Judging from the recent financial disclosures of its supply chain, Nintendo is preparing to boost the Switch 2 inventory for the holiday season. Tl;dr:
- PixArt Imaging (原相) expects 11-19% increase of sales to Nintendo (Jul-Sep)
- Hosiden (ホシデン) revised forecast of 6-mouth sales up 10.3% (Apr-Sep)
PixArt is the sole supplier of NS2 mouse sensors and NS1 IR sensors. 11% of its Jan-Mar sales was to Nintendo, likely to amass inventory for NS2 launch. In Q2 it eased off to 9% (image 1). However, a rebound to 10-11% share is expected in Q3, with 11-19% increase in sales (source).
Hosiden is an assembler of Switch consoles and accessories. On Aug 8, it announced a revision of +10.3% to the forecast1 of Apr-Sep net sales (image 2). “This revision reflects an increase in orders received” from Nintendo (image 3; source).
The data indicates that Nintendo has raised its Jul-Sep orders to build up a larger Switch 2 inventory for holiday sales in the following quarter. The company doesn’t seem to expect a slowdown in demands, and may be confident in its H2 software lineup. (kind of bold given the tariff uncertainty)
- Hosiden’s original forecast was announced on May 9. ↩︎
[Originally posted on 2025-08-10 Pacific Time]
