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

The reason I believe T239 is made on TSMC 4N is the same reason I believe it was always intended to be made on 4N: it's simply too big a chip to work in a Switch-sized device on Samsung's 8nm process, drawing somewhere around double the Switch's GPU power draw at the lowest possible clocks. If I, a random internet person with no specialised knowledge in the area, could have said years ago that 12 SMs would be way too big for 8nm, I can't see Nvidia getting the whole way to taping out the chip before scrapping it and replacing it with an otherwise identical TSMC 4N version.

So you agree with the conclusion that Switch 2 won’t be on S8N given the size of the chip (as I do) but you’re reaching it from a different perspective?
 
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But these aren’t steady shipments, there’s several in the high tens of thousands to hundred thousands and then a few hundred. That’s bizarre. Steady would be a consistent amount here or approximately close. I just find it weird.
Yeah, I'm starting to think that the speakers shipped in the hundreds (with the SAC222 ID) may be a new part used in devkits, if they are indeed using some new speaker part for the next Switch.
 
You should take a look at the sales of the digital PS5 compared to the disc one.

Also, i believe to remember that this digital PS5 was/is produced in low numbers because Sony actually has a higher profit margin for the disc based ones.

And I'm sure Nintendo would be trying something similar as well. Most models sold would be the $450 model and assuming everything about the two models is the same except whether or not its digital only and Nintendo goes with a full 512GB of internal storage it could similarly succeed.

And Sony is a company that has a much higher digital margin than Nintendo is.

Sony and Microsoft aren't the only ones who are looking to push consumers towards digital purchases though. Practically the entire industry, especially AAA publishers, are pushing it.
 
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Innolux,Optronics, Sharp,Samsung Display,AUO...

Perhaps other users can make a better insight.
And They may not pass by Nintendo´s factory either




This one
This is the other one I've been using. This is the same website (I believe) that Connor used in the tweet screenshot, shared in a comment about 30 hours ago.

I have been combining info from both websites. The one you shared have limited data going back (ie: no 2016 data), but has dates. While the link I shared doesn't show dates (unless you're on paid subscription).

Someone having paid subscription, having access to additional details (like @P4bl0 ) is even better.
 
Waterproof sound speakers just eliminates a possible failure point, am not sure I buy the Switch will be waterproof. Just adds an unnecessary quality control for a console.

To be fair the speaker modules for OLED Model also had a waterproof mesh, so this isn't necessarily new.
 
Ahh i love me a good leak to sweeten that last work day of the week.
A good leak and rumour makes a good day. At least it's something to discuss.

Granted the past month has been basically nothing but something to discuss in the Game Industry with some big company doing something stupid, so let's rephrase that to "Something more hopeful to discuss".
 
But these aren’t steady shipments, there’s several in the high tens of thousands to hundred thousands and then a few hundred. That’s bizarre. Steady would be a consistent amount here or approximately close. I just find it weird.

The two listing with 519.0 & 234.0 pieces have a different product description which is yes, definitely interesting I guess a little weird. As for why the other listings with (from what can be seen) the same product descriptions aren't just combined into one line, who knows. Each line could be the number of products that were added to the shipment on a certain day, from a certain production line or even work shift. No idea.
 
To be fair the speaker modules for OLED Model also had a waterproof mesh, so this isn't necessarily new.
Also AFAIK nothing about the shipping IDs in any of these indicate what model speaker is being shipped, so it's impossible to know if they are the waterproof ones. P4blo was just sharing that this company does make waterproof speakers.



I'm starting to think this is not the big news, that the ~750 SAC222 speakers are for devkits for Switch 2 but they are not yet procuring mass quantities of speakers for Switch 2.
 
Have we ruled out that those shipments for the speaker parts are for the current Switch (OLED, Lite, vanilla, etc)?

That's my only thought at the moment. Great sleuthing either way, this kind of methodology can lead us to other finds.
I'll reiterate, we want to be certain those speakers - even though they have new labels or IDs, isn't for any of the current-gen Switch models.

If we cannot find ironclad proof either way, maybe we need to find more supporting evidence (other parts being shipped that cannot be for current-gen Switch models)
 
I had typed a whole post right before the lock, but since people are commenting on the two SKUs here too,

Would a tiny cartridge slot have that much of a price impact? It's not exactly a disk drive.

Probably be cheaper to make just one unit with a slot than it would with two different units with different features.
I don't think it's the price impact but more the opportunity cost and higher returns for digital. A physical game release has a 30% cut for the brick and mortar shop and a 5% production cost. That's why a $70 physical game can be sold for $50 with a voucher and net Nintendo the exact same amount of money. And if people don't use a voucher or the physical game is $60, Nintendo makes enough on the digital sale that they can sell the console for cheaper. Especially if it locks people into a digital only console.

That said, I don't think they're going to do this. Nintendo values clarity for consumers and doesn't want angry moms complaining in the store that the Christmas presents they bought for their son aren't playable on their cheaper digital switch. It would be very messy.
 
A "digital version" of the Switch 2 shouldn't have a cartridge reader, right? Honestly I don't see the advantage, the cost of the latter would be negligible and they couldn't put a much higher internal memory due to the costs.
I don't think it's the same situation/cost as a blu ray player.
 
Also AFAIK nothing about the shipping IDs in any of these indicate what model speaker is being shipped, so it's impossible to know if they are the waterproof ones. P4blo was just sharing that this company does make waterproof speakers.



I'm starting to think this is not the big news, that the ~750 SAC222 speakers are for devkits for Switch 2 but they are not yet procuring mass quantities of speakers for Switch 2.
Do devkits usually have speakers? I feel like they just need target hardware and develop through their own speakers
 
I'll reiterate, we want to be certain those speakers - even though they have new labels or IDs, isn't for any of the current-gen Switch models.

If we cannot find ironclad proof either way, maybe we need to find more supporting evidence (other parts being shipped that cannot be for current-gen Switch models)

Maybe my thinking is too "easy" ... but if Nintendo wants new speakers for current or a new Switch model, wouldn't they go with a different manufacturer that is not a big player in AR/VR and likely more expensive than other, more budget-focused vendors?
 
Can we drop this obvious fake rumor when we got ACTUAL SOLID PROOF THAT INDICATES H1 2024 RELEASE!!!

#TeamASAP eating good atm
I mean, you can eat an invisible/ nothing sandwich and leave no crumbs… but that’s not exactly filling 🤭
 
A "digital version" of the Switch 2 shouldn't have a cartridge reader, right? Honestly I don't see the advantage, the cost of the latter would be negligible and they couldn't put a much higher internal memory due to the costs.
I don't think it's the same situation/cost as a blu ray player.
Depending on the cost of an actual unit, it might be enough of a difference to justify setting a lower mark-up for the system. That or it could literally just be to propose an "Entry-level system" with a big enough disadvantage to justify spending the additional 50 bucks on a proper physical unit.

Again though, I'm just speculating.
 
Also AFAIK nothing about the shipping IDs in any of these indicate what model speaker is being shipped, so it's impossible to know if they are the waterproof ones. P4blo was just sharing that this company does make waterproof speakers.



I'm starting to think this is not the big news, that the ~750 SAC222 speakers are for devkits for Switch 2 but they are not yet procuring mass quantities of speakers for Switch 2.
No offence, Skittzo, but millions of units ordered would be pretty unusual for dev kit production. I doubt there'll be more than a few thousand total by time it launches.
 
Maybe my thinking is too "easy" ... but if Nintendo wants new speakers for current or a new Switch model, wouldn't they go with a different manufacturer that is not a big player in AR/VR and likely more expensive than other, more budget-focused vendors?
Oh, it's a different manufacturer? I thought someone mentioned it was from same manufacturer, just different ID, that made speakers for current OLED models. If it's really a different manufacturer, I missed that detail.
 
Should probably just ignore this, but I can't help but give my 2c. The card reader module does not cost 50 bucks, who thinks it's worth that?! It's probably less than a couple bucks for Nintendo. Does the "standard" come with something more? More storage? Well that would be the reverse of what you'd want, more storage in the digital model... Not saying this logic discredits the rumor, but it doesn't seem to add up to me. IE they sell digital at-cost and make ~$50 profit on the standard? I mean... maybe. But I don't think that translates well to the consumer.

If I was in charge I would do 399 for both (can't bring myself to go above!) and have the digital have larger storage. Presents the consumer with options that make sense. Get the regular so I can play physical games or sacrifice that ability for a bigger drive to go digital only? I suppose the same question is above "buy the regular or save 50 bucks and go digital only" but I dunno that just doesn't feel right to me. Feels bad man.

/Ramble over

"Same unit but it's much cheaper and is digital only" Is exactly what Sony did with the PS5 and that's working for them. Just like with the PS5, the Digital Only unit would provide a worse profit margin.
 
Oh, it's a different manufacturer? I thought someone mentioned it was from same manufacturer, just different ID, that made speakers for current OLED models. If it's really a different manufacturer, I missed that detail.
It's the same manufacturer as OLED Model, but appears to be a different part to what OLED uses.
 
Oh, it's a different manufacturer? I thought someone mentioned it was from same manufacturer, just different ID, that made speakers for current OLED models. If it's really a different manufacturer, I missed that detail.

Maybe you're right and i'm wrong? It's hard to follow right now, cause i try to get a team of coders already in weekend mood back into at least some work focus for the last two hours of this week.
 
Do devkits usually have speakers? I feel like they just need target hardware and develop through their own speakers
Yes, Switch devkits do. They are self contained Switches in the Switch form factor.
No offence, Skittzo, but millions of units ordered would be pretty unusual for dev kit production. I doubt there'll be more than a few thousand total by time it launches.
I'm not saying these are all for devkits, but the SAC222 number units which total ~750 only would be. The rest are probably for the OLED models being made for this holiday season.
 
The two listing with 519.0 & 234.0 pieces have a different product description which is yes, definitely interesting I guess a little weird. As for why the other listings with (from what can be seen) the same product descriptions aren't just combined into one line, who knows. Each line could be the number of products that were added to the shipment on a certain day, from a certain production line or even work shift. No idea.
I’m curious on what those parts are then 🤔
 
It's the same manufacturer as OLED Model, but appears to be a different part to what OLED uses.
How are you coming to this conclusion btw? I've been trying to google part numbers/product IDs but nothing is corresponding well to the shipment data.
 
"Same unit but it's much cheaper and is digital only" Is exactly what Sony did with the PS5 and that's working for them. Just like with the PS5, the Digital Only unit would provide a worse profit margin.
The weight reduction of PS5 vs PS5 digital makes it quite more viable to reduce shippments costs to subdize in part the drop in price (a CD player + the extra plàstic doesnt cost the 100$ you save with PS5: DE). This wouldnt be the case for a all-digital Switch
 
Your paid database likely have only the recent data, there is this website which has outdated data where we can pull it from.
alright I don't know (well I know the data I'm seeing goes back as long as I want, that I know), I see that link so can give it credence.

But the other stuff you mention throughout 2023, where would you get them?
This is all confusing: one of you gave me this website https://en.nbd.ltd/
It is a paid service, and I know any other source would not give the - recent - company level shipments for free. So have you subscribed to any of these services? I'm asking because your tables do not always have the same format.

Thank you for responding at least.
 
It's the same manufacturer of OLED Model, but appears to be a different part to what OLED uses.
Ok - yeah, that's what I thought I saw too. Leading me to be slightly concerned. We want to rule out the possibility that it's for current-gen Switch models (ie: OLED models). Different part, different ID, but might have only slight variation from what OLED models originally used.. ?

Thus why I'm asking to see if we can dig up other examples beyond those speaker shipments. We know of "Carpa X1" and the "functional test PCAs" shipments. The speakers is interesting, it gets me excited, but I still have that annoying reservation in back of my head "what if it's for current models". I am hoping we find more examples beyond those speakers.
 
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And now we have another rumor.
  • September 2024 launch
  • $450 for standard, $400 for digital-only
  • NG is indeed the code name
Just like we said. It’s not releasing until September 2024
 
I think the best definitive proof of these speaker shipments meaning anything useful would be to look at what was shipped around July/August in 2022 from this supplier to Nintendo. Can someone with access to one of those databases try to do this?
 
alright I don't know (well I know the data I'm seeing goes back as long as I want, that I know), I see that link so can give it credence.

But the other stuff you mention throughout 2023, where would you get them?
This is all confusing: one of you gave me this website https://en.nbd.ltd/
It is a paid service, and I know any other source would give the - recent - company level shipments for free. So have you subscribed to any of these services? I'm asking because your tables do not always have the same format.

Thank you for responding at least.
Yes, @P4bl0 mentioned he has paid access earlier.
 
Ubisoft Japan shipping Playstation and Nintendo devkits to their Indian studio end of august

0BKtCc2.png


Ever heard of SDEV-DSR and ADEV-DSR as a NX Devkit model guys ?
 
Suddenly someone is no longer on my ignore list….

With that said, I think we should do our due diligence and cross out anything else that this could be for, such as the current switch.

Or any other Nintendo product. Let’s do that and help with the research as best we can.
I’m quoting myself again but can we please double, triple even quadruple check before everyone jumps on the H1 train that has no engineer in sight just because the Conductor(s) said all aboard?

Cross reference for other products, looking at history, compare the different data, etc. it’s like getting ahead of itself before we even know if someone is actually going to drive this train to the next station
 
"Same unit but it's much cheaper and is digital only" Is exactly what Sony did with the PS5 and that's working for them. Just like with the PS5, the Digital Only unit would provide a worse profit margin.

Unless Nintendo has some new expensive tech going into the card reader for switch 2 (which is possible, but if not) it cost an order of magnitude less than a BluRay drive.
 
I wonder who that handsome devil is?

I made it clear in the post that it's a rumour that I've heard, however this lines up with a lot of the rumours that are going around especially earlier in this famiboard chat.

Feel free to leave insults by the door, I'm aware what god-forsaken spark I've made.
What's the context around the second screenshot? "the 24th of September"

So you've heard Sept. 24th, 2024?
 
I’m quoting myself again but can we please double, triple even quadruple check before everyone jumps on the H1 train that has engineer in sight just because the Conductor(s) said all aboard?

Cross reference for other products, looking at history, compare the different data, etc. it’s like getting ahead of itself before we even know if someone is actually going to drive this train to the next station

The stuff from here has made it's way to Era, i think it won't take long until media people will notice and do some questioning/research on their own.
 
I’m quoting myself again but can we please double, triple even quadruple check before everyone jumps on the H1 train that has engineer in sight just because the Conductor(s) said all aboard?

Cross reference for other products, looking at history, compare the different data, etc. it’s like getting ahead of itself before we even know if someone is actually going to drive this train to the next station
I'm doing my best to shout for the same stuff. I feel ya
 
Yes, @P4bl0 mentioned he has paid access earlier.
Thank you. I missed that. What bothers me is it should check out on my end in the data I'm seeing. Perhaps I m forgetting something and so will check with some colleagues early next week. Not that I am any reference, but frankly knowing BoL data the labels that were shown are a little bit suspicious.
Maybe by the time I checked some insiders will sit down at the table and confirm what Pablo is trying to show, nothing would make me more happy.
Have a good end to the week.
 
Ubisoft Japan shipping Playstation and Nintendo devkits to their Indian studio end of august

0BKtCc2.png


Ever heard of SDEV-DSR and ADEV-DSR as a NX Devkit model guys ?
Interesting those PS/Nintendo devkits seem to be often shipped together. Does that mean both PS5 Pro and Switch 2 will release close to each other? Or maybe it's just bog standard PS5 kits who knows.
 
Depending on the cost of an actual unit, it might be enough of a difference to justify setting a lower mark-up for the system. That or it could literally just be to propose an "Entry-level system" with a big enough disadvantage to justify spending the additional 50 bucks on a proper physical unit.

Again though, I'm just speculating.

Well yes, all hypotheses.
A version without a cartridge reader would theoretically have a much larger SSD so I think the cost would increase making the benefit probably null. Unless the Switch 2 uses fast and low cost expandable memory... 🤔

But maybe it's just the dual SKU that seems unlikely to me at the moment.
 
What's the context around the second screenshot? "the 24th of September"

So you've heard Sept. 24th, 2024?
That's the intended release date that my source said to me. Knowing Nintendo, I could believe they'd do that date.

Funny story with it though; my source said the date as "9/24" so I just assumed "Oh, they must mean September 2024, that makes a lot of sense".
My stupid-British brain was wrong, my source clarified for me that it was the 24th of September 2024. That's why I made a second comment later on.
 
I think the best definitive proof of these speaker shipments meaning anything useful would be to look at what was shipped around July/August in 2022 from this supplier to Nintendo. Can someone with access to one of those databases try to do this?
If possible, it could be interesting to check the shipments data around spring 2021 to look for the initial shipments of the speakers for the OLED model initial units. If this shipment were indeed for NG, we could have a reference point there for the launch volume or how much components will Nintendo keep for further productions.
 
Well yes, all hypotheses.
A version without a cartridge reader would theoretically have a much larger SSD so I think the cost would increase making the benefit probably null. Unless the Switch 2 uses fast and low cost expandable memory... 🤔

But maybe it's just the dual SKU that seems unlikely to me at the moment.
A reasonably conclusion to come to, but it might depend on how "uniform" Nintendo wants the SKUs to be.
 
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