Rohm (ローム, Game Card supplier) forecasts their Game Card business “to remain strong” this fiscal year (img 1), with the net sales about the same as last FY’s (img 2, under consumer » others). This corresponds with Nintendo’s flat software forecast (imgs 3-4, excluding bundles).
![Rohm Financial Results for FY2025 (presentation slide): [FY2026 Plan] ROHM Net Sales Forecast Summary Consumer & Others (+6.8%) • Sales in the amusement segment are expected to remain strong.](https://ninpatentswatch.com/wp-content/uploads/2026/06/bsky-3mmsipbzqnk2f-p1-m1.webp)
![Rohm Financial Results for FY2025 (presentation slide): [FY2026 Plan] Sales by Market Segment (YoY) Consumer 1.5% Others +0.8 (Billion ¥)](https://ninpatentswatch.com/wp-content/uploads/2026/06/bsky-3mmsipbzqnk2f-p1-m2.webp)
![Excerpt part 1 from Nintendo’s Q&A Summary, Financial Results Briefing for Fiscal Year Ended March 2026: The results for unit software sales last fiscal year included software bundled with hardware and other products, while the sales units forecast for this fiscal year does not include bundled software. Based on that premise, the software sales units forecast for this fiscal year was set at a level close to […]](https://ninpatentswatch.com/wp-content/uploads/2026/06/bsky-3mmsipbzqnk2f-p1-m3.webp)
![Excerpt part 2 from Nintendo’s Q&A Summary, Financial Results Briefing for Fiscal Year Ended March 2026: […] the total combined number of Nintendo Switch and Nintendo Switch 2 software units sold last fiscal year, excluding the bundled software units.](https://ninpatentswatch.com/wp-content/uploads/2026/06/bsky-3mmsipbzqnk2f-p1-m4.webp)
It’s interesting that MegaChips (メガチップス) appears expecting to start shipping Switch 2 Game Cards this FY. Combining both companies’ outputs would bump up total software sales. Either Rohm didn’t consider that in their projection, or Nintendo is low-balling the forecast again.
[Originally posted on 2026-05-26 Pacific Time]
