And streaming services are now leaps above of what they used to be (I know, I was fiddling with them back in days of Gaikai and OnLive) - I've just tried FFXVI on my phone via GeForce Now Free...2080 level GPU (so ~ current consoles level), 60fps, no noticeable lag (via WiFI), great picture quality), you just need a la Xperia Phone/PSP Go slide out add-on for phone, or something even better (slide out on both sides), for convenience of physical controls on the go, without having to lug around something bulkier, and you're good to go. Would I play games that way? No - but I don't even play Switch(s) as handhelds, for me handheld experience is something completely different than what these portables offer. But I think many would.

As I said, that blue ocean will get more red...just don't expect it to happen over night.

I just don't see this having any real impact on Switch 2.

The two are such wildly different things that I don't see any significant number of people opting out of Switch 2 in favour of gaming on their phone; there just isn't a real audience on phones for console style games.

https://gbatemp.net/threads/apples-aaa-mobile-gaming-efforts-seem-to-be-failing.657776/

https://gamerant.com/aaa-games-not-selling-on-iphone/

https://www.gamereactor.eu/the-failure-of-aaa-mobile-games-resident-evil-2-remake-barely-made-100000-1485453/

Yeah, port of big console/PC games usually don't sell much on mobiles. Except when they are Minecraft with $1.4B in revenue, Call of Duty Mobile with $3B, Genshin Impact with $5B and PUBG Mobile with $10B.

What about when you have your whole Steam (or some other) library available to you that way, either locally/streamed or combined?

nVidia just went super cocky on Gamescon - they put two identical LG TVs side by side, one with PS5 Pro, other with GeForce Now and ran CP2077 on them. Guess which one looked better? Currently, in Ultimate tier, you get RTX 4080 equivalent. Soon, as they've announced, this will be RTX 5080. So you want to play new AAA with all the bells and whistles turned on/4K/240fps? Pay $22 more for GeForce Now for that month (or $11 for Performance tier) and knock yourself out wherever you are. Oh, and those TVs have built in GeForce Now.

This shit is coming, whether we like it or not.