IntelliGo (意騰), supplier of the AI noise canceling IC in Switch 2, suggested in their earnings report that the business will grow next year:
The new generation of game console platform has a longer product lifecycle. In the short term, the rising costs of memory and other components may affect [our] shipment schedule. However, based on customer feedback, [our] related revenue is expected to increase in 2027.
Since each Switch 2 console features one IG2200 chip, a higher revenue/shipment for IntelliGo in 2027 signals more Switch 2 units to be built than in the current year. It seems that unlike Bloomberg and some stock analysts who think the Switch 2 story’s been exhausted, privately Nintendo is expecting a return to growth soon.
[Originally posted on 2026-11-10 Pacific Time]
