Overview
- Nintendo, which Bloomberg reported Tuesday would cut this quarter’s Switch 2 production to 4 million units from 6 million, expects the slower pace to continue into April.
- People familiar with the plan told outlets the pullback follows weaker holiday demand in the U.S., and they said component costs or shortages did not drive the change.
- The company has not commented on the report, and it is still guiding to about 19 million Switch 2 units for the fiscal year after a record launch that reached 17.37 million by December.
- Shares fell as much as 6.3% after the report, even with Pokémon Pokopia’s early 2.2 million sales not yet prompting a production rethink.
- Coverage notes strong sales in Japan and a thinner late‑2025 software slate and higher prices in the U.S., which could leave American buyers seeing tighter spring supplies until new releases lift demand.