市场分析机构指出，若任天堂选择将关税成本全额转嫁给消费者，Switch 2在美国市场的售价或将从预 期的300美元左右飙升至399美元甚至更高。这一价格不仅较现款Switch的299美元起售价溢价达33%， 更将直接突破消费者对于游戏机价格的399美元心理关口。 有分析师表示，和大多数科技公司一样，任天堂在Switch 2的定价上已陷入两难境地。一方面，若选择 承担关税成本，将大幅压缩公司的利润空间；另一方面，若将成本转嫁给消费者，又可能面临销量下滑 的风险。尤其是在当前全球游戏机市场竞争日益激烈的情况下，任天堂需要更加谨慎地权衡利弊，以制 定出既符合公司利益又满足消费者需求的定价策略。（青山） 据悉，任天堂在规划Switch 2的定价时，主要基于生产成本、市场竞争以及消费者心理预期等因素。然 而，随着美国政府对进口商品关税政策的调整，尤其是针对游戏机等电子产品的关税可能上调至25%， 这一外部变量直接冲击了任天堂的定价策略。斯宾塞·鲍泽表示，公司目前正"积极评估"关税对Switch 2 终端售价的具体影响，但尚未做出最终决定。 【环球网科技综合报道】4月8日消息，任天堂美国公司总裁道格·斯宾塞·鲍泽（Dou ...

In Brief Nintendo of America president Doug Bowser said that the company did not factor in possible tariffs from the U.S. when deciding on the pricing for its Nintendo Switch 2 console, according to Wired.Nintendo unveiled its highly anticipated Switch 2 last week and announced that the console would be released on June 5, priced at $450. But later that day, President Donald Trump announced that the U.S. would impose sweeping tariffs on goods imported into the country, sending the global economy into disarr ...

Nintendo on Wednesday unveiled details for the Switch 2. It'll include a bigger screen and controllers and is a faster version than its predecessor, which sold more than 150 million units since its 2017 release.The Switch 2 will hit store shelves on June 5 for $449.99, up from $300 for the original Switch. Like the first Switch, gamers will be able to use the Switch 2 as both a handheld console and hook it up to a television. Nintendo on Friday said it would delay preorders for the device following Presiden ...

Investment Rating - The report does not explicitly state an investment rating for the gaming industry but highlights trends and activities that suggest a cautious outlook for venture capital investments in the sector [15][20]. Core Insights - Venture capital activity in the gaming ecosystem saw a significant pullback in Q4 2024, with total deal value dropping to $1.1 billion across 134 deals, marking a 42.1% decrease quarter-over-quarter [15][20]. - The overall deal value for 2024 reached $7.2 billion across nearly 650 deals, indicating a year-over-year growth of 32.6% when excluding a major outlier deal [20]. - The gaming industry is experiencing rising development costs, with notable titles like Call of Duty Black Ops Cold War costing approximately $700 million to develop, which is three times the cost of The Last of Us [18]. - The emergence of gaming-specific funds is providing a tailwind for startups, although the number of active gaming investors has decreased significantly from 2,366 in 2021 to 1,155 in 2023 [18]. Summary by Sections Gaming Landscape - The gaming ecosystem encompasses the entire game development life cycle, including product development technologies, operational services, access and experience platforms, and the games themselves [15]. Vertical Update - The gaming ecosystem is evolving with commerce and interactive entertainment converging, as seen with Roblox's integration with Shopify [19]. - Nintendo's Switch has become the best-selling console in the US, surpassing the PlayStation 2 with over 46 million units sold [19]. VC Activity - Q4 2024 saw a reversal in venture activity, with a deal value of $1.1 billion and a deal count of 134, both representing significant declines [20]. - The average quarterly deal value since Q1 2023 has been approximately $1.3 billion across 171 deals, indicating a relatively steady state despite the recent downturn [20]. Gaming VC Deal Summary - The report details a total of 134 deals in Q4 2024, with a deal value of $1.1 billion, reflecting a 66.7% decrease from the previous quarter [40]. - The full-year exit activity totaled 54 deals worth $4.3 billion, a decrease of 26.2% year-over-year [27]. Key Gaming Early-Stage VC Deals - Notable early-stage deals in Q4 2024 included Aethir raising $115.2 million and Luma AI securing $90 million [36]. Key Gaming VC Exits - Significant exits in 2024 included SuperPlay's acquisition by Playtika for $700 million and Jackpocket's acquisition by DraftKings for $750 million [38].

Group 1 - Tencent announced that its mobile game "Xianjian Qixia Chuan Online" will cease operations on June 2, after nearly 8 years since its public launch on April 26, 2017 [1] - The game stopped recharge and registration functions on March 31, and users who purchased products before that date can claim compensation during the event period [1] - This decision may affect investors' perception of Tencent's gaming business sustainability, although compensation measures could alleviate concerns about user attrition [1] Group 2 - Asobo Studio released a "Sim Update 2" for "Microsoft Flight Simulator 2024," introducing a "gaze point rendering" feature that reduces GPU load and improves frame rates by focusing rendering on the user's gaze [2] - The update enhances the VR experience and indicates the company's commitment to technological innovation, potentially boosting market confidence in its growth prospects [2] - This development positively impacts the gaming software and VR device sectors, contributing to a favorable sentiment towards technological advancements in the industry [2] Group 3 - Nintendo announced a delay in the pre-order of Switch 2 in the U.S. due to the assessment of potential impacts from U.S. tariff policies and changing market conditions [3] - The release date for Switch 2 remains unchanged at June 5, with the multilingual version priced at 69,980 yen (approximately 3,462 RMB) [3] - This cautious approach may raise market concerns regarding Nintendo's supply chain and cost structure, potentially affecting the video game hardware sector and investor expectations [3]

【环球网科技综合报道】4月6日消息，外媒Roadtovr近日联系任天堂后确认，该公司2019年推出的Labo VR纸板头显配件无法兼容新发布的Switch 2游戏机。 这一决定标志着任天堂在VR硬件兼容性上的重大调整。 业界认为，Labo VR的停更对任天堂VR生态构成挑战。该配件曾凭借纸板DIY配件和低成本VR体验吸引家庭用户，但其720p分辨率和60Hz刷新率的硬件短 板，已难以满足现代VR市场需求。任天堂粉丝对此反应不一：部分用户期待新VR硬件的推出，另一些则对Switch 2的兼容性策略表示失望。（青山） 根据任天堂官方说明，Switch 2的尺寸较初代Switch有所调整，导致其无法装入Labo VR的纸板支架。这一变化直接导致Labo VR成为首款被Switch 2排除在 兼容列表外的第一方游戏配件。此前，任天堂曾宣布Switch 2对第一方游戏的兼容性达99%，仅《任天堂Labo Toy-Con 4:VR套装》因硬件不匹配被明确排 除。 尽管Labo VR无法直接适配Switch 2，但技术爱好者可通过"魔改"或重新开模自制头显配件实现兼容。不过，任天堂已明确表示"Labo VR配件不支持Swi ...

Core Viewpoint - Nintendo has announced a delay in pre-orders for the Switch 2 game console due to the impact of new tariffs introduced by President Trump, although the launch date remains unchanged [2][3]. Group 1: Pre-order and Launch Details - Pre-orders for the Nintendo Switch 2 in the U.S. will not start on April 9, 2025, as initially planned, to assess the potential impact of tariffs and market conditions [2]. - The launch date for the Switch 2 is set for June 5, 2025, and remains unchanged despite the pre-order delay [2]. Group 2: Tariff Impact - The tariffs imposed include a 46% tariff on Vietnam and a 54% tariff on China, which are significant for electronics manufacturing [3]. - Nintendo has not disclosed the manufacturing location for the new consoles or whether the price of the console, set at $450, will increase due to the tariffs [3]. Group 3: Product Features and Market Performance - The Switch 2 is described as a larger and faster version of the original Switch, which sold over 150 million units since its launch in 2017 [4]. - The Switch 2 is powered by a custom Nvidia chip and can function as both a handheld console and a home console [4].

Nintendo has blamed Trump's tariffs for a delay in when Americans can preorder its highly anticipated Switch 2, The company will push back preorders from April and will announce the new preorder date "at a later date," per a company statement shared with Business Insider."Pre-orders for Nintendo Switch 2 in the U.S. will not start April 9, 2025 in order to assess the potential impact of tariffs and evolving market conditions," the statement read. "Nintendo will update timing at a later date. The launch da ...

Nintendo is delaying preorders for the newly announced Switch 2 in the U.S. due to concerns around President Donald Trump’s tariffs. Preorders will no longer begin on April 9.“Preorders for Nintendo Switch 2 in the U.S. will not start April 9, 2025, in order to assess the potential impact of tariffs and evolving market conditions,” a spokesperson for the company said in a statement to TechCrunch. “Nintendo will update timing at a later date. The launch date of June 5, 2025, is unchanged.” Nintendo still pl ...

Core Viewpoint - Nintendo's new console, Switch 2, is set to launch globally on June 5, 2024, but has received mixed reactions from players due to perceived limited innovation and controversial pricing strategies [1][5]. Pricing Strategy - The domestic version of Switch 2 is priced at 49,980 yen (approximately 2,473 RMB), while the multilingual version costs 69,980 yen (approximately 3,462 RMB), leading to dissatisfaction among players who feel penalized for language limitations [1][5]. Financial Performance - Nintendo's financial report for the first three quarters of the 2025 fiscal year (April to December 2024) shows a 31.4% year-on-year decline in sales to 956.2 billion yen (approximately 47.25 billion RMB) and a 46.7% drop in operating profit to 247.5 billion yen (approximately 12.23 billion RMB) [5][12]. - Net profit also fell by 41.9% to 237.1 billion yen (approximately 11.72 billion RMB) [5][12]. Hardware Upgrades - Switch 2 features a larger 7.9-inch 1080P screen, HDR support, and 120FPS capability, with a 4K resolution in docked mode, but is seen as merely catching up with competitors [7][9]. - New features include a "C button" for GameChat and a mouse mode for the Joy-Con 2, which aims to enhance the gaming experience [7][9]. Game Library and Market Position - A range of third-party games, including major titles like "Elden Ring" and "Cyberpunk 2077," will be available on Switch 2, but the upgrades are viewed as insufficient to significantly boost sales [9][10]. - The competition in the gaming console market remains fierce, with Nintendo needing to differentiate itself through unique gameplay experiences rather than just hardware performance [9][14]. Future Outlook - Analysts express skepticism about whether Switch 2 can revitalize Nintendo's performance, emphasizing the need for blockbuster games to drive sales [14][15]. - The gaming market is experiencing a contraction globally, but the Chinese market is showing growth, indicating a potential area for Nintendo to explore [13].