Mr Swine
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Hmm, could be anything. Mqybe the do reduce the Switch OG supply to push sales for Drake?
Doesn’t Nintendo have a lot of hardware (Soc and such) stored? Perhaps that is why?
Hmm, could be anything. Mqybe the do reduce the Switch OG supply to push sales for Drake?
Not sure it means much. Somebody else can comment:
Not sure it means much. Somebody else can comment:
Jealous. Enjoy!I bought an OLED today to replace my year 1 unit, it hurts
To be honest, it's more likely the large stockpile (which has a high value even if it's months worth of materials) is of a chip other than the one in the OLED Model et al.Yeah stockpiling things so much that you can't produce anything is some loopy logic.
Anyone know what that company does? Like is it just assembling for the Japanese market or more than that?
They can be stockpiling tons of one type of component while having a shortage of another. That's extremely common, and is referred to as a bottleneck.Yeah stockpiling things so much that you can't produce anything is some loopy logic.
Anyone know what that company does? Like is it just assembling for the Japanese market or more than that?
True, that CAN happen. But a bottleneck to the tune of 9 months worth of supply of one part taking up space in a warehouse? I just don't see it. I think it's more likely that it's a smaller volume.of higher value assets...They can be stockpiling tons of one type of component while having a shortage of another. That's extremely common, and is referred to as a bottleneck.
They also changed how they did accounting, didn’t they say that 1/3 of the value was due to this?True, that CAN happen. But a bottleneck to the tune of 9 months worth of supply of one part taking up space in a warehouse? I just don't see it. I think it's more likely that it's a smaller volume.of higher value assets...
Such as Drake SOCs.
I mean by my count that's still many more months worth of stockpile than was happening before the Lite or OLED launched. And for what? It's not like prices are more unstable now than in 2020.They also changed how they did accounting, didn’t they say that 1/3 of the value was due to this?
No, they didn't give a number about how much they affected the raw materials value but IIRC some fami members did some digging and found that the total change in overall asset value from the change in accounting was overall something like 10% of the value of their raw materials value alone, so it most definitely didn't affect the latter too much.They also changed how they did accounting, didn’t they say that 1/3 of the value was due to this?
But that would be a supply shortage, rather than hording parts for an imminent product which their assembling partners are somehow clueless about.They can be stockpiling tons of one type of component while having a shortage of another. That's extremely common, and is referred to as a bottleneck.
The SoC isn't the only chip in a console. Furukawa has previously implied that the chip shortage affected chips other than the SoC. The Switch is unusual in that it needs to ship 2 controllers in order to be functional - that's roughly 3 times the amount of accelerometers (one set in each Joy-Con plus a set in the tablet portion), and 2 times as many BT chips.I mean by my count that's still many more months worth of stockpile than was happening before the Lite or OLED launched. And for what? It's not like prices are more unstable now than in 2020.
I just don't see that NOT being Drake...
Hosiden Corp., a major assembler of Nintendo Co.’s Switch console, withdrew its fiscal year sales forecast citing difficulties procuring electronic components.
The Osaka-based company said uncertainty about its own and its clients’ ability to secure sufficient chips pushed it to retract its previous outlook in a filing to the Tokyo Stock Exchange Thursday. More than half of Hosiden’s revenue comes from its Nintendo business, according to company documents, suggesting Switch console production may be falling behind schedule.
Nintendo reports earnings on Wednesday. The company has said it plans to sell 21 million Switch units in the fiscal year ending March. A company representative declined to comment.
Hosiden shares surged as much as 14% in Tokyo on Friday after the assembler reported better-than-forecast earnings for the April-June period and consequently upgraded its forecast for the half-year term ending September. The weakened yen boosted those results, however currency volatility and semiconductor procurement uncertainty made it unfeasible to offer a reasonable projection for the full year, the company said.
“The newest outlook by Hosiden shows production is likely to decline in the July-September quarter from April-June, which should be the other way around for the entertainment business, which tends to ramp up output in the buildup to the year-end holiday season,” Toyo Securities analyst Hideki Yasuda said. “This suggests its client’s fiscal year plan is becoming harder to achieve.”
It likely means neither of those things. All it means is that one parts supplier is facing uncertainty about having enough components for their entire business (not just Nintendo) and is withdrawing their previous financial forecast due to said uncertainty.Nintendo Supplier Withdraws Outlook Citing Chips Uncertainty
Hosiden Corp., a major assembler of Nintendo Co.’s Switch console, withdrew its fiscal year sales forecast citing difficulties procuring electronic components.www.bloomberg.com
So I'm not sure if this means the Switch in general is going to sell less than 21 million FY, or if another supplier is building the Drake.
FYI, Hosiden isn’t one that assembles. That’s Foxconn.The SoC isn't the only chip in a console. Furukawa has previously implied that the chip shortage affected chips other than the SoC. The Switch is unusual in that it needs to ship 2 controllers in order to be functional - that's roughly 3 times the amount of accelerometers (one set in each Joy-Con plus a set in the tablet portion), and 2 times as many BT chips.
The chip shortage doesn't affect Nintendo's ability to acquire Drake - they are the only customer, and every indication is that Nvidia has secured sufficient foundry capacity, with no delay in related devices. It does affect their ability to acquire other hardware. While Nintendo may indeed be stockpiling Drake as they come off the line, assuming the Switch.Next shares it's basic design with the current model, then it's entirely possible that Nintendo's current inventory is mostly chips shared across both devices, and not SoCs at all.
Hosiden doesn't just assemble the Switch, of course. They have a large presence in the automotive industry. Mochizuki is looking at this as a bleeding indicator of Nintendo issues, but it's possible that the "uncertainty" entirely reflects lines of business not related to Nintendo at all. Or it could be that Switch.Next is delayed from Hosiden's expectations and the money from assembly there isn't coming in. Or, or, or...
Both do - Foxconn does the majority, but Nintendo pushed more production Hosiden’s way when the child labor accusations came outFYI, Hosiden isn’t one that assembles. That’s Foxconn.
FYI, Hosiden isn’t one that assembles. That’s Foxconn.
For anyone curious on the Steam deck with Genshin Impact:
As you can see, it’s GPU utilization is very high and almost 100% at all times but the CPU utilization never really got that high.
Hovered more in the 60-70% range.
I wonder if the memory bandwidth is the issue here…
Keep in mind, this is different from the other comparisons. GI isn’t native to Steam deck afaik.
I remember my V1 would scream with Splatoon 2 Octo Expansion, but my OLED Model barely even runs its fan at all! It's pretty impressive.My Switch improved after I cleaned it inside, but it can still whine a bit under stress. If I was more skilled, I would’ve changed the fan.
So I hope the next Switch comes early enough
Do you have a source on that? This is the first I’ve heard of this, and the only thing I can find of Hosiden is that they manufacture specific parts, but have no assembly facility for something like a switch of any kind.Both do - Foxconn does the majority, but Nintendo pushed more production Hosiden’s way when the child labor accusations came out
I brought it up as it would be an interesting port to observe, admittedly an unoptimized game vs an optimized switch(?)/Switch 2 port would be interesting to see.Genshin Impact is still a mobile game at heart with extra effects for console/pc. 100% gpu utilization doesn't strike me as weird when you see the power consumption. the framerate is weird though. I would have expected higher
The big difference is that in this case the base is a mobile game, in reality the PC/Console versions are still based on the mobile version. It makes more sense to do the same with the Switch SKU build from the mobile version a console port, trying to make the PC/PS4 version into Switch seems a bad ideaWon't be the first time a game with a mobile version gets a reworked console version instead. Fortnite is a big example of this. Switch got the console port.
Yeah things get a bit muddy when the base game is a mobile game.The big difference is that in this case the base is a mobile game, in reality the PC/Console versions are still based on the mobile version. It makes more sense to do the same with the Switch SKU build from the mobile version a console port, trying to make the PC/PS4 version into Switch seems a bad idea
Won't be the first time a game with a mobile version gets a reworked console version instead. Fortnite is a big example of this. Switch got the console port.
The line between mobile, console, and PC gas been so blurred, I don't really consider them segments anymore
The big difference is that in this case the base is a mobile game, in reality the PC/Console versions are still based on the mobile version. It makes more sense to do the same with the Switch SKU build from the mobile version a console port, trying to make the PC/PS4 version into Switch seems a bad idea
what is mobile but PC at low settings?When I said mobile version, I meant because they share their CPU architecture
Not because of their GPU.
There’s a PC version and a mobile version, I’d assume it makes sense they take the mobile version and work from there rather than take the pc version, compile it for the switch, then work on it.
Arm.what is mobile but PC at low settings?
not if they just make a 6-8 core A78 Arm laptop! or better yet, an 8-core X1 laptop!Arm.
I predict PC will follow Apple eventually, and go all arm. But currently the software ecosystem is limited.not if they just make a 6-8 core A78 Arm laptop! or better yet, an 8-core X1 laptop!
I blame MicrosoftI predict PC will follow Apple eventually, and go all arm. But currently the software ecosystem is limited.
Sorry, I was stating correlation, not causation. Foxconn has been accused of child labor (and Uighur slave labor) multiple times, all the way back to the WiiU, every time Nintendo puts out a statement, shifts responsibility to Foxconn, and then a few years later it pops back up. Wasn't there a dedicated thread to this or am I misremembering?Do you have a source on that? This is the first I’ve heard of this, and the only thing I can find of Hosiden is that they manufacture specific parts, but have no assembly facility for something like a switch of any kind.
Same here.
If nothing happens in August then I’m giving up hope for a 2022 release.
Must wait until SeptemberNo reason to give up hope for a 2022 release unless we don’t hear anything by Oct, imo.
1 month and 1 day from todayMust wait until September
You think it's dead for 2022 if nothing is shown in August?Must wait until September
There has been no indication or suggestion of any kind that it will be delayed so if you ever bought the late 22/early 23 window to begin with I'm not sure I understand why you're losing faith in 2023.You guys are so ambitious. I'm trying not to lose hope for a 2023 launch and you guys are trying not to lose hope for THIS YEAR! I love you guys!
There has been no indication or suggestion of any kind that it will be delayed so if you ever bought the late 22/early 23 window to begin with I'm not sure I understand why you're losing faith in 2023.
Yeah, and anyway the difference between this year or H1 2023 is not that crazy. I have been waiting for a long time for something new anyway.There has been no indication or suggestion of any kind that it will be delayed so if you ever bought the late 22/early 23 window to begin with I'm not sure I understand why you're losing faith in 2023.
You think it's dead for 2022 if nothing is shown in August?
2023 is the maxYou guys are so ambitious. I'm trying not to lose hope for a 2023 launch and you guys are trying not to lose hope for THIS YEAR! I love you guys!
Go mark our calendar1 month and 1 day from today