Nintendo’s earnings release indicates that the profit margin of Switch 2 hardware is low. With the new Vietnam tariff, will NOA raise the console price in the US? According to Nikkei Shimbun, some analysts think so.
Yasuda (Toyo Securities): “Prices will likely rise by about 10% this fiscal year.”
Zhai (UBS Securities): “In the first year post launch, the company probably focuses on initial momentum and absorbs the levy. A price increase will likely wait till next fiscal year. […] Nintendo has a large casual user base, who are price sensitive.”
[Originally posted on 2025-08-01 Pacific Time]
