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

I'm aware of what was shared in the reports & I still have details they did not discuss.
I am curious, I know a few pages back you said sources weren't happy with EG and VGC reporting on the switch 2 and that you weren't sure if you were going to go ahead with a podcast, did the sources essentially just say "what the hell, cat is out of the bag, more leaks will come so record a podcast if you want to"?
 
I hope that this thread doesn't go buckwild tomorrow over anything said on the podcast. I already have my fill of chaos over at the Direct thread.
We're probably reaching the point where with an explosion of interest driven by legitimate leaks and bad actors spreading as much misinformation as they can both online and through actual outlets, Nintendo may be pressured to take some form of action and address the NG situation before things get out of hand if they don't already have a plan to officially announce it within the next month or so - similar to how they had to very quickly shut down the OLED/Pro rumour once it took off following Bloomberg's reporting in case it affected investor confidence
 
oh yea, all this talk about the Matrix demo, I wanna know if they shown the night mode.

for those that don't know, the Matrix city is lit with only one analytical light, the sun. everything else is bounce lighting from the scene cards. in night mode, all the windows and street lights are emissives, which are stored in the scene cards and projected onto the world. it was a happy accident to the dev team as they didn't expect that
 
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Rich from DF has one nugget of information that wasn't mentioned in the reports in the DF Direct scheduled to be released this week.

That's all I will say.

Something to spur conversation in here? And is it positive or negative?
 
If a game runs natively at 4K@30 on PS5 (GPU bound), it is expected that at least in theory a machine with 2.5TFLops will be able to run at similar settings at 1080@30. With DLSS in performance mode bringing the result to something very similar to that presented by the PS5.
DLSS for 4K has its cost, which is estimated to be around 6ms from the information we have on Drake. Therefore, this hypothetical machine would actually have to run a little above 30fps to compensate for the price of DLSS, in this case each frame lasting 27ms. In other words, this machine would have to have an increase of around 23% in its gross performance to pay the "price" of DLSS.
So, at least in this scenario, a machine with 3.1 TFlops + DLSS would still achieve performance very similar to a PS5.
 
Did anyone take a look at this little clip from DF yesterday? They're pretty much glorifying this thing as the Series S killer already.


They talk about it 20 minutes in the DF Direct and will also make good points that go in more realistic directions.

Edit: Rich says that the current situation maybe could be like if you‘d hear "the Switch can run Witcher 3" without seeing how the game actually looks like on the console. It sounds impressive, impossible even but when you see the actual result then you get a better idea how and why it works and where the cutbacks were made. Same could be true for that Matrix Demo. I think it‘s a very good point.
 
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Did anyone take a look at this little clip from DF yesterday? They're pretty much glorifying this thing as the Series S killer already.


Portable Series S is a mighty tasty prospect. Hopefully there aren't any curve balls Nintendo throws at us. If what we're told ends up staying true. Whew.
 
Defintely. Rich mentiones BotW's demo resolution and framerate.

If what he says is true, then it is indeed spectacular. Not the resolution in itself but the framerate, taking in account what reconstruction technique is used.

...You're not suggesting frame rates higher than 60 right? Don't think I'm ready for 120 Zelda haha
 
Portable Series S is a mighty tasty prospect. Hopefully there aren't any curve balls Nintendo throws at us. If what we're told ends up staying true. Whew.
There is a good fat chance that Drake is way less powerful in terms of raw numbers that the Series S.

However, I am convinced it can get most of the titles released on it as well thanks to its GPU features.
 
what are the chances we learn about the whole BC situation tomorrow?
I think that both podcasts we're expecting are going to be focused on things from Gamescom, which as far as we know was focused on tech demos, not system features. Maybe we'll hear more about specs or something that would be related to the tech demos, but as for unexpected info like BC, I would not expect that.
 
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Portable Series S is a mighty tasty prospect. Hopefully there aren't any curve balls Nintendo throws at us. If what we're told ends up staying true. Whew.
Half of an Xbox One with only 4 cores and gigabytes of RAM to basically a Series S is a mighty jump indeed, I want to believe my body's ready but once I see those next gen offerings... I might not able to handle it lol.
 
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Defintely. Rich mentiones BotW's demo resolution and framerate.

If what he says is true, then it is indeed spectacular. Not the resolution in itself but the framerate, taking in account what reconstruction technique is used.

Thanks!

Don’t want to take anything more out of their content. Looking forward to the public drop. I’ve been listening to DF direct regularly for a few months now - enjoyable show to add into the rotation.
 
We're probably reaching the point where with an explosion of interest driven by legitimate leaks and bad actors spreading as much misinformation as they can both online and through actual outlets, Nintendo may be pressured to take some form of action and address the NG situation before things get out of hand if they don't already have a plan to officially announce it within the next month or so - similar to how they had to very quickly shut down the OLED/Pro rumour once it took off following Bloomberg's reporting in case it affected investor confidence
I highly doubt they are going to distrupt the marketing schedule now because of this. This feels like the equivalent of whenever a game leaks people say "just release the game now!"
 
That DigiTimes report suggested that MediaTek and Nvidia would collaborate on new SoCs for Windows on Arm notebooks (not smartphones). The same rumor was circulating in Taiwan earlier this year; some even said that Jensen Huang and Rick Tsai would attend a press conference together in May to announce it. That obviously did not materialize, and MediaTek put out an announcement to refute the reports. Although it’s possible that they denied the reports based on technicality, IMHO the rumor doesn’t seem very credible.
DigiTimes mentioned both mobile and Windows on Arm in the article.
MediaTek is expected to integrate an Nvidia GPU into its next-generation flagship mobile processor as early as 2024, according to industry sources.

In addition to co-developing mobile handset platforms to enhance AI and gaming functionalities of MediaTek's application processors, MediaTek and Nvidia will also cooperate in developing WOA (Windows on Arm) platform products for notebook applications, said the sources.

Although Nvidia experienced a 21% annual revenue decline for the fourth quarter that ended January 2023, the US-based GPU supplier has continued landing large-volume orders for its A100/H100 chips from general customers, as well as the nerfed A800/H800 GPUs from Chinese customers.

According to sources at Taiwan's semiconductor supply chain, TSMC has continued to secure follow-up foundry orders for A100/H100 and A800/H800 chips, which enable it to fully utilize its 7/5nm production capacity starting the third quarter. Meanwhile, Nvidia has also booked CoWoS packaging capacity at TSMC.

Nvidia will also likely see its performance improve quarterly in the second half of the year, buoyed by increasing GPU order momentum from a seasonal demand in the gaming market.

Meanwhile, the sources added that the co-development of the WOA platform products, powered by Nvidia GPU and AI technologies, will help the two firms penetrate the notebook market.

The WOA platform products will also enhance MediaTek's presence in the midrange to high-end notebook segments, said the sources, noting that MediaTek currently focuses on the entry-level Chromebook market with a 20% share.

According to an industry estimate, global Chromebook shipments will likely reach 20 million units in 2023, at the same level as in the previous year.
But saying that, DigiTimes has always been hit or miss in terms of reliability.
 
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There is a good fat chance that Drake is way less powerful in terms of raw numbers that the Series S.

However, I am convinced it can get most of the titles released on it as well thanks to a smart us of its GPU features.

Yeah, the Series S has a TSP of 71W apparently, so the chip itself is probably like 60W. Even once you consider the benefits of going from x86 to ARM, N7 to N4P, rDNA2 to Ampere, and suppose that Switch 2's docked mode might be 25W, you're just not going to quite bridge that gap in raw power. But then the RT and tensor cores come in...
 
I highly doubt they are going to distrupt the marketing schedule now because of this. This feels like the equivalent of whenever a game leaks people say "just release the game now!"
You've completely misunderstood what I was getting at
 
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Yeah, the Series S has a TSP of 71W apparently, so the chip itself is probably like 60W. Even once you consider the benefits of going from x86 to ARM, N7 to N4P, rDNA2 to Ampere, and suppose that Switch 2's docked mode might be 25W, you're just not going to quite bridge that gap in raw power. But then the RT and tensor cores come in...
This is why they're probably assuming it already, the only way to make Switch 2's chip seem inferior is by ignoring its hardware features and focusing on the number crunching only... That's not realistic however and the whole chip should be considered when making these claims.
 
If a game runs natively at 4K@30 on PS5 (GPU bound), it is expected that at least in theory a machine with 2.5TFLops will be able to run at similar settings at 1080@30. With DLSS in performance mode bringing the result to something very similar to that presented by the PS5.
DLSS for 4K has its cost, which is estimated to be around 6ms from the information we have on Drake. Therefore, this hypothetical machine would actually have to run a little above 30fps to compensate for the price of DLSS, in this case each frame lasting 27ms. In other words, this machine would have to have an increase of around 23% in its gross performance to pay the "price" of DLSS.
So, at least in this scenario, a machine with 3.1 TFlops + DLSS would still achieve performance very similar to a PS5.
TFLOPS don't compare well across architectures, unfortunately. In head to head matchups, Ampere fares worse than RDNA1/2 at similar TFLOPS. So we have to be careful about getting out over our skis on those comparisons.
 
Defintely. Rich mentiones BotW's demo resolution and framerate.

If what he says is true, then it is indeed spectacular. Not the resolution in itself but the framerate, taking in account what reconstruction technique is used.
So what is the resolution and framrate?
 
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This is getting very confusing honestly, all I really care about currently is just how good the system is during handheld mode, and how much of the tech would be able to be used for it.
i'd recommend going with the mindset of portable PS4+ & PS4 pro on docked with DLSS doing heavy lifting
 
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This is getting very confusing honestly, all I really care about currently is just how good the system is during handheld mode, and how much of the tech would be able to be used for it.
PS4 is the absolute bare minimum on handheld, it's going to punch quite a bit above it so expect equal (and potentially superior) looking offerings to what you already saw on PS4.
 
In a handheld? That's an awful lot of space.

Does the Switch game card take up an awful lot of space for a handheld? They're about the same size.

I hope they don't use it. I went to Amazon and the cheapest and lowest capacity CFExpress A card with 80GB costs 99 dollars. The cheapest 260GB card costs 199 dollars and only achieves a peak of 800MB/s reads. That's way too expensive for that amount of storage and speed.

CFexpress cards are only currently supported by very high-end (mostly professional) cameras. That means there's a combination of a very small market, and a customer base which isn't price sensitive, which is a recipe for extremely high margins. The Type A cards are currently only supported by Sony, whereas Type B are supported by the other manufacturers, so it's a niche within a niche, meaning even higher margins.

It's pretty clear that current cards are being sold at extremely high margins. The cards are just NVMe drives in a plastic case, and I mean that literally. You can just buy an M.2 2230 drive and stick it in a Type B housing. Here's a 256GB M.2 2230 drive for which supports PCIe 4.0 and 5GB/s read speeds for $39.99. Those are more expensive components without the plastic case. There's no way the plastic case is costing the manufacturer $160. For another example, Delkin launched a new 1TB card a few months ago with a deal dropping the price from $400 to $100. This isn't the kind of industry where you do loss-leading, particularly on a brand new product, which means their $400 price must be at least 75% profit, if not more. This is pretty much what I'd expect, as you can get 1TB M2 2230 drives for under $100 pretty easily these days.

The reason why I'm confident that prices would drop dramatically if Nintendo entered the market is that it would completely change those two factors that are currently driving prices so high. On the size of the market, the Nintendo Switch currently outsells the entire dedicated camera industry by 2x on an off-year. You can see the yearly shipment data here for the camera industry. What's more, CFexpress is only supported by a very small portion of those cameras, the very high end ones. The average unit price of cameras sold last year (from the same report) was 85,000 yen, or about $575 USD (although this may be wholesale price, I'm not 100% sure). The cheapest cameras with CFe support start at around $2000-$3000. Switch is likely selling perhaps 20x as many units a year as the entire camera industry is selling CFe-compatible cameras. I would expect that Nintendo would probably outsell the entire current CFe install base on launch day.

This means two things, firstly that the market for CFe cards (type A specifically) would increase massively, meaning much larger economies of scale, which means lower prices. Secondly, the majority of CFe Type A buyers would be Switch 2 owners, almost instantly. Instead of professional photographers, for whom memory cards are a business expense and the risk of losing their data (which could be worth more than their equipment) is something that will discourage them from buying cheap cards, you've got a market which is largely comprised of very price-conscious Switch consumers who will happily choose a cheaper option if they have one.

Because of the shared tech with NVMe SSDs, CFe cards also have a very low barrier of entry to new manufacturers. B&H have 16 different CFe Type B card manufacturers on their website, with 154 different cards, which is a lot for such a small niche (about the same as UHS-II SD cards, which have been around for a lot longer). CFe Type A has fewer manufacturers at 7, but again it's only currently supported by Sony, so is a niche within a niche.

A low barrier of entry and low per-unit manufacturing costs means if current manufacturers don't drop their prices, someone else will just come in and undercut them. If there are tens of millions of Switch 2 consoles out there and other companies are trying to make 75% margins on the storage cards, you can come in with a product at 50% margin and take a huge chunk of the market. Then someone else can undercut you with a 30% margin and take that market share themselves. The reason this doesn't happen in the current CFe market (aside from photographers trusting existing brands more) is that there's no money to be made fighting over a tiny market at 20-30% margins. There would absolutely be money to be made fighting over a Switch-sized market at 20-30% margins.

The final issue would be prospective buyers having the same reaction as you; looking at existing CFe prices and thinking it's going to be crazy expensive. Hence, Nintendo would need to immediately announce branded cards at realistic RRPs.

Just as a frame of reference, when Microsoft launched their proprietary expansion cards for Xbox Series consoles in late 2020 (which are PCIe 4.0 CFe Type B with just enough changes to break compatibility), they were charging an RRP of $220 for the 1TB model. At the time, a cheap 1TB PCIe 4.0 NVMe drive would have cost you an RRP of $175. That's a markup of about 25% over the cheapest equivalent M.2 2280 drives. If we were to assume a manufacturing partner for Nintendo would want the same markup as they were getting on the proprietary Xbox cards at launch, then we'd be looking at prices right now of around $50 for a 1TB card, based on a base price of around $40 for PCIe 4 M.2 2280 drives today plus 25%. Competition would drive that lower among non-branded cards.

The final factor is that Nintendo's traditional card partner, Sandisk, doesn't sell CFe Type A cards yet. Ordinarily I might be worried about them not wanting to price too low to avoid undercutting their own professional cards, but they don't sell comparable professional cards, so they wouldn't have any issues there. Honestly I've been a little surprised that Sandisk haven't started selling Type A cards yet, being the largest memory card maker, and with competitors like Lexar having jumped in. It wouldn't entirely surprise me if they're holding out for Nintendo to come in. They've partnered with Nintendo on this for a long time, and Nintendo would have had to consult companies like Sandisk about CFexpress cards before committing to using them, so they may have an agreement with Nintendo to sell branded cards and see no incentive to jump into the market before then (particularly given current cards are limited to PCIe 3, whereas cards launching alongside the Switch 2 should be PCIe 4, so they'd have to change hardware at some point regardless).
 
Got it, still very confused on however RT will be handled since I’m not sure it could handle RT.

It will be able to handle RT to a certain degree. You can play some games on Steam Deck with limited RT. Handheld Switch 2 will be similar to the Deck in raw power but with far better RT acceleration and upscaling capabilities, plus console optimisation. You won't see RT everywhere, but certainly on some games.
 
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Got it, still very confused on however RT will be handled since I’m not sure it could handle RT.
It's a fat PS4 with a modern CPU and dedicated hardware for image upscaling and raytracing, as well as the bonuses being modern offers. All while handheld, that's it I think.
 
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