It's clear that we'll have to wait longer for some news... probably a new leak.
The lack of chips could last until 2025 (if things don't get even worse) and I don't see why Nintendo has to wait for better times, when new devices (pc, smartphones, tv, cars etc) are continuously announced and released.
I didnāt keep up on those rumors. Can you point me somewhere?
I doubt there will be Pro consoles for either Xbox or Playstation. The Xbox One X sold about 7m, theres no way they recouped the R&D costs and the cost of giving everybody at E3 THE WORLDS MOST POWERFUL CONSOLE t-shirt. And the PS4 Pro did not do much better.
Only rumor related to Xbox I have seen from somewhat reliable sources is a Xbox revision (like Switch V1 vs V2) with a more efficient chip, which is expected always from both companies. And I still doubt a āslimā version of any of these two will release any time soon.
The other fact is, the majority of games currently out are barely scratching the surface of these consoles feature sets.
This is not a terribly helpful post. No, as in a hardware launch doesn't typically mean increased expenses?
Itās one of many possible causes for those expenses. Not necessarily the most likely one.
Sorry, swamped at work.
Oh I never said or implied it was. I don't think that operating expenses increasing is any sort of evidence pointing to new hardware, just that it could be one of the causes.
www.pocket-lint.com
Hmmm I'm not well versed in financial lingo but wouldn't net sales include their software sales? And net sales overall are just down 5% on the forecast, whereas net profit is down nearly 29%. If software sales were the primary driver of that decrease, and software sales are included in their net sales, wouldn't the net sales decrease be a lot higher?
Team March 2023. . .
Okay regardless of the outcome I'm genuinely interested in this stuff so let me try to discuss it a different way:
If Sony and Microsoft can release new hardware hell if several other companies can release new hardware amidst the chip shortage, you will still have people that do not post in this thread come into the thread and say āoh they should wait until the shortages get betterā.
Oh Nate please save us peasants.
Iāve been suspended. I spilled some tea on Nateās shirt and the insider club was not happyI thought you were an Insider too ?
Hasnāt this been known/ speculated since before it launched?
Okay regardless of the outcome I'm genuinely interested in this stuff so let me try to discuss it a different way:
This is how they determine ordinary and operating profit:
(page 7 from the release)
For FY 23 they're forecasting net sales of 1,600 bn yen, operating profit of 500bn yen, and ordinary profit of 480bn yen, to get a net profit of 340bn yen.
If we use the same methodology in this sheet above, starting with 1,600 bn yen for net sales, then they're expecting cost of sales + selling, general and administrative expenses to total 1,100 bn yen, which is basically flat on last year. Then, the operating profit is subject to non-operating income and non-operating expenses, which last year totaled to be a gain of 78 bn yen. However, this year they're expecting that to instead be a loss of 20bn yen. That's kinda what I'm confused about I guess, they're expecting a nearly 100bn yen swing in expenses, particularly non-operating expenses it seems.
Could that be explained by their new building?
Well, bandwidth would probably still be the big bottleneck, but there's only so much to be done about that.
There's the possibility that Nintendo equips the DLSS model* with 8 GB of RAM, similar to how the Xbox Series S has 8 GB of RAM with a bandwidth of 224 GB/s (with 2 GB of RAM with a bandwidth of 56 GB/s).
As I wrote in my edit, MS have mandated that every game on Xbox has to be on the series s. Which makes it in practice makes the series s ram the baseline for current gen development. Every game has to scale down to the series s and the ram situation causes the most headaches. Drake will never get that kind of third party support.
But why would the ratio of SW related sales to non-SW related sales change so drastically this year? Their business should be the exact same as it was this year.Margin on all aggregate non-SW related net revenue(sales) is lower than margin on all SW related net revenue. Ergo, lower SW & SW net revenue decreases total margin by a larger amount than the increase (or smaller decrease) corresponding with non-SW net revenue.
Does that make sense?
Here's a super generalized example to show directional effect - rev drops by 5% but profit drops substantially more:
That helps a bit, thank you. I definitely don't have a mind for finance so I'm still unclear on a bit so I guess I'll defer to the experts.Margin on all aggregate non-SW related net revenue(sales) is lower than margin on all SW related net revenue. Ergo, lower SW & SW net revenue decreases total margin by a larger amount than the increase (or smaller decrease) corresponding with non-SW net revenue.
Does that make sense?
Here's a super generalized example to show directional effect - rev drops by 5% but profit drops substantially more:
How in the hell are they gonna launch a pro during a chip shortage when they cant even sell the base units
If his podcast about the leak was coming, he'd say so.
Yeah if you just want third parties just get a steam deck. Nintendo is never gonna have them all, simply because they don't want to compete with Mario and Zelda every holiday season.
Iāve always said that itās a lot of politics rather then hardware power; hardware power helps but itās only a bone throw with other reasons being used to as to why this time they canāt or wonāt put games on there.
Having a pro would increase availability, not decrease it.
I don't know if this answers your question, but 4A Games mentioned in an interview with Wccftech that the GPU, not the RAM, is the issue with the Xbox Series S. And I've mentioned 4A Games, because 4A Games mentioned being committed to ray tracing in an interview with Digital Foundry.
Our most trusted insiders, Nate and Mochi, said there will be several third party exclusives. You should expect a third party support boom the day it launches and more in the future if it becomes a success (it definitely will).
"Mario and Zelda every holiday season" is a nightmare scenario for me, a Switch only gamer. I'm tired of both of them after 30 years full of them, I'd rather have Nintendo invest in new IPs. And give third party some breathing room.
Despite the bandwidth reduction Iām really hoping that the low amount of RAM in the Series S actually ends up increasing the number of ports to Switch 4K.
