Fight-the-Streets on 07 November 2025
I'm still optimistic about the Nintendo Switch surpassing the PS2. Two points stood out in Nintendo’s presentation materials for their six-month financial results:
- Nintendo stated that they are strengthening their sales organization in the Asia region. In September, they established a subsidiary in Singapore and plan to establish another one in Thailand. In conjunction with this, they also plan to enhance their presence in Malaysia and the Philippines.
Of course, Nintendo would ideally like to sell the Switch 2 in these regions. However, the reality is that Thailand, Malaysia, the Philippines, and several other Asian countries are, on average, not wealthy enough for the Switch 2 to be widely affordable. I believe the original Switch has a much better chance of gaining traction in these markets. There is still real untapped potential in Asia.
See on page 55: https://www.nintendo.co.jp/ir/pdf/2025/251105e.pdf - Nintendo stated that they will continue supplying the original Switch if demand remains. Why would Nintendo make a statement like that? Who cares about the Switch 1 at this stage? There was no particular need to mention continued support for it. The only reason to do so is to signal that they are not finished with the Switch 1 yet, and to reassure recent buyers that the system still has life left. I think this connects directly to point 1.
See on page 17: https://www.nintendo.co.jp/ir/pdf/2025/251105e.pdf
Additionally, In the Q&A, Shuntaro Furukawa, the President of Nintendo, even assured that new titles will continue to be released for the Switch 1.
See A1 on page 1: https://www.nintendo.co.jp/ir/pdf/2025/251105_2e.pdf
