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Betting Time 2022 Edition: Nintendo Switch Lifetime Expectations (Worldwide)

PS4 is nearly at 120 million and Switch is selling way faster.

160-165 million without a major revision. It will still be supported for a couple years after the successor.
 
i'm definitely getting the impression this is gonna be one of those PS2-level 'very long life' type of deals, so even beyond its peak years it'll keep selling. i'm thinking it really could hit 150 million, the DS/PS2 stage
 
About 135-140 million sounds about right. Switch will probably reach around 105 million by March 2022 and then manage about 20 million for FY 2022-2023; it'll then drop off pretty hard and fast when Switch 2 comes out next year. The system simply won't last long enough to reach the same 150+ million range as DS/PS2.

Still an incredible result though!
 
I'd say it depends if they count the next model together.
So I have no idea.
It would probably not matter if they didn't anyway, in my scenario.
 

Between 159.2m and 161.9m​

Thanks for the information, maybe we will get an exact number if the Switch gets close to 155m.
 
im sure it will be another 20M for FY2023 (April 2022-March 22) thats then 127M
then im going conservative and assume this is were we dive down
FY 24 10M
FY25 5M

so my most conservative outlook will be 142M LTS.
 
My take, based on FY

2022 Q4 (Jan-Mar 22): 2m [LTD = 105m]
2023: 18m [LtD = 123m]
2024: 11m [LtD = 134m]
2025: 4m [LtD = 138m]
2026: 1m [LtD = 139m]
 
The succ is probably coming in 2024 then, but it doesn't budge my previous prediction too much
2024 seems way too soon for a successor. They won't have a new Zelda to launch with it, Mario Kart DLC will have just ended so there likely can't be a new MK, I'd be shocked if there's no new 3D Mario out before the end of next year...

So what are they going to launch this successor with?
 
2024 seems way too soon for a successor. They won't have a new Zelda to launch with it, Mario Kart DLC will have just ended so there likely can't be a new MK, I'd be shocked if there's no new 3D Mario out before the end of next year...

So what are they going to launch this successor with?
...Too soon? And people used to say that was too late lol

I don't see why they can't launch it with a new Mario Kart. The system doesn't have to launch early 2024, or Mario Kart can come a bit later, during the holiday. And at this point I wouldn't even be surprised if they save the next 3D Mario for succ launch too, if EPD really is working on Donkey Kong right now instead, as rumored. Next Smash maybe? Who knows, there's literally dozens of viable options. They don't have to center a launch around the exact same slate of three titles the Switch did.
 
...Too soon? And people used to say that was too late lol

I don't see why they can't launch it with a new Mario Kart. The system doesn't have to launch early 2024, or Mario Kart can come a bit later, during the holiday. And at this point I wouldn't even be surprised if they save the next 3D Mario for succ launch too, if EPD really is working on Donkey Kong right now instead, as rumored. Next Smash maybe? Who knows, there's literally dozens of viable options. They don't have to center a launch around the exact same slate of three titles the Switch did.
Mario Kart feels unlikely that soon after DLC ends. That's a lot of tracks to sell as DLC and then turn around and sell a brand new game not a year later.

I'm starting to think the EPD DK rumors are bunk, and I'd be pretty surprised if they let the ~6 month window around the Mario movie go by without a new mainline game.

Smash isn't happening anytime soon without Sakurai and he seems to be done. Maybe a "complete" version of Smash Ultimate but that's hardly a system seller.

I'm honestly unsure what else they could successfully push a new gen Switch with in its launch window.


Personally I've been saying the Switch "gen" won't be over until 2026-2027+ for quite a while.
 
2024 seems way too soon for a successor. They won't have a new Zelda to launch with it, Mario Kart DLC will have just ended so there likely can't be a new MK, I'd be shocked if there's no new 3D Mario out before the end of next year...

So what are they going to launch this successor with?
Even if this pushes the next Mario Kart beyond 2024, launching with an Open World 3D Mario in March 2024 and a new Smash in November could work (Ultimate was developed in 3 years after DLC support for Wii U / 3DS ended). Throw a Mario Party and Ring Fit sequel in-between plus a bunch of mid-tier games as usual and that's a great launch year.
 
Mario Kart feels unlikely that soon after DLC ends. That's a lot of tracks to sell as DLC and then turn around and sell a brand new game not a year later.

I'm starting to think the EPD DK rumors are bunk, and I'd be pretty surprised if they let the ~6 month window around the Mario movie go by without a new mainline game.

Smash isn't happening anytime soon without Sakurai and he seems to be done. Maybe a "complete" version of Smash Ultimate but that's hardly a system seller.

I'm honestly unsure what else they could successfully push a new gen Switch with in its launch window.


Personally I've been saying the Switch "gen" won't be over until 2026-2027+ for quite a while.
Most people are going to pay for the DLC well before the end of 2023. But I also really don't see a problem with selling a new game a few months later like you do.

I'd sooner see a 2D Mario game to coincide with the movie than a 3D one. But I also don't think Nintendo cares about launching a mainline game together with it. That feels like something people convinced themselves had to happen, when it really doesn't.

And I find it funny to say that a complete edition of Smash wouldn't be a system seller, when a complete edition of Mario Kart is the best selling title on Switch lol

Regardless, it's ridiculous to write off a launch as "early" as 2024 because we can't imagine how the lineup would shape up yet. It's two years away, anything number of variables could shift.
 
Even if this pushes the next Mario Kart beyond 2024, launching with an Open World 3D Mario in March 2024 and a new Smash in November could work (Ultimate was developed in 3 years after DLC support for Wii U / 3DS ended). Throw a Mario Party and Ring Fit sequel in-between plus a bunch of mid-tier games as usual and that's a great launch year.
Honestly I'm kinda surprised you guys think a new Smash could be on the way that soon. Without Sakurai I feel like it would essentially need a full reboot for the series and how it's developed.
Most people are going to pay for the DLC well before the end of 2023. But I also really don't see a problem with selling a new game a few months later like you do.

I'd sooner see a 2D Mario game to coincide with the movie than a 3D one. But I also don't think Nintendo cares about launching a mainline game together with it. That feels like something people convinced themselves had to happen, when it really doesn't.

And I find it funny to say that a complete edition of Smash wouldn't be a system seller, when a complete edition of Mario Kart is the best selling title on Switch lol

Regardless, it's ridiculous to write off a launch as "early" as 2024 because we can't imagine how the lineup would shape up yet. It's two years away, anything number of variables could shift.
I don't think they need a game to launch with the movie but I feel like they'd probably like to have one. It could be 2D, I agree, but I still have a hard time seeing them go over 6 years between 3D Mario entries. But who knows!

As for Smash, I'm one of those crazy people who indeed do believe that Mario Kart is not a huge system seller, and neither would a complete Smash Ultimate be. It's a game people who buy the system will almost certainly pick up but I don't believe those games are the reasons for them to get the system, in the way BOTW or 3D Mario or Pokemon is.

True enough about it being too far off, I just think the past few directs have been painting a picture that the Switch's lifetime is very very far from over.
 
All the Mario Kart 8 Deluxe DLC tracks are remastered versions of old tracks whereas brand new Mario Kart would have brand-new tracks as well as new characters, mechanics, modes, etc, plus greatly enhanced visuals and probably 4K resolution.

I doubt a brand new Mario Kart would release immediately after the DLC support for 8 Deluxe ends, but it doesn't have to be a super long wait either.

As for Smash, I'm one of those crazy people who indeed do believe that Mario Kart is not a huge system seller, and neither would a complete Smash Ultimate be. It's a game people who buy the system will almost certainly pick up but I don't believe those games are the reasons for them to get the system, in the way BOTW or 3D Mario or Pokemon is.

Is this really true though? I'm pretty sure the 3DS and even the Wii U got a massive sales boost when Mario Kart 7 and 8 launched respectively.
 
Honestly I'm kinda surprised you guys think a new Smash could be on the way that soon. Without Sakurai I feel like it would essentially need a full reboot for the series and how it's developed.
What makes you think Sakurai is done? He's already been going on interviews about how "we're going to cut down the roster if there's a new one". Why would someone who has made up his mind about retirement think about what's next?
As for Smash, I'm one of those crazy people who indeed do believe that Mario Kart is not a huge system seller, and neither would a complete Smash Ultimate be. It's a game people who buy the system will almost certainly pick up but I don't believe those games are the reasons for them to get the system, in the way BOTW or 3D Mario or Pokemon is.
I actually agree with you when it comes to Mario Kart. It was lagging behind Odyssey and I think maybe BotW by a significant margin the first year of the Switch and just took over as time went on to the point where it's close to doubling Odyssey's sales which indicates to me that it's more of a companion game that just happens to have an insane amount of appeal. Smash on the other hand, god no. It's their biggest system seller alongside Pokemon.
 
They will never speak about it in public but im convinced that Furukawa/Nintendo want the Switch to break the PS2 record. Switch 2 will be successor to the best selling Plattform with the largest library of games, all being backwards compatible to the new system.
 
Will beat 160M (and, as I already voted in another tbone poll on the old place, close to 200M is a possibility.
 
Feels like 140 million-ish. Staggering success, but we're starting to see it fall away a little too much to see it trouble the PS2 or DS, for me.
Where's this expectation that the Switch 2 is launching as early as this holiday or even 2023 coming from? Furukawa stated Switch was in the middle of its life span last year. I'm aware of the Bloomberg report but I'm confident that's the revision we have all been waiting for. It just boggles my mind that you guys are expecting this to have a shorter lifespan than the 3DS.
I don't think there's much chance that we see the successor within the next eighteen months, but you're misinterpreting Furukawa's comments there. A console's lifespan doesn't end the instant that its successor launches- from Nintendo's perspective, the 3DS's lifespan continued until 2019, despite the Switch launching two years earlier.
 
So how are we feeling after the Direct? I'm still betting on 150M at least (my real bet was above Ps2)
Yesterday‘s direct was really great, and I think that it will boost hardware sales over the next 12 months.

But, I don’t think we should be increasing our lifetime forecast yet. I just think that they will eat up the TAM quicker.

My guess is 20m this upcoming year +/-3m depending on stock and how much of a boost we get from some system seller (like Sports). That will put us at nearly 130m LTD. PS2 had tons of customers that only used it as a DVD player and the DS has a TON of revision with many users on their 2nd/3rd/4th piece.

Nintendo is already at the point where they are selling replacement or supplemental unit to the same household. The saturation point feels like is just over the horizon.
 
I just think that they will eat up the TAM quicker.
I agree. The Mario Kart DLC roadmap shows the current generation is their focus until at least the end of 2023, but it doesn't increase the total addressable market in any way. I'll always remember Iwata's words that they wanted the Wii U successor to become something closer to an ecosystem like iOS and Android rather than previous console cycles. I think that's still the plan, but we haven't seen anything yet that shows the Switch is the start of something bigger than a normal console generation. They haven't shown how they aim to become hardware agnostic, or at least break out of the traditional hardware-bound console generations. I hope they can pull something off like what smartphone manufacturers did though.
 
After the direct, I am now on board with 155m to 165m. I am fairly confident at this point that Switch will overtake PS2 given Nintendo’s clear intention to extend Switch’s life cycle, go out with a bang and build momentum for the Succ. The rocky start of PS5/XBoxSX will help their cause too.
 
Thinking 140 M-145M range. Japan will likely go over 30 million LTD but Switch sales will gradually decline in the next few years there. Might start to reach saturation point in Europe this year or even the US but lower stock availability might mean demand won't be completely met until 2023.

Would need a really big 2022 for me to think they might challenge the WW LTD for the PS2.

After the Direct and seeing Famitsu results, I think it could go over 145M. 2022 is looking like a very gentle decline from the peaks of 2020 and 2021. No new hardware until 2024 should easily push it past 135M. 150M is reachable.
 
One thing that last Direct made me think is that a new hardware is way off than some were expecting. Either late 23 or 24. Nintendo seems to be focused in increasing user ROI with things like MK8 DLC and NSO Expansion Pack. This packed software slate for 2022 really makes me wonder what it will be there for 2023(I can only think of Prime 4 and Pokémon Gen 9) and what will the next machine have, as the Zelda team game after BOTW will be way off, Pokémon is probably 23, MK9 is way off it seems, Mario 3D is unknown.
 
Is this really true though? I'm pretty sure the 3DS and even the Wii U got a massive sales boost when Mario Kart 7 and 8 launched respectively.
Any relatively major first party software launch will push hardware, I'm referring to it not being a "big" system seller. Like, if they launch a brand new platform with just a new Mario Kart and nothing else major for the next 3-4 months I'm not sure it would do so hot.
What makes you think Sakurai is done? He's already been going on interviews about how "we're going to cut down the roster if there's a new one". Why would someone who has made up his mind about retirement think about what's next?
Huh, I actually really thought he had like, explicitly expressed his desire to be done with the series. Maybe I'm wrong with that.
I actually agree with you when it comes to Mario Kart. It was lagging behind Odyssey and I think maybe BotW by a significant margin the first year of the Switch and just took over as time went on to the point where it's close to doubling Odyssey's sales which indicates to me that it's more of a companion game that just happens to have an insane amount of appeal. Smash on the other hand, god no. It's their biggest system seller alongside Pokemon.
Hmmm I'm not sure I'd agree about Smash. Definitely it would push systems, but I simply don't think multiplayer heavy games tend to be big system sellers for Nintendo in general. Zelda and Mario are probably the two standouts right now, Pokemon being third behind that. In terms of being a title you can reliably launch a platform with.
 
Like, if they launch a brand new platform with just a new Mario Kart and nothing else major for the next 3-4 months I'm not sure it would do so hot.
Well, of all the possible Games to do something as stupid as not releasing anything else for months, I'd wager MarioKart is among your best bets of surviving
 
Any relatively major first party software launch will push hardware, I'm referring to it not being a "big" system seller. Like, if they launch a brand new platform with just a new Mario Kart and nothing else major for the next 3-4 months I'm not sure it would do so hot.

Hmmm I'm not sure I'd agree about Smash. Definitely it would push systems, but I simply don't think multiplayer heavy games tend to be big system sellers for Nintendo in general. Zelda and Mario are probably the two standouts right now, Pokemon being third behind that. In terms of being a title you can reliably launch a platform with.

Yeah, I'm gonna have to see some actual data before I believe the idea that multiplayer games aren't big system sellers for Nintendo hardware.

A new-gen Mario Kart in particular would be the first new (non-mobile) Mario Kart game in a decade. That alone should generate immense excitement and hype.
 
Hmmm I'm not sure I'd agree about Smash. Definitely it would push systems, but I simply don't think multiplayer heavy games tend to be big system sellers for Nintendo in general. Zelda and Mario are probably the two standouts right now, Pokemon being third behind that. In terms of being a title you can reliably launch a platform with.
Games "that you can reliably launch a platform with" have different requirements than "a successful multiplayer game on Nintendo systems".

A lot of multiplayer-focused titles try to maximise their audience size, which means that those games try to appeal to men and women, young and old, experienced or unexperienced with games, etc.

Early adoptors of new gaming hardware fall into a much smaller demographic, however. A launch game needs to maximise its appeal specifically among the early adoptor audience. The rest of the world doesn't really matter. That's why launch games are usually typical "gamer games" (because early adoptors are the most enthusiastic, they pick up new hardware first, which makes them hardcore gamers, which means games that appeal to early adoptors are "gamer games" almost by definition). Mario Kart and Smash appeal a lot to a very big part of this early adoptor audience. Splatoon too. That's why they would work as launch titles, whereas Mario Party would not. Another question that needs to be answered with regards to launch games is: how much of the game's target audience will not buy the game because they won't buy the hardware yet? Pokémon may appeal to hardcore gamers, but also to a lot of other demographics, and The Pokémon Company will miss out on those sales if they release a mainline Pokémon game alongside a brand new console.

Being a successful multiplayer game has drastically different requirements though. There are a lot of multiplayer-focused games on Nintendo systems that sold more than a million units, or even 10 million for that matter.
 
Yeah, I'm gonna have to see some actual data before I believe the idea that multiplayer games aren't big system sellers for Nintendo hardware.

A new-gen Mario Kart in particular would be the first new (non-mobile) Mario Kart game in a decade. That alone should generate immense excitement and hype.
I don't think there is data on what kind of games are or are not big "system sellers". All we can really go in is looking at what games consoles tend to launch with, and that's rarely multiplayer focused games like Smash or Mario Kart.
Games "that you can reliably launch a platform with" have different requirements than "a successful multiplayer game on Nintendo systems".

A lot of multiplayer-focused titles try to maximise their audience size, which means that those games try to appeal to men and women, young and old, experienced or unexperienced with games, etc.

Early adoptors of new gaming hardware fall into a much smaller demographic, however. A launch game needs to maximise its appeal specifically among the early adoptor audience. The rest of the world doesn't really matter. That's why launch games are usually typical "gamer games" (because early adoptors are the most enthusiastic, they pick up new hardware first, which makes them hardcore gamers, which means games that appeal to early adoptors are "gamer games" almost by definition). Mario Kart and Smash appeal a lot to a very big part of this early adoptor audience. Splatoon too. That's why they would work as launch titles, whereas Mario Party would not. Another question that needs to be answered with regards to launch games is: how much of the game's target audience will not buy the game because they won't buy the hardware yet? Pokémon may appeal to hardcore gamers, but also to a lot of other demographics, and The Pokémon Company will miss out on those sales if they release a mainline Pokémon game alongside a brand new console.

Being a successful multiplayer game has drastically different requirements though. There are a lot of multiplayer-focused games on Nintendo systems that sold more than a million units, or even 10 million for that matter.
I agree fully with your broad point but I'm not sure I'd agree that Mario Kart and Smash appeal to that early adopter group as much as Nintendo's usual single player blockbusters do.

Again I don't really have data on this and I'm not even sure it exists but it seems logical to me that enthusiasts would be more excited for new single player Mario or Zelda games which always offer new "grand" experiences day one then a Smash or Mario Kart which, while they may be very high quality games that they'll want to play at some point, have a main appeal of playing a very similar core gameplay experience with friends.

It seems to me that consoles (specifically Nintendo consoles historically) do the best at launch when they have something very exciting and new, not something great yet familiar. Typically single player games are able to achieve this more easily than multiplayer games.


I do apologize for not having any data on any of this but like I said I'm not sure any data about games/genres being better system sellers or better launch games/genres than others exists.
 
Huh, I actually really thought he had like, explicitly expressed his desire to be done with the series. Maybe I'm wrong with that.
Sakurai did say that after Melee, Brawl and for Wii U/3DS.
 
I don't think there is data on what kind of games are or are not big "system sellers". All we can really go in is looking at what games consoles tend to launch with, and that's rarely multiplayer focused games like Smash or Mario Kart.

The closest example we have is Smash Bros Melee being a launch window title for the GameCube. I'm not exactly sure the GameCube's fate would have been all that better if Mario Sunshine or Wind Waker were the launch window titles for the platform instead - in fact, I think things would have been worse.

With that being said, Smash Bros, Mario Kart, 3D Mario, and Zelda are now orders of magnitude more popular than they were during the GCN era, so this may not exactly be a relevant example.
 
If it reaches 150+ by the end of 2024(which I think it will) it will defintely beath the Ps2
the PS2 had sooo many factors leading to it reach that number
>Longevity
Gen lasted for 10 years due to the low early acceptance of PS3
>Secondary use
It was basically the best cheapest DVD player you could buy
>80GB and Slim Models were not Backwards
so if someone wanted to play the best seller PS2 had to either buy the less populars 20GB and 60GB models, or buy a PS2.. which
>Price
end of Life PS2 was dirty cheap by its last phase of its life.

for Comparison Switch starting to Aim for that 160M spot while
>5 Years only
>Not Noticeable Decline
>Virtually not Price Cut yet (except Europe)


if Switch doesnt Manage to overtake PS2 it will get pretty close, and if they Do, I doubt any other "traditional console" system will take that spot from them
 
I agree fully with your broad point but I'm not sure I'd agree that Mario Kart and Smash appeal to that early adopter group as much as Nintendo's usual single player blockbusters do.

Again I don't really have data on this and I'm not even sure it exists but it seems logical to me that enthusiasts would be more excited for new single player Mario or Zelda games which always offer new "grand" experiences day one then a Smash or Mario Kart which, while they may be very high quality games that they'll want to play at some point, have a main appeal of playing a very similar core gameplay experience with friends.

It seems to me that consoles (specifically Nintendo consoles historically) do the best at launch when they have something very exciting and new, not something great yet familiar. Typically single player games are able to achieve this more easily than multiplayer games.
I don't have any data on whether a multiplayer game at launch would be better or worse than a singleplayer game at launch. I share your bias about exciting and fresh experiences at launch over familiarity, though I also don't have any data on that. I guess we could argue the launches of the Wii, Wii U, and Switch and their flagship launch games (respectively the new and fresh Wii Sports, the familiar New Super Mario Bros. U, and the new and fresh The Legend of Zelda: Breath of the Wild) are data points here, but probably very biased, because one could argue for non-Nintendo platforms that Killzone: Shadow Fall, for example, wasn't really "new and fresh", but still a good-enough launch game for the PS4.

What I tried to prove was that multiplayer games during their launch period of a console aren't necessarily a bad idea. You say you're not convinced that Mario Kart and Super Smash Bros. appeal to the early adopter group. We can still argue about the exact definition of the early adopter group, but I'll go with "everyone who buys a console in its first year", and I'll extend that group to "everyone who buys a console unit shipped in the console's first year" for sake of my argument. In case of the Nintendo Switch, I define its early adopter group size as: all units shipped in CY 2017, and half of the units shipped in Q1 2018, which sums up to 16.34 million units. The install base of the Switch at the end of CY 2017 was 14.87 million.

I want to thank @acezam for his extensive post with tons of charts with quarterly Nintendo hardware and software shipments.
Other sources:
Supplementary Information for the Nine-Month Period Ended December 2017
Supplementary Information for the Nine-Month Period Ended December 2018

We have quarterly shipment data of Nintendo Switch hardware since launch, and Mario Kart 8 Deluxe was released only 2 months after launch. I have plotted the quarterly shipments of Mario Kart 8 Deluxe and Super Smash Bros. Ultimate (which was released in Q4 2018, at the very beginning of the 8th quarter of the Switch's life) against hardware shipments.

E5QCUKY.png


As you can see, at the end of 2017, Mario Kart 8 Deluxe's attach rate was 50% at a time where there was only an early adopter audience (7.33m copies). To compare (not in my graph), The Legend of Zelda: Breath of the Wild had shipped 6.70 million units as 31st Dec 2017, which means its attach rate was 45%, despite being a launch title with an attach rate of >100% in its first month.

Splatoon 2 had shipped 4.91 million units as of 31st Dec 2017, which is an attach rate of 33%, so lower than BOTW.

2018
At the end of CY 2018, the Switch install base was 32.27 million units. Based on my definition earlier, 16.34 million of those (50.6%) are early adopters.

Mario Kart 8 Deluxe's attach rate had only shrunk 3.4 percent-points to 46.54%.
The Legend of Zelda: Breath of the Wild LTD shipments were 11.68 million, corresponding to an attach rate of 36.2%.

Super Smash Bros. Ultimate had an attach rate of 37.43% at the end of 2018, despite being on the market for only 1 month(!!). Of course the game was the top choice to buy alongside a new console purchase during that Christmas season, but when 50.6% of the audience is early adopter, that's an achievement that simply is not possible if the game doesn't resonate with that audience.

Splatoon 2's attach rate had shrunk from 33% at the end of 2017 to 26% at the end of 2018, which shows it isn't as strong of an evergreen as the other games mentioned, but doesn't say much about the difference in appeal of that game between early adopters and non-early adopters.
 
I don't have any data on whether a multiplayer game at launch would be better or worse than a singleplayer game at launch. I share your bias about exciting and fresh experiences at launch over familiarity, though I also don't have any data on that. I guess we could argue the launches of the Wii, Wii U, and Switch and their flagship launch games (respectively the new and fresh Wii Sports, the familiar New Super Mario Bros. U, and the new and fresh The Legend of Zelda: Breath of the Wild) are data points here, but probably very biased, because one could argue for non-Nintendo platforms that Killzone: Shadow Fall, for example, wasn't really "new and fresh", but still a good-enough launch game for the PS4.

What I tried to prove was that multiplayer games during their launch period of a console aren't necessarily a bad idea. You say you're not convinced that Mario Kart and Super Smash Bros. appeal to the early adopter group. We can still argue about the exact definition of the early adopter group, but I'll go with "everyone who buys a console in its first year", and I'll extend that group to "everyone who buys a console unit shipped in the console's first year" for sake of my argument. In case of the Nintendo Switch, I define its early adopter group size as: all units shipped in CY 2017, and half of the units shipped in Q1 2018, which sums up to 16.34 million units. The install base of the Switch at the end of CY 2017 was 14.87 million.

I want to thank @acezam for his extensive post with tons of charts with quarterly Nintendo hardware and software shipments.
Other sources:
Supplementary Information for the Nine-Month Period Ended December 2017
Supplementary Information for the Nine-Month Period Ended December 2018

We have quarterly shipment data of Nintendo Switch hardware since launch, and Mario Kart 8 Deluxe was released only 2 months after launch. I have plotted the quarterly shipments of Mario Kart 8 Deluxe and Super Smash Bros. Ultimate (which was released in Q4 2018, at the very beginning of the 8th quarter of the Switch's life) against hardware shipments.

E5QCUKY.png


As you can see, at the end of 2017, Mario Kart 8 Deluxe's attach rate was 50% at a time where there was only an early adopter audience (7.33m copies). To compare (not in my graph), The Legend of Zelda: Breath of the Wild had shipped 6.70 million units as 31st Dec 2017, which means its attach rate was 45%, despite being a launch title with an attach rate of >100% in its first month.

Splatoon 2 had shipped 4.91 million units as of 31st Dec 2017, which is an attach rate of 33%, so lower than BOTW.

2018
At the end of CY 2018, the Switch install base was 32.27 million units. Based on my definition earlier, 16.34 million of those (50.6%) are early adopters.

Mario Kart 8 Deluxe's attach rate had only shrunk 3.4 percent-points to 46.54%.
The Legend of Zelda: Breath of the Wild LTD shipments were 11.68 million, corresponding to an attach rate of 36.2%.

Super Smash Bros. Ultimate had an attach rate of 37.43% at the end of 2018, despite being on the market for only 1 month(!!). Of course the game was the top choice to buy alongside a new console purchase during that Christmas season, but when 50.6% of the audience is early adopter, that's an achievement that simply is not possible if the game doesn't resonate with that audience.

Splatoon 2's attach rate had shrunk from 33% at the end of 2017 to 26% at the end of 2018, which shows it isn't as strong of an evergreen as the other games mentioned, but doesn't say much about the difference in appeal of that game between early adopters and non-early adopters.
Oh I think there was a misunderstanding somewhere, I'm not trying to argue that those wouldn't be good launch window games or that they don't appeal at all to the same early adopter crowd. The context of this discussion was around what games they might possibly have in the pipeline for a successor launch in like 2024. I think having a MK or a Smash ready for that launch window is a fine plan but I believe they would like (maybe not need) to have one or the big, new single player experiences I talked about above as a launch day title. As we saw with the Switch and Wii that big launch title helped immensely with early sales performance.

Basically, my argument is that their current pipeline that we can reasonably predict doesn't really support the idea of a successor launching as early as 2024. Unless they really do hold onto a 3D Mario for another 2-2.5 years.
 
Basically, my argument is that their current pipeline that we can reasonably predict doesn't really support the idea of a successor launching as early as 2024. Unless they really do hold onto a 3D Mario for another 2-2.5 years.
Ah, yep, I've misunderstood your point then. My bad. But yeah, long dev cycles is something that has been bothering me for a while now, too, in particular with the launch timing of the Succ, which I expect in Q4 2024 (or perhaps a year later?). Nintendo's team structure within EPD is so fluid that it's hard to predict what kind of projects they would be able to ship in time for launch -- or the launch year -- of the Succ. The effects of the pandemic don't help here either. It takes 5 years to release sequels to Xenoblade and Splatoon, probably closer to 6 years for BOTW2, but then Next Level Games releases Mario Strikers only 3 years after the release of Luigi's Mansion 3, if it that's the most normal thing in a world struck by a pandemic.
 
Oh I think there was a misunderstanding somewhere, I'm not trying to argue that those wouldn't be good launch window games or that they don't appeal at all to the same early adopter crowd. The context of this discussion was around what games they might possibly have in the pipeline for a successor launch in like 2024. I think having a MK or a Smash ready for that launch window is a fine plan but I believe they would like (maybe not need) to have one or the big, new single player experiences I talked about above as a launch day title. As we saw with the Switch and Wii that big launch title helped immensely with early sales performance.

Basically, my argument is that their current pipeline that we can reasonably predict doesn't really support the idea of a successor launching as early as 2024. Unless they really do hold onto a 3D Mario for another 2-2.5 years.
I really think you're misinterpreting a large part of the audience that buys Smash. Obviously there are plenty of casual gamers or families that buy it too, but on the whole I think it is viewed as one of Nintendo's most hardcore franchises if anything. In lieu of actual data, some personal anecdotes: I was in college when Smash 4 was on the way, and I heard plenty of hype for. It appeals very strongly to the college age crowd that's into competitive games like LoL and TF2. Older adults that can't get together as easily for couch co-op might prefer a single player Mario or Zelda, yeah, but that's not really a problem for the younger crowd. It was basically the go to game for get-togethers. The competitive nature and tournament scene brings in lots of hardcore players.

I also don't think it's impossible for the Switch successor to still launch as "early" as holiday 2023. Mario Kart DLC can easily wrap up a bit before November and then bam, new console. That way 3D Mario could come holiday 2023, with Mario Kart 9 a few months later in early 2024. Like I said, lots of different arrangements Nintendo can make work if they want to. I feel like you're far too stuck on a narrow vision of what their release schedule can be like, and on the idea that Nintendo can only launch a console with a handful of different franchises.
 
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