Nintendo Switch 2 sales fell 41% year-on-year in the July–September quarter, dropping to 2.67 million units shipped globally — a steep decline tied directly to its price hikes in the US, Canada, and Japan, according to CNBC and Kantan Games CEO Serkan Toto. The drop comes just as Nintendo raises expectations for its fiscal-year target: it still forecasts 16.5 million Switch 2 units sold by March 31, 2027, but now faces mounting pressure to deliver major software to reverse the slowdown.
The Ocarina of Time remake, launching tomorrow, is Nintendo’s only confirmed blockbuster this fiscal year. But early reactions suggest it may not move the needle: fans criticize its uncanny, photorealistic visuals and omission of Master Quest mode, calling it a reskin rather than a meaningful reimagining. That timing matters. The remake was meant to drive hardware sales.
Instead, it arrives alongside supply-side friction: Macronix, one of Nintendo’s ROM chip suppliers, has halted ROM production entirely to prioritize NOR and NAND flash chips for AI data centers, betting on memory price surges. That doesn’t affect current inventory, but it tightens long-term component flexibility just as Nintendo scrambles to fill its software gap.
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