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

Wasn't the Nvidia leak with the 12 SMs and simulated testing data suggestive enough the SoC would be too big, too power hungry, and run too hot for 8nm to handle?
There are some unknown variables.

For one, we know for a fact Drake is more efficient than Orin (on equal nodes), which we have been using as the closest basis for comparison. But we don't know by how much.

We don't know the size of the unit, the size of the battery, clocks, and targeted battery life.

Having said that, it does seem that 8 nm doesn't make sense if they could get it working at all. Because having less SM and clock them higher would be cheaper and provide similar performance.
 
I do think there almost certainly have been Orin based devkits, but at this point they're probably all Drake.
I do still believe that Nintendo might had planed an 8nm version of the Chip at one point for earlier release and then decided to shrink the device and delay the release. I think that if the final device is indeed 4nm that would have been the most likely scenario.
 
if it is the far superior process it wouldn't hurt Nintendo to have that info circulating. if a funcle could pop out the woodwork and tell us that would be amazing.

that combined with the DLSS being much speedier than in the DF testing (costs seem too high) and a lot of the next-gen features start to make sense.
 
I do still believe that Nintendo might had planed an 8nm version of the Chip at one point for earlier release and then decided to shrink the device and delay the release. I think that if the final device is indeed 4nm that would have been the most likely scenario.
The point is Richi believes and saying is 8nm samsung beacuse kopite7kimi who was aleardy almost completly wrong about T239
 
I do still believe that Nintendo might had planed an 8nm version of the Chip at one point for earlier release and then decided to shrink the device and delay the release. I think that if the final device is indeed 4nm that would have been the most likely scenario.
I don't believe so because you pick the node first, then let the efficiency of the node inform every other decision. If 12 SM on 8nm doesn't make sense, they would never have tried it in the first place (unless the hypotethical 8nm T239 was something like 6 or 8 SM.

My current theory is that the date Nate heard about (late 22, early 23), was never about release date. It was when they expected to ship Drake devkits (as opposed to Orin ones). Then Moizuchis article caused them to pull devkits, and deny everything.
 
I do still believe that Nintendo might had planed an 8nm version of the Chip at one point for earlier release and then decided to shrink the device and delay the release. I think that if the final device is indeed 4nm that would have been the most likely scenario.
I disagree for the reasons I've mentioned below.
I can agree with theory that initial dev kits were running on a SoC fabricated using Samsung's 8N process node, in the sense that Nintendo was using Orin, which was fabricated using Samsung's 8N process node, for the initial dev kits, as LiC said.


Why do you believe we would have seen evidence by now? There is SO much we don’t know about Switch 2, we just have informed guesses.
I know. I just don’t understand why you think it’s unbelievable.
As Skittzo mentioned, if T239's designed with Samsung's 8N process node in mind, Nvidia probably would've used a different codename for Drake designed with TSMC's 4N process node in mind, similar to how T210 was used for the Tegra X1 designed with TSMC's 20 nm* process node in mind, and T214 was used for the Tegra X1+ designed with TSMC's 16FF process node in mind.
* → a marketing nomenclature used by all foundry companies

And I want to add that I don't think Nvidia would've asked Linux to add support for T239 on 5 September 2022, and I think Nvidia would've stopped updating the files associated with T239 much earlier than 8 April 2022 for L4T on GitHub, if T239's designed with Samsung's 8N process node in mind initially before Nintendo and Nvidia decided to switch to TSMC's 4N process node. (I could be remembering wrong, but I believe Nvidia did continue to update the files associated with T239 for L4T on GitHub beyond 8 April 2022. Please do correct me if I'm wrong, @oldpuck.)

if a funcle could pop out the woodwork and tell us that would be amazing.
I'm confident that manufacturers won't have access to process node information, especially since most, if not all, manufacturers don't directly deal with the SoC.
 
Oh boy, we're cycling once again to 8nm doompost because of DF Rich. It's the same thing again and again. People, learn: Rich does not know the manufacturing node. He's guessing based on what Kopite said. DF has knowledge of developer stuff, not process manufacturing.
 
This is what I've been worried about, although Oldpuck provided evidence pointing to it still being a handheld, I can't help but shake the feeling that Nintendo might make the mistake of thinking they can succeed with a full home-console instead of a handheld/hybrid.
I think the 132 million Switches sold have told them "make another hybrid, this shit prints money".
 
This is what I've been worried about, although Oldpuck provided evidence pointing to it still being a handheld, I can't help but shake the feeling that Nintendo might make the mistake of thinking they can succeed with a full home-console instead of a handheld/hybrid.
To be honest though, if they went with a full home console, then why use a custom Orin SoC?
 
I truly believe Rich knows less than many active members of this thread. Let's remember that if it weren't for Oldpuck, the video simulating the T239 with the RTX 2050 wouldn't have even been made, and even the DLA issue was originally his speculation.
 
Maybe they want to maintain a price point under $400. Initially, the first form factor will be a home console aimed at enthusiasts at that price. Within the following 12-18 months, they could launch a hybrid form factor priced at $400 and reduce the price of the home console.
 
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If repeating the Wii U is their game plan (a sub 35 watt home console), I guess you could do worse than a maxed out Drake at 8nm.
If they end up just doing another WiiU then they are fucked. People who want a cheap home console will just get the Series S which would be not only more powerful but also cheaper at only $250.
 
So basically what I’m reading here is that a 12 month manufacturing cycle is pretty rare these days?
You’d need to be a bit more specific with your question but if we are talking about from start of mass production to release, with Switch 1 it was 4.5 months, with SWOLED, 3 months.

Where did the 12 month mention come from? Could be for different development/manufacturing events (including product development maybe?)
 
Wasn't the Nvidia leak with the 12 SMs and simulated testing data suggestive enough the SoC would be too big, too power hungry, and run too hot for 8nm to handle?

Not if you make this a massive device and fit in a huge battery and tons of cooling equipment alongside the massive chip.

8nm provides no advantages and significant disadvantages, but the timing makes 8nm possible just because people were projecting the possibility of years and years of chip shortages.

Anyway, don’t be shocked if this is heavier than a Steam Deck and eats so much electricity that it needs a 7000 mAh battery.

If it is 8nm, I wouldn’t be shocked to see a massive revision or a Switch 3 sooner than expected because this is going to be really expensive to manufacture and clunky.
 
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If it is 8nm, I wouldn’t be shocked to see a massive revision or a Switch 3 sooner than expected because this is going to be really expensive to manufacture and clunky.
I would be really shocked, we are taking about Nintendo, they know that battery and size are things Very important to a portable device since GameBoy x GameGear
 
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Chip shortages didn't stop Nvidia from releasing the 40 series cards, which we know were taped out at the same time as T239.
And shortages are exactly that, a shortage compared to the norm. Which means it’s going to be a temporary issue for the most part.

I would think Nintendo/nvidia knows and realizes that too.
 
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Consider that NG Switch is likely to have a close enough to 8 inch screen, it likely needs bezels around that, and that the circuitry around the battery would be far, far smaller than the circuitry of the Steam Deck. It's a smaller case, yes, but a higher proportion of that case can be used for the battery. Especially since the SOC is itself likely to be tiny.
Assuming Rich’s firm belief in 8nm is based on what he was told, that’s by no means small by modern standards. It’s gonna need a lot of cooling.
 
Chip on TSMC 4N will be very small and cheap in production, 8nm Samsung dosent make sense at all
That's the other thing. 8nm may have been cheaper per chip back when they were still designing it years ago, but the plan wasn't to release it years ago. It's meant to release much closer to now, and now is when 4N is cheaper per chip. It's a predictable evolution of technology and manufacturing, and I doubt any rational person can say that both Nvidia and Nintendo are not smart enough to see it.
 
Assuming Rich’s firm belief in 8nm is based on what he was told, that’s by no means small by modern standards. It’s gonna need a lot of cooling.
Or Rich's belief is based on Orin being 8nm and (almost) every other ampere chip being 8nm. And kopite.

DFs most likely sources are devs. Devs wouldn't be told about manufacturing process.
 
Or Rich's belief is based on Orin being 8nm and (almost) every other ampere chip being 8nm. And kopite.

DFs most likely sources are devs. Devs wouldn't be told about manufacturing process.
And there were some mentions here that if there were two possibilities (8nm or 5nm), DF probably would take the conservative estimate (8nm) because if they said 5nm and end up being wrong, readers will ridicule DF for it. DF has millions of followers.

I am skeptical DF knows the node process, even if they were “told” by someone (most likely someone with devkit)
 
Rich literally says after the 8nm bit that the chip fabbed on 8N would be overly big and too power consuming. Rich belief that 8N is possible is due to him also believing Nintendo will and can possibly deliver a SteamDeck sized handheld. If any of you know anything about Nintendo, then it's also common knowledge that Nintendo doesn't design their handhelds like PC Handhelds. C'mon you all, no one sans Nintendo and Nvidia know the manufacturing process at this moment.
 
Apologies, I missed this tweet. Although, I am glad you've posted this tweet, looks like Kopite7kimi isn't certain on the process node.
Yeah. He did tweet a couple of times afterward “SEC8N” but never clarified if it was guess or confirmation, but I think it’s just estimate/guess based on Orin being SEC8N.

Seems like he isn’t privy to the node process information and therefore can only speculate.
 
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Can the tensor cores be used to provide CPU functions since the cores are on the same die as Drake's A87C CPU? Basically GPGPU support, I believe if possible this will be the first time in a main video game console for ML support for the CPU for Drake to be able to compete with PS5/X series Zen 2. Do you think this is likely for Drake
 
Can the tensor cores be used to provide CPU functions since the cores are on the same die as Drake's A87C CPU? Basically GPGPU support, I believe if possible this will be the first time in a main video game console for ML support for the CPU for Drake to be able to compete with PS5/X series Zen 2. Do you think this is likely for Drake

The tensor cores have never been utilized for anything in gaming other than DLSS since their introduction.

This could change, but we’ll see.
 
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Can the tensor cores be used to provide CPU functions since the cores are on the same die as Drake's A87C CPU? Basically GPGPU support, I believe if possible this will be the first time in a main video game console for ML support for the CPU for Drake to be able to compete with PS5/X series Zen 2. Do you think this is likely for Drake
depends on what you mean by cpu functions. any kind of FP16 and an assortment of INT tasks can be done on the tensor cores, so it's not strictly limited to ML
 
Nintendo developing custom neural networks to run on the tensor cores would be interesting but they may not have enough usable data to make an NN depending on the application.

I can’t think of any usable NNs Nintendo could use (other than DLSS) or make (other than screen space GI and screen space reflection denoising) and screen space denoising could be beyond the data they have.
 
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Gotta say, messing around with the steam deck old made me a real believer in Switch 2, was just playing Arkham Knight on high settings at 40 fps and the thing was whisper quiet and estimated 3.5 hours of battery life. Knowing how much a small die shrink can do and how much more efficient ARM + Nvidia is over x86 + AMD made me realize they really can deliver better than last generation performance in a switch sized form factor. I mean, I knew it was possible, but holding that in my hands really solidified it.
 
the price is artificial. the format currently caters to people with high end cameras, so they can shell out money for overpriced memory
It absolutely is, but it seems unlikely that Nintendo has the capacity to change that. Their use of CFe may be transitory, but the high-end camera market is constant.
I think that would depend on # of units Nintendo want available on launch day. I recall seeing someone here shared good data/numbers on the ramp up of number of units produced leading up to launch day. I'd like to go back and try to find that and review, see if I want to reframe my thinking, but I imagine Nintendo wouldn't want anything less than 4.5 months (the amount of time Switch 1 had), possibly more if they think Switch 2 is going to sell even more on launch day than Switch 1 (but with $399 price point, maybe not.. who knows)

If mass production hasn't began (and I doubt it has, I feel like if it has, Nintendo would have announced to get ahead of leaks), then the window for Q1 is rapidly closing, if not closed completely by now. April, May, and June (Q2) is still in play, IMHO.
Very good point, btw do you know maybe what will be potential cost of 16GB RAM( two 8GB 64bit modules)?
I’m also curious about battery but I’m expect 5XXX mAh(Switch 1 battery was 4310 mAh)
COOL, people are asking to see all of my Greatest Hits in this thread!

To the production question, the pre-launch manufacturing for launch quantities effectively scales commensurate to what their annual sales target is, the production lead time does not fluctuate much, typically 3-6 months. So a similar window to Switch is expected, and the launch is likely to suffer less due to a higher sales expectation. @darthdiablo Here’s the post you were probably referring to:
So to the production question, we know they had to do an emergency increase in production for Switch after its first month to meet demand (even doing air freight shipping for the first few months to get them across the ocean faster), and they sold 2.74 million units in March 2017. Based on that, we can estimate how many consoles were produced for launch at ~3 million and use that to estimate how many were produced per month depending on when production began.

3 months - 1 mil (~33K per day)
4 months - 750K (25K per day)
5 months - 600K (20K per day)
6 months - 500K (~17K per day)
7 months - 428.5K (~14K per day)
8 months - 375K (12.5K per day)
9 months - 333.3K (11.11K per day)

We know Nintendo only expected to sell 2 million in its first month, so demand outstripped their production capacity and reduced excess inventory meant to stopgap between ocean freight deliveries and such. We also need to account for the fact that it is cheaper to open new production and assembly lines than to reduce them (because you’re paying to keep lines open and available while production declines, as we saw with Wii U), so whatever the monthly production rate is would need to be the bare minimum they anticipate selling per month on average across a year, give or take.

So based on that, let’s say they want to double their initial Switch production volume and go for 6 million shipped for the first month of launch and 20-24 million units in the first year of availability (in which time Switch sold over 17 million units, for reference). To produce 14-18 million units across the remaining 11 months post-launch, you’d need a 1.27-1.64 million production volume per month, or around 42-55K per day.
That means, to meet 6 million shipped for launch, they would only need a little over 3-4 months to produce that volume. So if assembly begins in November, a March launch is entirely doable.

We know that T239 was full production ready no later than July, so even if we account for part production needing to start ahead of the assembly line, a 9-month lead time would mean one of the slowest production ramp-ups I’ve ever heard of, or a stockpile of close to 16-18 million units.
You can use similar math adjusted for what you think Nintendo anticipates year 1 sales of the new hardware to be to get the expected launch month inventory volume and the monthly quantity produced thereafter.

As for battery, @Gerald I’ll quote myself again:
IFixit believes that the active cooling in Switch was over-abundant (especially in the Mariko model), which is why it saw a smaller heat pipe and blower in the OLED model. Additionally, battery density roughly improves at least 5% over the prior year. And this is compounded interest, so a battery of the same size and similar price as Switch’s 4310mAh battery would be able to achieve something close to 5775mAh 6 years later. I’d think a 1465mAh (or 33%) improvement without any change in size and little change in cost is a pretty good change in density.
Since making this post, a ~6064mAh battery is now possible just due to the time since I made this post, in the same form factor and similar price.
This give Nintendo some options, if we assume that new hardware will achieve a highly similar power consumption envelope to Switch at launch in 2017:
  • Re-use with the current Switch battery to achieve the same battery capacity as Switch at launch in 2017 and benefit from mature part pricing
  • Use a new battery in the same form factor to improve battery life for minimal extra expense
  • Split the difference and use a newer slightly smaller battery with a higher mAh, achieving better battery life than 2017 Switches but not improve battery life beyond what has been achieved with the Mariko revision
On that last point, a smaller but more power-dense battery is only likely if the benefit to weight reduction and extra chassis space is something that matters to the overall design, or if the cost savings allows them to spend that savings on something necessary elsewhere.

As for Joycon and Pro Controller batteries, the likelihood is they will continue to use the same parts and benefit from the high rate of part maturity to keep costs lower and just obtain better battery life from using Bluetooth 5. The only way I see that not happening is if they are forced to sunset the CTR-003 battery (that they re-used from the 3DS) in the Pro Controller, but if they haven’t yet, they may not have to.

Lastly, I had a post that detailed RAM pricing trends, but I can’t find it (if I do, I’ll be sure to post it), so I’ll just summarize what I found: LPDDR4 was sufficiently mature by the time Switch was engineered, and the same is true of LPDDR5 now. If they opt for LPDDR5X, they’re likely to pay a little more, but the cost on 12GB of LPDDR5 shouldn’t be expected to be significantly more than 4GB of LPDDR4 was in 2016/2017, especially with RAM over-supply being what it currently is.
 
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depends on what you mean by cpu functions. any kind of FP16 and an assortment of INT tasks can be done on the tensor cores, so it's not strictly limited to ML
I'm sorry, I should have clarified. I was thinking parallel processing with the CPU when it comes to INT operations and AI tasks. I'm just surprised there is not a ML/tensor core equivalent for a CPU like it is for modern GPUs. Could it be a latency issue?
 
I'm sorry, I should have clarified. I was thinking parallel processing with the CPU when it comes to INT operations and AI tasks. I'm just surprised there is not a ML/tensor core equivalent for a CPU like it is for modern GPUs. Could it be a latency issue?

Gaming AI is just a large directed graph that differs hugely from machine learning tasks that are generally done with neural networks.

It’s not clear what stuff could be moved from the CPU or GPU to a neural network right now.
 
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It absolutely is, but it seems unlikely that Nintendo has the capacity to change that. Their use of CFe may be transitory, but the high-end camera market is constant.
I expect a massive quantity of CFe's to be sold if Drake supports it. definitely enough to start driving prices down. we see the response to high memory pricing once before. with everyone being able to make one and units hitting the millions, I can see prices being cut in half.
 
It absolutely is, but it seems unlikely that Nintendo has the capacity to change that. Their use of CFe may be transitory, but the high-end camera market is constant.

The high-end camera market isn't really constant. It's shrunk more slowly than the rest of the camera market, which has basically disappeared, but it's still shrinking, and quite niche when compared to the games industry. Per the CIPA annual report, in 2022 there were a total of 8 million digital still cameras sold, and the Switch has been outselling the entire camera industry by anywhere up to 3:1 for the past few years. Very few of those are the kind of high-end cameras which would support CFe.

The report gives some breakdowns, and we can look in particular at cameras with interchangeable lenses (5.9 million sold), which had an average unit price of 103,000 yen. I'm not sure if these are wholesale or retail prices, but at 2022 exchange rates that comes to around $786. Cameras which support CFe cards start at around $2,000 and range up to $6k or $7k for the pro models. Even if they're wholesale prices, with the average that low, likely only 10-15% of those 5.9 million are supporting CFe cards, which puts the annual sales well under a million units.

Switch 2 could outsell all CFe-supporting cameras by a factor of 20 every year and still be well behind the Switch in total sales by the time the generation has ended. If we're only looking at devices supporting CFe Type A (which at the moment is supported by only one camera manufacturer, Sony), Switch 2 could well outsell them 60 or 80 times over each year. Whether that's transitory or not doesn't really matter, they would account for the overwhelming majority of devices on the market, and manufacturers would have a big incentive to release low-cost cards targeting the far more price-conscious Switch 2 user base. Particularly so as (like UFS cards) the cost of entry for new manufacturers would be extremely low.
 
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