Trump Tariffs in effect: UPDATE 12 Deal reached: China tariffs lowered to 30% in a 90 day pause (See staff communication)

Honestly, the biggest hurt for me is this: Joy-Con 2 Pair - $94.99

I have two nieces and one nephew who all play on my Switch every weekend. This alone will cost me nearly $300 for spares. My brother better give me tribute money.


that's 10$ more than earlier, in any case
and MKW surely can be played single-joycon too: I'd go with ONE pair of additional JoyCons for that kind of sporadic occasion; that means only 5$ more due to this tariff nightmare

Me, I'm personally going to exploit the hell out of my existing JoyCons and Controllers, if compatible (as they seem to be) to play MKW with my son (and his staying Switch to play Split Fiction at launch with the GameShare function)
 
The official statement for Canada:


Looks like the best outcome for everyone given the situation.
 
Honestly, the biggest hurt for me is this: Joy-Con 2 Pair - $94.99

I have two nieces and one nephew who all play on my Switch every weekend. This alone will cost me nearly $300 for spares. My brother better give me tribute money.

Well, the old Joycons are still compatible so you don't need to upgrade right away.
 
No way in hell Sony is ever raising prices to four digits, right?
Depends if the tariffs are reduced/removed before they run out of any consoles they already have on US shores. Or they might just pass the cost over onto non-US countries like they did earlier again.
 
This means that Nintendo decided to eat the 10 % tariffs on Vietnam, probably calculated that the PR impact of a 10 % price increase in NA would have a worse impact on them than eating the increased cost.
That price increase will come after the initial bunch is sold out.
WiiU lady will have truckloads of switches to sell
 
As close to the best situation a consumer can get here considering the circumstances. Shame about the price increases ona ccessories but... tariffs, baby.
 
Unfortunately, some of my controllers are drifting, but you’re right. One spare is enough for now.
You should try WD-4...
Ahh if you haven't tried it already I would recommend trying to spray some WD-40 contact cleaner under the rubber caps. Sometimes it's just dust and it clears up, other times it's too far gone...
.... ninja'ed 😞

But yeah, strongly suggest you try WD-40 contact cleaner too. It's done wonders on my Joy-Cons.
 
The China tariff as it stands is effectively an embargo in all but name. Like there's no subsidizing that amount; PS5s will just be locked out of America.
 
That price increase will come after the initial bunch is sold out.
WiiU lady will have truckloads of switches to sell
10% tariffs is something I could see Nintendo eat during Trump's 2nd term, the problem is if Trump raises tariffs back up to 45-50% like they were pre-90 day pause or even higher like what is happening with China.
 
10% tariffs is something I could see Nintendo eat during Trump's 2nd term, the problem is if Trump raises tariffs back up to 45-50% like they were pre-90 day pause or even higher like what is happening with China.

Depends if the Vietnam production is enough to met the US demand.

Like I previously said, just adding more production capacity in Vietnam isn't as straightforward. The costs (and availabillity) of supply, manpower, and production is higher in Vietnam and will be getting even higher in the future because of other companies trying to evade Chinese tariffs and setting up production in Vietnam.
So the whole console will get pricier just by adding more production in Vietnam.
 
Depends if the Vietnam production is enough to met the US demand.

Like I previously said, just adding more production capacity in Vietnam isn't as straightforward. The costs (and availabillity) of supply, manpower, and production is higher in Vietnam and will be getting even higher in the future because of other companies trying to evade Chinese tariffs and setting up production in Vietnam.
So the whole console will get pricier just by adding more production in Vietnam.
We know Vietnam can handle around 400k units per month.

Since they started to send shipments to the US as soon as January that's ~4.5M units that could be sold in 2025. That's a good baseline, especially if they decide to throw Cambodia-made units to the mix
 
We know Vietnam can handle around 400k units per month.

Since they started to send shipments to the US as soon as January that's ~4.5M units that could be sold in 2025. That's a good baseline, especially if they decide to throw Cambodia-made units to the mix
what's the expectation of units sold during 2025 for NS2?

Around 10m-15m?

Also I'm presuming the market that Nintendo are aiming for is the US and Japanese market?
 
We know Vietnam can handle around 400k units per month.

Since they started to send shipments to the US as soon as January that's ~4.5M units that could be sold in 2025. That's a good baseline, especially if they decide to throw Cambodia-made units to the mix
Provided the Idiot in chief doesn’t tariff Vietnam even remotely like China. Which is a real possibility because Vietnam doesn’t have the market to buy enough US goods to balance the trade deficit.

The EU can simply buy most of its LNG or soy beans, etc. from the US to „appease“ Trump. Japan can import oil, China agricultural goods. But Vietnam will not have this options.
 
The China tariff as it stands is effectively an embargo in all but name. Like there's no subsidizing that amount; PS5s will just be locked out of America.
Good thing I got one a month before the election. 😬

It’s gonna be interesting to see the lobbying industry work overnight to get these tariffs repealed. And once again, plenty of these people thought Trump would be good for the economy, so, y’know.
 
I don"t expect things to cool down anytime soon, it's now become an economic war and China won't bow down (they don't have to anyway, they already "won") unless Trump kisses Xi's ass. We're in a decoupling phase and soon all countries will have to pick up a side, the US won't allow to play both. Given how Xi was received in Vietnam I don't expect the country to ultimately side with the US (which has not much to offer economically compared to China), so bigger tariff will be back at the menu at some point.
 
Honestly, I don't even know what's their best option given the unprecedented level of Chinese tariffs they are dealing with.

Ship a ton to Mexico/Canada towns near the border and go "Just drive over buy them there we give up this is ridiculous."

I'm only half joking if that 245% stays for awhile that legit might be cheaper for many people.

Is it possible to do some end run around the tarffs by having their partners super undercharge them for materials so the value being tariffed is greatly lowered and then they "Donate" the rest of the actual payment as "An investment to ensure the smooth operation of manufacturing?"

I feel there is literally nothing but dubiously legal skirting around it or doing utterly inane workarounds that would be insane if the tariffs weren't so comically stupid and massive. Well outside of bribing for an exemption anyways....
 
Last edited:
Trump blinked. Now he's apparently claiming that the tariffs on China will "come down substantially, but won't be zero".


Might be too late to stave off the economical impact since it's clear countries can't really trust the US anymore and are making other deals. Impossible to take him for his word on this.
 
UPDATE 8
Trump caves on tariffs to China but they won't be zero


Speaking in the Oval Office after a brief swearing-in ceremony for Securities and Exchange Commission Chair Paul Atkins, Trump said talks with China were “doing fine” because “everybody wants to have involvement” in American markets. He also claimed that both he and Chinese representatives would be “very nice” in any upcoming talks but maintained that Beijing would ultimately be forced to come to some sort of agreement to bring down the massive tariffs he has unilaterally imposed as part of his unprovoked trade war with China — and the rest of the world.


“Ultimately, they have to make a deal, because otherwise they're not going to be able to deal in the United States, and we want them involved, but they have to, and other countries have to make a deal, and if they don't make a deal, we'll set the deal,” he said.

“We're going to be setting the deal, and it'll be a fair deal for everybody and it'll be — I think it's a process that's going to go pretty quickly.”
 
Wouldn't put much stock into that news yet as this is basically the same thing he has said over and over already. They've been over stating "deals" and talks pretty much non stop, and we know from Bessent that zero talks have occurred so far between US and China.

Edit: And yes, they are still 145%.
 
We'll see how long this lasts. Trump afraid of gamers rising up, perhaps?


uhh, I hope this was sarcastic lol. more like he cant stand by while the USA economy is eviscerated, no matter how much he blusters. Political admins likely care none about gaming. or view it as a bad thing in general. hell they banned TikTok the most visited website in America (meaning, over google.com etc). And that had huge bipartisan support to pass congress.

I could see a small blowback reaching them over SW2 launch maybe. But actually that one seems to be affected least due to Vietnam production.

Anyways, I think Trump's hand will be forced soon over China. Shelves will inevitably begin drying up at some point. Even container ships/ports will back up with noone to take them back to China, because China doesnt want them back currently.
A side note if the china tarrifs stay for any length, a way I forsee around it is china manufacturers just rerouting things through Vietnam, but still made in china. we see nvidia blatantly cheats like this by listing chinese sales as "singapore", but that's just an admitted cover.
 
UPDATE 8
Trump caves on tariffs to China but they won't be zero

Bessent admitted talks with China haven’t even begun in a separate event today, so this is posturing and there’s no indication anything is happening.
But in a private speech in Washington for JPMorgan Chase, Bessent also cautioned that talks between the United States and China had yet to formally start.
I’ve got something for Wall Street reacting positively on this nothingburger:

b9d.png
 
Bessent admitted talks with China haven’t even begun in a separate event today, so this is posturing and there’s no indication anything is happening.

I’ve got something for Wall Street reacting positively on this nothingburger:

b9d.png
I believe. I know that Trump can cave like a champ.
 
UPDATE 8
Trump caves on tariffs to China but they won't be zero

“Ultimately, they have to make a deal, because otherwise they're not going to be able to deal in the United States, and we want them involved, but they have to, and other countries have to make a deal, and if they don't make a deal, we'll set the deal,” he said.
If US can set the deal, why doesn't US set it now? This bully talk is too funny.

But in a private speech in Washington for JPMorgan Chase, Bessent also cautioned that talks between the United States and China had yet to formally start.

Everyone knows Trump is waiting for China to call but Xi will never call first, especially after Vance's peasant comment. So this is not a surprise at all.
 
I believe. I know that Trump can cave like a champ.
He expressed optimism that tensions could cool in the coming months, which would bring relief to markets, but cautioned that a larger deal could take longer.
The Treasury chief told attendees that a comprehensive deal between the two countries could happen in two to three years. He also reiterated his contention that China has stifled its consumer economy and favored manufacturing at the US’s expense, and said that any agreement would require a rebalancing of trade that allowed the US to increase manufacturing.
So at best, this mythical caving by Trump is more than a month away, and permanent relief from uncertainty is years away.
 
This seems to me like Mr. Orange is positioning himself to say that it's all China's fault in a week or so.
 


Very good 3 hours long documentary by Gamer Nexus on the effects of tariffs on PC components in the USA.

The very, very brief summary is: expect most stuff to double or triple in price, what doesn't increase in price will be discontinued entirely.
 


Very good 3 hours long documentary by Gamer Nexus on the effects of tariffs on PC components in the USA.

The very, very brief summary is: expect most stuff to double or triple in price, what doesn't increase in price will be discontinued entirely.

The Hyte section is excellent as they actually go through the revenue, costs, and profit line by line with and without tariffs to educate people.
 
The Trump administration is considering slashing its steep tariffs on Chinese imports—in some cases by more than half—in a bid to de-escalate tensions with Beijing that have roiled global trade and investment, according to people familiar with the matter.

President Trump hasn't made a final determination, the people said, adding that the discussions remain fluid and several options are on the table.

One senior White House official said the China tariffs were likely to come down to between roughly 50% and 65%. The administration is also considering a tiered approach similar to the one proposed by the House committee on China late last year: 35% levies for items the U.S. deems not a threat to national security, and at least 100% for items deemed as strategic to America's interest, some of the people said. The bill proposed phasing in those levies over five years.

The White House didn't immediately respond to requests for comment.

Trump said Tuesday he was willing to cut tariffs on Chinese goods, saying the 145% tariffs he imposed on China during his second term would come down. "But it won't be zero," he said. The development was welcomed news to investors who had been spooked by the White House's aggressive moves in recent weeks.

China on Wednesday signaled it was open to trade talks with the U.S., though Beijing warned it wouldn't negotiate under continued threats from the White House. In China's policymaking circles, Trump's comments Tuesday were viewed as a sign of him folding, people who consult with Chinese officials said.
New tariff on Chinese goods will be way lower as expected, but still very high by normal non-Trump standards.
 
If Trump lowers tariffs on China to closer to the tariffs on Vietnam, that means that Chinese made units would be a possibility for the US as well, which could help Nintendo fill in demand in the US if Vietnamese units aren't enough to fill the demand.
 
This has been a comedy of errors that will have lasting long-term consequences for America and it's global standing.

Good god. Sony and Microsoft are breathign a sigh of relief though.
sigh of releif

until next week when the tarrifs are 17,429%
Post automatically merged:



So at best, this mythical caving by Trump is more than a month away, and permanent relief from uncertainty is years away.
its pretty clear this very short trade war has pretty much cemented china as the global superpower over the USA

china wont be doing dumb deals for face the same way trump does
 
50/65% still is pretty high, or am I misreading it?
anyway they are still 145% right now, I wonder when they will officially go down
 
its pretty clear this very short trade war has pretty much cemented china as the global superpower over the USA
Nah, if that was the case no one else would be attempting to play ball. What this has shown is no matter how powerful you are, the interconnection of the world economies will hurt your approval ratings when you start a trade war with no plan.
 
50/65% still is pretty high, or am I misreading it?
anyway they are still 145% right now, I wonder when they will officially go down

145% was de-facto almost a complete ban on imports, 50%-60% are extremely high but now seems almost "good" because we live in the crazy timeline.
 
For us "videogamers", this still would lead to price increases, right?

Yeah. At best i've read games stuff could fall under the "is not a threat to the US"-level, which would be 35%.

But on the other hand, Project 2025 makes no secret about seeing videogames as something they want to fight.
 

Expected Changes
  • Effective for items received on or after 2 May 2025
  • The De Minimis exemption may no longer apply to products made in China, even if priced under $800
  • Additional tariffs of 145% or more may apply depending on the item
    *Tariff rates vary based on product classification and customs' assessment.
Notice to Customers

In light of these changes, we kindly ask customers to review the customs regulations in their region before placing an order. Please be aware that any applicable customs duties, import taxes, or handling fees will be borne by customers.

Additionally, due to necessary system updates, preorders for certain items in the affected regions will be temporarily suspended from 24 April 2025 to 14 May 2025. Sales of in-stock items will continue as usual. We kindly ask that you proceed with purchases with an understanding of the possibility of additional charges.

*Please note that the contents of this notice may be subject to change based on formal decisions or announcements made by the U.S. government.

Good Smile is passing the tariffs costs directly to the customers.
 
Back
Top Bottom