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Does the delay mean Nintendo can get more units to North America?
Will the company launch pre-orders sooner rather than later to lock in sales in the U.S.?
Here’s how the evolving tariff situation could impact the launch of theSwitch 2.
What has changed with the tariffs?
Initially, the list of countries getting hit withhigh tariffswas massive.
With some countries paying lower fees and China paying more, it creates an interesting dynamic for Nintendo.
If so, Nintendo can focus on shipping units from Vietnam to the U.S. for 90 days.
Fortunately for Nintendo, ramped-up shipping has already started.
Of course, Nintendo can’t forget about other regions that’ll want to order Switch 2 units.
Will Nintendo increase the Switch 2 price?
We believe Switch will still be delayed until Nintendo has a better understanding of the China component and Vietnam.
At 46% Vietnam tariffs, I expected them to raise by $50 to $100.
And if the tariffs return to 46%, the price will almost certainly increase.
