Manufacturing the Switch Successor

With Shuntaro Furukawa's statement on the Switch successor, we know that attention will soon turn to manufacture of the Switch 2. What will that look like and what are the unique challenges that Nintendo may be wrestling with behind the scenes?
00:00 The Challenges
05:41 Cause of "Internal Delay"?
10:40 Component Competition
16:08 Semiconductors
22:00 How Nintendo Stays Nimble
Videos I reference:
• Why So Much Cash? - Nintendo and Cash
• Nintendo Switch is Goo... - Kit & Krysta episode 112 - another fantastic ‪@kitandkrysta‬ episode
Sources:
9to5mac.com/2017/05/30/ninten...
www.theguardian.com/games/201...
www.independent.co.uk/games/n...
www.bbc.co.uk/news/technology...
• How PlayStation 5 Was ...
www.neogaf.com/threads/chines...
www.designlife-cycle.com/ninte....
www.fictiv.com/teardowns/nint...
www.nintendo.co.jp/ir/pdf/201... - "huge numbers of components"
www.usitc.gov/publications/33... - pie charts about what parts are needed and what semi-conductor.
www.vietnam-briefing.com/news... - only assembles simple parts
www.digitimes.com/news/a20240....
www.reuters.com/technology/nv...
www.nintendo.co.jp/csr/en/q_a...
www.bbc.co.uk/news/business-6...
www.nintendo.co.jp/ir/en/stoc... - q11
www.nintendo.co.jp/ir/en/stoc... - q6
www.nintendo.co.jp/ir/en/even... - q 21
www.nintendo.co.jp/ir/pdf/201...
www.ft.com/content/d4cb7b92-1...
www.japantimes.co.jp/business...
www.nintendo.co.jp/csr/en/pdf...

[@michaelmartinelli]

mans has a phd in nintendo and im here for every second of it

[@HowlingHawk]

I love this guy. All his videos are so well made, no clickbait or anything just good information

[@5095smf]

I agree. Subscribed

[@jahnotreal]

how is this channel not massive yet? the quality is so high and it’s not click bait, yet every topic chosen is interesting. keep up the good work!!!!

[@danielebowman]

I agree. This channel only came to me a few months ago. It’s the best nintendo journalism around. Better than many “content creators” who just nick other tweets and painfully stretch out the “news” and rumours discussions with clickbait channels over and over through 10 videos to play the KZbin algorithms despite having nothing real to say.

[@ZeroJump]

Yeah its extremly professionell

[@cherubin7th]

Not enough click bait. Thats why

[@RakastanPorkkanakakkua]

Because it's a nerdy channel that goes in-depth into financial and boring topics. People are generally not into that.

[@NPP_1]

I mean, this channel definitely seems to grow. When I started watching a while ago, it had way less subscribers. So, I believe the growth comes slow and steady

[@Chronostinman1]

Thanks! Have to show my support for this amazing videos.

[@nintendoforecast]

Thank you! I really appreciate that!

[@minecrafter3448]

When a real expert of Nintendo starts talking, everyone goes silent. There are only two people in the world I would consider to truly have that title. Scott Wozniak, and whoever it is behind Nintendo forecast.

[@audie-cashstack-uk4881]

Excuse me I have been doing this for decades wiboy101 getagrip but never on my own site and what about Sean malstrom I was banned on every gaming forum going repeatedly for stating plain facts and so as sean malstrom I made 50k turn into 250k pre wii wii era becuas like Sean malstrom my brain wasn't disfunction g all of this is co mo sense just 99% of uswho get it don't have yt channels altho tried to save others channels sites got hated then had the told you so moment my biggest scrap was SMD64 I coached him I gave him the genius insight he completely ignored me and went down his own rabbit hole and utterly destroyed himself... this isn't rocket science it's common flaming sense...

[@prognosticii]

Scott, the one who thinks gamer = can not get some?

[@minecrafter3448]

@@prognosticii yeah that one

[@boshi9]

Fake intellectual. Talks a lot, says nothing of substance.

[@prognosticii]

@@boshi9 Scott does know a lot though, but I would not ask him for economic forecasts; I would ask him about niche products though.

[@ledojaeger7474]

I love the information you focus on. It’s a unique offering among Nintendo KZbinrs and your videos have become staple clicks for me really fast. Hope your channel gets the attention it deserves as Switch 2 hype/discussion builds over the next months!

[@Snowy167]

We either need magnetic or extremely durable sticks for the successor

[@StarmenRock]

They already know people aint gonna stop buying them even if they suck...

[@KeliJust]

I quite enjoyed this video. Fascinating to learn more about the complexities and logistical challenges involved in not just the manufacturing process, but also the timing. A video on the distribution process would be awesome. Keep up the great work man.

[@ThePaulineu]

I'd love a video on the distribution process too!

[@viorel1852]

You are an absolute MACHINE with these videos 👍

[@EnigmaticGentleman]

I'm particularly curious to see how they're handling (or trying to) Joy-Con drift. Unless I'm mistaken the community has never found the actual cause of it, just a variety of solutions that may or may not work on any given controller.

[@audie-cashstack-uk4881]

There nothing to HANDLE jjat make new sticks

[@minecrafter3448]

The community has never found a definitive solution, from what we can tell it’s a poor structure that causes dust buildup, a result of al of the tech crammed in them.

[@MrGuy__]

i think they'll just solve it by making them bigger, considering the (reportedly) increased size of the system itself. they can use more traditional analog sticks, e.g. switch pro controller, which are far less prone to drifting (though... they do still drift occasionally)

[@OBSMProductions]

I think using hal effect joysticks, which some 3rd party controllers use, work better probably

[@vivid8979]

There's indeed fix found by the community and and the good thing is it only needs a piece of paper.. The issue is a mechanical one where the bottom metal part which handles contact to the stick itself become loose over time... The paper ensures that said metal will not become loose. Also Ifixit has a nondrift joycon for sale where they redesigned the joystick metal casing addressing the issue and to be more fortified..

[@Hazeman.]

Switch era profit exceeding all previous Nintendo consoles & handhelds profit COMBINED ! ❤ Mind blowing to think about it ❤

[@ekurisona663]

the best Nintendo channel on KZbin!!

[@jasonzervos]

I feel like your channel, even though it easily gets some thousands of view per video, is under-rated/-appreciated!

[@riazcook4174]

You deserve more subscribers. Informative, clear and concise videos. Keep it up.

[@Sackboy612]

So glad that i've found your channel - proper quality analysis

[@danieldalton]

Yes please to the distribution strategy video!

[@user-fp6yl8ks8c]

Love the videos NF. You cram so much detail into many varied points while making the video have clarity of direction. You have a terrific cadence of speech thats both confidence and light, you dont drone on, you pepper the deep dive with light humor without it being about the humor, which for me creates a very genuine easy going demeanor. I feel like this channel is made just for me. We have similar accents too. Kinda feels like im having my ear talked off by a hyper focused friend. ❤ Keep it up my guy. You're videos are the best.

[@nintendoforecast]

Wow - thank you so much. I really appreciate that!

[@toppy82]

Great video! I don't know of many other channels that talk this in depth about these kinds of topics! One area for improvement would be the text scroll speed when you're reading a quote :) Either slow down the scroll, or give us a static image; the scroll was quicker than you were speaking a few times :) Keep it up dude! Really great content!!!

[@nintendoforecast]

Yes, good call. Thanks for the support!

[@Nukatha]

I appreciate the shoutout, but given the official announcement that NWC NES edition is launching in July, that'll push my timeline to September or so for the event. I'll consider my prediction good if both: A. An IRL NWC event happens B. The Switch successor is introduced at the event

[@-lord1754]

I have to disagree with you slightly at the end of the video. I think the Switch 2 will release a little later than the end of this year. They went out of their way to announce a switch exclusive direct for the remaining fiscal year plus, I am pretty sure they have gone on record on wanting to beat the PS2 sales which would require a little extra work at the end. Either way, fantastic video.

[@duckyishappy]

Great video, but keep in mind that the spike in prices during Covid (and also the ensuing inflation) was mostly caused by Supply shortages rather than by extraordinary demand increase. Yes demand did increase, but supply decreases were the main culprit and is still the main reason for inflationary pressures today.

[@RiqMoran]

Vietnam, Mexico >>> China for manufacturing

[@mr.shplorb662]

Real

[@audie-cashstack-uk4881]

Your mom's bedroom

[@Abrahamhc]

Yes, China was really affected by covid, they just did not delivered...

[@scott6605]

@@audie-cashstack-uk4881I already occupy that one

[@Hazeman.]

But China >>>>> USA

[@VuNguyen-fv5jl]

Fascinating breakdown. Really interesting to see some veil of Nintendo’s economics lifted

[@ThePaulineu]

How do you publish these videos so fast? Did you make them in advance? This is extremely impressive and don't push yourself too hard!

[@nintendoforecast]

I try to keep well ahead so I can have bursts of time where I do a bunch on the channel and periods where it just ticks along while I concentrate on other things. Although there were two videos this week responding to the news which I don't generally (often can't) do.

[@logicalfundy]

Interesting video, great insight - and yes, I let my character in Animal Crossing enjoy a drink at Brewster's while watching the video.

[@FlyingIkaros]

Could you add a title to each source in the show notes, please? It took me quite a while on smartphone to find Lotze’s Working Paper. 😅

[@Nu_Merick]

they just need to NOT replicate the issues the WiiU had when advertising. ofc the reveal of the switch and wiiu are NIGHT & DAY difference, they just need to keep that consistency now. I mean i own a WiiU but its safe to say the game pad isnt a great selling point, save a couple games that make good use of it. Also not repeat the 3DS launch issue with it being so overpriced... i think theyll do fine, gamers arent that hard to figure out, just market it being a stronger switch and add 1-2 more features and theyre golden.

[@pattersong6637]

The 3DS' problem was that it was expensive, released towards the trough of a recession, AND had basically no compelling software in the launch window. When it got compelling software and when its price was slashed it recovered really nicely. It's a trap Nintendo COULD fall into but the very fact that they apparently delayed the Switch 2's launch date to make sure the launch software lineup will be solid is really reassuring it won't. I don't think the Wii U's failure is even possible for the Switch 2. The Wii U fed off of Nintendo having basically dead 2011 and 2012s for the Wii and enthusiasm for it falling off dramatically coupled with a combination of doubling down on the Wii branding right when it was losing appeal while having very little of "Wii" style software for people who would be interested. The Wii U was a hardcore Nintendo fan machine stuck with Wii casual branding and ended up making neither side really happy or trusting of it. Switch is not only stronger than the Wii ever was but its popularity never really faded like the Wii's did over its lifetime. A lot of people want the "Next Switch" in ways people didn't really clamor for "the next Wii." I think the 3DS' failure of having a too high price point and not enough compelling software at launch is way more realistic than a Wii U repeat.

[@-lord1754]

​@@pattersong6637Even then I kinda doubt a 3ds repeat here. They are taking a bigger risk here so they probably have more studios dedicated to making sure switch 2 has a good launch

[@Loanshark753]

The 2DS is actually a single screen, single board console to reduce costs which then mandated the slab form factor. This is interesting as manufacturing simplicity could reduce features however a balance can be achieved and smartphone component suppliers have progressed in their tech since 2017 and 2011.

[@painuchiha2694]

This channel soo peak 🔥

[@andres9496]

Yes please a distribution video would be awesome

[@brennanhunt1535]

You should make a video predicting the switch 2 launch lineup!

[@TeltStory]

I think after june is more likely for manufacturing, given that they cannot mention it in the june direct.

[@dominichill8037]

If the Switch 2 is successful, it will be the first consecutive success (of a mainline console) since the NES and SNES.

[@Dairunt1]

I think that we're going to see the Switch 2 and the Switch Lite co-existing, similar to their home/handheld devices before the Switch. Big AAA games go to the Switch 2; smaller games and HD ports go to Switch 1. We're still going to see games support for the Nintendo Switch for years to come. (Of course, this would mean backwards compatibility would be a given).

[@nyemikeonukwu6964]

Yes. I believe the switch will co exist with switch 2 for some years.

[@RiqMoran]

really wish they use quality components

[@OBSMProductions]

Considering they got sued multiple times this generation, I think they're considering something.

[@randomguy970]

Would you consider releasing these as podcasts?

[@nintendoforecast]

I'll have to look into that as I've never investigated podcast publishing but it's an interesting idea.

[@Dr_Hax]

2:36 not really, 8 years is pretty close to a standard console lifespan just a bit above average but the situation it was made in was pretty extraordinary

[@8bitbender495]

The best they can do is improve what they already have

[@JohnLattanzio98]

Why are the captions messed up again?

[@nintendoforecast]

It's weird because I checked this but I can't seem to preview them ahead of time so have to fix them after. I also don't get why it seems to be bringing them from another video. Sorry - but hopefully they're working now.

[@JohnLattanzio98]

@@nintendoforecast it wasn't an issue for me, but I know many people watch videos with sound off or low, so it would help them out. Thanks for taking the time to look into it!

[@VanHalenfreak9]

i love you

[@krs-two4329]

☆I love you too ♡

[@mr.shplorb662]

i dont know you

[@ifsey]

Waiting for the Asianometry X Nintendo Forecast crossover

[@teebrown27]

Somnolent!

[@--waffle-]

Im still gonna buy it day 1, but its just a shame that its going to be outdated AGAIN by the time its launched.

[@ekurisona663]

i dont know how small their margin for error actually was - joycon were a fucking disaster

[@Blue_Blaze72]

Hiya! Love your content! I just wanted to point out that the section at 23:38 was very hard to follow. The scrolling text is extremely distracting especially since it didn't line up with your voice.

[@nintendoforecast]

Yeah, sorry about that. Should have rethought how to present that. Appreciate the feedback and support.

[@RikoRikowski]

This put me to sleep, but very informative.

[@frokfrdk]

If the new Switch doesn't take advantage of DLSS of some kind I will be absolutely BAFFLED

[@Loundsify]

It'll be interesting if they can somehow shoe horn DLSS into back compat to make existing switch games look better on modern displays.

[@TheodoroDML]

.

[@therealhussein]

dude your always slightly late to the leaks, there are leaks that the switch 2 will have 12gb LDDP5 7500MT ram

[@Loundsify]

That would be a massive step over the steam decks 5500Mhz memory.

[@Loundsify]

Would be roughly 120GBps.

[@Rizky-Gumilar]

if Nintendo next console is not more powerful than the current steam deck or other pc handhelds it's definitely game over for Nintendo

[@Hazeman.]

😂😂😂

[@-lord1754]

Delusional lol. As long as its better than has good software then it swill sell like hotcakes

[@Loundsify]

Come off it pal. The switch sold 15.7 million units in the last financial year. Steam deck hasn't even broke 10 mil units in 2 years.

[@Hazeman.]

Also Switch era profit already exceeding all previous Nintendo consoles & handhelds profit COMBINED. Crazy to think about this. It's likes Nintendo can survive 3x Wii U era with Switch profit

[@Rizky-Gumilar]

​@@Loundsifyim talking about Nintendo next console