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I feel exceptionally confident that this has nothing to do with new hardware.Nobody would bother to ask that they censor a part for the reason you say.
I feel exceptionally confident that this has nothing to do with new hardware.Nobody would bother to ask that they censor a part for the reason you say.
As I have put above, there is talk specifically about the functions of the console, and if something is written and censored, it is because it is something unconfirmed (as it happens with companies that are named, but censored, that are in the process of creating gaming services in the cloud) or business percentages.I feel exceptionally confident that this has nothing to do with new hardware.
no one's stopping you, but I don't think the rhetoric of the section matches your conclusionI feel exceptionally confident that this has nothing to do with new hardware.
Plus would Nintendo even mention new hardware in something like this if it wasn't even available yet?I feel exceptionally confident that this has nothing to do with new hardware.
what's your conclusion?no one's stopping you, but I don't think the rhetoric of the section matches your conclusion
The mention is not from Nintendo, it's from Microsoft.Plus would Nintendo even mention new hardware in something like this if it wasn't even available yet?
Saying "available on Nintendo Switch and Switch The Second" when Switch The Second isn't even out is not only one hell of a slip of the tongue but would also be inaccurate because, no, NSO is not on Switch The Second as Switch the Second is not out yet.
Aaaaaah, gotcha. The part where Nintendo asked for it to be redacted made me assume Nintendo were the ones who said it. I see.The mention is not from Nintendo, it's from Microsoft.
Just like they mention cloud services from companies that are still developing them, or the discount percentage that PS gives to CoD in royalties.
Then it is the external parties involved (Nintendo, the companies that are making unconfirmed cloud gaming services, and Sony) who ask that they censor the information related to them that they consider confidential.
And at these very high levels of business, it's not surprising that they all handle sensitive information from outside companies that has yet to be leaked or even rumored. And simply, in this judicial process, they are using all the information available in high places, including the most sensitive.
Yes, at such high levels of business it is normal for them to know something.Aaaaaah, gotcha. The part where Nintendo asked for it to be redacted made me assume Nintendo were the ones who said it. I see.
So Microsoft knows about Switch The Second, then?
Well if that's the case then after MS said that I'd expect we need to talk about them having devkits as being a past-tense thingYes, at such high levels of business it is normal for them to know something.
In addition, MS is a valuable development partner simply by having Minecraft under their control.
It is quite likely that they were among the first to receive development kits to have Minecraft games on the new platform as soon as possible.
technically, as it is a fairly powerful judicial process, any company that asks the CMA is obliged to release all the information it has (although later the company itself and the external parties involved may request that content be censored for the version public of the document).Could it be the case where Microsoft are legally required to disclose all that they know (including unannounced platforms) amongst all the parties involved, and when these documents are released to the public, Nintendo are able to redact information that hasn't been made public yet?
You have a link to the og document at all? Wanted to take a look at it a bit more if that's alright.From the more recent documents about the MS-Activision thing
"Nintendo Switch Online has been excluded from our shares as Nintendo's cloud gaming service is very limited. Nintendo's cloud gaming service is only available on the Nintendo Switch device and [REDACTED]. Nintendo Switch Online gives gamers access to online play and cloud saving amongst other features. We therefore see Nintendo Switch Online as predominately an online multiplayer service rather than a cloud gaming service."
There is a platform censored by nintendo in the documentation, Which is mentioned that the NSO subscription service is available (you know, being able to play online, catalog of retro games, cloud storage, etc.)
Currently, for obvious reasons, the NSO service is only on Switch. It is quite likely that the platform being censored by nintendo is Switch2/Drake/YourFavouriteName.
I'm not 100 that it did happen. But I think early 2021 is the latest it could have happened, considering what we heard about t239 over the course of 2022.When do you suppose that timeframe happened? Perhaps it was from hearing the bad news about Samsung's 8nm yields despite its "maturity"? I'd like to venture a guess that maybe it took place around 2021 but I do get my dates mixed up...
You can see the document here. Some relevant quotesthis is exactly what happened imo
document said mobile, then presumably someone said "that makes it sound like nintendo has xcloud lmao"
We invited a wide range of interested parties to comment on the Merger. These included the Parties’ competitors and customers. Evidence was obtained from third parties using written requests. A number of them also provided us with information by video conference calls or in-person meetings as well as by responding to supplementary written questions. We additionally considered a large number of submissions received from members of the public via email. Evidence submitted during the CMA’s phase 1 investigation has also been considered in phase 2.
To calculate the market shares in tables 14 and 15 we first requested data from Microsoft and its cloud gaming competitors on the MAUs for their cloud gaming services for each month in 2021 and 2022 (where available). We then averaged the set of MAUs for 2021 and the set for 2022 respectively to create C5 figures for the average MAUs for cloud gaming services for the years 2021 and 2022
Nintendo Switch Online has been excluded from our shares as Nintendo’s cloud gaming service is very limited. Nintendo’s cloud gaming service is only available on the Nintendo Switch device and [REDACTED].1 Nintendo Switch Online gives gamers access to online play and cloud saving amongst other features.2 We therefore see Nintendo Switch Online as predominately an online multiplayer service rather than a cloud gaming service.
Some cloud gaming services—notably Amazon Luna—are not fully launched. Furthermore, other potential providers have not yet entered. For example, [REDACTED] 4, [REDACTED]
1 [REDACTED] response to the CMA’s RFI.
2 [REDACTED] response to the CMA’s RFI.
huhYou can see the document here. Some relevant quotes
Throughout the document, redactions are used to protect internal company information, in a very obvious way. They either protect the names of companies who are talking about future products, the name of products themselves, or sales numbers.
If this is an editorial redaction, it is the only one, and considering the source of the document isn't quoting anyone, but summarizing findings, there is no need to redact the word "mobile" here. After all, there are multiple bullet points about what NSO+ isn't considered a direct competitor, and there is plenty of room to clarify what "on mobile" might mean in this context.
This redaction indicates non-public info.
Presenting NSO as "cloud gaming" is really odd because it's very explicitly not that. There is no Nintendo cloud gaming serivce, just a few third parties that have brought over standalone cloud releases by partnering with a third party provider that (as far as we know) has no formal relationship with Nintendo beyond what a typical middleware developer would have.From the more recent documents about the MS-Activision thing
"Nintendo Switch Online has been excluded from our shares as Nintendo's cloud gaming service is very limited. Nintendo's cloud gaming service is only available on the Nintendo Switch device and [REDACTED]. Nintendo Switch Online gives gamers access to online play and cloud saving amongst other features. We therefore see Nintendo Switch Online as predominately an online multiplayer service rather than a cloud gaming service."
There is a platform censored by nintendo in the documentation, Which is mentioned that the NSO subscription service is available (you know, being able to play online, catalog of retro games, cloud storage, etc.)
Currently, for obvious reasons, the NSO service is only on Switch. It is quite likely that the platform being censored by nintendo is Switch2/Drake/YourFavouriteName.
Yes, but the Nvidia hack showed that too.huh
so this suggests that people are working on something at least?
* Hidden text: cannot be quoted. *
You might as well just spill it.* Hidden text: cannot be quoted. *
Is on this threadYou have a link to the og document at all? Wanted to take a look at it a bit more if that's alright.
They can't, because they have to also act as buttons, and a +Control Pad has a pivot.Nintendo can do whatever they want to the Joy-Cons as long as they don't replace the directional buttons with a regular D-Pad IMO.
Presenting NSO as "cloud gaming" is really odd because it's very explicitly not that. There is no Nintendo cloud gaming serivce, just a few third parties that have brought over standalone cloud releases by partnering with a third party provider that (as far as we know) has no formal relationship with Nintendo beyond what a typical middleware developer would have.
While you're broadly correct, Nintendo DID advertise the better battery life provided by Mariko in Nintendo Switch Lite and Nintendo Switch V2 (Officially, the Nintendo Switch HAC-001(-01))Yeah, Nintendo doesn't need a die shrink to make a Lite. They put Mariko in the V2. I'm sure Nvidia and Nintendo have a long term plan for the SOC, but I don't see any value in intentionally undermining your launch product like that. Erista was an off the shelf product, and Nintendo rapidly customized and moved off of it. Drake is custom from the beginning, and moving from a Samsung DUV to TSMC EUV is not inexpensive.
The 20nm to 16nm change was probably a net cost savings for Nintendo, but that's not a given with 8nm to 5nm in the near future.
NVN locks in the number of SMs in the GPU. So it's unlikely Nintendo could open up more SMs in a 5nm revision. So the only thing they could offer is higher clock speeds, or better battery life. The range of viable clock speeds for Drake is small. Too high, and you bump against bandwidth limits, too low, you hit a point where you would be better off with a new design.
All that leaves is battery life, a thing that Nintendo improved with Mariko, but didn't advertise. Had Nintendo made TX1 for their own purposes, on their own timeline, they almost certainly would have started on 16nm, which was already being used in consoles before the Switch launched, and was very viable.
Drake may have switch from 8nm to 5nm at some point in the process, but I highly doubt Nintendo planned on an 8nm launch and to rapidly move to 5nm.
8nm might give Nintendo a route to a mid-gen node shrink, but it's not a clear win to hang your hat on.
I propose we agree as a community to refer to the new device as "Nintendo Switch [REDACTED]" rather than 2, Super or Nu.there is
no
fucking
way
I think there are no problems if you put that type of rumours on the speculation thread.* Hidden text: cannot be quoted. *
That information is elsewhere in the document for NSO and other services, and in each place, it's just the number that is redacted. In general, these kinds of documents - including this one - are written in a pretty tedious bullet point-per-sentence style, and it's in a paragraph entirely about why NSO has been removed from the relevant market analysis. The redacted portion is almost definitely referring to Nintendos long term plans for availability as they would relate to continued irrelevance. Elsewhere, unannounced services from other companies are mentioned in the analysis, and just the name is redacted.Lots of different things could be hidden in that redaction. For example: "Nintendo's cloud gaming service is only available on the Nintendo Switch device and is currently estimated to have around 40 million subscribers."
They listed it, but they didn't market the V2 as better battery life, or advertise which revision you'd get. They were silent about it, right?While you're broadly correct, Nintendo DID advertise the better battery life provided by Mariko in Nintendo Switch Lite and Nintendo Switch V2 (Officially, the Nintendo Switch HAC-001(-01))
I want a Red Dead Redemption 2 Nintendo Switch [REDACTED] portI propose we agree as a community to refer to the new device as "Nintendo Switch [REDACTED]" rather than 2, Super or Nu.
That feels like kind of an overly broad definition.For a reason, the CMA's own report says that it excludes it as it is a service focused on providing network functions for the console, rather than a cloud gaming service.
Even so, cloud services for games do not only include running games in the cloud, but also other functionalities such as saving data on external servers. In any case, the report itself puts the NSO as a case apart for being the weird case among all the services offered in the gaming market.
They explicitly said it was coming beforehand with the battery life change and changed the packaging (the source of the name "red box Switch"). It didn't get marketed like a typical revision, but they weren't silent about it.They listed it, but they didn't market the V2 as better battery life, or advertise which revision you'd get. They were silent about it, right?
Anyone know what retailers actually pay for Switch units? I know margins aren't the best for retailers when it comes to videogames, but its not like Nintendo makes $350 for a Switch OLED. Now that Nintendo is no longer in a spot where they need to aggressively cultivate a large userbase to sell software and attract third parties, they may be apprehensive about a price drop if the increased sales would need to be significant to offset the lower margins per console sold. Would a price drop of $50 increase console sales by more than 20%? If not, they would make more money selling less units at the higher price.
That was probably my post here? As you mentioned, the post was to demonstrate that under certain circumstances Nintendo would make less money by selling more units at a lowered price. It was kind of long, so here's a shortened version (numbers are placeholders):Sorry, don't have the info on that. I know someone made a post in here in the last couple of months if not weeks breaking down the costs (which I think included profit margins?) and reasonable conclusion that we may not necessarily see a price drop, but I'm having absolutely no luck finding it just yet. If someone else knows what I'm referring to could they quote that post?
This is what happens when cloud services can involve many different things at the same time.That feels like kind of an overly broad definition.
They explicitly said it was coming beforehand with the battery life change and changed the packaging (the source of the name "red box Switch"). It didn't get marketed like a typical revision, but they weren't silent about it.
They probably would have been silent if it wasn't for the battery life thing.
They were in fact not silent. While they didn't slap it in ads, they did tweet about it, which is marketing. They also clarified on their Twitter what box design has which revision.They listed it, but they didn't market the V2 as better battery life, or advertise which revision you'd get. They were silent about it, right?
You forgot the [REDACTED]Re: Court documents
While we all somewhat accepted it as inevitable, and Nintendo has implied it, this is pretty clear confirmation that the next device from Nintendo is:
A Nintendo Switch
Which inherits Nintendo Switch Online and its features (and presumably, retro library).
Red Dead RedactedI want a Red Dead Redemption 2 Nintendo Switch [REDACTED] port
* Hidden text: cannot be quoted. *
Dont forger MS has Mojang, Minecraft and Mojang games are a major partner for Nintendo and they have a pretty good relationship.
It would be normal that they have been among the first to have a development kit and information about the platform
"RTX ray tracing is a magic"And I didn't photoshop this...
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If true I think the latter option makes more sense personally. They might find it more cost effective to switch over the bulk of their production lines to the next model while selling a stockpile of existing units.That was probably my post here? As you mentioned, the post was to demonstrate that under certain circumstances Nintendo would make less money by selling more units at a lowered price. It was kind of long, so here's a shortened version (numbers are placeholders):
Unit sales without price cut
N1 = 14 million
[assuming 20% drop from this FY's 18MM]
Avg net profit per unit
P1 = $120
[avg profit of all models: v2, OLED, Lite; this is very broad-stroke but I want to keep it simple]
Net profit without price cut
R1 = N1*P1 = $1.68 billion
--------------------
Unit sales with price cut
N2 = 18 million
[selling 4MM more units over N1]
Price cut
X = $50
Retailer markup (typically 5%-10%)
M = 8%
[game console markup is quite low in the US]
Avg net profit per unit after price cut
P2 = P1-X/(1+M) = $120-$50/108% = $74
Net profit with price cut
R2 = N2*P2 = $1.332 billion
--------------------
Profit gain/loss due to price cut
D = R2-R1 = -$348MM
So based on my place-holding numbers, Nintendo would earn $348MM less by discounting $50. Sorry I don't have time to build a calculator, but you can plug your own numbers into the formula above. The gist, however, is that unless the unit profit is extremely high and/or the price cut can significantly boost the sales, price cutting may not be sensible to Nintendo.
Since Furukawa just moaned (again) about the lower margin of OLED model on the Q3 earnings call, and told the investors that Nintendo tries to "preserve the value and prices [...] as much as possible", that rumored $299 SKU is probably untrue, or simply a v2 Switch in a new (Mario movie?) packaging. It could also be 1) a dock-less OLED or 2) a Lite with pack-in games, but I doubt it.
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Edit: grammar