Core Insights - Nintendo's Switch 2 has achieved remarkable sales of 3.5 million units within four days of its launch, setting a new record for the company's new console releases in eight years [1] - The console's high demand has led to shortages at major retailers, reminiscent of the initial launch of the original Switch in 2017 [1] - Analysts are optimistic about the long-term sales potential of Switch 2, with sales targets set at 15 million units by the end of the fiscal year 2026, although some believe this estimate is conservative [1][2] Sales Performance - The Switch 2 was launched at a price of $449, making it Nintendo's most expensive console to date [1] - Predictions suggest that Switch 2 could exceed 20 million units sold in its first year, with estimates from analysts like David Gibson supporting this outlook [2] Supply Chain and Market Dynamics - Despite the strong sales, Nintendo's stock price fell by 3.5% following the launch, indicating investor concerns about potential risks related to supply chain sustainability and external policy uncertainties [3] - There is a notable supply shortage in Japan, with 2.2 million participants in the lottery for the console on its launch day, surpassing initial supply expectations [6] - Outside of Japan, supply appears to be more stable compared to the original Switch launch, allowing for better availability in other markets [7] Tariff and Pricing Considerations - The uncertainty surrounding tariffs has led Nintendo to delay pre-orders in the U.S. to assess the impact on pricing and costs [7] - If tariff issues are resolved, there is potential for a price reduction in the U.S. market, which could further boost sales [7]
任天堂Switch 2四天狂卖350万台，创历史纪录，分析师喊出2000万目标！