Overview
- Nintendo has asked suppliers to produce up to 25 million Switch 2 units by the end of March 2026 to meet holiday demand and build inventory for the next fiscal year, Bloomberg reports.
- Shipping and assembly partner estimates indicate sales could reach about 20 million units in the first fiscal year, topping Nintendo’s 15 million forecast and earlier analyst estimates near 17.6 million.
- Nintendo says the console sold 5.82 million units in under a month, and Circana reports U.S. sales are tracking roughly 77% ahead of the original Switch over comparable periods.
- The company built inventory ahead of the June 5 launch and reportedly shifted the release into 2025 to avoid shortages seen in other recent console launches.
- Analysts highlight risks from potential U.S. tariffs, possible price adjustments, and hardware or accessory criticisms, while some expect a guidance upgrade as momentum continues.