Nintendo having fab space and just either A) not using it or B) storing it in a warehouse for years sure would be an interesting thing to see unfold.
I think it needs to be made clear, when you reserve a spot you’re a “first come first serve customer”, and I’m being generous here as you reserve a spot years in advance from when you’re actually going to use it.
If you do not use the spot you reserved, you’re not gonna get a spot right after the next customer who reserved a spot for some more time, you’re going to get pushed to the back of the line. With the current shortages you’re not gonna get delayed from 2022 to 2024 you may get delayed until 2026 or 2027. You already paid money to reserve those spots at the fab, now what makes you think that you just happily choosing to delay from one year will get you a spot for the following year? Especially with the current shortages. The reason why people do not entertain a “delay“ in the same way other people are entertaining it as if it’s just a year or two, it’s because you aren’t going to get a spot in a year or two. You’re gonna get pushed to the back of the line until a spot is open for you and you have to pay
again because you already lost your initial spot.
semi conductors function as an upfront business model, and they use these upfront cost to actually forward their business in the long term. Apple pays upfront several years in advance. Nintendo works with nVidia and pays them, to which nVidia pays Samsung or TSMC depending on whichever nVidia works with because nVidia is the one that deals with semiconductors more closely than Nintendo and is involved with that area.
I understand that these are video games, and that video games can be delayed from 2015 to March 2017. However, I do not understand why people treat hardware delays as if it’s the same thing as a video game delay. There are two types of delays the quarter delay which Nintendo dead from Q3 fiscal year 2017 to Q4 fiscal year 2017 and I was only was the quarter delay which Nintendo dead from Q3 fiscal year 2017 to Q4 fiscal year 2017 and that was only by a few months in a world where there was no semiconductor shortages yet. Reason? Lack of software. Now, that’s a
quarter, where do people think that they can simply just a delay from a quarter part to whole years and that they’ll get those two whole years as a guarantee? NVidia has other customers as well, Nintendo isn’t the only person that they work for when they have other customers are also paying a lot of money just to get space for their own products. And as I mentioned before, if they get to delay it by “two years” they’re not gonna get a delay of “two years” they make a delay of more than that.
From the last Bloomberg article :
Thanks for it, I missed it. But I still have my own doubts about it.
Or they have no way to manufacture to meet demand with the current chip shortage plaguing the world.
This is why I said delayed because I don't see how Nintendo could meet demand if they launched something this year. This is speculation on my part based on how confused people were when the OLED model was announced. I figured insiders heard something was coming and thought it was the Super Switch.
Difficult to manufacture is not the same thing as impossible to manufacture. It is difficult, but it isn’t impossible, just that Nintendo cannot go crazy with the number of units they produce
in a year like with the switch that they produced 28M in a single year. they were just forced to lower from 25.5M to 24M due to the shortages. We already see products that are releasing
despite the shortages, it isn’t impossible, just difficult and they cannot produce. Even Apple with its iPhone 13 was told to bring it down and limit how many they produce, not to stop producing the phone. And that released last year!
I should know, took over a month for my Pro to come to my house
I'd say we could see something north of 1GHz, maybe 1.1GHz or 1.2GHz. The Jetson AGX Orin is clocked very conservatively at 1GHz, but it has to stay within a full board power of 50W, which is very low for a chip its size. For comparison, the GA104, a smaller die, is used for the RTX 3070 and 3080 laptop GPUs, and neither of them support TDPs lower than 80W.
My "ideal" chip would be whatever latest architectures they could squeeze on a TSMC 4nm process with high-density libraries. You should be able to fit 8x A710 CPU cores and 8 (or even 12) SMs of Lovelace, onto a 4nm chip without too much difficulty and still run efficiently in both handheld and docked mode. Or course, such a chip would be prohibitively expensive, so isn't going to happen any time soon.
I doubt it. The Orin NX has a 10W mode, but I'd bet good money that they're disabling CPU cores and/or GPU SMs to hit that (which is what they do with the Xavier low power modes), and that's still about 2x what I'd expect Dane to consume in handheld mode.
A slightly denser battery is possible, but I wouldn't expect any major improvements on the battery front, as battery tech just doesn't advance that quickly. The limited space in the Switch for a battery is partly driven by the need for active cooling, and by using a more power-hungry SoC, you'd need a bigger cooling solution and actually end up with less space for the battery, too.
I see, thank you for getting back to me with respect to that. Really appreciate it.