Report says Nintendo is cutting Switch 2 production, but let's not panic yet https://www.polygon.com/nintendo-cutting-switch-2-production/ Bloomberg reports that Nintendo has dialed back production on the Switch 2 after it failed to meet sales expectations over the holiday period. Citing "people familiar with the matter," Bloomberg said that Nintendo would make 4 million Switch 2 units this quarter, instead of the 6 million it had originally projected. 根据彭博社报道，任天堂已缩减Switch 2的产量，因为其在假期季节的销量未能达到预期 。彭博社引述「知情人士」的话称，任天堂本季将生产400万台Switch 2，而不是先前预 计的600万台。 The reported move comes as something of a surprise. Outwardly, the Switch 2 appears to be on a roll. There's no question that it's the fastest-selling console of all time, selling 17.37 million units up to the end of 2025 — 10 million units ahead of the Switch over the same timeframe. Mario Kart World has sold 14 million copies. Pokémon Pokopia is a Switch 2-exclusive hit, and the day-one Switch 2 edition of Resident Evil Requiem gives the console parity with Xbox Series X and PlayStation 5 on the biggest game of the year to date. 据报道，这一举动令人颇感意外。表面上看，Switch 2 的销售势头强劲。毫无疑问，它 是史上销售速度最快的游戏机，截至 2025 年底已售出 1,737 万台，比同期 Switch 的 销量高出 1,000 万台。《玛利欧赛车世界》的销售量已达 1,400 万份。《宝可梦：宝可 梦世界》是 Switch 2 的独占热门游戏，而《生化危机：安魂曲》的 Switch 2 首发版也 让 Switch 2 在迄今为止年度最热门游戏方面与 Xbox Series X 和 PlayStation 5 并驾 齐驱。 Despite the reported unease about the console's performance, Nintendo seems guaranteed to exceed its target of 19 million Switch 2s sold before the end of its fiscal year. So what gives? 尽管有报导称人们对这款游戏机的性能感到担忧，但任天堂似乎仍有望在本财年结束前超 额完成1900万台Switch 2的销售目标。这究竟是怎麽回事？ Investors are concerned that Nintendo hasn't raised that target recently, as the company traditionally likes to set conservative estimates and then progressively hike them up. And it is true that Nintendo noted, during its last round of financial results in February, that North American sales of the console during the holiday period were slower than it expected. 投资人担心任天堂近期没有提高销售目标，因为该公司历来喜欢先设定保守的预期，然後 逐步调涨。的确，任天堂在今年2月发布的上一轮财报中也提到，北美地区假期季的游戏 机销售量低於预期。 According to Bloomberg, there's an internal debate at Nintendo over whether the company's intense effort to provide ample inventory for the console's launch in June "brought forward demand that would otherwise have materialized later in the year." This seems on the money, especially considering Nintendo's end-of-year software lineup was relatively weak. The big guns (Mario Kart World and Donkey Kong Bananza) were deployed during the console's launch period, and holiday titles like Metroid Prime 4: Beyond and Pokémon Legends: Z-A were also available on Switch. 根据彭博社报道，任天堂内部正在讨论，公司为确保主机在6月发售时拥有充足的库存而 采取的密集措施是否「提前催生了原本会在年底才会出现的需求」。这种说法似乎很有道 理，尤其考虑到任天堂年底的游戏阵容相对薄弱。重磅大作（如《玛利欧赛车世界》和《 大金刚：香蕉狂欢》）都在主机发售期间推出，而像《银河战士Prime 4：超越》和《宝 可梦传奇：ZA》这样的假日档游戏也已登陆Switch平台。 According to Bloomberg's sources, Nintendo "remains confident" in the Switch 2's long-term success, but the slight slowdown has prompted some catastrophizing among industry observers. One analyst quoted by Bloomberg called the holiday season underperformance "awful news" and warned that, in holiday 2026, Nintendo faces the "tsunami" of Grand Theft Auto 6 plus the impact of the RAM crisis. Nintendo is reportedly mulling a price hike reflecting the increased cost of memory, but the analyst suggested it might have to swallow losses instead to keep Switch 2 sales from "plunging." 据彭博社消息人士透露，任天堂对Switch 2的长期成功“仍然充满信心”，但销量略有下 滑已引发业内人士的担忧。彭博社引述一位分析师的话称，假日季的销售不佳是“糟糕的 消息”，并警告称，2026年假日季，任天堂将面临《侠盗猎车手6》带来的“海啸”以及 记忆体危机的影响。据报导，任天堂正在考虑提价以应对记忆体成本上涨，但这位分析师 认为，为了避免Switch 2销量“暴跌”，任天堂可能不得不忍气吞声。 ------------------------------ 原本预计生产600万台变成400万台 渐少了33% 记忆体问题解决不了 太苦了 要不要任 索 软 一起涨价 -- 今晚你选那一个姿势?? ○ "○ ○" ○" (|\ (|\ )) )) ○╭○rz ○rz ○rz-st○ /`○rz /`○r27\" ○r27\" ￣′ ○=^ --

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