Report says Nintendo is cutting Switch 2 production, but let's not panic yet
https://www.polygon.com/nintendo-cutting-switch-2-production/
Bloomberg reports that Nintendo has dialed back production on the Switch 2
after it failed to meet sales expectations over the holiday period. Citing
"people familiar with the matter," Bloomberg said that Nintendo would make 4
million Switch 2 units this quarter, instead of the 6 million it had
originally projected.
根据彭博社报道，任天堂已缩减Switch 2的产量，因为其在假期季节的销量未能达到预期
。彭博社引述“知情人士”的话称，任天堂本季将生产400万台Switch 2，而不是先前预
计的600万台。
The reported move comes as something of a surprise. Outwardly, the Switch 2
appears to be on a roll. There's no question that it's the fastest-selling
console of all time, selling 17.37 million units up to the end of 2025 — 10
million units ahead of the Switch over the same timeframe. Mario Kart World
has sold 14 million copies. Pokémon Pokopia is a Switch 2-exclusive hit, and
the day-one Switch 2 edition of Resident Evil Requiem gives the console
parity with Xbox Series X and PlayStation 5 on the biggest game of the year
to date.
据报道，这一举动令人颇感意外。表面上看，Switch 2 的销售势头强劲。毫无疑问，它
是史上销售速度最快的游戏机，截至 2025 年底已售出 1,737 万台，比同期 Switch 的
销量高出 1,000 万台。《玛利欧赛车世界》的销售量已达 1,400 万份。《宝可梦：宝可
梦世界》是 Switch 2 的独占热门游戏，而《生化危机：安魂曲》的 Switch 2 首发版也
让 Switch 2 在迄今为止年度最热门游戏方面与 Xbox Series X 和 PlayStation 5 并驾
齐驱。
Despite the reported unease about the console's performance, Nintendo seems
guaranteed to exceed its target of 19 million Switch 2s sold before the end
of its fiscal year. So what gives?
尽管有报导称人们对这款游戏机的性能感到担忧，但任天堂似乎仍有望在本财年结束前超
额完成1900万台Switch 2的销售目标。这究竟是怎么回事？
Investors are concerned that Nintendo hasn't raised that target recently, as
the company traditionally likes to set conservative estimates and then
progressively hike them up. And it is true that Nintendo noted, during its
last round of financial results in February, that North American sales of the
console during the holiday period were slower than it expected.
投资人担心任天堂近期没有提高销售目标，因为该公司历来喜欢先设定保守的预期，然后
逐步调涨。的确，任天堂在今年2月发布的上一轮财报中也提到，北美地区假期季的游戏
机销售量低于预期。
According to Bloomberg, there's an internal debate at Nintendo over whether
the company's intense effort to provide ample inventory for the console's
launch in June "brought forward demand that would otherwise have materialized
later in the year." This seems on the money, especially considering
Nintendo's end-of-year software lineup was relatively weak. The big guns
(Mario Kart World and Donkey Kong Bananza) were deployed during the console's
launch period, and holiday titles like Metroid Prime 4: Beyond and Pokémon
Legends: Z-A were also available on Switch.
根据彭博社报道，任天堂内部正在讨论，公司为确保主机在6月发售时拥有充足的库存而
采取的密集措施是否“提前催生了原本会在年底才会出现的需求”。这种说法似乎很有道
理，尤其考虑到任天堂年底的游戏阵容相对薄弱。重磅大作（如《玛利欧赛车世界》和《
大金刚：香蕉狂欢》）都在主机发售期间推出，而像《银河战士Prime 4：超越》和《宝
可梦传奇：ZA》这样的假日档游戏也已登陆Switch平台。
According to Bloomberg's sources, Nintendo "remains confident" in the Switch
2's long-term success, but the slight slowdown has prompted some
catastrophizing among industry observers. One analyst quoted by Bloomberg
called the holiday season underperformance "awful news" and warned that, in
holiday 2026, Nintendo faces the "tsunami" of Grand Theft Auto 6 plus the
impact of the RAM crisis. Nintendo is reportedly mulling a price hike
reflecting the increased cost of memory, but the analyst suggested it might
have to swallow losses instead to keep Switch 2 sales from "plunging."
据彭博社消息人士透露，任天堂对Switch 2的长期成功“仍然充满信心”，但销量略有下
滑已引发业内人士的担忧。彭博社引述一位分析师的话称，假日季的销售不佳是“糟糕的
消息”，并警告称，2026年假日季，任天堂将面临《侠盗猎车手6》带来的“海啸”以及
内存危机的影响。据报导，任天堂正在考虑提价以应对内存成本上涨，但这位分析师
认为，为了避免Switch 2销量“暴跌”，任天堂可能不得不忍气吞声。

需要更多内存生产AI废片

敲碗敲几年结果购买力就这样

真假啦 还以为很热卖

热卖到 nsleo还在卖

真假 过誉

多少也被被废图干片害到吧XD...

要改可拆电池吗

岛

内存都翻倍涨了，不涨个价格吗

涨了更没人要买

被AI害死

岛

岛了

今年一定岛

分析师自己乱猜数字，答案不对就说不如预期

今年 一定!

NS2还没有大作，今岛

内存拿来做游戏机哪有拿来算酱板鸭重要?

游戏机是有我们老大重要吗？

不是 你宝可梦 萨尔达的NS2都还没出

岛

就真的还没有特别的大作吧

活该 没吸引人的游戏谁要买

现在欧美大逆风

稳了 岛

肯定倒

内存祸害全世界

一台特仕机都还没出 真的急了

我不买单的理由是记忆卡有够贵，然后想等好看的特殊色机子，全黑不喜欢

任天堂早就上修过一次预测了吧，从财年1500万调高到1900万另外这篇望月崇就是各家游戏厂黑，写的文都是先自己预测很高，然后再来说不如预期，而且报导准确率低得可怜

岛

望 月 崇