Nintendo(US:NTDOY) 智通财经网·2025-06-05 06:19Core Viewpoint - Nintendo's Switch 2 is expected to revitalize the gaming console market in 2025 with significant advancements in handheld gaming performance through AI graphics technology, ray tracing, and 4K output [1] Group 1: Product Features and Performance - The Switch 2 will feature a custom SoC from NVIDIA, equipped with RT cores and Tensor cores, enabling real-time ray tracing, HDR rendering, and DLSS technology, allowing for 4K resolution in docked mode and up to 120 frames per second at 1080p in handheld mode [1] - Nintendo claims that the graphical performance of the Switch 2 is ten times better than the original Switch [1] Group 2: Market Positioning and Pricing - The Switch 2 is priced at $449.99, which is a $50 increase from the launch price of its predecessor, with flagship games like "Mario Kart World" retailing at $80 [2] - Despite initial pricing concerns, consumer enthusiasm for the Switch 2 remains high, indicating a readiness to accept higher-end pricing models as long as performance improvements are significant [1][2] Group 3: Competitive Strategy - Backward compatibility ensures that existing Switch games will still run on the new console, while enhanced wireless bandwidth introduces a new feature called "GameChat," allowing up to 12 players to voice chat in real-time and share screens across games [2] - This strategy positions Nintendo to compete more directly with Microsoft and Sony's online ecosystems [2] Group 4: Industry Recommendations - TechInsights suggests that console manufacturers should evaluate the feasibility of adopting advanced chips and AI features for next-generation devices, particularly in the context of portable or hybrid architectures [2]