三星代工，终于有了大客户

Core Viewpoint - Nintendo has turned to Samsung Electronics to assist in manufacturing the main chip for the Switch 2, aiming to boost production to exceed the expected 20 million units by March 2026 [1][2]. Group 1: Nintendo's Production and Sales Expectations - Nintendo anticipates selling 15 million units of the Switch 2 in the current fiscal year, factoring in the impact of tariffs on profits, but this figure does not account for supply constraints [2][3]. - The company has received 2.2 million pre-orders in Japan alone and has apologized for being unable to accept more pre-orders due to high demand [3]. - Nintendo's initial goal is to match the sales of the original Switch in its first 10 months, which was approximately 15 million units, indicating potential for upward revision of shipment estimates [3]. Group 2: Samsung's Role and Competitive Landscape - Samsung is utilizing its 8nm process node to manufacture custom chips designed by NVIDIA for the Switch 2, which is expected to enhance Samsung's foundry capacity utilization and business performance [1]. - This collaboration marks a significant endorsement for Samsung's foundry business, which has struggled to compete with TSMC in the semiconductor market [1][2]. - Historically, Samsung has been a key supplier for Nintendo, providing NAND flash memory and OLED screens, and has encouraged Nintendo to continue using OLED panels in future Switch 2 models [2]. Group 3: TSMC's Market Position - TSMC has been expanding its lead in the semiconductor market through continuous technological iterations and stable mass production capabilities, attracting major clients like Apple and NVIDIA [2]. - The competition between Samsung and TSMC in advanced process technology is intensifying, with both companies striving to improve the yield of 2nm processes to enhance profitability and product quality [2].