Nintendo(NTDOY)

Search documents
海外品牌加码天猫618 任天堂Switch2、獭祭登龙门等5万款新品尖货上新
Zhong Guo Jing Ji Wang· 2025-06-03 03:18
天猫618开门红,海外品牌再加码,全球调货,近5万款新品尖货集结天猫国际。 时隔8年全新发布的任天堂Switch2将于6月5日在天猫国际全球同步发售。时下爆火的英国鞋履品牌Rockfish Weatherwear联名款褶花运动鞋在天猫国际全球同 步首发。香水里的"断货王",韩国Tamburins和Jennie联名的BOTTARI系列,也通过天猫国际在中国首发。 此外,日本清酒品牌獭祭上线在国内尚属稀缺产自獭祭纽约酒厂的"獭祭Blue",以及一款纯手工酿造的"登龙门"新品。日本最大二次元中古品牌Mandarake 上架50万件商品,其中包括宫崎骏吉卜力工作室的动画手稿、漫画大师水木茂亲手制作的立体书等绝版二次元商品。 今年天猫618,官方立减叠加平台大额消费券,带动进口消费热情高涨。618开卖首小时,374个海外品牌成交同比翻倍;开卖第一阶段,109个海外品牌成交 破千万。海外品牌纷纷抓住年中最大的生意增长机会。 新西兰奶粉品牌A2在天猫618第一阶段成交增长55%,紧急启动跨境调货预案,原定6月下旬到港的10万件爆款库存,提前至5月底到港。 美国时尚品牌Coach相关负责人介绍,在天猫618第二阶段对爆款单品 ...
年入十亿百亿级的日本五大玩具公司,2025财年有这些趋势
3 6 Ke· 2025-05-28 00:46
Happinet玩具事业五年连增,积极发展扭蛋专卖店事业。 Furyu依靠玩具事业维持增长,游戏机景品为主要玩具营收来源,单季度发售超300款景品。 最近,日本各大上市公司陆续发布截止3月底的2025年3月期业绩(以下简称为2025财年)。 财报显示,Kidults(大儿童)、科技数码、卡牌、扭蛋……日本玩具市场呈现出多元形态,各大厂商玩具的经营表现再创新高。 | | | 日本玩具厂商年度营收数据(亿日元) | | | | | --- | --- | --- | --- | --- | --- | | 】 商 方代 | 多美 | | 世嘉 | Happinet | Furyu | | 销售额 | 12415.13 (18.2%) 2502.35 (20.1%) | | 4289.48 (- | 3644.18 (4%) | 443.5 (3.6%) | | 营业利润 1802.29 (98.7%) | 248.7 (32.2%) | | 481.24 (- | 116.77 (34.6%) | 22.39 (- | | | | 注: 日历年为2024.4.1-2025.3.31 | | | | 其中,万代的玩 ...
PowerA, Official Nintendo Partner, Announces Initial Lineup of Licensed Accessories for Nintendo Switch™ 2
Prnewswire· 2025-05-27 13:00
Essential Accessories for the Next Generation of Nintendo Gaming Offer Trusted Performance and Style - Controllers with Hall Effect Sensors and System Protection.WOODINVILLE, Wash., May 27, 2025 /PRNewswire/ -- PowerA, a global leader in gaming accessories, is proud to unveil its exciting lineup for the Nintendo Switch™ 2 system. Designed to meet Nintendo's rigorous standards and to deliver high-performance, PowerA's new collection includes hall effect equipped controllers and protective gear for gamers rea ...
Why Nintendo Stock Was Climbing Today
The Motley Fool· 2025-05-23 20:21
Market players were eager to push the start button on Nintendo (NTDOY 5.13%) stock as the trading week drew to a close. Shares of the storied Japanese video game company finished Friday up by more than 5% thanks in no small part to an analyst's price-target increase. That rise was in contrast to the S&P 500's dip of 0.4%.A bull gets more bullishBefore market open that day, JPMorgan Chase's Junko Yamamura lifted her fair value assessment on Nintendo's Japan-listed stock to 15,300 yen ($106.52) per share, up ...
任天堂已委托三星为其即将推出的Switch 2游戏主机生产芯片。 (彭博)
news flash· 2025-05-20 13:08
任天堂已委托三星为其即将推出的Switch 2游戏主机生产芯片。 (彭博) ...
《科创板日报》20日讯,任天堂已委托三星为其即将推出的Switch 2游戏主机生产芯片。
news flash· 2025-05-20 13:07
《科创板日报》20日讯,任天堂已委托三星为其即将推出的Switch 2游戏主机生产芯片。 (彭博) ...
消息称三星电子获任天堂Switch 2芯片代工订单
Huan Qiu Wang· 2025-05-20 07:15
【环球网科技综合报道】5月20日消息,据日本时报报道,三星电子已正式获得任天堂新一代游戏主机Switch 2的芯 片代工订单,将基于其8纳米制程工艺生产英伟达定制的Tegra T239芯片。 尽管任天堂曾考虑台积电7nm/8nm工艺,但最终选择三星8nm制程。行业分析指出,三星在该工艺节点上的良率高 达70%~80%,且无需依赖极紫外光(EUV)设备,生产成本较台积电降低约15%~20%。此外,英伟达Ampere架构 GPU此前已适配三星8nm工艺(如RTX 30系列显卡),技术协同性进一步巩固合作基础。 据彭博社援引知情人士消息,三星的代工能力将助力任天堂在2026年3月财年内实现Switch 2销量超2000万台,较此 前1500万台的预期显著上调。分析认为,三星的产能保障使任天堂无需与其他厂商争夺台积电先进制程资源,同时 8nm工艺的成熟度亦降低了供应链风险。 此外。韩媒指出,三星正计划将5nm工艺用于Switch 2的"性能升级版",未来或推出搭载OLED屏幕的增强机型。 (青山) 根据供应链消息,Tegra T239芯片采用ARM Cortex-A78C架构的8核CPU,其中6核专为游戏优化,2核预 ...
共赢可期!任天堂携手三星“爆肝”Switch2核心芯片 剑指2000万台出货量
智通财经网· 2025-05-20 07:01
智通财经APP获悉,任天堂公司已委托三星电子公司协助生产Switch 2的核心芯片,将有望助力该日企 大幅提升新款游戏机产量,使其在2026年3月前销量突破远超预期的2000万台。知情人士透露,这一决 策对三星而言意义重大。当前,三星正全力与台积电在全球电子芯片制造领域展开竞争,成功拿下 Switch2芯片订单,极有可能提升该韩国企业芯片代工厂的设备利用率,进一步拓展业务版图。 据不愿具名的知情人士透露,三星目前正采用8纳米工艺,生产英伟达(NVDA.US)为Switch2定制的芯片 或处理器。消息人士表示,按照当前生产进度,任天堂足以在明年3月前出货超2000万台Switch2。若有 需要,三星还可进一步扩大产能,不过这在很大程度上取决于富士康等硬件组装厂商的生产能力。 三星此前已为任天堂供应内存芯片和显示屏,但在芯片代工领域一直难以与台积电(TSM.US)抗衡。此 次合作是对三星芯片代工业务的有力认可,该部门曾期望能与内存业务并肩,发展成为三星芯片业务的 另一大支柱。 反观台积电,通过持续的技术升级和稳定的大规模生产能力,不断巩固自身领先地位,成功吸引了苹果 (AAPL.US)、英伟达等大客户。台积电与三 ...
任天堂Switch 2芯片供应商敲定三星,8纳米制程有望推动销量突破2000万台
Feng Huang Wang· 2025-05-20 04:46
Core Viewpoint - Nintendo has shifted to Samsung Electronics for the manufacturing of the main chip for the Switch 2 gaming console, which may help increase production and exceed sales expectations of over 20 million units by March 2026 [1][2]. Group 1: Nintendo's Strategy - The decision to partner with Samsung is seen as a significant victory for Samsung, which is competing with TSMC in the global semiconductor foundry market [1][2]. - Nintendo's previous Switch console used chips manufactured by TSMC, but the new Switch 2 will utilize a custom chip designed by NVIDIA optimized for Samsung's manufacturing system [2]. Group 2: Samsung's Position - Samsung has been supplying memory chips and displays to Nintendo but has struggled to compete with TSMC in the foundry sector [2]. - The collaboration with Nintendo is viewed as a recognition of Samsung's foundry capabilities, which the company hopes to develop as a major pillar alongside its memory chip business [2]. Group 3: Production and Sales Expectations - Current production progress is expected to allow Nintendo to ship over 20 million units of the Switch 2 by March next year, with the potential for Samsung to increase capacity depending on the production capabilities of hardware assemblers like Foxconn [1][2]. - Nintendo had initially projected sales of 15 million units for the current fiscal year, factoring in the impact of tariffs on profits, but emphasized that this figure did not reflect supply constraints [2].