Core Viewpoint - The article discusses the recent Nintendo Direct presentation, highlighting the anticipation and mixed reactions surrounding the launch of the Switch 2, with some players excited about new features while others express disappointment over certain specifications and pricing [3][4]. Group 1: Switch 2 Features and Performance - The Switch 2 features a larger 7.9-inch LCD screen, which Nintendo claims has improved technology, supporting 120Hz variable refresh rates and HDR, making it competitive with OLED screens [8][9]. - The custom chip in Switch 2 reportedly offers a performance increase of ten times compared to the original Switch and supports DLSS technology for enhanced graphics and frame rates [14]. - Games like "Mario Kart World" and "Donkey Kong" showcase the Switch 2's capabilities, with the former allowing up to 24 players and maintaining a stable performance at 120fps, which has impressed many reviewers [16][19]. Group 2: Game Compatibility and Upgrades - Several classic games are receiving upgrades for the Switch 2, including "The Legend of Zelda: Breath of the Wild/ Tears of the Kingdom," which can now run at 4K HDR 60fps, with additional content available for a fee [22][24]. - The introduction of "key cards" for certain games requires players to download the game and insert the key card for verification, which has sparked some controversy [47][49]. - The Switch 2 will only support SD Express cards, a new storage format, which may affect compatibility with existing microSD cards used in the original Switch [63][64]. Group 3: Market Position and Recommendations - The Switch 2's primary advantage over its predecessor is its support for third-party games, with major titles like "Elden Ring" and "Cyberpunk 2077" confirmed for the platform, making it a viable option for gamers without other consoles [67]. - While pre-orders are underway in various regions, some markets face delays due to new tariff policies, and potential buyers are advised to wait for more first-party game announcements before purchasing [68][70]. - The article suggests that those interested in Nintendo's first-party titles may benefit from waiting until more games are revealed, as the current lineup is limited [70][71].

北京东四环外，三十五岁的白领杜怡下班后正倒车入库，他的倒车影像仪是跟了自己二十多年的Game Boy改的。 "倒车这件事儿吧，和玩俄罗斯方块其实是一回事儿，我现在每次倒车，都像回到了小时候在这块Game Boy上戳戳点点的日子。" 与此同时，二十公里之外，北京西二旗的晚高峰地铁里，神情疲惫的王小西掏出了她刚收的CCD相机，并试着让眼睛重新对焦，挤出一丝丝光来——取 景框里，工作一天后的油脸在千禧年风格的噪点下全部消失不见。 "卡西欧一直在复刻老手表，Game Boy为什么不能出复刻啊？" 当全中国每天有几亿人在短视频里滑动4K超清画面时，却有一群人在逆向打捞世纪初的技术残骸。他们执着于改装Game Boy、沉迷于CCD相机镜头里90 年代的光晕，这些过时的技术，正在被他们变为新的风尚。 Game Boy和CCD相机背后，是"重现过时技术之美"的潮流 对于许多80、90后来说，Game Boy很有可能是大家拥有的第一部电子产品。 在Game Boy流行的那个年代，不可能出现花大几百一单在砸不出水花的游戏里氪了又氪的事情。那时砸在游戏屏幕上的是街机厅里孩子们中二的口号 声，他们通宵抱着从新华书店和校门口小店货架最 ...

作为全球游戏消费中最重要的主体之一，美国用户是全球绝大部分开发商都难以忽视的玩家群体，在美 国政府4月发起的新一轮关税调整中，体量庞大的美国游戏乃至数字娱乐产业的潜在变化，也成为市场 关注的焦点。 值得注意的是，相较于进出口贸易中的有形货物，游戏软件及服务本身属于数字产品，其跨境传输及交 易在当前的WTO规则下是免关税的，这就使得本轮关税博弈对以手游、休闲类小游戏等在线服务出海 为主的中国厂商影响有限。 但另一方面，美国游戏市场中的一个重要组成部分是主机游戏，以索尼、微软和任天堂为首的主机厂商 在美销售的硬件产品大都依靠境外供应链，在关税上涨的压力下，无论是生产转移或转嫁成本，终端产 品售价上涨都难以避免，这也势必对包含零部件供应商、游戏开发商在内的整体产业造成深远影响。 中国厂商提前避险 就目前美国的关税调整内容来看，其主要针对的是进出口贸易中的有型商品，而游戏软件产品属于"跨 境提供的数字服务"，根据WTO《电子商务暂停令》，数字产品以电子传输方式跨境提供时，通常享受 免关税待遇。 目前，《电子商务暂停令》中的条款已自1998年至今实施26年，在两年一届的WTO部长级会议中检视 是否延长，下一次检视为20 ...

任天堂股价跌超3%，此前分析师下调对Switch 2的预估。 ...

"对等关税"对企业的影响持续扩大。据媒体报道，任天堂美国总裁道格·斯宾塞·鲍泽在日前表示，其产 品定价误判，下一代Switch 2主机定价策略未预先考量美国关税变量。目前该公司正"积极评估"25%游 戏机进口关税对终端售价的影响。 北京商报记者第一时间向国内任天堂官方旗舰店询问定价情况，对方表示：暂未接到调价通知。 除此之外，Switch 2的代订服务依旧火热。北京商报记者注意到，某代订价格为100元的链接已经收获 了2.1万次浏览、737人想要。多位从事Switch 2代购的线上商家表示，截至目前Switch 2的代订价格从 100—500元不等，目测其首发价格将达到4、5千元左右。 4月2日，美国总统特朗普宣布美国将对进口商品征收广泛的"对等关税"，新关税计划从中国、越南进口 的商品将分别面临54%和46%的关税。 公开资料显示，任天堂在日本设有总部开发中心，主要用于游戏软件研发和硬件创新，主机硬件生产仍 以中国和越南为主。其中，中国是Switch的重要生产基地，承担了全球大部分Switch游戏机的组装任 务。 在业内看来，Switch目前的高定价已经引发了一些消费者的不满，若再涨价，可能会进一步削弱消费 ...

在近期的一次采访中，当被问及 Switch 2 的 Joy-Con 内部技术为何与初代 Switch 的模拟摇杆"感觉如此不同"时，任天堂美国公司产品开发与发行 高级副总裁 Nate Bihldorff 向《Nintendo Life》表示："Joy-Con 2 的控制器是从零开始设计的。它们并非霍尔效应摇杆，但手感确实很好。" IT之家注意到，在上周任天堂的 Switch 2 发布会之后，公司与该主机的设计者们开展了一场"向开 发者提问"的讨论，涉及其升级版控制器的技术细节。据 Switch 2 制作人 Kouichi Kawamoto 介绍， 公司"为 Joy-Con 2 从头开始重新设计了一切…… 与 Switch 的 Joy-Con 控制器相比，控制摇杆更 大、更耐用，移动也更加顺滑。我们还将 Joy-Con 2 的尺寸增大，以适配更大的主机"。 然而，尽管任天堂已经确认 Switch 2 的 Joy-Con 并未使用抗漂移的霍尔效应传感器，但该公司尚未 明确说明所采用的究竟是何种技术。该主机是否仍在使用导致初代 Switch 摇杆漂移问题频发的电 位器式摇杆，还是已经找到了改进该技术的方法以延长 J ...

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].