The tariffs are on hold for 90 days (that means all the way through June), but Trump will probably be forced to abandon the idea altogether. There's a lot less cargo coming to the USA lately, so stock for many products is going to dry up by the end of this month and as a result panic and anger are going to erupt. Trump already caved when things still looked normal for the average American, so I doubt that he can handle the predictable and imminent much more severe pressure.

Some tariffs were put on hold. There is still a 145% tariff on China. Luckily Nintendo produces some of their consoles in Vietnam. Microsoft and Sony aren't so lucky. I hope he abandons the tariffs altogether, but I have zero expectations that is going to happen. 

If the 4.5 Million Forecast seems true, I find it hard to see Switch 2 outsell PS2, it'll be at around 156.6M by March 2026, and at that point the Switch 2 will be out for a year, Switch 1 games will slow, it'll be difficult to muster up even another 3.5 Million after March 2026 even in a few years to reach 160M.
If the 4.5M prediction stands, I see Switch ending around 158M, just barely below PS2.

1.26M quarter was also definitely lower than I expected even this late in the game, I expected moreso around 1.5M or slightly above, and it's likely only get lower from here as we'll start seeing sub 1 Million quarters soon.

Also, this could be speculation but it doesn't seem like Nintendo is really pushing for the Switch 1 to be another alternative to Switch 2 like they've done with other consoles like the 3DS or GBA, while yes Nintendo is still releasing 1st party games for Switch 1 even after Switch 2, it doesn't seem like Nintendo is advertising like "Switch 1 will coexist with Switch 2" as much as I thought. It seems like this time around Nintendo wants more people to just focus on Switch 2.

By the way it's looking, I think it's less likely Switch outsells PS2.

AFAIK, the Vietnam thing turned out to be mostly cope and almost all of their production is in fact in China, same as the others.

Although I do expect a lot of consoles to magically turn out to be Vietnam-made in the coming months if the tariffs don't drop (Chinese exports to Vietnam have increased wildly in the last months) or consoles to be shipped as some other form of electronic product to avail of the exemptions.

We'll have to wait and see. Maybe due to Switch 2's price and the our current economic situation, the Switch may still find its way above 4.5M considerably. If it manages to be quite strong by the end of the the current fiscal year, maybe the shipment for April 2027-March 2018 will be a solid 2M and with one more fiscal year, it'll barely pass the 160M. A lot of "maybes" in this speculation, though. Basically, the Switch needs to stay strong above spectation AND get a three fiscal years during Switch 2's lifetime

I can also see them being conservative in their estimatives. I expected more units for the Switch 2 too

Dropping the price in 'june' will help.

Where are the cliffers now? It's their time to shine!

There are several sources showing Nintendo has quite a bit of shipments via Vietnam. China provides the most globally but the tariffs don't effect Chinese consoles going to regions besides the US. Do you have sources saying otherwise?

[WTF BOLD?] nintendo will start selling NSW for $1 during the month of December so as to surpass PS2 in time for Christmas. Not sure if this’ll happen during December 2025 or December 2055, but prolly one year they’ll pull this stunt.