Exclusives and Blockbusters Have Strong Impact on Sales

Key Takeaways

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The Nintendo Switch 2 has seen impressive sales in Japan, with significant peaks coinciding with major releases of exclusive titles like Pokémon Legends: Arceus and others.
More than half of the total sales during the observed period (September 1 to December 7) were sold during the five weeks that Nintendo exclusives launched, demonstrating the importance of exclusive titles in driving console sales.
Despite strong sales figures, Nintendos stock price has experienced a significant downturn due to rising costs for RAM and NAND flash memory, caused by the ongoing AI boom.
The increased memory costs are impacting SD card prices and potentially affecting the future hardware costs of the Nintendo Switch 2, leading investors to knock billions off Nintendos market value, but the console remains an attractive option for many consumers due to its powerful performance and extensive game library.

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Exclusive Nintendo Titles Drive Impressive Sales in Japan (Nintendo Switch 2)

The Nintendo Switch 2 has seen significant success globally. Japan, with its detailed weekly sales figures, offers valuable insights into the hardware’s performance and the impact of exclusive titles. While the importance of exclusives in driving console sales might be obvious, Japanese sales data for both the PlayStation 5 and the Nintendo Switch 2 clearly demonstrate this correlation: hardware sales increase with the release of new exclusive titles. From September 1 to December 7, the Nintendo Switch 2 sold 1,237,753 units in Japan. Peaks in sales coincided with major releases, sometimes surpassing even Black Friday numbers. More than 604,000 units—nearly half of the total sales during this period—were sold during the five weeks that Nintendo exclusives launched. Pokémon Legends: ZA notably drove sales, with 201,684 units sold during its release week, making it the second-best week for sales in the observed three-month span. Nintendo Switch 2 Sales (Japan): December 17: 203,398 November 24-30 (Black Friday week): 97,677 November 17-23 (Kirby Air Riders release week): 126,953 November 10-16 (Momotaro Dentetsu 2 release week): 101,549 November 3-9 (Hyrule Warriors: Age of Imprisonment release week): 90,410 October 27-November 2 (Dragon Quest 12 HD Remake release week): 83,825

Strong Sales for Nintendo Switch 2 Amidst Rising Memory Costs Causing Stock Downturn

October 20-26: 65,434 October 13-19 (Pokémon Legends: ZA release week): 201,684 October 6-12: 46,842 September 29-October 5: 44,439 September 22-28: 44,150 September 15-21: 40,711 September 8-14: 44,278 September 1-7: 46,403 Despite these strong sales figures, Nintendo’s stock price recently experienced a significant downturn, dropping approximately 4.7%—reaching its lowest point since May 2025. Rising costs for RAM and NAND flash memory, which have increased by 41% and 8% respectively due to the ongoing AI boom, caused this decline. The increased memory costs are impacting SD card prices and potentially affecting the future hardware costs of the Nintendo Switch 2, leading investors to knock billions off Nintendo’s market value. Despite these cost concerns, the Nintendo Switch 2 remains an attractive option for many consumers, thanks to its powerful performance and extensive game library.

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