Core Insights - Nintendo's new console, Switch 2, is set to launch on June 5, 2025, marking a significant moment in the gaming industry as it transitions into a "post-console war" era [1][6][20] - The company aims to leverage its strong IPs and family-oriented gaming experiences to maintain its market position and attract new users [3][5][15] Product Launch and Financial Expectations - Nintendo plans to sell 15 million units of Switch 2 in the fiscal year 2025, projecting a 13% increase in operating profit to 320 billion yen [2] - The new console is priced at $449.99, reflecting hardware upgrades and increased production costs compared to the original Switch [2][5] Game Content Strategy - Nintendo is focusing on a strong launch lineup, including new titles from popular franchises like Mario and Zelda, to ensure a successful debut for Switch 2 [3][16] - The company is also emphasizing cross-generational gaming experiences, allowing existing Switch users to access their game libraries on the new console [15][16] Industry Positioning and Competitive Landscape - The gaming industry is witnessing a shift from traditional hardware competition to a focus on ecosystem richness and user engagement [20][22] - Nintendo's strategy diverges from competitors Sony and Microsoft, who are heavily invested in high-performance hardware and third-party game exclusives [7][10][12] Future Directions and Innovations - Nintendo is exploring new revenue streams beyond hardware sales, including movies, theme parks, and merchandise, which have shown significant growth [17][18] - The company is cautiously entering subscription services and cloud gaming, indicating a willingness to adapt to changing market trends [19][20]

尽管Switch 2在屏幕画质、处理器、摇杆技术等方面进行了升级，但随之而来的售价增长也引发了业内 外的热议。今年4月，任天堂公布Switch 2售价：港版3450港元（约3100元人民币），美版449.99美元 （约3250元人民币），成为任天堂史上最贵主机。相较于2017年发售的初代Switch美版299.99美元的首 发定价，增长约50%。 据彭博社报道，分析师预计任天堂在6月5日推出Switch 2时手上将有600万至800万台主机，这将使其成 为游戏行业史上规模最大的首发之一。不过在业内看来，任天堂凭借即将发售的新品带动市场关注的同 时，也面临着多方面的压力与挑战。 据任天堂最新财报，公司前9个月经营收益较去年同期锐减，总销售收入9562亿日元，同比下降 31.4%，营业利润2475亿日元，同比减少46.7%，净利润为2371亿日元，同比下降41.9%。此外，2025财 年前9个月，Switch硬件销量为954万台，同比减少30.6%；游戏销量也同比下滑24.4%至1.2398亿份。 同时，Switch 2配套游戏价格已经涨至69.99美元至79.99美元。比如，新款机型搭售的《马里奥赛车： 世界》 ...