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[Raploz]

A chinese company that manufactures and assembles metal casings and heat dissipation modules expects increased revenue in the second half of 2023 due to new iPhones, laptops, and a new Nintendo Switch console expected to come out in Q1 2024:

擁iPhone、遊戲機、散熱動能，鴻準下半年營運增 - 新聞 - MoneyDJ理財網

提供專業的金融網路資訊服務，幫您迅速掌握國內外即時財經新聞，除了有台股、美股、基金、港股、權證、ETF等投資專屬頻道，還有獨家專業的選股看盤商品，讓您輕鬆掌握致富先機，成為理財達人。

m.moneydj.com

Machine translation:

Hongzhun (2354), a major metal casing manufacturer, will welcome multiple momentums in the second half of the year. With the start of new iPhones, the peak season of game consoles, and the recovery of notebook shipments, Hongzhun’s three major businesses (cases, game consoles) will continue to grow in June.

[...]

In addition, although the overall momentum of game consoles this year is mediocre, in the second half of the year, with the advent of the traditional peak season, the purchase of game consoles is expected to increase compared with the first half of the year, and Nintendo plans to launch the Switch in Q1 next year. Based on this estimate, Hongzhun’s game console assembly business can expand.

The same website leaked that the Nintendo NX (Switch) was in production back in March 2016, one year before release:

鴻準Q1營運估為谷底，下半年旺季仍有可期 - 新聞 - MoneyDJ理財網

提供專業的金融網路資訊服務，幫您迅速掌握國內外即時財經新聞，除了有台股、美股、基金、港股、權證、ETF等投資專屬頻道，還有獨家專業的選股看盤商品，讓您輕鬆掌握致富先機，成為理財達人。

m.moneydj.com

Machine translation:

In response to the launch of iPhone 7 and Nintendo NX, [...] it is expected that the company's second half of the year will be significantly stronger than the first half of the year.

------------------------

Q1 2024 is just an estimate from their part, but that indicates Switch 2 is starting production soon and that we'll likely see it in the first half of 2024.


UPDATE:

According to the same website, another Chinese company (Yuanxiang, also known as PixArt) that makes CMOS sensors expects increased revenue because a "Japanese gaming console will be launched at the beginning of next year after several years of absence.". PixArt made the infrared sensor for the Wii and the Nintendo Switch.

Source: https://m.moneydj.com/f1a.aspx?a=a2c52536-1620-4544-a219-43c3b18718b6

Machine translation:

CMOS image sensor manufacturer Yuanxiang (3227) benefits from a positive market outlook, high demand in the AI market, and significant recovery in the second quarter. With business rebounding from the bottom and entering the peak season in the third quarter, the outlook for the second half of the year is expected to be better than the first half. Strong momentum in the security and mouse order sectors is driving the business upward.

However, it is worth noting that according to the supply chain, a Japanese gaming console will be launched at the beginning of next year after several years of absence. This gaming console is also one of Yuanxiang's key customers, and it is expected to further boost business momentum in the second half of the year.

In addition to the AI trend, Yuanxiang is also expanding its presence, primarily focusing on devices for edge computing, especially those requiring low power consumption and high efficiency sensors. As a result, Yuanxiang is actively laying out multiple products, including global shutter image sensors, which can be applied in consumer electronics, machine vision, and industrial applications, among other fields

 

[HerjansEagleFeeder]

Yeah, it's coming. I'd be willing to bet on it by this point. I will enjoy the official reveal, independent of what they show. Always count on Nintendo entertaining GAF, one way or another.

 

[Gudji]

Fuck gotta finish botw and xb3 before this.

 

[Draugoth]

Time to sell my release date switch.

 

[TikiLagoonSam]

So if its releasing in Q1 2024, the announcement/reveal should be this year right?
If they release it in, say, March, wouldn’t January be too late for the reveal? It HAS to be a reveal this year. Soooo, August reveal? Maybe September at the latest? Oct Nov Dec is the holiday season & they want to focus on the game releases so it wont be those months.
Exciting times.

 

[mckmas8808]

So if its releasing in Q1 2024, the announcement/reveal should be this year right?
If they release it in, say, March, wouldn’t January be too late for the reveal? It HAS to be a reveal this year. Soooo, August reveal? Maybe September at the latest? Oct Nov Dec is the holiday season & they want to focus on the game releases so it wont be those months.
Exciting times.

Probably a October reveal.

 

[asdasdasdbb]

So if its releasing in Q1 2024, the announcement/reveal should be this year right?
If they release it in, say, March, wouldn’t January be too late for the reveal? It HAS to be a reveal this year. Soooo, August reveal? Maybe September at the latest? Oct Nov Dec is the holiday season & they want to focus on the game releases so it wont be those months.
Exciting times.

Probably fiscal Q1, so the second quarter. Say like a reveal in February and a launch in May/June.

I doubt they would announce it this year unless it was also coming out this year. They did that with the original Switch but Wii U sales were already in the toilet at that point.

 

[ckaneo]

Time to sell my release date switch.

Dont do that. It's the only one easily moddable.

 

[BennyBlanco]

When they drop that direct with the new hardware and mario kart 9 + mario odyssey sequels as launch games.

 

[Little Mac]

Why miss the holiday season though? Switch was released in March but most other Nintendo consoles were released in November I believe.

 

[BennyBlanco]

Why miss the holiday season though? Switch was released in March but most other Nintendo consoles were released in November I believe.

Worked last time. Maybe by the holidays they won’t be hoarded by scalpers.

 

[ckaneo]

Why miss the holiday season though? Switch was released in March but most other Nintendo consoles were released in November I believe.

Because playstation and Xbox release all their shit in the holiday season as well and the console is gonna sell out anyways

 

[onnextflix5]

Fall 24 is most likely the release date , if it was q1, they would’ve started production all ready.

 

[ZoukGalaxy]

When they drop that direct with the new hardware and mario kart 9 3D WORLD 2 + mario odyssey GALAXY 3 sequels as launch games.

Fixed for me.

 

[Golgo 13]

Watch this be a new Switch Lite! People will lose their minds - Nintendo will milk the Switch until late 2025!

It doesn't say anything specifically about a new console, just a "new" Switch, which could mean a bunch of different things.

Also important to note that we don't have any evidence that the new Nintendo console will be called Switch, or even be similar to the Switch in any way, although most people take that for granted at this point. We must remember Nintendo is always making nonsensical, high risk decisions in regards to their consoles.

 

[daxgame]

Could be another revision...

 

[Unknown?]

Switch TV, no handheld version, just a home console so they have handheld, hybrid, and console.

 

[alucard0712_rus]

Fuck gotta finish botw and xb3 before this.

Pikmin 4 and Super Mario RPG too!

 

[blacktout]

Probably fiscal Q1, so the second quarter. Say like a reveal in February and a launch in May/June.

I doubt they would announce it this year unless it was also coming out this year. They did that with the original Switch but Wii U sales were already in the toilet at that point.

This makes more sense. I was confused by the suggestion that it would launch in the actual first quarter of next year, because that would mean that Nintendo would either have to announce it this year and risk losing out on holiday sales or that they would have less than three months to promote the system between announcement and launch. Announcing at the beginning of the year and launching six months or so later during the summer just seems so much more plausible.

 

[Gambit2483]

Watch this be a new Switch Lite! People will lose their minds - Nintendo will milk the Switch until late 2025!

It doesn't say anything specifically about a new console, just a "new" Switch, which could mean a bunch of different things.

Also important to note that we don't have any evidence that the new Nintendo console will be called Switch, or even be similar to the Switch in any way, although most people take that for granted at this point. We must remember Nintendo is always making nonsensical, high risk decisions in regards to their consoles.

Unless Nintendo wants to completely tank their market/mindshare and lose all momentum they aren't going to announce "another" Switch Lite. What the hell purpose would such a device even serve?

After 7 years on the market It's time to move FORWARD with the generation, not backwards or laterally.

 

[MrA]

Switch TV, no handheld version, just a home console so they have handheld, hybrid, and console.

If Nintendo wanted to keep the switch alive past the switch 2 a low cost box would be smart, if they made say the switch box and switch micro for 150 (100 would be better but thats dream territory) would be brilliant as a low cost way to bring people into their system

 

[Golgo 13]

Unless Nintendo wants to completely tank their market/mindshare and lose all momentum they aren't going to announce "another" Switch Lite. What the hell purpose would such a device even serve?

After 7 years on the market It's time to move FORWARD with the generation, not backwards or laterally.

I'm not disagreeing with you. But this announcement could be anything related to a new Switch model - Switch Pro, Switch Lite Revision, Switch Slim (maybe at $249.99 with a game), etc.

 

[TikiLagoonSam]

I’ll tell you what would be smart business.

Switch 2 launching with Super Mario Bros Wonder. This holiday season. You can buy the switch version or you can buy the 4K Switch 2 version. And an update to Tears of The Kingdom to 4K.

A 4K Switch 2 launch with a mario game and a 4K Tears would do GANGBUSTERS in sales. And it would be so wizard.

 

[93xfan]

Fuck gotta finish botw and xb3 before this.

Sounds like you’re really behind. That’s a 6 year old game

 

[Torrent of Pork]

How much more would I have to pay for the Switch 2 to be manufactured in any other country?

I'd pay it.

 

[Gudji]

Sounds like you’re really behind. That’s a 6 year old game

Yeah bought it mid 2020 or something.

 

[GigaBowser]

Watch this be a new Switch Lite! People will lose their minds - Nintendo will milk the Switch until late 2025!

It doesn't say anything specifically about a new console, just a "new" Switch, which could mean a bunch of different things.

Also important to note that we don't have any evidence that the new Nintendo console will be called Switch, or even be similar to the Switch in any way, although most people take that for granted at this point. We must remember Nintendo is always making nonsensical, high risk decisions in regards to their consoles.

Yep this is just a new SKUS for Switch 1

 

[93xfan]

Yeah bought it mid 2020 or something.

Was thinking you meant ToTK. Such an amazing sequel

 

[Minsc]

There's nothing inherently wrong with the OLED switch, as a portable machine it is amazing. Great screen, swappable controls, and great battery life. Sure it's not fast. But if the games are made with that in mind, like Nintendo said, it allows for one to still create interesting games. It doesn't matter how fast a device is, it'll still soon enough drop from that perfect native 60 or whatever framerate.

Switch could go without being replaced for another 20 years, it would make little difference - it still would run the games Nintendo develops for it, and it'd be the only place outside emulation to play them.

 

[UltimaKilo]

Fall 24 is most likely the release date , if it was q1, they would’ve started production all ready.

Production starts about 5-6 months before a product launch, so no.

However, sales of the Switch are too damn strong, so fall 2024 at the earliest sounds right.

 

[GigaBowser]

2027

 

[Hudo]

So if its releasing in Q1 2024, the announcement/reveal should be this year right?
If they release it in, say, March, wouldn’t January be too late for the reveal? It HAS to be a reveal this year. Soooo, August reveal? Maybe September at the latest? Oct Nov Dec is the holiday season & they want to focus on the game releases so it wont be those months.
Exciting times.

If Nintendo want to take this year's holiday season with them, they gotta announced it fairly soon. If they haven't announced a new device by September or October, they'd have a very short time to get marketing out otherwise. So my guess is that we'll hear about new hardware early 2024 and this year's holiday season will still focus on the Switch with Super Mario Bros. Wonder as the main driver.

 

[bender]

I’ll tell you what would be smart business.

Switch 2 launching with Super Mario Bros Wonder. This holiday season. You can buy the switch version or you can buy the 4K Switch 2 version. And an update to Tears of The Kingdom to 4K.

A 4K Switch 2 launch with a mario game and a 4K Tears would do GANGBUSTERS in sales. And it would be so wizard.

Do you think the Switch 2 will be 4K?

 

[Griffon]

Hopefully ToTK has a free 60fps upgrade/patch for the new console.

 

[ADiTAR]

They could launch it in April for Easter with a Yoshi game that fits with the whole egg thing.

 

[TLZ]

Probably fiscal Q1, so the second quarter. Say like a reveal in February and a launch in May/June.

No. Their fiscal year ends Dec 31.

 

[Woopah]

No. Their fiscal year ends Dec 31.

Their fiscal year ends 31 March.

Edit: wait are you talking about Nintendo or the Chinese company?

 

[ThisIsMyDog]

Do you think the Switch 2 will be 4K?

Perhaps scaled by DLSS if they stay with Nvidia.

 

[TLZ]

Their fiscal year ends 31 March.

Edit: wait are you talking about Nintendo or the Chinese company?

The Chinese of course since they're the ones talking. We should say Taiwanese better.

 

[Pallas]

Whatever they release, here’s hoping it’ll be backwards compatible with current switch games.

 

[TikiLagoonSam]

Do you think the Switch 2 will be 4K?

Yes. DLSS doesn’t require much power to pump out 4k.

 

[bender]

.

 

[TheInfamousKira]

That's right, guys. You heard it here seventh: Successful company plans to make another product.

 

[kiphalfton]

Why miss the holiday season though? Switch was released in March but most other Nintendo consoles were released in November I believe.

It's Nintendo. No matter when it's released, it is going to sell ridiculously well.

 

[fran.fernandez]

They just plug some joycon at an old android device and call it a day.

 

[SportsFan581]

Do you think the Switch 2 will be 4K?

I don't see why they couldn't type that on the front of the box.

 

[Raploz]

According to the same website, another Chinese company (Yuanxiang, also known as PixArt) that makes CMOS sensors expects increased revenue because a "Japanese gaming console will be launched at the beginning of next year after several years of absence.". PixArt made the infrared sensor for the Wii and the Nintendo Switch.

Source: https://m.moneydj.com/f1a.aspx?a=a2c52536-1620-4544-a219-43c3b18718b6

Machine translation:

"CMOS image sensor manufacturer Yuanxiang (3227) benefits from a positive market outlook, high demand in the AI market, and significant recovery in the second quarter. With business rebounding from the bottom and entering the peak season in the third quarter, the outlook for the second half of the year is expected to be better than the first half. Strong momentum in the security and mouse order sectors is driving the business upward.

However, it is worth noting that according to the supply chain, a Japanese gaming console will be launched at the beginning of next year after several years of absence. This gaming console is also one of Yuanxiang's key customers, and it is expected to further boost business momentum in the second half of the year.

In addition to the AI trend, Yuanxiang is also expanding its presence, primarily focusing on devices for edge computing, especially those requiring low power consumption and high efficiency sensors. As a result, Yuanxiang is actively laying out multiple products, including global shutter image sensors, which can be applied in consumer electronics, machine vision, and industrial applications, among other fields"

 

[tr1p1ex]

Switch 2 isn't coming out in Q1 2024. Pretty obvious.

 

[mckmas8808]

Switch 2 isn't coming out in Q1 2024. Pretty obvious.

Why would you say it's pretty obvious?