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

I don't know if this has been posted ITT before but:

Seems like the steam deck isn't powerful enough to run the new avatar game due to RAM limitations, not GPU nor CPU.
The game uses a lot of video memory and system memory without even taking frame generation into account (which is currently unavailable on steam deck on linux anyways).

Massive heads already have said that the game scale towards many cores CPUs and doesn't run well on device with low amount of cores like SteamDeck. They also said the game is very memory demanding.
 
I don't know if this has been posted ITT before but:

Seems like the steam deck isn't powerful enough to run the new avatar game due to RAM limitations, not GPU nor CPU.
The game uses a lot of video memory and system memory without even taking frame generation into account (which is currently unavailable on steam deck on linux anyways).

SD has a lot more memory than Series S, so is bandwidth the issue?
 
Alright Fami I now have access to the B2B version of those import/data websites, let's have fun investigating:


New evidence from global import data now adds more fuel to the fire, potentially giving us significant clues about its development stages, reveal, and even release.


Timeline

  • July 2022: First known instance of 'T239 SW Development Platforms' being shipped from Nvidia to Nintendo in Japan.
    • Import Data: Four units arrive for 'Development and Testing purposes.'
    • Insight: T239 is confirmed to be the new SoC (System on Chip) for Nintendo Switch 2.
  • Late July 2022: Another batch of 'T239 SW Development Platforms' is shipped.
    • Import Data: Additional units are shipped.
    • Insight: This suggests that the internal testing phase is well underway.

  • May 2023: A sizeable batch of 'T239 SW Development Platforms' arrives.
    • Import Data: Four units are shipped.
    • Insight: As the number of units seems to be increasing, this could indicate that the development phase is nearing completion.
  • Late May 2023: Another batch arrives soon after.
    • Import Data: A few more units are shipped.
    • Insight: Rapid, consecutive shipments might be a sign of urgent testing or near-final adjustments.

  • July 2023: FOC ENG SW DEVELOPMENT PROTOTYPE BOARD IWOH FOR DEVELOPMENT AND TESTING PURPOSES shipped to Foxconn factory in China (Taiwan).
    • Import Data: Five units are shipped.
    • Insight: This could be the finalized version of the console headed for mass production as the declared value is matching the previous devkits. Note: T239 is not showing, and they tried to camouflage it as a Prototype Board but the HS Code (95045000) indicate video game consoles.

Previous Code Names and Teams

  • HOVI: The code name for the team behind the original Nintendo Switch.
  • IWOH: The code name for the team behind the Switch NG ?

Conclusion
The import data suggests a well-structured and phased development cycle for the Nintendo Switch 2 identical to the Switch 1 in 2016, aligning well with the rumors of a potential reveal in November 2023 and a release in March/April 2024.
It seems you were right all along about Iwoh :)
 
So I bought an oled tv, 120hz and vrr.
Based on speculation can we expect games like botw/totk to scale (patch or new collection game) to 4k 60/120fps?

For some reasons I am very confident I'll play botw at 120fps 4k next year.
 
So I bought an oled tv, 120hz and vrr.
Based on speculation can we expect games like botw/totk to scale (patch or new collection game) to 4k 60/120fps?

For some reasons I am very confident I'll play botw at 120fps 4k next year.
You probably already can!


On PC.
 
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Do you guys think a $350 LCD 128gb break even model and a solid profit $500 512gb model split would work?
I don't think a $350 SKU with a LCD display and 128 GB of internal flash storage is going to happen for the reason that I think Nintendo's planning on continuing to sell the OLED model for $350.
 
So I bought an oled tv, 120hz and vrr.
Based on speculation can we expect games like botw/totk to scale (patch or new collection game) to 4k 60/120fps?

For some reasons I am very confident I'll play botw at 120fps 4k next year.
I don't expect 120hz. For one, I don't expect Nintendo to invest in a 120 fps screen, and docked/handheld parity is important to them.

There's a decent chance of a 60fps/ better than 1080p patch though imo.
 
I don't think a $350 SKU with a LCD display and 128 GB of internal flash storage is going to happen for the reason that I think Nintendo's planning on continuing to sell the OLED model for $350.
I also don’t see a 350$ LCD 128 GB SKU happening but I think Nintendo will drop the price of the OLED to 300$.
 
I also don’t see a 350$ LCD 128 GB SKU happening but I think Nintendo will drop the price of the OLED to 300$.
If the new system indeed has an LCD screen, I suspect they will discontinue the OLED model before it comes out to discourage screen comparisons that show the older model having a better screen. If not for that I'd agree with you. Otherwise some people might think the OLED model is a better system.
 
While I don't expect a Nintendo reveal for awhile yet, I'm hoping we start getting some substantial leaks/specs early next year. Especially since it's looking like PS5 Pro specs are out there now (seemingly accurate). If the Switch successor really is coming next year then surely we would get substantial leaks early in the year (my guess). It's been very quiet with leaks or even good rumors as of late.
 
If the new system indeed has an LCD screen, I suspect they will discontinue the OLED model before it comes out to discourage screen comparisons that show the older model having a better screen. If not for that I'd agree with you. Otherwise some people might think the OLED model is a better system.
If they're doing an HDR LCD, that would give a huge improvement to visual quality compared to even the Switch OLED.
 
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Unless they announce it in January, a May release sounds way too early. Assuming Nate is right about a March announcement, that'd only leave 2 months from starting MP to release, which does not sound like enough time to build up sufficient stock, and a May reveal seems too late, since they'd want some good news for shareholders such as yourself coming into the new fiscal year in April. To my eyes, this is probably just shareholders letting their confirmation biases do the talking.

I've done this rodeo many times. Defining Rodeo as talking to investors trying to frontrun tech announcements. In my experience, I've always seen the correct rumors come from investing circles before official announcements or publication confirmations. The thesis behind it is simple. There is always some asshole with a lot of money with some kind of inside connection. Usually those same people blab knowing how to cover their tracks from the SEC.

I've also seen high conviction in these backdoor investor rumors be false but its still a 65-35 situation in their favor. Once nate reported stuff going on at gamescom, Nintendo stock took on multiple huge orders which tells me big money got wind of something. Was it "just" the DLSS tech? Doubtful. They wouldn't invest this early in a downtrending channel on the stock (at the high point I might add) unless they knew the announcement was within Q1 of 2024 and release was 1H 2024. By buying now, they save a ton on capital gains tax if they decide to exit position in 2024. I cannot stress enough the importance of the timing here. What they did is NOT worth the risk nor gains if the release is in late 2024. Having capital tied up in a low volume stock like Nintendo's for over 9 months is bad trade craft. (Unless your a longterm investor like me). So when May gets mentioned by name...My ears perk up and my buy button gets worn out.

I haven't heard a single thing from investors, researchers, insiders, or Nintendo themselves that hint of anything other than H1 2024.
 
I've done this rodeo many times. Defining Rodeo as talking to investors trying to frontrun tech announcements. In my experience, I've always seen the correct rumors come from investing circles before official announcements or publication confirmations. The thesis behind it is simple. There is always some asshole with a lot of money with some kind of inside connection. Usually those same people blab knowing how to cover their tracks from the SEC.

I've also seen high conviction in these backdoor investor rumors be false but its still a 65-35 situation in their favor. Once nate reported stuff going on at gamescom, Nintendo stock took on multiple huge orders which tells me big money got wind of something. Was it "just" the DLSS tech? Doubtful. They wouldn't invest this early in a downtrending channel on the stock (at the high point I might add) unless they knew the announcement was within Q1 of 2024 and release was 1H 2024. By buying now, they save a ton on capital gains tax if they decide to exit position in 2024. I cannot stress enough the importance of the timing here. What they did is NOT worth the risk nor gains if the release is in late 2024. Having capital tied up in a low volume stock like Nintendo's for over 9 months is bad trade craft. (Unless your a longterm investor like me). So when May gets mentioned by name...My ears perk up and my buy button gets worn out.

I haven't heard a single thing from investors, researchers, insiders, or Nintendo themselves that hint of anything other than H1 2024.
Even so, the main problem with May, other than the reasons listed, is that it goes against basically all of the history of console gaming. I looked at the release dates of basically every single game console ever made, and the only one I could find that released in May was the Zeebo, a budget digital-only console from 2009 exclusive to Brazil and Mexico. Why would Nintendo go with such an incredibly unorthodox release month?
 
Even so, the main problem with May, other than the reasons listed, is that it goes against basically all of the history of console gaming. I looked at the release dates of basically every single game console ever made, and the only one I could find that released in May was the Zeebo, a budget digital-only console from 2009 exclusive to Brazil and Mexico. Why would Nintendo go with such an incredibly unorthodox release month?
Precedent is nice, but don't let it narrow your options too much. What if you'd release in March if you could, but can't make it? Are you stuck waiting until the end of the year because that's a more common time to release consoles? Or do you release it in between and trust that a good product is going to sell anyway?
 
Late to the docking discussion, but what would be cool and feasible I think is:

The current switch can be coupled with the NG switch through streaming -> Stream Play

Nintendo has often done interesting B.C. or sharing integrations on their devices.
(I'm just going by memory here)
  • The Gamecube had a core focus with multiplayer, 4 controllers (double dash) and a unique Gameboy link to allow for some hybrid gameplay experiences or the GBA player, which allowed you to play GBA on your TV.
  • The Nintendo DS, had DS Download Play, allowing you to share your cartridge with someone who did not own a copy of the game and enjoy multiplayer together. I think the GBA had something similar, but I'm not sure how many devices did it. 3DS continued this ability.
  • Wii had a whole gamecube in it practically
  • Wii U, dropped the GameCube B.C. hardware-wise, but it was still possible and they did a bunch of bespoke ports later on as Virtual Console became a commercial priority (so sad that mine are still stuck there :(....). A-synchronous or off-tv gameplay was integrated well.
  • The switch was a "hard b.c. cutoff" in some sense, unifying handheld and home console, but with no B.C. hardware or software-wise, initially.
  • NG switch is the continuous iteration, like they somewhat had on their previous platforms before respectively (handheld & console).
So I guess the idea of streamplay is to allow some multiplayer/hybrid experience, where switch 1 or 2 owners can connect to a docked NG switch and play the game on their device (Splatoon, Mario Kart, smash bros etc.). This way older switch owners get enticed by the higher visuals and capabilities of the NG switch.
Moreover, I guess a limitation of 1 device would be in order as it has to send out 2 video streams (1 to the TV and 1 to a connected device).

Okay, that's it :p
 
Previous Code Names and Teams

  • HOVI: The code name for the team behind the original Nintendo Switch.
  • IWOH: The code name for the team behind the Switch NG ?

Conclusion
The import data suggests a well-structured and phased development cycle for the Nintendo Switch 2 identical to the Switch 1 in 2016, aligning well with the rumors of a potential reveal in November 2023 and a release in March/April 2024.
It seems you were right all along about Iwoh :)
It's interesting how HOVI & IWOH look like mirror opposites (except for V and W which are interestingly interchangeable depending on your language).
 
Even so, the main problem with May, other than the reasons listed, is that it goes against basically all of the history of console gaming. I looked at the release dates of basically every single game console ever made, and the only one I could find that released in May was the Zeebo, a budget digital-only console from 2009 exclusive to Brazil and Mexico. Why would Nintendo go with such an incredibly unorthodox release month?

Because they want to start manufacturing the console early and getting it into the hands of all the millions of "hardcore gamer" types who will absolutely but it day one regardless of the month - there are probably more of them than their will be Switch 2s at launch. Holiday used to be the best time to launch a console because you wanted to drive as many people to it as possible while they're in a high-spending mood, but I think we've reached a point where the number of people who want to buy consoles early has increased at a greater speed than manufacturing. As long as your console isn't a bomb you'll sell out of your launch stock regardless. So you want to launch before the holidays, not during.

Nintendo may still go with a holiday launch, but I think if they do it'll be only because of tradition, or because the launch lineup isn't ready.
 
So I bought an oled tv, 120hz and vrr.
Based on speculation can we expect games like botw/totk to scale (patch or new collection game) to 4k 60/120fps?

For some reasons I am very confident I'll play botw at 120fps 4k next year.
4K60fps for BOTW is damn near confirmed after gamescom. TOTK: idk if 4k60 is possible, but 4K30 definitely.
 
hovi and iwoh, eh? maybe instead of a home console you can take with you on the go the new system is a handheld you can hook up to your tv....
 
Even so, the main problem with May, other than the reasons listed, is that it goes against basically all of the history of console gaming. I looked at the release dates of basically every single game console ever made, and the only one I could find that released in May was the Zeebo, a budget digital-only console from 2009 exclusive to Brazil and Mexico. Why would Nintendo go with such an incredibly unorthodox release month?

Nintendo is always a massive wildcard and beats to their own drum. For that, It’s hard to discount any month based on just logic and tradition. I’d even go so far to say that using logic and tradition would almost always land you the wrong prediction when it comes to Nintendo.
 
I've done this rodeo many times. Defining Rodeo as talking to investors trying to frontrun tech announcements. In my experience, I've always seen the correct rumors come from investing circles before official announcements or publication confirmations. The thesis behind it is simple. There is always some asshole with a lot of money with some kind of inside connection. Usually those same people blab knowing how to cover their tracks from the SEC.

I've also seen high conviction in these backdoor investor rumors be false but its still a 65-35 situation in their favor. Once nate reported stuff going on at gamescom, Nintendo stock took on multiple huge orders which tells me big money got wind of something. Was it "just" the DLSS tech? Doubtful. They wouldn't invest this early in a downtrending channel on the stock (at the high point I might add) unless they knew the announcement was within Q1 of 2024 and release was 1H 2024. By buying now, they save a ton on capital gains tax if they decide to exit position in 2024. I cannot stress enough the importance of the timing here. What they did is NOT worth the risk nor gains if the release is in late 2024. Having capital tied up in a low volume stock like Nintendo's for over 9 months is bad trade craft. (Unless your a longterm investor like me). So when May gets mentioned by name...My ears perk up and my buy button gets worn out.

I haven't heard a single thing from investors, researchers, insiders, or Nintendo themselves that hint of anything other than H1 2024.
Money talks and I listen.
 
It's interesting how HOVI & IWOH look like mirror opposites (except for V and W which are interestingly interchangeable depending on your language).
Yup, something like "HOVVI" if you change the letter to intentionally make a succ to HOVI
 
What happened?
nothing, pablo's conclusion barely connects to the current info via tangible connections (and pablo isn't even correct there)

Do we know the allotment on SD for memory for graphics vs cpu and OS out of that 16GB?
it's user defined since it's a PC.

https://www.ea.com/news/frostbite-rebrand-2024

A small rebrand for the Frostbite logo, looks ok. I sometimes confuse it with Ubisofts Snowdrop lol. But its great they are committed to it, with Respawn going full UE.
I can't imagine any reason for DICE and Criterion to ditch it given how much they put into it. it's not like they're Bioware who struggled multiple times with the engine (some if it is their own fault though)
 
Wii I was terrible hardware. I never played the Wii BC. I’m happy they went with Nvidia it gives me slight confidence. My main concern is Ram and cpu/gpu clock speeds. Other than that they have to figure out the best cart solution for read write and storage. It’s going to be interesting what they give us. I WANT to be excited.
 
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We have got to stop putting Monolith Soft on this pedestal.

Not that they aren't worth the hype, but it's like saying you need a race car to set good lap times when, really, you just need to learn to drive
I mean, they could learn a thing or three from Monolithsoft for running open world games that look and run decent. They have their own engine though, and they likely won't.

MS should focus on their current console atm, at the rate it's going it might end up below the Xbox One which is....not good

Also Monolith doesn't have an infinite numbers of employees christ. People expect them to work on everything under the sun at times..
Well, we don't actually know what Monolith Soft is working on. XB4 on Switch 2? I dunno. I think a XBX port is more likely to come out before then, and they don't need a full team to port that game.

I don't know if this has been posted ITT before but:

Seems like the steam deck isn't powerful enough to run the new avatar game due to RAM limitations, not GPU nor CPU.
The game uses a lot of video memory and system memory without even taking frame generation into account (which is currently unavailable on steam deck on linux anyways).

I haven't watched the video. So not even Switch OLED, which has the max LPDDR5 RAM of 102 GB/s? That doesn't bode well for Switch 2 then.

edit: I meant to say Steam Deck OLED. Awful typo.
 
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I haven't watched the video. So not even Switch OLED, which has the max LPDDR5 RAM of 102 GB/s? That doesn't bode well for Switch 2 then.

I mean let's be fair, a Switch 2 port would be specifically altered and optimised for the hardware. This just demonstrates that the cutbacks might have to be a bit more severe than usual.
 
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Would you say the same thing if Microsoft acquired Nintendo. I don't like monopolies. Competition is best for all.
What Apple is doing with TSMC is not like Microsoft buying Nintendo. Apple does not own TSMC. They help each other out, thats all. Apple buying all their capacity funds TSMC and TSMC is also makes products for AMD, Nvidia, Intel and Qualcomm.

There's a reason why Apple buys out capacity not because they are mean and evil but cause they need the space. They sell around 50 million new iPhone models every YEAR.

Having relationship that benefits a industry is not a monopoly.
 
From what I've read, Hovi is the Nvidia codename for Nintendo, not for the Switch or its iterations.

Hovi is the codename for the Nintendo Nvidia collaboration team

Iwoh could be the codename for the new Nintendo Nvidia collaboration team

I like that you pointed out that Iwoh could be seen as Ivvoh (double V, 2nd console) Necro

It makes sense somehow
 
I mean, they could learn a thing or three from Monolithsoft for running open world games that look and run decent. They have their own engine though, and they likely won't.


Well, we don't actually know what Monolith Soft is working on. XB4 on Switch 2? I dunno. I think a XBX port is more likely to come out before then, and they don't need a full team to port that game.


I haven't watched the video. So not even Switch OLED, which has the max LPDDR5 RAM of 102 GB/s? That doesn't bode well for Switch 2 then.
Going to be interesting.
 
0
Late to the docking discussion, but what would be cool and feasible I think is:

The current switch can be coupled with the NG switch through streaming -> Stream Play

Nintendo has often done interesting B.C. or sharing integrations on their devices.
(I'm just going by memory here)
  • The Gamecube had a core focus with multiplayer, 4 controllers (double dash) and a unique Gameboy link to allow for some hybrid gameplay experiences or the GBA player, which allowed you to play GBA on your TV.
  • The Nintendo DS, had DS Download Play, allowing you to share your cartridge with someone who did not own a copy of the game and enjoy multiplayer together. I think the GBA had something similar, but I'm not sure how many devices did it. 3DS continued this ability.
  • Wii had a whole gamecube in it practically
  • Wii U, dropped the GameCube B.C. hardware-wise, but it was still possible and they did a bunch of bespoke ports later on as Virtual Console became a commercial priority (so sad that mine are still stuck there :(....). A-synchronous or off-tv gameplay was integrated well.
  • The switch was a "hard b.c. cutoff" in some sense, unifying handheld and home console, but with no B.C. hardware or software-wise, initially.
  • NG switch is the continuous iteration, like they somewhat had on their previous platforms before respectively (handheld & console).
So I guess the idea of streamplay is to allow some multiplayer/hybrid experience, where switch 1 or 2 owners can connect to a docked NG switch and play the game on their device (Splatoon, Mario Kart, smash bros etc.). This way older switch owners get enticed by the higher visuals and capabilities of the NG switch.
Moreover, I guess a limitation of 1 device would be in order as it has to send out 2 video streams (1 to the TV and 1 to a connected device).

Okay, that's it :p
I suggested this idea earlier too! People seem to think there isn't any way Nintendo would release anything more than a basic dock. Not sure why though.
 
I suggested this idea earlier too! People seem to think there isn't any way Nintendo would release anything more than a basic dock. Not sure why though.
It is not that Nintendo couldn't, its that it would be expensive and likely a poor experience for end users.

Like I said, if asymetric gameplay is a box that Nintendo wants to check again, requiring two Switches is an "easier" solution.
 
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