By now, you’re more than likely aware of the news that Nintendo has delayed pre-orders of the Switch 2 in the United States due to tariffs. Nintendo had been keeping an eye out on the situation for months now, but it seems that the severity of the tariffs were more than they anticipated. Not surprisingly, analysts are now offering their reactions to the news and wondering what Nintendo will do going forward.
Unfortunately, if you were already upset about the price of the console before the pre-orders were delayed, then the analysts that spoke to IGN today aren’t offering much hope. They are very divided on what, exactly, Nintendo will do. There are some analysts, including Kantan Games CEO Dr. Serkan Toto and Circana senior analyst Mat Piscatella, that feel that Nintendo will increase the price. Meanwhile, there’s another group of analysts, including NYU Stern professor Joost van Dreunen and Ampere Analysis games researcher Piers Harding-Rolls, that feel that Nintendo will try not to raise the Switch 2 price further to avoid more consumer backlash.
The panel was in agreement, however, that the situation is very chaotic and uncertain and they don’t know for sure what will happen. Joost van Dreunen said that “the unpredictable nature of these tariff decisions—exemplified by the recent situation in Vietnam—injects a significant amount of uncertainty into the market”. Alinea Analytics games analyst Rhys Elliott agreed, saying that “we are living in, there’s no other word for it, unhinged times driven by an unhinged man (and other forces)”.
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