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Switch 2首年度全球销量预计达1900万台
日经中文网· 2025-11-05 08:00
Core Viewpoint - Nintendo's Switch 2 has achieved strong sales performance, leading to an upward revision of the company's fiscal year 2025 revenue forecast, with expectations to exceed 2 trillion yen for the first time, setting a new record [2][4]. Sales Performance - Within approximately five months of its launch, the domestic sales of Switch 2 in Japan reached 2.46 million units, outperforming both the original Switch (1.31 million units) and Sony's PlayStation 5 (0.58 million units) [6]. - Global sales of Switch 2 from April to September reached 10.36 million units, achieving 55% of the adjusted sales target [9]. Financial Projections - Nintendo has raised its revenue forecast for fiscal year 2025 to 2.25 trillion yen, a 93% year-on-year increase, and net profit is expected to grow by 26% to 350 billion yen [4]. - The expected operating profit margin for fiscal year 2025 is projected at 16.4%, a decrease of 7.8 percentage points from the previous fiscal year [8]. Supply Chain and Production - Nintendo plans to resolve the supply shortage of Switch 2 by the end of the year, with improvements in production capacity already noted [9]. - The company has not raised prices in the U.S. market despite the impact of tariffs, which are expected to affect profits by several billion yen [8]. Software Lineup and Future Outlook - The company aims to enhance its software lineup, with upcoming releases such as a sequel to "Kirby" and a Switch 2 version of "Animal Crossing," set to launch in January 2026 [10]. - Analysts suggest that the software sales revenue share is expected to increase starting next year, as the foundation for profit growth has been established [9][10].