Nintendo rejects immediate increase in Switch 2 price even as AI-driven RAM costs rise

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Nintendo Switch 2 Foto: Nintendo Switch 2 - Foto: Reprodução

Nintendo announced that it has no immediate plans to adjust the price of Switch 2. The statement came from president Shuntaro Furukawa during a question and answer session with investors following the release of the financial report for the third quarter of the fiscal year.

The company faces pressure from rising component costs, especially RAM memory. Esse scenario is driven by strong demand from data centers for artificial intelligence.

Furukawa emphasized that the company monitors the market closely. The priority remains on ensuring stable supply and expanding the console’s user base.

Declaration of Furukawa to investors

Shuntaro Furukawa responded directly to questions about possible revisions to the price of the Switch 2.

The company maintains constant dialogues with suppliers to ensure stability in the supply of components. Essa approach aims to avoid hasty impacts from temporary variations in the market.

Furukawa noted that the increase in memory prices did not significantly compromise hardware profitability in the third quarter. The projection indicates a similarly limited effect for the fourth quarter of the fiscal year.

Context of rising component costs

The global RAM memory market has recorded significant increases since the end of 2025. Analistas attribute the movement to the accelerated expansion of infrastructure for artificial intelligence in data centers.

Projections indicate that data centers could consume up to 70% of global memory chip production throughout 2026. Esse imbalance between supply and demand puts pressure on prices of DDR and LPDDR modules used in electronic devices.

Manufacturers such as Micron and Samsung have already reported adjustments to their production lines. The prioritization of high-performance components for servers contributes to shortages in consumer segments.

Experts point to increases of up to 110% in some types of memory in the first quarter of 2026. Esses values ​​directly affect production costs for consoles, smartphones and computers.

Nintendo Switch 2
Nintendo Switch 2 – Foto: Instagram

Nintendo financial results

Nintendo reported 23% growth in quarterly operating profit. Robust sales of the Switch 2 contributed to the positive performance in the period between October and December 2025.

The successor console has achieved 17.37 million units sold globally to date. The platform maintains its trajectory in line with the company’s internal expectations in the Japanese market.

Total sales of the Switch ecosystem, including the original model, exceed 155 million units. Receitas reached 1,905.8 billion yen in the first nine months of the fiscal year.

Company pricing strategy

Nintendo has taken a cautious approach to price adjustments throughout its history. The original Switch maintained stable value in most markets during the initial years of commercialization.

Pricing decisions consider multiple factors beyond immediate profitability. The company evaluates platform adoption, software sales volume and general market conditions.

Furukawa reinforced that selling hardware with a reduced margin can generate greater gains via the games catalog. Essa vision prioritizes expansion of the installed base in the first years of the console’s life.

  • Maintaining competitive pricing to encourage initial purchases
  • Focus on software sales as the main source of revenue
  • Monitoring short-term trends without immediate reactions
  • Ongoing dialogue with supply chain for stability

Regional sales of Switch 2

Sales of the Switch 2 show differentiated performance by region. The console surpasses projections in the Japão, where the Nintendo traditionally has a loyal consumer base.

At Ocidente, the numbers are slightly below initial expectations. Fatores how competition and local economic conditions influence the pace of adoption.

The company notes that the second and third years of the cycle are crucial for consolidation. Estratégias marketing and exclusive title releases receive attention to drive demand.

Position compared to competitors

Unlike rivals, Nintendo avoids frequent adjustments in hardware prices. Sony and Microsoft have applied increases to PlayStation 5 and Xbox Series models in select markets in recent years.

This policy reflects a philosophy centered on broad accessibility. The company seeks to balance costs without compromising initial product penetration.

Analysts highlight that maintaining the current price could result in lower margins per unit. However, the software-based business model offsets any reductions in the console’s profitability.

Perspectives for the console market

The video game industry faces common challenges related to semiconductors. Escassez during the pandemic had already impacted product launches and availability.

Currently, the demand for high-capacity components mainly benefits business applications. Consumidores end users feel indirect effects via costs passed on to new generations of devices.

Nintendo positions Switch 2 as a hybrid platform focused on unique experiences. Catálogo of first-party games remains a competitive differentiator in the face of generalized increases in the segment.

Continuous cost monitoring

Furukawa admitted that a prolonged scenario of high components may require future reassessments. The company monitors market developments throughout the next fiscal year.

Strategic decisions incorporate long-term vision. Priority avoids excessive influences from temporary fluctuations that could hinder mass adoption.

The company has already faced similar situations in previous cycles. Accumulated Experiência guides the balance between profitability and sustained growth of the platform.

General balance of the report

The consolidated financial report reflects the resilience of Nintendo in the period. Receitas external to Japão represent 77.2% of the total, demonstrating the brand’s global reach.

Investors received detailed information about hardware and software performance. The company maintained annual guidance without significant changes.

Results reinforce confidence in the Switch 2’s trajectory as a successor capable of maintaining Nintendo’s dominance in the portable market.

Maria Clara é colaboradora da redação do Mix Vale, portal de notícias com cobertura de Brasil e mundo. Produz conteúdo nas editorias de economia e benefícios, com foco em informação de serviço para o leitor brasileiro. Escreve para o portal desde 2016: Formação: Atriz.

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