Sephiran said:
Kyuu said:
US deals weren't aggressive. Just $50 lower than it was before August 21. And basically more expensive than the temporary AstroBot bundles earlier this year. I think the masses are buying in great numbers because they're expecting prices to increase even further.
"Aggressive pricing" is not how I would describe the PS5 era lol.
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What hurts Nintendo the most is lacklustre third party support in combination with lack of big releases from Nintendo. Nintendo isn't giving people any reasons to buy a Switch 2, unless they are hardcore Nintendo fans. PS5 has gotten many big games this year, Arc Raiders, CoD, Battlefield, Yotei, Clair Obscur and many more. DK Bananza failed in being a big tentpole title for Switch 2, only hardcore Nintendo fans care about Donkey Kong.
Dropping Kirby and Metroid late 2025 is just a big nothing burger for consumers which contributes to the tepid Switch 2 sales.
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The Switch 2 launched with Mario Kart World as an exclusive, with a $20-$30 discount through bundles. This is as big a title as it gets. Possibly a bigger seller than any non-indie individual Playstation game ever including GTA (on one platform).
Playstation never gets shortages of great games when 3rd party is accounted for, but almost every 3rd party game is shared with other platforms, so the system selling effect is greatly diminished as a result. It also just entered its 6th year, sales will naturally decline. Meanwhile Mario Kart World, Donkey Kong Bananza, and Pokemon ZA can only be played on Nintendo's platforms (and two of them are Switch 2 exclusives). Playstation and Nintendo will continue to have their unique strengths and weakness, I wouldn't worry too much about either of them.
The real challenges Switch 2 faces are:
1. Expensive cartridges and low digital adoption.
2. Expensive hardware.
I expect the profit margins to fall sharply, possibly for the entire generation, but it's just too early to say. Playstation is better positioned than Nintendo to deal with the looming prices crisis, because even if they hypothetically sell zero hardware, they'd still have a massive active playerbase across PS4 and PS5. The Switch 1 will not be able to retain its players/spenders to the same extent as PS4 or PS5. So a lot more rides on Switch 2 selling huge numbers that make up for the Switch 1 decline.
Software is not the issue. More must have titles will eventually come out. The Switch 2 doesn't need a particularly amazing 3rd party support to exceed a 100 million units.