I am fairly convinced that the "delay" actually
is caused by a node shrink. It's just a node shrink that decided 14+ months ago, along with all the decisions that come with.
The wild "Drake is node shrunk Dane" theory neatly explains almost every weird bit of info we've heard.
Nintendo wants a more powerful Switch, they go to Nvidia, take a look at the Orin plans and see a DLSS demo. A 2x power increase is inline with the last three Nintendo generations, and 2-3x more power plus 4K hardware was the exact strategy for the midgen consoles from Sony and Microsoft.
Dane is exactly the device you would have expected if you had asked
@Thraktor for predictions at the time. Its 4SMs, decent clock speed, it's got tensor cores for DLSS, it even has RT cores.
Devkits are out in 2021 with devs told to "make their games 4k ready". According to Nate, the upgrade is a 4k focused pro model, based on what he's heard from developers, and he expects a "real" next gen a few years later. 2022-2023 window seems consistent from multiple sources.
The problem is
Dane sucks. 4 tensor cores at mobile clock speeds is barely enough power for DLSS 2. 4 Ampere SM is a solid 2.5x power upgrade over Switch, but you can't do anything with that extra power, because you spend it all trying to get frame time down to let DLSS 2 run. The RT is vestigial at that point. But pushing clock speeds or SMs any higher, and the battery life and heat get out of control.
Nvidia has its own challenges. The GPU market tanks, and it's clear that Lovelace is gonna be pricey. Ampere is going to stay around for a while. Meanwhile, the Tegra team that staffed up in 2019 has nothing to do - Atlan has been cancelled, and its replacement, Thor, has to wait until Blackwell's design is finalized before they can really get to work.
New Plan: Drake. The Tegra team will take Dane, triple it, and die shrink it. It'll be Nintendo's true next gen upgrade, and it will give Nvidia a second 5nm product they can use to buffer demand. Nvidia makes TSMC 5nm purchases in December of 2021, and the in-dev NVN2 is updated to use Drake's SOC information. Only a vestigial reference to Dane remains.
Which leaks in Spring of this year. Insiders and observant outsiders are all agog. How do they fit 12 SMs on Samsung 8nm? Where is the modest 4k Switch update? Surely something is up. Half the SMs in handheld mode? No CPU upgrade?
These ideas keep getting shot down as more and more info comes out. Meanwhile, some devs are talking. Reports of "PS4 plus DLSS" are coming out, matching Drake. Insiders are starting to hear about changes, but after the OLED debacle, no one is willing to talk about it until every possible avenue is covered.
In October
partners are briefed and it is ... mixed. The device is now Switch 2, the next generation and will receive a huge marketing push. And a longer one. Nintendo doesn't want to repeat the short marketing cycle of the Wii U, they want to thoroughly sell the device, and prepare users to upgrade. They need 6-8 months to do that, plus they need to get their software library into shape.
DK, Mario, and any other unannounced game that wasn't finished are now all Drake exclusives. Everything else needs a gorgeous cross-gen upgrade. Every second party studio without anything else to do has been handed a 4k remake or remaster.
This will all take time. Nintendo is planning to announce in early 2023, and launch by the holiday.
Nintendo will be fine, the Switch is still selling okay, and software sales are solid. But third parties are burned, and after a major rethink and delay, they're not trusting Nintendo's late 2023 timeline. Some start to talk, and those leaks hit us...