[今島] 彭博社 : NS2銷售不如預期將減少33%產量

看板C_Chat (希洽)作者silentknight (清純男)時間1小時前 (2026/03/25 23:20)推噓17(17推 0噓 6→)

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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. 根據彭博社報道，任天堂已縮減Switch 2的產量，因為其在假期季節的銷量未能達到預期。彭博社引述「知情人士」的話稱，任天堂本季將生產400萬台Switch 2，而不是先前預計的600萬台。 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. 據報道，這一舉動令人頗感意外。表面上看，Switch 2 的銷售勢頭強勁。毫無疑問，它是史上銷售速度最快的遊戲機，截至 2025 年底已售出 1,737 萬台，比同期 Switch 的銷量高出 1,000 萬台。《瑪利歐賽車世界》的銷售量已達 1,400 萬份。《寶可夢：寶可夢世界》是 Switch 2 的獨佔熱門遊戲，而《生化危機：安魂曲》的 Switch 2 首發版也讓 Switch 2 在迄今為止年度最熱門遊戲方面與 Xbox Series X 和 PlayStation 5 並駕齊驅。 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? 儘管有報導稱人們對這款遊戲機的性能感到擔憂，但任天堂似乎仍有望在本財年結束前超額完成1900萬台Switch 2的銷售目標。這究竟是怎麼回事？ 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. 投資人擔心任天堂近期沒有提高銷售目標，因為該公司歷來喜歡先設定保守的預期，然後逐步調漲。的確，任天堂在今年2月發布的上一輪財報中也提到，北美地區假期季的遊戲機銷售量低於預期。 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. 根據彭博社報道，任天堂內部正在討論，公司為確保主機在6月發售時擁有充足的庫存而採取的密集措施是否「提前催生了原本會在年底才會出現的需求」。這種說法似乎很有道理，尤其考慮到任天堂年底的遊戲陣容相對薄弱。重磅大作（如《瑪利歐賽車世界》和《大金剛：香蕉狂歡》）都在主機發售期間推出，而像《銀河戰士Prime 4：超越》和《寶可夢傳奇：ZA》這樣的假日檔遊戲也已登陸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." 據彭博社消息人士透露，任天堂對Switch 2的長期成功“仍然充滿信心”，但銷量略有下滑已引發業內人士的擔憂。彭博社引述一位分析師的話稱，假日季的銷售不佳是“糟糕的消息”，並警告稱，2026年假日季，任天堂將面臨《俠盜獵車手6》帶來的“海嘯”以及記憶體危機的影響。據報導，任天堂正在考慮提價以應對記憶體成本上漲，但這位分析師認為，為了避免Switch 2銷量“暴跌”，任天堂可能不得不忍氣吞聲。 ------------------------------ 原本預計生產600萬台變成400萬台漸少了33% 記憶體問題解決不了太苦了要不要任索軟一起漲價 -- 今晚你選那一個姿勢?? ○ "○ ○" ○" (|\ (|\ )) )) ○╭○rz ○rz ○rz-st○ /`○rz /`○r27\" ○r27\" ￣′ ○=^ -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 218.173.25.183 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/C_Chat/M.1774452054.A.0C4.html

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