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Switch 2 Launch - Market Watch [US/CAN preorders reopen April 24th]

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I wonder if this will result on lower stocks in the rest of the world to get as much stock in America as possible with only 10% tariffs
 
Blue Monty said:
I wonder if this will result on lower stocks in the rest of the world to get as much stock in America as possible with only 10% tariffs
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Given that a lot of Switch 2 units are made in China, my expectation is that every Chinese made unit will be shipped to Europe and Japan, while Vietnamese and Cambodian units get shipped to NA.
 
Danny said:
Given that a lot of Switch 2 units are made in China, my expectation is that every Chinese made unit will be shipped to Europe and Japan, while Vietnamese and Cambodian units get shipped to NA.
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This isn't as easy as it sounds, we're talking possibly swapping boxes for tens of thousands of units to be compatible with the right country, I'm not sure about the US, but in Europe there are mandatory labels and warnings that must be on the box for electronics.

Also, if I'm Nintendo's management: do I trust the US of keeping their word on the 90 days of no extra tarrifs? I certainly wouldn't. Trump is a patologic liar and is known to take important decisions on a whim. I wouldn't gamble a massive ammount on stock to a country that could be relatively tax-free one day, and have gargantuan additional taxes the day after.
Like how do you handle preorders? If you promise people a console for 450, but then the tarrifs kick-in, then you have to raise the price on thousands of people. Even if he keeps his word, the damage is done and there's no clear path to a normal launch.
 
i dont have a clue how you can do business in and with the usa right now, i just hope americans can control/get rid of him asap and that the damage doesnt affect too many people but its not looking good
 
Jarmusch said:
i dont have a clue how you can do business in and with the usa right now, i just hope americans can control/get rid of him asap and that the damage doesnt affect too many people but its not looking good
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The American consumer market is just too big for most international companies to abandon it especially if they are already established in it, a lot of them would basically be in the red if they dropped out of it.
 
U.S. People please take this with a grain of salt but i heard from one of the DM from a GameStop i use to work at that "Nintendo/GameStop should announce something soon, keep a look out, if everything stays good, tomorrow maybe..." very vague but slight possibility of pre-orders opening tomorrow. Apparently this was said in a meeting with all DM at Gamestop.
 
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Neo_arcadia7 said:
U.S. People please take this with a grain of salt but i heard from one of the DM from a GameStop i use to work at that "Nintendo/GameStop should announce something soon, keep a look out, if everything stays good, tomorrow maybe..." very vague but slight possibility of pre-orders opening tomorrow.
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It'd be kind of funny if this ended up being true and preorders ended up being delayed by a grand total of one whole day.
 
Blue Monty said:
The American consumer market is just too big for most international companies to abandon it especially if they are already established in it, a lot of them would basically be in the red if they dropped out of it.
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i know, nintendo should be trying hard to get into china and india with appealing price and make hong kong nintendo land 2. the us cant be relied upon anymore, not in the same way it was in the past
 
Latam seems to be getting the Switch2 as scheduled. No info on price yet, but the official representative for Nintendo in latam confirms Nintendo still plan to release the console on that same week in latam. Nintendo has also been working with retailers to encourage instalment plans and promos to encourage buyers. Interesting fact, she states Nintendo has no plans to stop selling the Switch 1 for the region.

 
menx64 said:
Latam seems to be getting the Switch2 as scheduled. No info on price yet, but the official representative for Nintendo in latam confirms Nintendo still plan to release the console on that same week in latam. Nintendo has also been working with retailers to encourage instalment plans and promos to encourage buyers. Interesting fact, she states Nintendo has no plans to stop selling the Switch 1 for the region.

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Nintendo encouraging installment plans from retailers is interesting, I don't recall anything like that happening anywhere in the past, though granted I've only been following sales for a little over a decade.
 
SquidEnthusiast said:
Nintendo encouraging installment plans from retailers is interesting, I don't recall anything like that happening anywhere in the past, though granted I've only been following sales for a little over a decade.
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I know Microsoft has released Xbox models which are specifically paid for through installment plans multiple times, so I guess it’s been done before to some degree.
 
In Sweden all major retailers still have stock of Switch 2 units. I think its a combination of high supply as well as the high price point (Sweden seems to have the highest price of Switch 2 of every country in the world).
 
Amazon.it daily update:

Nintendo Switch 2 MWK bundle: available, #2 in videogame category best sellers
Nintendo Switch 2 base model: not available, dropped at #32 in videogame category best sellers

the ratio between the normal model and the bundle is VERY skewed toward the latter (understandably so: the MK game is SO MUCH CHEAPER in the bundle that this has clearly be a centralized strategy by Nintendo)
 
Already top selling console of 2025 at Amazon UK and Germany.

UK overall rank 12(mk bundle)
Germany overall rank 17(MK bundle) and 77(normal)
 
This is quite clearly the most well stocked a console has been at launch in the major European markets. It feels like most people who would really want one have had plenty of chance to get one and it keeps getting waves of new stock coming in.

And that's not due to poor sales as we can see from the best sellers charts.
 
That means with March data as well there should already be around 2 million units shipped to the US. With 90 days more to ship to the US with lower tariffs. Its looking more and more likely that the entirety of 2025 should be pretty safe when it comes to US and Canadian Switch 2 shipments.
 
So if they keep that pace up, they could get close to 3.4M units into the US by launch.

And given the craziness that just happened, they might actually increase that volume ahead of June 5 now....

That is wild. We are talking about maybe 7-8M units on shelves globally on day 1. Maybe more.
 
Do you expect a record sales launch for Switch 2 in the US even IF the tarrifs will punch in now? I think if Switch 2 price will be increased to 549 USD or something close to this, then this would definetly hurt its launch sales by a noticeable margin
 
Tialo said:
Do you expect a record sales launch for Switch 2 in the US even IF the tarrifs will punch in now? I think if Switch 2 price will be increased to 549 USD or something close to this, then this would definetly hurt its launch sales by a noticeable margin
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It seems Bloomberg article that was linked indicates that the tariffs pause will lead to no change in the price for now. The uncertainty when it comes to price beyond 2025 should mean that people even on the fence rush to buy it to get it for cheaper in 2025 then it could be in 2026.
 
Danny said:
That means with March data as well there should already be around 2 million units shipped to the US. With 90 days more to ship to the US with lower tariffs. Its looking more and more likely that the entirety of 2025 should be pretty safe when it comes to US and Canadian Switch 2 shipments.
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I think Nintendo wants to sell 6M by December. This would be utterly insane as the Switch was the fastest selling home console in 10 months selling 4.86M. This would utterly crush that and the GBA which sold just over 5M.

I think they will also sell 5M in Europe, 5M in Japan and around 2M in Others for around 20M WW by end of 2025
 
How long does it take to ship the product? I work fairly closely with imports and there's usually a 3-6 month lead time from ordering to when it comes in. I think it's a month on the water? 90 days isn't as long as you might think
 
Xbro said:
How long does it take to ship the product? I work fairly closely with imports and there's usually a 3-6 month lead time from ordering to when it comes in. I think it's a month on the water? 90 days isn't as long as you might think
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The advantage for Nintendo is that they started and scaled up mass production pretty early, which the big increase in shipments from January to February show. So the early start of mass production means that 90 days can lead to millions more units shipped to the US over that period of time.
 
Damn, 800k just in February. And that's not counting what they shipped in January.

So what's the total of units shipped so far? 1.15m?
 
hannibunny2411 said:
Another 800k consoles shipped from Vietnam, with about 750k US bound in February. That would mean already over 1.1m consoles in the US.


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Blue Monty said:
Crazy production numbers, maybe Switch 2 sells more in 2025 than WiiU during it’s whole lifespan
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Easily. Production seems in line to have a 6m launch month, then there are other 6 months that include the holiday season.
 
Joseki said:
ere should already be around 2 million units shipped to the US. With 90 days more to ship to the US with lower tariffs. Its looking more and more likely that the entirety of 2025 should be pretty safe wh
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Yeah, they properly planned production and shipment for this launch, lol


Astral_lion02 said:
ere should already be around 2 million units shipped to the US. With 90 days more to ship to the US with lower tariffs. Its looking more and more likely that the entirety of 2025 should be pretty safe wh
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Is the Wii U LTD around 13.4mil as I remember?
if so, and assuming the console won't be affected by tarfiss later on/during Christmas in the US, I can see it being able to distribute more within the end of the FY
 
Lite_Agent said:
Damn, 800k just in February. And that's not counting what they shipped in January.

So what's the total of units shipped so far? 1.15m?
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If we assume that the entirety of their game console shipments into the US are Switch 2 (safe assumption, honestly), going by the table in the article

January: 383.000
February: 725.200

Total US shipments: 1.108.200

So yeah, not 1.15m but very close nonetheless.
 
What do we think, US preorders starting this week or next week? I don't think Nintendo with that massive number of Switch 2 units sitting in US warehouses will want to wait that much longer for the preorder floodgates to open.
 
This is going to have a wonky sales curve given 1.) the kind of supply Nintendo has ready at launch (like an order of magnitude larger than any previous device) and 2.) the potential for global supply chains to be in distress due to the trade war.

Aside from the huge launch year, I have no clue what to predict long term.
 
Danny said:
What do we think, US preorders starting this week or next week? I don't think Nintendo with that massive number of Switch 2 units sitting in US warehouses will want to wait that much longer for the preorder floodgates to open.
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april 18th right after tthe MKW blowout.

that gives them a week to see and strateize what needs to be done and the timing imo is perfect
 
The supply will take at least a whole year to meet the demand. Since we don't have the luxury of pre-ordering here in Brazil, maybe I will get one by the end of the year or, with some luck, during my work trip to Vienna and Nuremberg in August.
 
How long does it take to restock Switch 2?

I had the misfortune of mine getting cancelled for some reason

so currently waiting
 
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