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StarTopic Future Nintendo Hardware & Technology Speculation & Discussion |ST| (New Staff Post, Please read)

Is Nate saying Hi-Fi won't come to Switch? He said it wouldn't be the MS reveal in the upcoming Direct afaik. The shirt being added and every other insider saying stuff about Hi Fi makes me doubt Nate in this case if he still stands by it. Also Idk what you're on about with the launch of the switch 2. I never mentioned the switch 2 or it's launch.
Yeah he says it was shelved:
To my knowledge, it's only PS-bound. Last mention I had heard about a Switch version was it being shelved several months ago.
The second part wasn't specifically directed at you though, I should have separated the post with a break, sorry.
 
0
Is Nate saying Hi-Fi won't come to Switch? He said it wouldn't be the MS reveal in the upcoming Direct afaik. The shirt being added and every other insider saying stuff about Hi Fi makes me doubt Nate in this case if he still stands by it. Also Idk what you're on about with the launch of the switch 2. I never mentioned the switch 2 or it's launch.
 
Could be that they tried to port HFR themselves but after failing, they might have hired an external studio to continue the port. "Shelved" might mean Tango is no longer working on the port.

Nate's report doesn't match with the t-shirt leak which was very recent, not months ago.
 
Could be that they tried to port HFR themselves but after failing, they might have hired an external studio to continue the port. "Shelved" might mean Tango is no longer working on the port.

Nate's report doesn't match with the t-shirt leak which was very recent, not months ago.
Imo, I think the game was trying to be ported at 60fps, but there was no way of doing so without downgrading it to an extreme. Bethesda has got a good relationship with Panic Button (best known for Doom and Doom Eternal ports), so I don't see why they wouldn't be able to do it unless it was just too hard of a port.

That or they just decided to save it for the Switch 2 which... y'know... fair.
 
Edit: The Japanese Financial Results Briefing (Online) Q&A seems not very interesting from the Hardware side.



Financial Results for the Third Quarter of the Fiscal Year Ending March 2024 (Online) Q&A (Summary) Nintendo Co., Ltd.

1

Time: February 6, 2024 (Fire).

Participants: President Shuntaro Furukawa, CEO and Executive Officer Motomo Murakami

The main questions and answers at the financial results briefing (online) are as follows. In addition, some of the contents have been added and modified to make it easier to understand. When quoting a part of the text, please be sure to specify the source of the quotation or link to this file.


Q1 It has been previously explained that the Nintendo Switch has entered "uncharted territory" in its seventh year of release, but looking back on the year-end sales season, please tell us your assessment of the Nintendo Switch business in the current fiscal year. Also, I would like to know if the strong Nintendo Switch business will affect the timing of the release of new hardware.
A1 President & CEO Shuntaro Furukawa: Last year, when Nintendo Switch celebrated its seventh year of release, in the history of our dedicated game console business, we achieved 15 million units of hardware in the seventh year. We explained that we had entered "uncharted territory" because we had never expected to sell 180 million pieces of software. Against this backdrop, looking back at the sales situation for the fiscal year under review, we believe that hardware sales have been steady since the first half of the fiscal year, and that we were able to achieve some results during the year-end sales season. As a platform that has been on the market for seven years, it has become difficult to increase the number of new customers, but we have explained that we want to continue the momentum of our business by creating a good balance between new demand and multi-unit demand. During this year-end shopping season, there were many new customers, especially those who picked up the Nintendo Switch, which is a good idea for the future Nintendo Switch We see it as a positive factor for business as well. In terms of software, although overall sales were slightly lower than in the same period of the previous year, the company's representative IPs such as "The Legend of Zelda: Tears of the Kingdom," "Pikmin 4," and "Super Mario Bros. Wonder" were recorded in the fiscal year under review. We have released a new title and many customers have played it. I think this year is significant both in terms of continuing to release our own software and in terms of increasing the popularity of these series for the future. As for new hardware, we are constantly researching and developing new hardware and software, but we can't tell you much more than that. In addition, as I have mentioned before, there have been reports and speculations in the media, mainly on the Internet, as if the information were made public by the Company. However, information that is not officially released by the Company may be misleading to customers and investors. We would like you to make an appropriate decision after reading the information we send out on our official website and SNS. It should be noted that the preparation of new hardware is a long-term process that is well planned and processed, so the immediate business situation will not affect such plans.


Q2 In the fiscal year under review, thanks in part to the success of "The Super Mario Bros. Movie," sales of "mobile and IP-related revenues" have been strong, but what was the impact on profitability? Also, from a medium-term perspective, including initiatives other than movies, how do you think sales of "mobile and IP-related revenues" will change?




A2 Furukawa: In the fiscal year under review, in addition to an increase in regular royalty income, sales related to The Super Mario Bros. Movie increased significantly compared to the same period of the previous fiscal year. Some of the revenue associated with a film continues to accrue after its release in theaters, but the majority is box office revenue associated with its cinema screening. Therefore, we believe that the increase in sales of mobile and IP-related revenues in the fiscal year under review was largely due to temporary factors due to the theatrical release of movies. While revenue from mobile apps declined year-over-year, the number of downloads and active users of Super Mario Run and Mario Kart Tour increased, partly due to the effects of movies. In the fiscal year under review, while both hardware and software sales decreased year-on-year, operating income increased. The reason for this is not only the impact of foreign exchange due to the depreciation of the yen, but also the increase in mobile and IP-related revenues. From a medium-term perspective , compared to when we first started our full-scale efforts to expand the number of people who are exposed to Nintendo IP, the amount of royalty income other than movies has also increased and is growing continuously. The top priority in our IP development efforts is to increase the value of Nintendo IP and revitalize the dedicated game console business by creating points of contact with customers. Even in this field, which has grown to its current scale, we would like to work on stable earnings.


Q3 In terms of software sales, despite the release of the popular title "Pokémon Scarlet and Violet" in the same period of the previous year, the number of software sales did not decline much compared to the same period of the previous year. In the three months of Q3 (October ~ December), I think Super Mario Bros. Wonder has made a big contribution, but Super Mario Bros. Specialand Mario Kart 8 Deluxe. Was it supported by the expansion of exposure, including the distribution of movies?
A3 Furukawa: In the fiscal year under review, we launched The Legend of Zelda: Tears of the Kingdom and Pikmin 4 in the first half of the fiscal year, and Super Mario Bros. Wonder released in the third quarter.Sales of the company's new software such as "Super Mario RPG" and "Super Mario RPG" were strong, and sales of Mario-related titles released in the previous fiscal year also increased due to the release of the movie. Compared to the previous fiscal year (fiscal year ending March 2023), when "Splatoon 3" and "Pokémon Scarlet and Violet" were released during the year-end sales season, the overall number of software units sold in the current fiscal year decreased slightly. I think we were able to maintain a certain level of sales. In the year-end sales season under review, "Super Mario Bros. Wonder" was the biggest driver, but at the same time, sales of titles from software makers also increased, and we were able to increase sales in a well-balanced manner between our own and other companies, as well as new titles and classics. Super Mario Bros. Wonder is growing in sales at a faster pace than previous Mario series. In addition to the fact that the content of the game itself has been appreciated by customers, we believe that the fact that it is a title that can be played by two or more people together is also a factor. About half of the players of this title play in multiplayer, and we believe that it matches the need for a large number of people to play together during the year-end season when people gather. In addition, "The Super Mario Bros. Movie" is available for streaming around the world. Even though the theatrical release is over, the number of new Mario movies continues to increase, which is one of the reasons why sales of "Super Mario Bros. Wonder" are strong.


Q4 If we subtract the sales results up to the third quarter from the revised full-year sales forecast, we can calculate that the expected hardware sales volume for the fourth quarter (January ~ March) is less than 1.8 million units. That' s a very low level for the fourth quarter, but do you think it's a reasonable number? Also, I would like to know your thoughts on the expected sales volume of hardware for the next fiscal year.
A4 Furukawa: Hardware sales have generally been in line with our forecast, but based on sales in the third quarter, we have increased our full-year sales forecast by 500,000 units. Our outlook for the fourth quarter is basically unchanged from the beginning of the fiscal year. As the Nintendo Switch enters its eighth year of release, we believe that it will not be easy to maintain the same level of sales as before. We will explain the expected sales volume of hardware for the next fiscal year together with the earnings forecast for the next fiscal year when we announce the full-year financial results for the current fiscal year, but we believe that it will be difficult to increase the sales volume of the Nintendo Switch in the next fiscal year (at the same pace as before), which is basically already in "uncharted territory." However, during this year-end sales season, we were able to get new Nintendo Switch hands for many customers around the world, and we were able to maintain a high level of hardware performance. In the next fiscal year, both our company and our software makers are planning to release many new titles, so we hope to maintain the momentum of the Nintendo Switch business as a whole by continuing to promote the appeal of these new software and released software.


Q5 Since the release of the Nintendo Switch, I think Nintendo's way of thinking about the hardware lifecycle has changed. Please tell us how it differs from past platforms and what you are focusing on as you proceed with the research and development of next-generation consoles.
A5 Furukawa: The big difference between the Nintendo Switch and past platforms is that we have integrated two platforms, a handheld game console and a home console, into one. This allowed us to focus our software development resources on the Nintendo Switch. The fact that we are able to continuously release new software has resulted in a longer life cycle than in the past. For the future, the most important thing for us is to provide entertainment with new fun and surprises that are unique to Nintendo. In order to continue to propose Nintendo's unique entertainment offerings, we believe that the dedicated game console business that integrates hardware and software is the best business at this time, and we will continue to engage in research and development based on this policy. Another difference from past platforms is the Nintendo Switch Even before the game's release, we have been working with DeNA to promote the use of Nintendo Accounts. Nintendo Accounts are an important point of contact for long-term connections with customers, and we believe that they can be used not only during hardware migrations, but also as a means of reconnecting with customers who have been away from games for a while and at some point become interested in Nintendo's unique entertainment proposals. From this point of view, I believe that the importance of Nintendo accounts will not change in the future.


Q6 At the management policy briefing held in November last year, it was mentioned that "The Super Mario Bros. Movie" is being watched by many people even in areas where the dedicated game console business is not widely used. Taking a cue from your success in the movies, are you planning to expand your dedicated game console business in areas where Nintendo Switch is not currently sold in the future?
A6 Furukawa: The Super Mario Bros. Movie is being screened and distributed in the regions where we are playing on Nintendo Switch It is much more extensive than the countries and regions where it is sold. In response to the popularity of "The Super Mario Bros. Movie" in Latin America, especially Mexico, we focused more on Mexico than ever during this year-end sales season. As a result, sales in Mexico increased while overall hardware sales volumes declined. We are also expanding our sales channels in Southeast Asia and are working to make more customers aware of Nintendo. In these regions, we would like to first create connections with customers through Nintendo Switch, and then utilize that foundation for future business.


Q7 I would like to dig a little deeper into the idea that we would like to use the film as an opportunity to expand sales in more "other" regions. I think there are various bottlenecks when developing business in the "other" region, but I would like to know what kind of issues there are and what kind of problems there are and what are the possibilities for drastic solutions. In particular, do you think that the price of hardware is an issue?
A7 Furukawa: In the "Other" region, the price of hardware has become one of the challenges in developing our business, and until now it has been difficult to find a clue in our business development centered on dedicated game consoles, but in the current fiscal year, our IP has been used by another means, namely movies. I had the opportunity to touch it. By utilizing means other than dedicated game consoles, including mobile apps, we are becoming able to engage in activities to let people know about Nintendo in such areas. Last year, we opened pop-up stores in South Korea, Hong Kong, Singapore, and other countries in Japan, and a large number of customers visited and purchased goods. In addition to Universal Studios Japan and Universal Studios Hollywood, Super Nintendo World is scheduled to open in Orlando and Singapore in the U.S. in the future. Even in regions where hardware price has been an issue in the past, we will continue to make various efforts so that people will become familiar with Nintendo through the IP and eventually play on dedicated game consoles, which is our core business.


Q8 Can you tell us if the story of the Legend of Zelda movie will be based on a game that has already been released, or if it will be a completely new story?
A8 Furukawa: In November last year , we announced that we had started planning and developing a live-action movie about The Legend of Zelda. The producers of this film are Shigeru Miyamoto, a Fellow of the Company's Representative Director, and Arad Productions Inc.It will be co-directed by Avi Arad, who has produced a number of blockbuster films. We don't have anything to say today about when the movie will be released or what it will entail, so stay tuned for more information.


Q9 Nintendo seems to have a solid system in terms of both game console initiatives and IP development efforts. However, looking back on the past, I think that external factors such as the advent of other companies' hardware and the expansion of mobile games also had an impact on Nintendo's business. Recently, new forms of entertainment have appeared, and the game itself continues to change. In the external environment surrounding Nintendo's business, are there any risks that we should be particularly aware of in the future?
A9 Furukawa: We always approach our business every day with a great sense of urgency. The generational change in platforms in the game console business is not an easy task. I've had a lot of very difficult experiences after a successful platform, so I don't feel like the current situation is solid at all. In addition, as you pointed out, our business is constantly exposed to fierce competition. In terms of entertainment in general, it is a tough industry where not only video games but also various forms of entertainment compete with each other. Under such circumstances, the need to continue to make unique proposals in the future and become a brand that customers can choose is greater than ever. In order to continue to propose original entertainment that can be enjoyed by customers around the world, we believe that the best course of action at this time is to continue the dedicated game console business that integrates hardware and software. Based on this idea, we are conducting various research and development, but our products, which are not essential for daily life, will not be turned around immediately if they are not interesting. For this reason, we recognize that it is important to continue our efforts to make Nintendo more accessible outside of game consoles, increase the number of customers who support Nintendo IP for a long time, and maintain a connection with our customers.
Above
 
Last edited:
Just for fun, i'm still Team "Microsoft does a fuck-up next week and accidently talks about Switch 2 in their event, because MS right now is fucking up pretty bad on many things.".

Also, reading through the last 5 pages, it looks like today is also one of those "Reading comprehension is important" days, yay!

Timothy Lottes got laid off at Unity. Creator of FXAA, helped implement FSR, and help created Unity's STP. Absolutely absurd, IMO



To be honest, with how Unity is fumbling right now, getting laid off feels like a salvation.
Someone like this guy shouldn't have problems being courted to by many tech companies.
 
1fd.png
LOL, i think you can start adapting this meme for the next week and Microsoft shooting their console business
 
Edit: The Japanese Financial Results Briefing (Online) Q&A seems not very interesting from the Hardware side.



Financial Results for the Third Quarter of the Fiscal Year Ending March 2024 (Online) Q&A (Summary) Nintendo Co., Ltd.

1

Time: February 6, 2024 (Fire).

Participants: President Shuntaro Furukawa, CEO and Executive Officer Motomo Murakami

The main questions and answers at the financial results briefing (online) are as follows. In addition, some of the contents have been added and modified to make it easier to understand. When quoting a part of the text, please be sure to specify the source of the quotation or link to this file.


Q1 It has been previously explained that the Nintendo Switch has entered "uncharted territory" in its seventh year of release, but looking back on the year-end sales season, please tell us your assessment of the Nintendo Switch business in the current fiscal year. Also, I would like to know if the strong Nintendo Switch business will affect the timing of the release of new hardware.
A1 President & CEO Shuntaro Furukawa: Last year, when Nintendo Switch celebrated its seventh year of release, in the history of our dedicated game console business, we achieved 15 million units of hardware in the seventh year. We explained that we had entered "uncharted territory" because we had never expected to sell 180 million pieces of software. Against this backdrop, looking back at the sales situation for the fiscal year under review, we believe that hardware sales have been steady since the first half of the fiscal year, and that we were able to achieve some results during the year-end sales season. As a platform that has been on the market for seven years, it has become difficult to increase the number of new customers, but we have explained that we want to continue the momentum of our business by creating a good balance between new demand and multi-unit demand. During this year-end shopping season, there were many new customers, especially those who picked up the Nintendo Switch, which is a good idea for the future Nintendo Switch We see it as a positive factor for business as well. In terms of software, although overall sales were slightly lower than in the same period of the previous year, the company's representative IPs such as "The Legend of Zelda: Tears of the Kingdom," "Pikmin 4," and "Super Mario Bros. Wonder" were recorded in the fiscal year under review. We have released a new title and many customers have played it. I think this year is significant both in terms of continuing to release our own software and in terms of increasing the popularity of these series for the future. As for new hardware, we are constantly researching and developing new hardware and software, but we can't tell you much more than that. In addition, as I have mentioned before, there have been reports and speculations in the media, mainly on the Internet, as if the information were made public by the Company. However, information that is not officially released by the Company may be misleading to customers and investors. We would like you to make an appropriate decision after reading the information we send out on our official website and SNS. It should be noted that the preparation of new hardware is a long-term process that is well planned and processed, so the immediate business situation will not affect such plans.


Q2 In the fiscal year under review, thanks in part to the success of "The Super Mario Bros. Movie," sales of "mobile and IP-related revenues" have been strong, but what was the impact on profitability? Also, from a medium-term perspective, including initiatives other than movies, how do you think sales of "mobile and IP-related revenues" will change?




A2 Furukawa: In the fiscal year under review, in addition to an increase in regular royalty income, sales related to The Super Mario Bros. Movie increased significantly compared to the same period of the previous fiscal year. Some of the revenue associated with a film continues to accrue after its release in theaters, but the majority is box office revenue associated with its cinema screening. Therefore, we believe that the increase in sales of mobile and IP-related revenues in the fiscal year under review was largely due to temporary factors due to the theatrical release of movies. While revenue from mobile apps declined year-over-year, the number of downloads and active users of Super Mario Run and Mario Kart Tour increased, partly due to the effects of movies. In the fiscal year under review, while both hardware and software sales decreased year-on-year, operating income increased. The reason for this is not only the impact of foreign exchange due to the depreciation of the yen, but also the increase in mobile and IP-related revenues. From a medium-term perspective , compared to when we first started our full-scale efforts to expand the number of people who are exposed to Nintendo IP, the amount of royalty income other than movies has also increased and is growing continuously. The top priority in our IP development efforts is to increase the value of Nintendo IP and revitalize the dedicated game console business by creating points of contact with customers. Even in this field, which has grown to its current scale, we would like to work on stable earnings.


Q3 In terms of software sales, despite the release of the popular title "Pokémon Scarlet and Violet" in the same period of the previous year, the number of software sales did not decline much compared to the same period of the previous year. In the three months of Q3 (October ~ December), I think Super Mario Bros. Wonder has made a big contribution, but Super Mario Bros. Specialand Mario Kart 8 Deluxe. Was it supported by the expansion of exposure, including the distribution of movies?
A3 Furukawa: In the fiscal year under review, we launched The Legend of Zelda: Tears of the Kingdom and Pikmin 4 in the first half of the fiscal year, and Super Mario Bros. Wonder released in the third quarter.Sales of the company's new software such as "Super Mario RPG" and "Super Mario RPG" were strong, and sales of Mario-related titles released in the previous fiscal year also increased due to the release of the movie. Compared to the previous fiscal year (fiscal year ending March 2023), when "Splatoon 3" and "Pokémon Scarlet and Violet" were released during the year-end sales season, the overall number of software units sold in the current fiscal year decreased slightly. I think we were able to maintain a certain level of sales. In the year-end sales season under review, "Super Mario Bros. Wonder" was the biggest driver, but at the same time, sales of titles from software makers also increased, and we were able to increase sales in a well-balanced manner between our own and other companies, as well as new titles and classics. Super Mario Bros. Wonder is growing in sales at a faster pace than previous Mario series. In addition to the fact that the content of the game itself has been appreciated by customers, we believe that the fact that it is a title that can be played by two or more people together is also a factor. About half of the players of this title play in multiplayer, and we believe that it matches the need for a large number of people to play together during the year-end season when people gather. In addition, "The Super Mario Bros. Movie" is available for streaming around the world. Even though the theatrical release is over, the number of new Mario movies continues to increase, which is one of the reasons why sales of "Super Mario Bros. Wonder" are strong.


Q4 If we subtract the sales results up to the third quarter from the revised full-year sales forecast, we can calculate that the expected hardware sales volume for the fourth quarter (January ~ March) is less than 1.8 million units. That' s a very low level for the fourth quarter, but do you think it's a reasonable number? Also, I would like to know your thoughts on the expected sales volume of hardware for the next fiscal year.
A4 Furukawa: Hardware sales have generally been in line with our forecast, but based on sales in the third quarter, we have increased our full-year sales forecast by 500,000 units. Our outlook for the fourth quarter is basically unchanged from the beginning of the fiscal year. As the Nintendo Switch enters its eighth year of release, we believe that it will not be easy to maintain the same level of sales as before. We will explain the expected sales volume of hardware for the next fiscal year together with the earnings forecast for the next fiscal year when we announce the full-year financial results for the current fiscal year, but we believe that it will be difficult to increase the sales volume of the Nintendo Switch in the next fiscal year (at the same pace as before), which is basically already in "uncharted territory." However, during this year-end sales season, we were able to get new Nintendo Switch hands for many customers around the world, and we were able to maintain a high level of hardware performance. In the next fiscal year, both our company and our software makers are planning to release many new titles, so we hope to maintain the momentum of the Nintendo Switch business as a whole by continuing to promote the appeal of these new software and released software.


Q5 Since the release of the Nintendo Switch, I think Nintendo's way of thinking about the hardware lifecycle has changed. Please tell us how it differs from past platforms and what you are focusing on as you proceed with the research and development of next-generation consoles.
A5 Furukawa: The big difference between the Nintendo Switch and past platforms is that we have integrated two platforms, a handheld game console and a home console, into one. This allowed us to focus our software development resources on the Nintendo Switch. The fact that we are able to continuously release new software has resulted in a longer life cycle than in the past. For the future, the most important thing for us is to provide entertainment with new fun and surprises that are unique to Nintendo. In order to continue to propose Nintendo's unique entertainment offerings, we believe that the dedicated game console business that integrates hardware and software is the best business at this time, and we will continue to engage in research and development based on this policy. Another difference from past platforms is the Nintendo Switch Even before the game's release, we have been working with DeNA to promote the use of Nintendo Accounts. Nintendo Accounts are an important point of contact for long-term connections with customers, and we believe that they can be used not only during hardware migrations, but also as a means of reconnecting with customers who have been away from games for a while and at some point become interested in Nintendo's unique entertainment proposals. From this point of view, I believe that the importance of Nintendo accounts will not change in the future.


Q6 At the management policy briefing held in November last year, it was mentioned that "The Super Mario Bros. Movie" is being watched by many people even in areas where the dedicated game console business is not widely used. Taking a cue from your success in the movies, are you planning to expand your dedicated game console business in areas where Nintendo Switch is not currently sold in the future?
A6 Furukawa: The Super Mario Bros. Movie is being screened and distributed in the regions where we are playing on Nintendo Switch It is much more extensive than the countries and regions where it is sold. In response to the popularity of "The Super Mario Bros. Movie" in Latin America, especially Mexico, we focused more on Mexico than ever during this year-end sales season. As a result, sales in Mexico increased while overall hardware sales volumes declined. We are also expanding our sales channels in Southeast Asia and are working to make more customers aware of Nintendo. In these regions, we would like to first create connections with customers through Nintendo Switch, and then utilize that foundation for future business.


Q7 I would like to dig a little deeper into the idea that we would like to use the film as an opportunity to expand sales in more "other" regions. I think there are various bottlenecks when developing business in the "other" region, but I would like to know what kind of issues there are and what kind of problems there are and what are the possibilities for drastic solutions. In particular, do you think that the price of hardware is an issue?
A7 Furukawa: In the "Other" region, the price of hardware has become one of the challenges in developing our business, and until now it has been difficult to find a clue in our business development centered on dedicated game consoles, but in the current fiscal year, our IP has been used by another means, namely movies. I had the opportunity to touch it. By utilizing means other than dedicated game consoles, including mobile apps, we are becoming able to engage in activities to let people know about Nintendo in such areas. Last year, we opened pop-up stores in South Korea, Hong Kong, Singapore, and other countries in Japan, and a large number of customers visited and purchased goods. In addition to Universal Studios Japan and Universal Studios Hollywood, Super Nintendo World is scheduled to open in Orlando and Singapore in the U.S. in the future. Even in regions where hardware price has been an issue in the past, we will continue to make various efforts so that people will become familiar with Nintendo through the IP and eventually play on dedicated game consoles, which is our core business.


Q8 Can you tell us if the story of the Legend of Zelda movie will be based on a game that has already been released, or if it will be a completely new story?
A8 Furukawa: In November last year , we announced that we had started planning and developing a live-action movie about The Legend of Zelda. The producers of this film are Shigeru Miyamoto, a Fellow of the Company's Representative Director, and Arad Productions Inc.It will be co-directed by Avi Arad, who has produced a number of blockbuster films. We don't have anything to say today about when the movie will be released or what it will entail, so stay tuned for more information.


Q9 Nintendo seems to have a solid system in terms of both game console initiatives and IP development efforts. However, looking back on the past, I think that external factors such as the advent of other companies' hardware and the expansion of mobile games also had an impact on Nintendo's business. Recently, new forms of entertainment have appeared, and the game itself continues to change. In the external environment surrounding Nintendo's business, are there any risks that we should be particularly aware of in the future?
A9 Furukawa: We always approach our business every day with a great sense of urgency. The generational change in platforms in the game console business is not an easy task. I've had a lot of very difficult experiences after a successful platform, so I don't feel like the current situation is solid at all. In addition, as you pointed out, our business is constantly exposed to fierce competition. In terms of entertainment in general, it is a tough industry where not only video games but also various forms of entertainment compete with each other. Under such circumstances, the need to continue to make unique proposals in the future and become a brand that customers can choose is greater than ever. In order to continue to propose original entertainment that can be enjoyed by customers around the world, we believe that the best course of action at this time is to continue the dedicated game console business that integrates hardware and software. Based on this idea, we are conducting various research and development, but our products, which are not essential for daily life, will not be turned around immediately if they are not interesting. For this reason, we recognize that it is important to continue our efforts to make Nintendo more accessible outside of game consoles, increase the number of customers who support Nintendo IP for a long time, and maintain a connection with our customers.
Above

The most interesting bit to me was Furukawa confirming Nintendo Accounts will be important for facilitating any hardware transitions, as well as keeping in touch with customers and reconnecting with previous active customers.

I remember there was a bit of back and forth here the last time he mentioned Nintendo Accounts over what exactly he meant, turns out both sides were right!

It’s also promising that he acknowledged the failure-after-success periods Nintendo have had previously, and admitted that they aren’t being complacent.
 
Choice quote from Q&A:
Q: ... Also, I would like to know if the strong Nintendo Switch business will affect the timing of the release of new hardware.
A: ... It should be noted that the preparation of new hardware is a long-term process that is well planned and processed, so the immediate business situation will not affect such plans.
 
Choice quote from Q&A:

At this point, i'm giving everyone who still doesn't get that you can't just freely move around things like this on a whim a side-eye in real life.

(I don't mean you, just a general statement about the quoted stuff in your post!)
 
I actually dig the questions this time. One of them basically inquiring about the effect of Super Mario Bros movie on the landscape of sales for a variety of Mario games. Another one is asking if Nintendo is asleep at the wheel due to Switch selling so well.

Mine would've asked "where switch 2? And why wait until a seemingly suboptimal time to release?"
 
Furukawa: The big difference between the Nintendo Switch and past platforms is that we have integrated two platforms, a handheld game console and a home console, into one. This allowed us to focus our software development resources on the Nintendo Switch. The fact that we are able to continuously release new software has resulted in a longer life cycle than in the past. For the future, the most important thing for us is to provide entertainment with new fun and surprises that are unique to Nintendo. In order to continue to propose Nintendo's unique entertainment offerings, we believe that the dedicated game console business that integrates hardware and software is the best business at this time, and we will continue to engage in research and development based on this policy.
I suppose this addresses that the hybrid concept is here to stay, though unsurprising, but I remember some folks coming up with theories that they'll go back to dedicated home/portable consoles.
 
it's an obvious statement but this is the quote I find most interesting

As the Nintendo Switch enters its eighth year of release, we believe that it will not be easy to maintain the same level of sales as before. We will explain the expected sales volume of hardware for the next fiscal year together with the earnings forecast for the next fiscal year when we announce the full-year financial results for the current fiscal year, but we believe that it will be difficult to increase the sales volume of the Nintendo Switch in the next fiscal year (at the same pace as before), which is basically already in "uncharted territory."

I suspect it'll be made official by then if it's coming out this fiscal year
 
It should be noted that the preparation of new hardware is a long-term process that is well planned and processed, so the immediate business situation will not affect such plans.
Well, now that Furukawa himself has finally said it I hope we can erase the "Switch is doing financially good so the successor is going to be delayed" forever. I thank him a lot for this statement (and thank you for posting the Q&A).
 
Financial Results for the Third Quarter of the Fiscal Year Ending March 2024 (Online) Q&A (Summary) Nintendo Co., Ltd.


A9 Furukawa: We always approach our business every day with a great sense of urgency. The generational change in platforms in the game console business is not an easy task. I've had a lot of very difficult experiences after a successful platform, so I don't feel like the current situation is solid at all. In addition, as you pointed out, our business is constantly exposed to fierce competition. In terms of entertainment in general, it is a tough industry where not only video games but also various forms of entertainment compete with each other. Under such circumstances, the need to continue to make unique proposals in the future and become a brand that customers can choose is greater than ever. In order to continue to propose original entertainment that can be enjoyed by customers around the world, we believe that the best course of action at this time is to continue the dedicated game console business that integrates hardware and software. Based on this idea, we are conducting various research and development, but our products, which are not essential for daily life, will not be turned around immediately if they are not interesting. For this reason, we recognize that it is important to continue our efforts to make Nintendo more accessible outside of game consoles, increase the number of customers who support Nintendo IP for a long time, and maintain a connection with our customers.
Above
This feels pretty important to note that Nintendo considers that they are indeed facing competition not just with video games but also entertainment, it kind of dispels the idea that Nintendo is in some untouchable, niche market.
 
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Well, now that Furukawa himself has finally said it I hope we can erase the "Switch is doing financially good so the successor is going to be delayed" forever. I thank him a lot for this statement (and thank you for posting the Q&A).
I give it a week before someone says that again.
 
Mine would've asked "where switch 2? And why wait until a seemingly suboptimal time to release?"
What is a suboptimal release? If you mean releasing against PS5 Pro, Xbox “whatever” in late 2024 will be a bad time because of increased competition, I disagree because most people already got a PS5 and Xbox. If anything the Switch 2 is most sought after console this year.

Nintendo has to make this launch a success and cannot rush it. That’s from the games being ready, to production and marketing.
 
Perhaps they planned a late 2024 release from the beginning to give more time to the software teams or maybe they needed more time to improve the API/kernel/DLSS/... along with nvidia.
 


The band that performed this earworm of a song for the reveal trailer - White Denim - is playing in Brooklyn this month.

I'll be there, partly to celebrate the final year of the Switch. 🙃
 
Edit: The Japanese Financial Results Briefing (Online) Q&A seems not very interesting from the Hardware side.



Financial Results for the Third Quarter of the Fiscal Year Ending March 2024 (Online) Q&A (Summary) Nintendo Co., Ltd.

1

Time: February 6, 2024 (Fire).

Participants: President Shuntaro Furukawa, CEO and Executive Officer Motomo Murakami

The main questions and answers at the financial results briefing (online) are as follows. In addition, some of the contents have been added and modified to make it easier to understand. When quoting a part of the text, please be sure to specify the source of the quotation or link to this file.


Q1 It has been previously explained that the Nintendo Switch has entered "uncharted territory" in its seventh year of release, but looking back on the year-end sales season, please tell us your assessment of the Nintendo Switch business in the current fiscal year. Also, I would like to know if the strong Nintendo Switch business will affect the timing of the release of new hardware.
A1 President & CEO Shuntaro Furukawa: Last year, when Nintendo Switch celebrated its seventh year of release, in the history of our dedicated game console business, we achieved 15 million units of hardware in the seventh year. We explained that we had entered "uncharted territory" because we had never expected to sell 180 million pieces of software. Against this backdrop, looking back at the sales situation for the fiscal year under review, we believe that hardware sales have been steady since the first half of the fiscal year, and that we were able to achieve some results during the year-end sales season. As a platform that has been on the market for seven years, it has become difficult to increase the number of new customers, but we have explained that we want to continue the momentum of our business by creating a good balance between new demand and multi-unit demand. During this year-end shopping season, there were many new customers, especially those who picked up the Nintendo Switch, which is a good idea for the future Nintendo Switch We see it as a positive factor for business as well. In terms of software, although overall sales were slightly lower than in the same period of the previous year, the company's representative IPs such as "The Legend of Zelda: Tears of the Kingdom," "Pikmin 4," and "Super Mario Bros. Wonder" were recorded in the fiscal year under review. We have released a new title and many customers have played it. I think this year is significant both in terms of continuing to release our own software and in terms of increasing the popularity of these series for the future. As for new hardware, we are constantly researching and developing new hardware and software, but we can't tell you much more than that. In addition, as I have mentioned before, there have been reports and speculations in the media, mainly on the Internet, as if the information were made public by the Company. However, information that is not officially released by the Company may be misleading to customers and investors. We would like you to make an appropriate decision after reading the information we send out on our official website and SNS. It should be noted that the preparation of new hardware is a long-term process that is well planned and processed, so the immediate business situation will not affect such plans.


Q2 In the fiscal year under review, thanks in part to the success of "The Super Mario Bros. Movie," sales of "mobile and IP-related revenues" have been strong, but what was the impact on profitability? Also, from a medium-term perspective, including initiatives other than movies, how do you think sales of "mobile and IP-related revenues" will change?




A2 Furukawa: In the fiscal year under review, in addition to an increase in regular royalty income, sales related to The Super Mario Bros. Movie increased significantly compared to the same period of the previous fiscal year. Some of the revenue associated with a film continues to accrue after its release in theaters, but the majority is box office revenue associated with its cinema screening. Therefore, we believe that the increase in sales of mobile and IP-related revenues in the fiscal year under review was largely due to temporary factors due to the theatrical release of movies. While revenue from mobile apps declined year-over-year, the number of downloads and active users of Super Mario Run and Mario Kart Tour increased, partly due to the effects of movies. In the fiscal year under review, while both hardware and software sales decreased year-on-year, operating income increased. The reason for this is not only the impact of foreign exchange due to the depreciation of the yen, but also the increase in mobile and IP-related revenues. From a medium-term perspective , compared to when we first started our full-scale efforts to expand the number of people who are exposed to Nintendo IP, the amount of royalty income other than movies has also increased and is growing continuously. The top priority in our IP development efforts is to increase the value of Nintendo IP and revitalize the dedicated game console business by creating points of contact with customers. Even in this field, which has grown to its current scale, we would like to work on stable earnings.


Q3 In terms of software sales, despite the release of the popular title "Pokémon Scarlet and Violet" in the same period of the previous year, the number of software sales did not decline much compared to the same period of the previous year. In the three months of Q3 (October ~ December), I think Super Mario Bros. Wonder has made a big contribution, but Super Mario Bros. Specialand Mario Kart 8 Deluxe. Was it supported by the expansion of exposure, including the distribution of movies?
A3 Furukawa: In the fiscal year under review, we launched The Legend of Zelda: Tears of the Kingdom and Pikmin 4 in the first half of the fiscal year, and Super Mario Bros. Wonder released in the third quarter.Sales of the company's new software such as "Super Mario RPG" and "Super Mario RPG" were strong, and sales of Mario-related titles released in the previous fiscal year also increased due to the release of the movie. Compared to the previous fiscal year (fiscal year ending March 2023), when "Splatoon 3" and "Pokémon Scarlet and Violet" were released during the year-end sales season, the overall number of software units sold in the current fiscal year decreased slightly. I think we were able to maintain a certain level of sales. In the year-end sales season under review, "Super Mario Bros. Wonder" was the biggest driver, but at the same time, sales of titles from software makers also increased, and we were able to increase sales in a well-balanced manner between our own and other companies, as well as new titles and classics. Super Mario Bros. Wonder is growing in sales at a faster pace than previous Mario series. In addition to the fact that the content of the game itself has been appreciated by customers, we believe that the fact that it is a title that can be played by two or more people together is also a factor. About half of the players of this title play in multiplayer, and we believe that it matches the need for a large number of people to play together during the year-end season when people gather. In addition, "The Super Mario Bros. Movie" is available for streaming around the world. Even though the theatrical release is over, the number of new Mario movies continues to increase, which is one of the reasons why sales of "Super Mario Bros. Wonder" are strong.


Q4 If we subtract the sales results up to the third quarter from the revised full-year sales forecast, we can calculate that the expected hardware sales volume for the fourth quarter (January ~ March) is less than 1.8 million units. That' s a very low level for the fourth quarter, but do you think it's a reasonable number? Also, I would like to know your thoughts on the expected sales volume of hardware for the next fiscal year.
A4 Furukawa: Hardware sales have generally been in line with our forecast, but based on sales in the third quarter, we have increased our full-year sales forecast by 500,000 units. Our outlook for the fourth quarter is basically unchanged from the beginning of the fiscal year. As the Nintendo Switch enters its eighth year of release, we believe that it will not be easy to maintain the same level of sales as before. We will explain the expected sales volume of hardware for the next fiscal year together with the earnings forecast for the next fiscal year when we announce the full-year financial results for the current fiscal year, but we believe that it will be difficult to increase the sales volume of the Nintendo Switch in the next fiscal year (at the same pace as before), which is basically already in "uncharted territory." However, during this year-end sales season, we were able to get new Nintendo Switch hands for many customers around the world, and we were able to maintain a high level of hardware performance. In the next fiscal year, both our company and our software makers are planning to release many new titles, so we hope to maintain the momentum of the Nintendo Switch business as a whole by continuing to promote the appeal of these new software and released software.


Q5 Since the release of the Nintendo Switch, I think Nintendo's way of thinking about the hardware lifecycle has changed. Please tell us how it differs from past platforms and what you are focusing on as you proceed with the research and development of next-generation consoles.
A5 Furukawa: The big difference between the Nintendo Switch and past platforms is that we have integrated two platforms, a handheld game console and a home console, into one. This allowed us to focus our software development resources on the Nintendo Switch. The fact that we are able to continuously release new software has resulted in a longer life cycle than in the past. For the future, the most important thing for us is to provide entertainment with new fun and surprises that are unique to Nintendo. In order to continue to propose Nintendo's unique entertainment offerings, we believe that the dedicated game console business that integrates hardware and software is the best business at this time, and we will continue to engage in research and development based on this policy. Another difference from past platforms is the Nintendo Switch Even before the game's release, we have been working with DeNA to promote the use of Nintendo Accounts. Nintendo Accounts are an important point of contact for long-term connections with customers, and we believe that they can be used not only during hardware migrations, but also as a means of reconnecting with customers who have been away from games for a while and at some point become interested in Nintendo's unique entertainment proposals. From this point of view, I believe that the importance of Nintendo accounts will not change in the future.


Q6 At the management policy briefing held in November last year, it was mentioned that "The Super Mario Bros. Movie" is being watched by many people even in areas where the dedicated game console business is not widely used. Taking a cue from your success in the movies, are you planning to expand your dedicated game console business in areas where Nintendo Switch is not currently sold in the future?
A6 Furukawa: The Super Mario Bros. Movie is being screened and distributed in the regions where we are playing on Nintendo Switch It is much more extensive than the countries and regions where it is sold. In response to the popularity of "The Super Mario Bros. Movie" in Latin America, especially Mexico, we focused more on Mexico than ever during this year-end sales season. As a result, sales in Mexico increased while overall hardware sales volumes declined. We are also expanding our sales channels in Southeast Asia and are working to make more customers aware of Nintendo. In these regions, we would like to first create connections with customers through Nintendo Switch, and then utilize that foundation for future business.


Q7 I would like to dig a little deeper into the idea that we would like to use the film as an opportunity to expand sales in more "other" regions. I think there are various bottlenecks when developing business in the "other" region, but I would like to know what kind of issues there are and what kind of problems there are and what are the possibilities for drastic solutions. In particular, do you think that the price of hardware is an issue?
A7 Furukawa: In the "Other" region, the price of hardware has become one of the challenges in developing our business, and until now it has been difficult to find a clue in our business development centered on dedicated game consoles, but in the current fiscal year, our IP has been used by another means, namely movies. I had the opportunity to touch it. By utilizing means other than dedicated game consoles, including mobile apps, we are becoming able to engage in activities to let people know about Nintendo in such areas. Last year, we opened pop-up stores in South Korea, Hong Kong, Singapore, and other countries in Japan, and a large number of customers visited and purchased goods. In addition to Universal Studios Japan and Universal Studios Hollywood, Super Nintendo World is scheduled to open in Orlando and Singapore in the U.S. in the future. Even in regions where hardware price has been an issue in the past, we will continue to make various efforts so that people will become familiar with Nintendo through the IP and eventually play on dedicated game consoles, which is our core business.


Q8 Can you tell us if the story of the Legend of Zelda movie will be based on a game that has already been released, or if it will be a completely new story?
A8 Furukawa: In November last year , we announced that we had started planning and developing a live-action movie about The Legend of Zelda. The producers of this film are Shigeru Miyamoto, a Fellow of the Company's Representative Director, and Arad Productions Inc.It will be co-directed by Avi Arad, who has produced a number of blockbuster films. We don't have anything to say today about when the movie will be released or what it will entail, so stay tuned for more information.


Q9 Nintendo seems to have a solid system in terms of both game console initiatives and IP development efforts. However, looking back on the past, I think that external factors such as the advent of other companies' hardware and the expansion of mobile games also had an impact on Nintendo's business. Recently, new forms of entertainment have appeared, and the game itself continues to change. In the external environment surrounding Nintendo's business, are there any risks that we should be particularly aware of in the future?
A9 Furukawa: We always approach our business every day with a great sense of urgency. The generational change in platforms in the game console business is not an easy task. I've had a lot of very difficult experiences after a successful platform, so I don't feel like the current situation is solid at all. In addition, as you pointed out, our business is constantly exposed to fierce competition. In terms of entertainment in general, it is a tough industry where not only video games but also various forms of entertainment compete with each other. Under such circumstances, the need to continue to make unique proposals in the future and become a brand that customers can choose is greater than ever. In order to continue to propose original entertainment that can be enjoyed by customers around the world, we believe that the best course of action at this time is to continue the dedicated game console business that integrates hardware and software. Based on this idea, we are conducting various research and development, but our products, which are not essential for daily life, will not be turned around immediately if they are not interesting. For this reason, we recognize that it is important to continue our efforts to make Nintendo more accessible outside of game consoles, increase the number of customers who support Nintendo IP for a long time, and maintain a connection with our customers.
Above
It is interesting that investors and Nintendo are keeping an eye on countries outside the traditional market, in my country Nintendo is still in third place in the eyes of the public, better localization of software prices and language would help a lot with this.
 
If nothing happens before the start of the new Fiscal Year, Nintendo will most likely release a press statement concerning the successor.
 
Perhaps they planned a late 2024 release from the beginning to give more time to the software teams or maybe they needed more time to improve the API/kernel/DLSS/... along with nvidia.
This. But I personally also think they wanted to fully explore the sales potential of the current Switch as to gain as many users as possible. I dont think they plan on ever completely discarding the OG Switch bc I think they will build an ecosystem of devices (Lite, hybrid, and much later possibly some form a stationary console) over time that provides multiple entry points into their evolving sources of entertainment.

Dont be surprised if NSO comes to mobile now that Apple has lifted the app restrictions where services like GamePass and GeForce Now can now create an app there with their respective libraries. Would be a no brainer imo especially if they ever release the OG Pokemon games there. Probably be an insane revenue stream on subs alone and they wouldn’t even have in app purchases lmao. Also would be great promotion for their “Home” Console. I would imagine that being such a great opportunity for games like Golden Sun on the service to gauge how much demand there could be.
 
0
Man, I’ve never seen people deny all but confirmed leaked specs for a console so hard before. Everyone agreed about what the Ps5 APU would be by mid-late 2019, but other communities of people still think that it is going to be only as good as a PS4 docked and sub-Xbox one in handheld with no 4K, HDR and only 8GB of ram with slow SD card storage for games. I guess this idea of Nintendo always having hopelessly underpowered hardware with no real aaa third party support has stuck since the Wii and 3DS. Despite Nintendo having a deal to get the full fat Cal of Duty experience day and date with PC, Xbox, and PlayStation, proving that the next hardware will be at least a steam deck (as that can run cod no problem in Windows 11).
Honestly, back in the NX rumor days everyone was so sure it was going to be an AMD gpu, then it came out in a leak that it was nvidia and the whole community got split, then even when the console was launched most people were underwhelmed by what was there.

In my experience, we need to keep a balance of expecting something cool but not insane. Digital Foundry did an analysis of the leaked specs of the T239 and if those specs remain true, it's not going to be what most fans dream of. It technically has DLSS but we still won't be running new games at 4k. BoTW will probably be possible at 4K but we are likely going to see first party games look visually great but still be mostly 30fps locked with an occasional 60fps.

In regards to the CoD comment, I'm sure they could make it work in this case, it just won't be the best experience out there. There's also a chance that it's just a cloud streaming experience. As far as I'm aware there's no promise that it's native.

I'm not trying to be a doomer as honestly I think what we will see will be very impressive for Nintendo. However I fully expect the armchair developers on the internet to suddenly be shocked that a tablet isn't a PS5.
 
In my experience, we need to keep a balance of expecting something cool but not insane. Digital Foundry did an analysis of the leaked specs of the T239 and if those specs remain true, it's not going to be what most fans dream of. It technically has DLSS but we still won't be running new games at 4k. BoTW will probably be possible at 4K but we are likely going to see first party games look visually great but still be mostly 30fps locked with an occasional 60fps.
You should read thr hardware thread more then. Because that's already what people expect
 
Honestly, back in the NX rumor days everyone was so sure it was going to be an AMD gpu, then it came out in a leak that it was nvidia and the whole community got split, then even when the console was launched most people were underwhelmed by what was there.

In my experience, we need to keep a balance of expecting something cool but not insane. Digital Foundry did an analysis of the leaked specs of the T239 and if those specs remain true, it's not going to be what most fans dream of. It technically has DLSS but we still won't be running new games at 4k. BoTW will probably be possible at 4K but we are likely going to see first party games look visually great but still be mostly 30fps locked with an occasional 60fps.

In regards to the CoD comment, I'm sure they could make it work in this case, it just won't be the best experience out there. There's also a chance that it's just a cloud streaming experience. As far as I'm aware there's no promise that it's native.

I'm not trying to be a doomer as honestly I think what we will see will be very impressive for Nintendo. However I fully expect the armchair developers on the internet to suddenly be shocked that a tablet isn't a PS5.
Mario will almost certainly be 60fps (and probably 1440p upscale from 900p or 1080p and then use a different less intense algorithm to upgrade that to 2160p. I’m expecting way more 3rd party games but not beyond reason, I don’t expect gta vi to be on switch 2.) At least docked because every recent 3D Mario has been 60fps.
 
Mario will almost certainly be 60fps (and probably 1440p upscale from 900p or 1080p and then use a different less intense algorithm to upgrade that to 2160p. I’m expecting way more 3rd party games but not beyond reason, I don’t expect gta vi to be on switch 2.) At least docked because every recent 3D Mario has been 60fps.
Yeah I agree that Mario will very likely be 60fps. Regarding upscaling, there is the chance that Nintendo decides to not use DLSS themselves due to its limitations on the T239 and instead go with custom cpu upscaling. They patented their own implementation of it. Obviously patents never mean it will actually get used, but it's a reasonable outcome. Nintendo could use their own implementation and 3rd parties could fall back on the less ideal DLSS in the GPU.

When I say less ideal, the issues all stem from the fact that leaked specs never specify whether or not T239 comes with the DLA (Deep Learning Accelerator). If it's not present upscaling becomes far more expensive to do. Even going from 720p to 1080p has significant performance impact. It seems odd to have been left out if it's present. However, the leak is from 2 year old emails, could be a mistake, etc. We simply don't know.

In the end, all this leaked stuff could be a total waste of time and be completely wrong at this point.
 
Yeah I agree that Mario will very likely be 60fps. Regarding upscaling, there is the chance that Nintendo decides to not use DLSS themselves due to its limitations on the T239 and instead go with custom cpu upscaling. They patented their own implementation of it. Obviously patents never mean it will actually get used, but it's a reasonable outcome. Nintendo could use their own implementation and 3rd parties could fall back on the less ideal DLSS in the GPU.

When I say less ideal, the issues all stem from the fact that leaked specs never specify whether or not T239 comes with the DLA (Deep Learning Accelerator). If it's not present upscaling becomes far more expensive to do. Even going from 720p to 1080p has significant performance impact. It seems odd to have been left out if it's present. However, the leak is from 2 year old emails, could be a mistake, etc. We simply don't know.

In the end, all this leaked stuff could be a total waste of time and be completely wrong at this point.
Although it is probably possible, DLA has never been used in upscaling and we don't know what impact it would have.
The Digital Foundry Simulation also had some very inconsistent results regarding the frametime cost of DLSS, I think it's worth using as an example of what we can see but with many grains of salt.
 
Monolith already made a decent upscaling for XB3. I'm sure they can work out something on Switch 2
Yeah. Honestly I am really curious what a Nintendo-developed software upscaling solution would look like. Their in-house software tools tend to be awesome.
 
Mario will almost certainly be 60fps (and probably 1440p upscale from 900p or 1080p and then use a different less intense algorithm to upgrade that to 2160p. I’m expecting way more 3rd party games but not beyond reason, I don’t expect gta vi to be on switch 2.) At least docked because every recent 3D Mario has been 60fps.
Do you think GTA VI will come to Series S? Because if it does, then you are actually pretty close to Switch docked target already.

I personally think they could bring it over, especially if the great rendering challenge for the game turns out to be ray tracing, which Switch 2 will have a relative advantage in due to it being NVIDIA hardware and having ray reconstruction according to Nate. It'll be at resolutions around or below 1080p docked after DLSS reconstruction, for sure, but that won't mean it can't look good still. My expectation is that Switch 2 can get current gen games more easily, but that does not mean the visuals will not be noticeably worse - and that's fine for what the Switch 2 is positioned as, being a hybrid system and all.

Whether they actually will port it is another question, of course.
 
Although it is probably possible, DLA has never been used in upscaling and we don't know what impact it would have.
The Digital Foundry Simulation also had some very inconsistent results regarding the frametime cost of DLSS, I think it's worth using as an example of what we can see but with many grains of salt.
Yeah fair points. I just wanted to bring it up to pump the brakes on any extreme expectations. The reality is we just don't know exactly what is possible yet.
 
Do you think GTA VI will come to Series S? Because if it does, then you are actually pretty close to Switch docked target already.

I personally think they could bring it over, especially if the great rendering challenge for the game turns out to be ray tracing, which Switch 2 will have a relative advantage in due to it being NVIDIA hardware and having ray reconstruction according to Nate. It'll be at resolutions around or below 1080p docked after DLSS reconstruction, for sure, but that won't mean it can't look good still. My expectation is that Switch 2 can get current gen games more easily, but that does not mean the visuals will not be noticeably worse - and that's fine for what the Switch 2 is positioned as, being a hybrid system and all.

Whether they actually will port it is another question, of course.
My thought has been that GTA VI will go anywhere they can make it run. I could see it being possible on Switch 2. It wouldn't be anytime soon though. I'd assume it will get ported to PC first then if possible Switch 2 after that.
 
Playing games like Plague Tale Requiem and Death Stranding at 1080p / 1440p DLSS at a steady 30 FPS at sounds like a dream to me. Pretty sure the Series S version of Plague Tale is 900p native. And Digital Foundry's tests are on an anemic GPU starved of RAM, with no console optimization.
However, the leak is from 2 year old emails, could be a mistake, etc. We simply don't know.

In the end, all this leaked stuff could be a total waste of time and be completely wrong at this point.
The relevant Switch 2 leak wasn't emails, it was the NVN2 API itself, which includes DLSS. Development on T239 has continued since then and is visible through open source commits. This is not likely to be a mistake. Outdated, sure, but considering the length of development I doubt the information there to have significant changes. The leak is highly suggestive and if we throw up our hands and say it could all be wrong, then we're left with little basis for speculation.
Yeah fair points. I just wanted to bring it up to pump the brakes on any extreme expectations. The reality is we just don't know exactly what is possible yet.
I don't see any particularly extreme expectations here. Most of us have been beating the drum of PS4+ / Steam Deck levels of performance for over a year now.
 
Yeah I agree that Mario will very likely be 60fps. Regarding upscaling, there is the chance that Nintendo decides to not use DLSS themselves due to its limitations on the T239 and instead go with custom cpu upscaling. They patented their own implementation of it. Obviously patents never mean it will actually get used, but it's a reasonable outcome. Nintendo could use their own implementation and 3rd parties could fall back on the less ideal DLSS in the GPU.

When I say less ideal, the issues all stem from the fact that leaked specs never specify whether or not T239 comes with the DLA (Deep Learning Accelerator). If it's not present upscaling becomes far more expensive to do. Even going from 720p to 1080p has significant performance impact. It seems odd to have been left out if it's present. However, the leak is from 2 year old emails, could be a mistake, etc. We simply don't know.

In the end, all this leaked stuff could be a total waste of time and be completely wrong at this point.

There is little chance what we know from what has leaked will be completely wrong. That's just pointless doom and glooming. And honestly, people need to think about it, if the DLA was actually crucial to DLSS, why would Nvidia opt not to include it in the silicon? What sense does that make?
 
There is little chance what we know from what has leaked will be completely wrong. That's just pointless doom and glooming. And honestly, people need to think about it, if the DLA was actually crucial to DLSS, why would Nvidia opt not to include it in the silicon? What sense does that make?
Sorry, what I was meaning when I said "completely wrong" was in reference to whether or not DLA was there or if it mattered at due to Nintendo using a software solution. I don't expect that the chip is totally different than leaked.
 
Yeah I agree that Mario will very likely be 60fps. Regarding upscaling, there is the chance that Nintendo decides to not use DLSS themselves due to its limitations on the T239 and instead go with custom cpu upscaling. They patented their own implementation of it. Obviously patents never mean it will actually get used, but it's a reasonable outcome. Nintendo could use their own implementation and 3rd parties could fall back on the less ideal DLSS in the GPU.
This idea seems to originate from Rich's analysis using Death Stranding and showing that the RTX2050M has an 18 ms DLSS cost. There are significant problems with this, however: an earlier video by Alex from a few years back showed that DLSS to 4K in Doom cost about 1.8 ms on an RTX 2060. The RTX 2060 has about 110 TOPS of tensor compute power, whereas the rumoured specs of the T239 with a clock speed of 1.1 GHz would put it around 200 TOPS ballpark using these numbers as a guide (edit: should be 100 TOPS since AI hardware has more tensor per SM iirc, but point remains). It is unclear to everyone why DS is so extremely impacted by DLSS to 4K, but a major reason could be that Death Stranding implementation of DLSS puts a lot of post-processing work after the DLSS algorithm, such that a lot of native rendering work is still done at 4K. More typical scenarios don't seem to anywhere near as demanding as this particular example that Richard showed.

When I say less ideal, the issues all stem from the fact that leaked specs never specify whether or not T239 comes with the DLA (Deep Learning Accelerator). If it's not present upscaling becomes far more expensive to do. Even going from 720p to 1080p has significant performance impact. It seems odd to have been left out if it's present. However, the leak is from 2 year old emails, could be a mistake, etc. We simply don't know.
Occam's Razor suggests to me that the DLA hardware on chip is probably large and/or highly power hungry. Considering the previous statement, the DLA might not be necessary if DS is simply an outlier. And furthermore hitting 4K is not the be-all-end-all, so porting the DLA was probably considered a poor choice as it would have meant reducing the power of the GPU in other aspects.
In the end, all this leaked stuff could be a total waste of time and be completely wrong at this point.
It's been said a few times before, but it is unlikely that NVIDIA was developing a chip as late as 2022 with explicit references to Nintendo and that they suddenly come up with a new design come launch in 2024. As Furukawa said: there are many cogs that needs to turn in sync, so such large changes are not to be expected. Edit: oh I see you meant this for the DLA. In that case please disregard!
 
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Still think there's going to be a reveal before March or are you ready to admit that we were interpreting October's "corporate speak" perfectly correctly back in January?
Admit what? That FY sales forecast does not factor in any new hardware? I still stand by that, and that'd still be correct, no matter when Swtich 2 ends up being announced.

Where did I state that Nintendo's corporate-speak means there'll be a reveal before March? There's a world of difference between:

"What COULD happen?" (Nintendo "could" announce Switch 2 before end of fiscal year - this is what I was stating)
vs
"What WILL happen?" (Nintendo WILL announce Switch 2 before end of fiscal year - this is what you are trying to project on me)

If Nintendo decided they want to announce Switch 2 before the end of fiscal year (March 31, 2024), they can, there's nothing contradictory in their corporate-speak about them doing that. Doesn't mean they will, but they COULD.
 
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Can anyone confirm this is true (NOT the original post)? They're a legit mod developer who knows their stuff but also have a history of starting drama and claiming to be an insider.

As much as I would love a high refresh rate display for 2D stuff, it would be nice to finally complete the refresh rate discussion.
 
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Honestly I hope the new console has enough power and tricks to where maybe the games would not look as good but still run at 60fps if the other console versions also run at 60fps. If that doesn't happen and it will be similar to how the current Switch has been with a good chunk of its ports, then I would be quite a bit disappointed.
 
Do you think GTA VI will come to Series S? Because if it does, then you are actually pretty close to Switch docked target already.

I personally think they could bring it over, especially if the great rendering challenge for the game turns out to be ray tracing, which Switch 2 will have a relative advantage in due to it being NVIDIA hardware and having ray reconstruction according to Nate. It'll be at resolutions around or below 1080p docked after DLSS reconstruction, for sure, but that won't mean it can't look good still. My expectation is that Switch 2 can get current gen games more easily, but that does not mean the visuals will not be noticeably worse - and that's fine for what the Switch 2 is positioned as, being a hybrid system and all.

Whether they actually will port it is another question, of course.
I still think the cpu will make it very hard for a game that has tons of advanced open world systems like gta vi, to come to switch 2. Unless it runs at like 25fps at 540p handheld (using dlss to 1080p) with tons of population density and other cpu intensive settings scaled back hard, I don’t see it coming to switch 2.
 
I still think the cpu will make it very hard for a game that has tons of advanced open world systems like gta vi, to come to switch 2. Unless it runs at like 25fps at 540p handheld (using dlss to 1080p) with tons of population density and other cpu intensive settings scaled back hard, I don’t see it coming to switch 2.
Pretty sure the NVN2 CPU is faster than the Series S
Switch 2 will also likely have more usable RAM
 
I don't see any particularly extreme expectations here. Most of us have been beating the drum of PS4+ / Steam Deck levels of performance for over a year now.
And some of us the drum of "technically in line with them in raw compute in handheld mode but a completely different feature set plus a boost in TV mode" for an equal amount of time.
 
Please read this new, consolidated staff post before posting.

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