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].
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