How big of a threat the PC handhelds is to the Switch? According to an Omdia report, not very much.
• Excluding desktops, non-Switch handhelds are 8% of hardware sales:

• For only the handhelds, PC is projected to grow to ~20% in 2029:

• Valve is king, but Asus and Lenovo are gaining:

Omdia also predicts that living-room gaming PCs such as the Steam Machine won’t be a mass market success. They also advise PC vendors not to compete with Valve (a platform owner) on price, but with premium models. Since Valve only sells in 34 territories, there are also opportunities in other markets.
[Originally posted on 2026-03-15 Pacific Time]