Sony raised the PlayStation 5 price in the US. Nintendo could raise Switch 2 prices because Vietnam tariffs rose from 10% to 20%, which affects profitability. Nintendo explored price increases earlier when tariffs were 10% and may reconsider after the 2025 holiday shopping season, potentially in 2026. Nintendo warned that "price adjustments may be necessary in the future" for the Switch 2. The Switch 2 sells for $450 solo or $500 bundled with Mario Kart World and has sold over 6 million units since its June launch. Nintendo expects 15 million Switch 2 sales by March 2026. Holiday 2025 will test broader mass-market adoption, and some launch units were stockpiled before higher tariffs applied.
Ahmad said Nintendo explored the possibility of raising prices on the Switch 2 earlier this year, when tariffs for Vietnam, where some of the consoles are produced, were at 10%.
The tariff rate for Vietnam is now 20%, and this "definitely" impacts how much money Nintendo makes, Ahmad said.
"The enthusiast audience certainly showed up day one. Now we have to see if they can successfully transition to the mass market gift buyer. That's the next test," he said.
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