"FY27 hardware guidance is for 16.5m Switch 2 units, down 17%. Memory and shipping costs add a ¥100bn drag. The US price moves to $499.99 in September; Japan goes to ¥59,980 from 25 May."
"For FY27, Nintendo is guiding to ¥2.05 trillion of revenue, an 11.4% decline, with net profit down 26.9% to ¥310bn. Switch 2 hardware unit sales are projected at 16.5 million units, 16.9% below FY26. The company attributed the softer view to a ¥100bn combined hit from higher memory and material costs, US tariffs on Asian-manufactured electronics, and elevated shipping expenses linked to the Iran conflict."
"The Switch 2 price will rise to $499.99 in the United States from 1 September, up from $449.99 at launch, and to ¥59,980 in Japan from 25 May, up from ¥49,980. Other regions are following on different schedules."
"The cost trigger is familiar. The Switch 2 uses 12GB of LPDDR5X RAM from Micron, and Nintendo is now paying roughly 41% more per chip than at launch. NAND flash is up about 8%. Both increases are driven by the AI-led DRAM squeeze lifting SK Hynix to record margins , as AI data-centre buyers absorb capacity faster than the foundries can ship it."
FY27 hardware guidance targets 16.5 million Switch 2 units, down 17% year over year, alongside lower revenue and profit forecasts. Revenue is guided to ¥2.05 trillion, an 11.4% decline, while net profit is expected to fall 26.9% to ¥310 billion. The outlook is attributed to a combined ¥100 billion impact from higher memory and material costs, US tariffs on Asian-manufactured electronics, and elevated shipping expenses tied to the Iran conflict. The Switch 2 price increases in the US to $499.99 from 1 September and in Japan to ¥59,980 from 25 May. Memory costs rise because Switch 2 uses 12GB LPDDR5X RAM, with Nintendo paying about 41% more per chip, while NAND flash costs are up about 8%.
Read at TNW | Nintendo
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