| Soundwave said: Mochizuki has shown himself to be unreliable with these kinds of projections, the Switch 2 is selling well clearly but the only reason to produce that much would be to hedge against tariffs possibly. |
I wonder if a 25 million order is to provide sufficient stock while there is a hardware change and tooling up for a new model sometime next year. I.e. maybe manufacturing will cease for a while as factories are re-tooled for a different sku. The Switch 2 is manufactured on a process that dates back to 2020 (Samsung 8Nm) and that process is mainly 10Nm not 8Nm. It's possible with the aborted launch of the Switch Pro that they already had a load of T239 chipsets manufactured but were never used at the time. We could be seeing a mixture of existing stock and new manufactured T239s for the existing Switch 2 but Nintendo is keen to switch to a better fabrication process down the line. This would have the advantage of less cooling hardware in the Switch 2, possibly a lower battery capacity and make the product better for the consumer and likely cheaper for Nintendo to manufacture (as long as they don't go for state of the art fabrication which they won't of course, probably 6 or 7Nm). It would also allow for a Switch 2 OLED with decent battery runtime and a Switch 2 Lite model. They may not come out at that point but a revised Switch 2 perhaps with a better display panel in the same way as the original Switch got an upgrade. Nintendo knows there has been heavy criticism of the poor display panel fitted to Switch 2 and many are disappointed by the poor battery runtime. It feels like a console that ideally could do with rapid improvement.
