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StarTopic Future Nintendo Hardware & Technology Speculation & Discussion |ST| (Read the staff posts before commenting!)

My prevision for what will happen

  • June - Nintendo comments about a next gen machine, like they did with Nintendo NX
  • July - Pikmin 4 release
  • August - First mock video, without any game footage, name reveled
  • September - Final MK8's DLC, symbolizing the finish line, or the end of switch
  • October - First real video with games and release date to next year
  • March - Release date. Expect to sell 3 millions, (so current switch + Switch 2 = 15M)

If not March, then April. That is my expectation from now on.

If they talk so early about ReDraketed, they're not going to hit that forecast even with ReDraketed releasing at that timeframe.
 
My prevision for what will happen

  • June - Nintendo comments about a next gen machine, like they did with Nintendo NX
  • July - Pikmin 4 release
  • August - First mock video, without any game footage, name reveled
  • September - Final MK8's DLC, symbolizing the finish line, or the end of switch
  • October - First real video with games and release date to next year
  • March - Release date. Expect to sell 3 millions, (so current switch + Switch 2 = 15M)

If not March, then April. That is my expectation from now on.

listen this person.

The soon to be official timeline:

1. Zelda releases on the OG switch, please enjoy.
2. The next console is finally mentioned by Nintendo at E3. Planned for 2024. "We're always looking for new ways to satisfy our fans and deliver the best possible switch experience. As technology advances, so does the Switch" . To the surprise of no one, it's another Switch.

3. Drip feeding of info until the holidays. Devs start talking, YouTubers make annoying faces on their videos, and insiders try to convince their fans that they predicted everything. In the meantime, Nintendo wants people to continue buying the current Switch during the holidays and reassure everyone that it won't suddenly die when Switch 2 releases.

4. General presentation of the new console around January 2024. It's Drake on a node better than fucking 8nm Samsung. Mario is an exclusive launch title, first trailer of Mario Kart 9 (June 2024). We also see the Zelda DLC and holy shit does it look good on Drake.

5. The new console releases in April 2024.

6. Nintendo lied and the OG Switch is cerebrally dead by October, because the new console is just SO MUCH better.

And you are welcome.
 
Some of the more negative reactions from the investors and enthusiasts seem stemmed from the downbeat financial forecast of FY03/2024. I'd like to refresh people's memory that when it comes to forecasts, Nintendo tends to play possum in the beginning of an FY. See their forecast for FY22 (right column):
HBVzj4X.png


Their actual FY22 numbers (left column) beat the forecast handily:
5ma4w4f.png


As for the FY23 forecast (see above; right column), Nintendo copied their own homework from the year before, and gave the exact same forecast. Wouldn't you know it, in FY23 both the actual ordinary profit and net profit (below; left column) comfortably beat the forecast again:
gDoe03J.png


So despite all the talk about "stretching" to meet the FY24 forecast, history suggests that these are likely lowball numbers, and Nintendo might have some hardware/software tricks up their sleeve to help them achieve that.

Something just doesn't make sense here. Nintendo revised down their forecast twice in FY23. Suddenly they still beat their original forecast of ¥340b by 27%? I'm not sure where the disconnect is, I'm away from my computer but there has to some context missing. You don't go from a 21m hardware forecast down to 18m but exceed profits that much even if software came in at 213m instead of the revised 205m.

Something else is going on.
 
Something just doesn't make sense here. Nintendo revised down their forecast twice in FY23. Suddenly they still beat their original forecast of ¥340b by 27%? I'm not sure where the disconnect is, I'm away from my computer but there has to some context missing. You don't go from a 21m hardware forecast down to 18m but exceed profits that much even if software came in at 213m instead of the revised 205m.

Something else is going on.
I think there was a big surge in digital sales, which was unexpected. They had their highest proportion ever for digital sales this quarter, which obviously have a better profit margin.
 
Well, so we have to wait until next spring, an April/May launch is pausible as they can announced new HW after next holidays (like january) and have 4-5 months to market the new machine.

Launch with 3D EPD Tokyo, new Mario Kart in holidays.

COD and some other big third party titles.
 
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Something just doesn't make sense here. Nintendo revised down their forecast twice in FY23. Suddenly they still beat their original forecast of ¥340b by 27%? I'm not sure where the disconnect is, I'm away from my computer but there has to some context missing. You don't go from a 21m hardware forecast down to 18m but exceed profits that much even if software came in at 213m instead of the revised 205m.

Something else is going on.
NSO subs?
 
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My prevision for what will happen

  • June - Nintendo comments about a next gen machine, like they did with Nintendo NX
  • July - Pikmin 4 release
  • August - First mock video, without any game footage, name reveled
  • September - Final MK8's DLC, symbolizing the finish line, or the end of switch
  • October - First real video with games and release date to next year
  • March - Release date. Expect to sell 3 millions, (so current switch + Switch 2 = 15M)

If not March, then April. That is my expectation from now on.
In my opinion it would be a bad move to announce it this year and release it in 2024, you would kill a lot of switch holiday sales.

It will either be announced in June and release in November or announced until next year.
 
april - june release for the new hardware could potentially mean a reveal in early 2024 if it does happen which would kinda make sense if Nintendo intends to have one more holiday season dedicated to current gen switch hardware as far as sales go (with whatever software they'll have announced inbetween).

Switch in march 2017 kinda proved you can release new hardware whenever you want as long as it is accompanied with some solid software (3D Mario perhaps considering Zelda will be way too early).

Otherwise they'll wait until september/October with the reveal being after the end of the fiscal year potentially even if that seems like a long wait.
 
My brother bought me a Switch for my 40th birthday last year, and it made me cry "at my big fucking age". He knows I've been a Nintendo fan since forever (my 5th birthday in 1987), but I wasn't in a position where I could get one (unemployment, illness, trauma from a racist attack the year before, depression). So, the plan was to play whatever I could whenever I had the chance to catch up with friends or drop by a games store, then wait for a sucessor and take advantage of backwards compatibility. I'm fine with them taking their time. For me, the point where I'll feel ready to bite on a successor is the announcement of any three from next LOZ, Bayonetta 4, next PlatinumGames title, next Sonic Racing title, next Kid Icarus, next 3D Super Mario and Mario Kart 9.
We all have different situations and perspectives, I understand yours.
I've been a Nintendo fan since Xmas 86 when I got my NES, at 14.
Now at 50, still love them but have been gaming lots on my PS5 of late and just want to play Nintendo games on my big TV at a relatively modern level of visual fidelity.
 
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I'm game, if you want to DM. More interested in your commentary than numbers honestly.

But its all in good fun, not trying to waste your time :D
What I do is I split their software sales between first party and 3rd party units.

We have a good sense of the 1st party sellers given the 1-million unit disclosure. I also make a per title estimate of units sold all the other 1st party titles that didn’t reach 1m, like Splatoon 2.

My 1st party forecast is per title with already launched games modeled to decline at the existing trend. And then I model new titles based on guesstimates of how big it could be.

The total 3rd party unit sales are based on attach rates, which seem to move within a band.
 
yeah, but if he said it’s coming this year everybody here would be hyped af. It just doesn’t really count what he says because it’s pessimistic.
(to be fair, he’s not always right for sure)
Nah, I'd still be cautious, he has been wrong a few times before. I've learned not to put too much stock into insiders.
 
yeah, but if he said it’s coming this year everybody here would be hyped af. It just doesn’t really count what he says because it’s pessimistic.
(to be fair, he’s not always right for sure)
he also said something was cancelled and that devs were working on successor games to be completed in 2022
 
Something just doesn't make sense here. Nintendo revised down their forecast twice in FY23. Suddenly they still beat their original forecast of ¥340b by 27%? I'm not sure where the disconnect is, I'm away from my computer but there has to some context missing. You don't go from a 21m hardware forecast down to 18m but exceed profits that much even if software came in at 213m instead of the revised 205m.

Something else is going on.

I think there was a big surge in digital sales, which was unexpected. They had their highest proportion ever for digital sales this quarter, which obviously have a better profit margin.

The faster uptake in digital sales and yen depreciation this past year should account for all of it.
 
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I'm gonna hop off this thread for a bit, but I just wanna add that we probably shouldn't be taking this news at face value. We're getting way to comfortable with taking info and running with it. I know it might sound like I'm in denial ir high on copium, but I think we need to approach things more carefully when making serious predictions, though that might be a me problem.
 
In my opinion it would be a bad move to announce it this year and release it in 2024, you would kill a lot of switch holiday sales.

It will either be announced in June and release in November or announced until next year.
They can bring something, like a new Pokemon spin off / remake or the first price cut to keep it selling. We know how important is the Holiday period, but if they don't have software to keep the current switch selling and don't have enough time to finish and release the next console, then a bare holiday will happen.
 
If they are not launching in March, how possible is May/June launch? At that point it seems like Holiday 2024 launch better sense than late May/June.

The only timeframe you really don't wanna launch is directly after holidays (Jan/Feb), 'cause everyone burnt through their budget by then.

If you have the software, you can launch whenever you want outside of that timeframe, me'd thinks.
 
Welcome back, long time no see. Whatd you think of Stampede? That is if you watched it.
Saw the whole thing. Didn’t love it as much as the original, but I like their clearer explanations of what the plants/independents were.

It felt a bit anticlimactic and I didn’t like how Nails died. Seemed out of character.

Is there a second season?
 
I'm waiting to see the Q&A before reevaluating my opinion on 2023 versus 2024 or later. I need to see how they manage the questions regarding new hardware for this fiscal year. There have been times in the past where they came out and said no new hardware is planned for the fiscal year, so if they were to do this, at that point I would believe 2023 is off the table. I do think the leadership at Nintendo will be called into question on why they didn't plan appropriately to avoid a steep decline in sales. Perhaps Nintendo's profits will be propped up by the Mario movie doing so well? So I do expect some pressing questions, and while I don't expect meaty answers, I do think they can help point us in the correct direction on what to expect. With sales expectations for the fiscal year sitting at 15 million units, something that I previously guessed, but I am less optimistic that they can meet that number. The decline is gaining speed and I wouldn't be surprised if Nintendo has to revise their forecast later this year down to 12 million units. Software sales are declining quickly as well, and without numerous new high profile releases later this year, we could see the fall in software sales outpace the fall in hardware sales. Nintendo can do what they want, they are a very financially healthy company and Switch isn't dead, but I think its fair to question why Nintendo would plan for a down year at all when it could have been avoided by having new hardware ready on time?

If second half of 2024 ends up being the release window for Redacted, and Drake was taped out mid 2022, that would make Drake two years old by the time it was used in new hardware. We know this is a similar timeline from when the Tegra X1 was finalized to when Switch launched, but is this common for consoles in general? So we have good info on how far in advance the processors for consoles are finalized?
 
That caught my eye as well. And a hesitant 15M with an addendum of not including new or upgraded hardware feels like a forecast made to not stir up too much controversy for the time being.

With no hardware announced, forecasting 20M+ for example would obviously be eyebrow raising, and realistically forecasting less than 15M without mentioning plans of new hardware would also be received poorly. But I don’t think investors will care if the OG Switch fails to meet that 15M number in the end if new hardware is announced/released by the end of the FY.

Give a cautiously optimistic forecast for now to hold investors over before being able to officially announce their plans for the future.

Honestly I don't think the 15M forecast tells us anything about new hardware one way or the other, it's just the forecast for the existing Switch models. My guess was 14M:

Nintendo historically haven't projected sales for new generation consoles prior to their release, so I'd expect we're going to get a projection of about 14M Switch sales regardless of whether they've announced new hardware before the FY meeting or not. The only difference being if they have announced the new hardware they'll explicitly state that its not included in their forecasts.
 
I think there was a big surge in digital sales, which was unexpected. They had their highest proportion ever for digital sales this quarter, which obviously have a better profit margin.

27% increase in profit? After a Q3 revision downwards. That still doesn't make sense. If you revise down hardware and software than revenue and profit should also be revised down. By Q3 you would know this. Q4 does not have the volume of sales to explain this.
 
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Under promise and over deliver is like a unwritten motto at Nintendo at this point.
Wonder if this will apply for their 2H lineup xD

That and GTA V will still be high on the sales charts.
And Mario Kart 8 Deluxe Ultra (Switch 2 re-release) will have four DLC packs

Don’t forget Skyrim, or whatever the next mainline ES game is, quietly selling in the background
Starfield for Switch
…in 2032

If they are not launching in March, how possible is May/June launch? At that point it seems like Holiday 2024 launch better sense than late May/June.
If we’re going by the argument that Nintendo wants to sell those 15 million Switches uninterrupted, then it makes sense for a May/June reveal for Holiday 2024 release. This could be the OG Switch’s last Christmas. If no new big AAA software is announced, they’ll just bundle the OLED with a Mario game and try to incentivize already existing owners to upgrade

They can bring something, like a new Pokemon spin off / remake
Doubt they’ll release a remake so early after Pokemon S/V and with a set of DLC still running. If anything, a spinoff, which I hope is Explorers of the Sky remake
 
If they are not launching in March, how possible is May/June launch? At that point it seems like Holiday 2024 launch better sense than late May/June.
Probably pretty slim. IIRC you can get away with launching in March/April as those are higher consumer spending months, but summer months are typically lower for product spend. So launching in like May/June for example, you'd miss some of the more lucrative early months, wherein there are more events and venues for advertising, and then have to immediately compete with summer break activities, movies, etc., during your launch, and still have to wait quite a while for the holidays.
 
It is exciting what Nintendo can do with finally having PS4 Pro power as there are plenty of incredible games you can make with that kind of power and I'm keen to see what they do with it. But it is sad how unwilling Nintendo is it seems to keep up, I really do want them to try harder to and take notes but they never have and I don't think they ever will. Nintendo will always Nintendo.
I think it has more to do with different priorities than an unwillingness to keep up. A portable that can play the most demanding games but runs out of battery in a little over an hour in the process is just not the type of product Nintendo aims to release. Their hardware also tends to launch under $400 when adjusted for inflation.

Another thing to consider is that devices like the Steam Deck and ROG Ally are just an extension of an already massive and well-established PC market. There is little to no software investment required to give them a huge library. There are no performance or compatibility expectations. There is no risk to Valve or Asus' core business if these handheld PCs underperform due to price or battery life. A new Nintendo portable does not have that luxury.
 
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Not to have a go at you especially, but I detest these kind of comments with a fierce passion. First of all, this narrative exists solely for Nintendo bash-and-trash purposes because every console, EVER, releases with "dated tech" due to the fact that consoles never eclipse PCs - I could have a semblance of respect for it if the energy was consistent, for example, XB1/PS4 releasing with poor CPUs was not reported on with the same fire. Or "60FPS" being nothing more than buzzword bollocks now - When Nintendo publications released with 60FPS more often than not on the Wii U, nobody showed the same interest, and we even had articles saying 30FPS was better because the PS4 would sacrifice it for perceived "visual spectacle". Hell, 30FPS was good enough for everybody until Switch versions of games adopted it a little bit more.

It's the correct call to be patient. More software will be announced soon enough. When IGN and other sites started this agenda with the current Switch, they couldn't point to another portable SoC from 2017 or earlier, let alone a sub-$300 portable system which could run the games the Switch has in its library better than it. Or Verge calling a 2017 system a 2022 "tech fail". It's BS, and everybody knows it. If anybody wants to say the successor will be outdated when it releases, they better be ready to throw their PS5s/XSs in the bin, too, because I guaran-damn-tee that people will be saying this while playing their 2020 systems (with tech from 201X in them and the same Dual Shock variant from 1997) in the same breath, still tethered to a wall because they can't play anywhere. Worst of all, the "dated" claim doesn't hold up, unless you're comparing to the PC space. It's an extremely nebulous statement by nature. Now, It's true that A710 and A715 have released since the A78 class. It's also true that X1, X2 and X3 ARM processors exist, BUT X1C is the only other one that has a C variant, and that's for desktops and always on-laptops. NONE of them have had substantial performance and efficiency gains to make them better-suited for the successor - So, this is an example of "newer" not necessarily meaning "better". BUT A78C is still a very impressive CPU, and the fact that the A78 class still appears in some form in (premium) mid-range phones today is a testament to that. A78C is gaming specific, and the single-cluster octa-core CPU will be better than today's flagship portables because the non-C version AND all of the subsequent CPUs have been used in multiple clusters with A55 or A510 cores. The GPU will be based on the Ampere series, with some Lovelace elements, and Ampere alone has a more modern feature set than both PS5/XS. Nvidia's RT is better than AMD's RT, AND it has a neural unit/DLSS - So, it has smarter engineering, and it has high disruption potential, in that it could put out end results similar to or even better than PS5/XS.

Finally, 15m in the 7th, SEVENTH year is mightily impressive. It means they're in healthy shape, and it means they will be able to enter transition with confidence. PS3 and X360 had 7 and 8-year cycles, while XB1/PS4 had 7 years. 2024 shouldn't be a surprise to anybody, and between the Booster Course Pass, Splatoon 3 post-release support, and recent Xenoblade Chronicles 3 DLC, they've literally tried to tell everybody... but Nintendo having a bit over 6 years is somehow problematic!? How wild. All of that BEFORE we mention the impact of a pandemic, which isn't over, by the way, on their development schedule. That can never be overstated. It isn't over, no matter how much some politicians want to assure us it is.
Nintendo's investors wish they were this informed.
 
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Whoa it's been a ride catching up since last night. I'm not sure what the dooming is about, we never get any info on new hardware from EOY financial results.

I'm still 50/50 on late 2023 or 2024. Either way, 2023 is still possible in my opinion, forecasts can always be revised in light of new information, like a console release.
 
how do you know that wasn't the plan at any point in time?
he hasn't provided any details on what this alleged project was, and he doesn't have the best track record with hardware and can be sketchy at best. if he wants to bring forth more solid info, by all means. but I'm not gonna take his info any further than I can throw it
 
Long live the Switch 2
#TeamSwitch^2

I'm waiting to see the Q&A before reevaluating my opinion on 2023 versus 2024 or later.
One of the fellow members posted a translation that Furakawa said that they have no announcements at the moment

Probably pretty slim. IIRC you can get away with launching in March/April as those are higher consumer spending months, but summer months are typically lower for product spend. So launching in like May/June for example, you'd miss some of the more lucrative early months, wherein there are more events and venues for advertising, and then have to immediately compete with summer break activities, movies, etc., during your launch, and still have to wait quite a while for the holidays.
Nintendo is selling quite well with a console that launched on a March. I’m sure they wouldn’t mind replicating this with a successor. I presume Holiday is a priority, but if they have to release on another date, they’ll do March with just an “Oh, well”

I haven’t commented on the subject of Nintendo not having an up to date hardware because, frankly, Nintendo doesn’t seem to card.

Just going from Switch 1 to 2 will be enough of a technical jump for them. It’s not like the next Switch is going to be what the New!3DS was to the OG 3DS
 
I don't think it's impossible we see an announcement this year still. Guess this might be a stretch, but i don't think it's too far-fetched to imagine Nintendo announcing a new console on TGA's, mid-holidays. Yeah, this might slow down sales, but at this point it's not like they probably have much else going on for the Switch. We will definetely see some mention of it this year, regardless. I'd guess a Holiday 2024 release.
 
he hasn't provided any details on what this alleged project was, and he doesn't have the best track record with hardware and can be sketchy at best. if he wants to bring forth more solid info, by all means. but I'm not gonna take his info any further than I can throw it

I mean his guess of late '24/25 isn't really info, it's just a guess - unlike that earlier stuff where he was relaying what he was told.

Unless this most recent guess is based on things he's heard but is not permitted/doesn't want to share at this time. Otherwise it's a guess based on nothing - as in not having heard anything.

But who knows, not really trying to convince anyone to change their opinion about him.


Also, totally unrelated - according to Nintendo's Explanatory Material, looks like Metroid Prime Remastered sold just over 1M. Already more than Bayonetta 3.
 
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2023 until it isn't
haha
I guess august was always my deadline

That was the latest I thought they could get away with a reveal if they are releasing in 2023, but my opinion sort of shifted towards whenever the next Direct happens that lays out the software releases for the second half of the year. Rumors/speculation is suggesting that Nintendo will not have a June Direct this year. I know Zelda TotK will carry the spotlight for a while, but damn, at some point people want to know if there is anything coming after that. Pikmin 4 is a title that has limited appeal. If you want to maintain engagement from your 125 million users, there needs to be new releases for them to look forward to. A bunch of GameCube remasters isn't going to cut it. A F-Zero GX remaster would make a million or so users very happy, but for most Switch gamers this isn't going to keep them engaged with their Switch. Even Prime 4 has limited appeal, maybe it can do 4-5 million units if it is the holiday release.
 
he hasn't provided any details on what this alleged project was, and he doesn't have the best track record with hardware and can be sketchy at best. if he wants to bring forth more solid info, by all means. but I'm not gonna take his info any further than I can throw it
At least the original rumor from Nate lines up almost perfectly with the information we have about T239s production timeline (LinkedIn posts, linux drivers et ). May not be a coincidence.
 
That was the latest I thought they could get away with a reveal if they are releasing in 2023, but my opinion sort of shifted towards whenever the next Direct happens that lays out the software releases for the second half of the year. Rumors/speculation is suggesting that Nintendo will not have a June Direct this year. I know Zelda TotK will carry the spotlight for a while, but damn, at some point people want to know if there is anything coming after that. Pikmin 4 is a title that has limited appeal. If you want to maintain engagement from your 125 million users, there needs to be new releases for them to look forward to. A bunch of GameCube remasters isn't going to cut it. A F-Zero GX remaster would make a million or so users very happy, but for most Switch gamers this isn't going to keep them engaged with their Switch. Even Prime 4 has limited appeal, maybe it can do 4-5 million units if it is the holiday release.
Will we seriously have a month of June with no first party game?
 
Please read this staff post before posting.

Furthermore, according to this follow-up post, all off-topic chat will be moderated.
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