Overview

• DFC Intelligence has revised its 2025 global sales forecast for the Nintendo Switch 2 from 17 million to 15 million units due to tariff-related uncertainties.
• US preorders for the Switch 2 have been delayed as Nintendo evaluates the impact of a proposed 46% tariff on goods from Vietnam, where the console is produced.
• Analysts expect Nintendo to maintain the $450 price for the Switch 2, a decision made with potential tariff risks already factored in.
• Nintendo previously shifted production from China to Vietnam in response to earlier trade tensions, but new tariffs are complicating the supply chain strategy.
• Rising costs from tariffs may lead to consumer hesitation, prompting Nintendo to adopt a cautious approach to avoid surplus inventory.