From the investor Q&A of the November earning report, there are only two hardware related questions (machine translated):
Q4: How do you see the production of Nintendo Switch in the midst of the severe supply of semiconductors from 2022 to 2023? Is it possible to increase production by changing the design in hardware development? Also, how do software developers view the shortage of hardware supply?
A4: [Furukawa] As I have continued to tell you since the beginning of the fiscal year, the supply and demand conditions of semiconductor components have been tight and the future is uncertain. We revised our sales plan for the second half of the fiscal year because we are unable to produce the number we expected at the beginning of the fiscal year. However, although there are restrictions on the supply of hardware, software can be sold without problems, and from the end of the year to the next year, I would like to sell as much software as possible and not lose the momentum of the Nintendo Switch business by firmly telling customers not only new titles but also evergreen titles. We are under scrutiny of our sales plans for the next fiscal year and beyond, so I will talk again when we can make concrete announcements.
[Shiota] In response to the tight supply and demand of semiconductor components, the hardware development side of Nintendo Switch is also continuing efforts such as evaluating alternative parts and reviewing the design so that the impact can be reduced as much as possible.
[Miyamoto] Since Nintendo Switch has already been purchased by many customers around the world, it will not have a significant impact on the software development side. In addition, there are no hardware problems in the mobile business or video business.
Q5: Please tell us your thoughts on the timing and concept of launching next-generation hardware.
A5: [Furukawa] I can't talk about the next game console here today. It's been five years since the Nintendo Switch was released, and the cumulative sell-through has exceeded 90 million units, and it is recognized that it is in the middle of the life cycle. With the release of Nintendo Switch (OLED Model), the momentum of sales is continuing, and we are proposing three models and various software that match the way of playing and lifestyle. We believe that we have a foundation for growth beyond the hardware life cycle that we have been thinking about in the past.
[Edit: Sorry I somehow missed this last paragraph; adding it now] We are considering various things in-house regarding the next game console, but please understand that we cannot tell you about the timing and concept of the launch today.
For me at least, the last sentence may be the most interesting/telling. "We believe that we have a foundation for growth beyond the hardware life cycle that we have been thinking about in the past." Furukuwa seems to be hinting that Nintendo's future hardware transition (I'm not going to use the loaded word "generation") will be unlike what we've ever seen from them.
Edit: Forgot to include
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