• Hey, guest user. Hope you're enjoying NeoGAF! Have you considered registering for an account? Come join us and add your take to the daily discourse.

Nintendo's 2015 Fiscal Year Financial Results Briefing | 10:00 AM JST

z0m3le

Banned
If it's a handheld, yes, it's feasible. I still think that everything points toward a console. From the Zelda being delayed to be the flagship game to Kimi's comments about Wii U forecast.

handheld possible in 5 days, console possible in 3 to 4 weeks? I'd say that is pretty reasonable.


He specifically said that they reducing Wii U forcast because of NX. Nothing about 3ds. Then he doubled down on it in the Q&A. Come on.

3DS has a much better 2016 than 2015. Pokemon alone makes it more appealing.
 

KingSnake

The Birthday Skeleton
3DS has a much better 2016 than 2015. Pokemon alone makes it more appealing.

For NX sales I guess we will see. As for this, see above. The difference in tone and statements it's pretty obvious.

Edit: a good point that I missed is that Nintendo talks about shipped consoles in which case is very possible.
 
Well, as for 3DS, at least in Japan, which is undeniably the most important market for the device, they still have that sweet Dragon Quest XI to ride on. If the NX handheld version isn't backwards compatible to 3DS, getting the console out first would likely also please SQEX in this case.

Obviously, the console should see a release first, although if this shared library stuff is one of or the big hook with NX ... it might just happen that they release both devices not too far off between each other.

Yeah could be I guess. Like you say it's a big "if" though as that AMD rumour sounds too hilarious to be true.
Not saying that it's true, but "never underestimate human stupidity". Wouldn't be the first time a major company made one hell of a fuck-up because of some stupid error.

Let's see how this story proceeds. If it happened, someone is probably going to find out and it might break a news somehow.
 

javac

Member
What ever formfactor the NX takes shape it's obvious that Nintendo have more faith in the 3DS' near future performance and that the Wii U is the main catalyst for NX and subsequent shakeups, although the 3DS' early days are also important to avoid and plays a part.
 

KingSnake

The Birthday Skeleton
There is also this:

Q: It seems the great reduction in the Wii U hardware sales forecast is influenced by the timing of the NX release, but how about 3DS?
A: This fiscal year, the 3DS has big titles as previously presented, and in sufficient quantity. Both hardware and software will make large contributions to sales. Also, while Wii U sales are forecast to drop to 800,000 units, the upside is that we can focus on the 3DS.

From my point of view the NX launching in March 2017 is a console.
 

MuchoMalo

Banned
Not saying that it's true, but "never underestimate human stupidity". Wouldn't be the first time a major company made one hell of a fuck-up because of some stupid error.

Let's see how this story proceeds. If it happened, someone is probably going to find out and it might break a news somehow.

What if it means that Nintendo and Microsoft ended up using very similar APUs? :O
 

The_Lump

Banned
Not saying that it's true, but "never underestimate human stupidity". Wouldn't be the first time a major company made one hell of a fuck-up because of some stupid error.

Let's see how this story proceeds. If it happened, someone is probably going to find out and it might break a news somehow.

I really, really hope it did happen. It's just such a great story.


MANAGER: "Hey, we are making great progress today guys - look at all these shiny chips we've made. Microsoft are gonna be so proud"

FACTORY GRUNT: "Yeah, pretty neat huh?. Wait did you say Microsoft"

*looks at chips*

"Oh shiii.....".


I can't help but think a GlobalFoundries break room looks something like this right now:
0.jpg
 
D

Deleted member 752119

Unconfirmed Member
Sorry, I'm a bit lost. What's the supposed AMD screwup and how does it relate to nintendo?

There was a rumor that they fucked up and made Xbox 1.5 chips instead of NX chips.

I guess the rumor is they got the timeline wrong and were supposed to do the NX chips first. Though I'd think it more likely, if true at all, that MS paid them to move theirs up after the PS4 Neo leak.
 
There was a rumor that they fucked up and made Xbox 1.5 chips instead of NX chips.

I guess the rumor is they got the timeline wrong and were supposed to do the NX chips first. Though I'd think it more likely, if true at all, that MS paid them to move theirs up after the PS4 Neo leak.

How on earth.

Link to the rumor post?
 

georly

Member
Some guy said that there was a mixup with the XboneZ and NX designs that resulted in a production delay for Nintendo.

There was a rumor that they fucked up and made Xbox 1.5 chips instead of NX chips.

I guess the rumor is they got the timeline wrong and were supposed to do the NX chips first. Though I'd think it more likely, if true at all, that MS paid them to move theirs up after the PS4 Neo leak.

Crazy. What's the source on the rumor? How likely is it that it's true?
 
D

Deleted member 752119

Unconfirmed Member
I don't recall which thread I saw that posted in. Sorry. Too many NX Threads!
 
Guys, i posted a link to the post in the NX thread on the last page, but keep your seatbelts fastened, this is as of now just a "rumor" from this one post, it's very likely that it could have been a misunderstanding. I don't think we need to freak out. ^^
 

georly

Member
TY
Guys, i posted a link to the post in the NX thread on the last page, but keep your seatbelts fastened, this is as of now just a "rumor" from this one post, it's very likely that it could have been a misunderstanding. I don't think we need to freak out. ^^

Yeah, who knows. That may be real or fake or misinformed/misunderstood.

Either way, it's also possible (if true, of course) this is one of many reasons it's not coming out til next year.
 
Guys, i posted a link to the post in the NX thread on the last page, but keep your seatbelts fastened, this is as of now just a "rumor" from this one post, it's very likely that it could have been a misunderstanding. I don't think we need to freak out. ^^

Well yeah. There is no way a few days worth of wasted manufacturing could push a console out of its intended release that significantly. That could be made up so easily.

I fully believe the software sleight is the reason behind the 2017 launch, along with OS/network/app creation and synergy.

They want a worldwide launch and that means prepping tons of hardware beforehand and cheaper media buys in March.
 
Can we just get past E3 so we can know when they're going to reveal the NX before I lose my mind? Lol

I think I need to take a couple weeks break from the Internet -.-
 

thefro

Member
Well yeah. There is no way a few days worth of wasted manufacturing could push a console out of its intended release that significantly. That could be made up so easily.

I fully believe the software sleight is the reason behind the 2017 launch, along with OS/network/app creation and synergy.

They want a worldwide launch and that means prepping tons of hardware beforehand and cheaper media buys in March.

If they want to launch in March and make a huge splash and get everyone talking, there's an obvious spot to kick off the North American advertising campaign

zIMMNFP.png


You play that right, you'll get way more publicity than E3 ever will get.
 

duvjones

Banned
You know this got me thinking a bit?

What happened if this NX system did something radical like, forgo disks for something more SD-like?

It been know for quite a while that they have been more than pleased with the DS/3DS cart system, which was flash memory-based. Part of why they got Monster Hunter was due to that (since they could provide more carts at launch).

That said, I doubt that they want to let go of it... and it would be cost effect to just boost the disk space and re-purpose the tech again, and with it's rather thin profile, you would not need a device as big.

Anyways that is just me off the cuff, speculating... since we are back to that stage again.
I really, really hope it did happen. It's just such a great story.


MANAGER: "Hey, we are making great progress today guys - look at all these shiny chips we've made. Microsoft are gonna be so proud"

FACTORY GRUNT: "Yeah, pretty neat huh?. Wait did you say Microsoft"

*looks at chips*

"Oh shiii.....".

Yeah that is rather funny, but I would rather it not happen. But that is just me.
If they want to launch in March and make a huge splash and get everyone talking, there's an obvious spot to kick off the North American advertising campaign

Football

You play that right, you'll get way more publicity than E3 ever will get.
And did Nintendo get so rather good press with the Pokemon campaign around the last one? Granted that wasn't Nintendo proper but I hardly doubt that Reggie (being a marketing guy) didn't take notice and not make some notes.
 

z0m3le

Banned
Crazy. What's the source on the rumor? How likely is it that it's true?

Well the user is from New York, his friend works at a fab in upstate new york... the only global foundries fab that can do 14nm afaik is FAB 8 in upstate new york... This at least checks out, and yes it could sink AMD, my guess is that these chips will be made at a cost to AMD, not a profit and we could be looking at a price drop of $50-$100 from the final retail price thanks to this screw up. The FU would be worth 100s of millions USD.
 

maxcriden

Member
Well the user is from New York, his friend works at a fab in upstate new york... the only global foundries fab that can do 14nm afaik is FAB 8 in upstate new york... This at least checks out, and yes it could sink AMD, my guess is that these chips will be made at a cost to AMD, not a profit and we could be looking at a price drop of $50-$100 from the final retail price thanks to this screw up. The FU would be worth 100s of millions USD.

Meaning, this would translate to a lower shelf retail price for NX to users? @_@
 

KingBroly

Banned
Well the user is from New York, his friend works at a fab in upstate new york... the only global foundries fab that can do 14nm afaik is FAB 8 in upstate new york... This at least checks out, and yes it could sink AMD, my guess is that these chips will be made at a cost to AMD, not a profit and we could be looking at a price drop of $50-$100 from the final retail price thanks to this screw up. The FU would be worth 100s of millions USD.

It's a long-term effect if it's true. Like...4-5 years worth of damages when you think about what could be lost because of it. Maybe more.
 

Kimawolf

Member
Well the user is from New York, his friend works at a fab in upstate new york... the only global foundries fab that can do 14nm afaik is FAB 8 in upstate new york... This at least checks out, and yes it could sink AMD, my guess is that these chips will be made at a cost to AMD, not a profit and we could be looking at a price drop of $50-$100 from the final retail price thanks to this screw up. The FU would be worth 100s of millions USD.
Still... just sounds like some I love Lucy type shit or other sitcom stuff I cant believe such a huge mistake could be made. Sounds like someone would be fired as well. Or some people as it have had to happen over a long period of time to have s measurable effect.
 

z0m3le

Banned
Meaning, this would translate to a lower shelf retail price for NX to users? @_@

Yes, Nintendo would be in a position to sue AMD for 100s of millions of dollars, Nintendo already putting a profit on the console, selling at a lower price would help sales, so while they might pick up a higher profit margin, they would pass a lot on to the users to maximize sales, as Software is key to Nintendo's profits, not hardware sales of their console that might only sell 10-30 million if it doesn't catch fire.
 

MuchoMalo

Banned
There was a rumor that they fucked up and made Xbox 1.5 chips instead of NX chips.

I guess the rumor is they got the timeline wrong and were supposed to do the NX chips first. Though I'd think it more likely, if true at all, that MS paid them to move theirs up after the PS4 Neo leak.

If that's the way it's worded and it's true, it means that Nintendo definitely isn't using 28nm. That is huge and means that they'd have to try pretty hard to put out an underpowered console in that case.
 

KingBroly

Banned
Yes, Nintendo would be in a position to sue AMD for 100s of millions of dollars, Nintendo already putting a profit on the console, selling at a lower price would help sales, so while they might pick up a higher profit margin, they would pass a lot on to the users to maximize sales, as Software is key to Nintendo's profits, not hardware sales of their console that might only sell 10-30 million if it doesn't catch fire.

If they have an opportunity to pass a lower up front cost to consumers while still profiting, they'd have to take it, and I think Kimishima would try to do so given his background. It'd help them TREMENDOUSLY out of the gate.
 

The_Lump

Banned
If that's the way it's worded and it's true, it means that Nintendo definitely isn't using 28nm. That is huge and means that they'd have to try pretty hard to put out an underpowered console in that case.

*shudder* just had a horrible sense of deja vu

;)
 

MuchoMalo

Banned
Guys, you're forgetting that AMD is already dying and Nintendo will be screwed if they go under. Even if this did happen, they wouldn't risk a major suit. AMD probably already had to offer a discount to get them to use GloFlo 14nmFF LPP anyway.

I also don't know why Nintendo wouldn't just admit that it's a manufacturing issue.
 
Guys, you're forgetting that AMD is already dying and Nintendo will be screwed if they go under. Even if this did happen, they wouldn't risk a major suit. AMD probably already had to offer a discount to get them to use GloFlo 14nmFF LPP anyway.

I also don't know why Nintendo wouldn't just admit that it's a manufacturing issue.

Not hanging your partners out to dry
 

The_Lump

Banned
Guys, you're forgetting that AMD is already dying and Nintendo will be screwed if they go under. Even if this did happen, they wouldn't risk a major suit. AMD probably already had to offer a discount to get them to use GloFlo 14nmFF LPP anyway.

I also don't know why Nintendo wouldn't just admit that it's a manufacturing issue.

If it's true (it probably isn't) then it would likely not be the only contributing factor to a move from holiday 2016 to March 2017.

edit: plus the above post
 

Kimawolf

Member
lol, this is better than a Nolan movie.

I can't believe this all. xD
" all these enhanced xb1s ms will love it!"

" you mean NX right?"

Dramatic music and tense face as guy 1 hangs head in shame

"You FOOL! You hit the xb1 button and not the NX button?!"

Camera zooms in

"WHY! BY THE GODS WHY! You ruined us you hear, ruined us!"

-end scene-
 

KingSnake

The Birthday Skeleton
" all these enhanced xb1s ms will love it!"

" you mean NX right?"

Dramatic music and tense face as guy 1 hangs head in shame

"You FOOL! You hit the xb1 button and not the NX button?!"

Camera zooms in

"WHY! BY THE GODS WHY! You ruined us you hear, ruined us!"

-end scene-

Can't wait for this LEGO AMD game.
 

MuchoMalo

Banned
*shudder* just had a horrible sense of deja vu

;)

In this case, the only way it would be worth it is if they are using a mobile SoC to match the handheld. Baring that I can't think of a reason why they'd use 14nmFF if they don't want to at least match current-gen. It would be spending extra money on some kind of custom chip for no reason. I mean, I guess if they want to match the power consumption of Wii U? Maybe? But even then they'd end up pretty close to Xbone and I don't know why they would spend extra money just for that. It would overall be cheapest to go with 28nm if they're intentionally weaker, and to use Polaris 11 otherwise. Or maybe they're using the die-shrunk modified Tonga I considered...

Not hanging your partners out to dry

Good point

If it's true (it probably isn't) then it would likely not be the only contributing factor to a move from holiday 2016 to March 2017.

edit: plus the above post

No, that would be enough imo, since 14nmFF LPP is such a new node.
 

Ogodei

Member
How can Nintendo expect the NX to pick up the slack of the Wii U in 2016 in ONE MONTH!?

Given that Wii U's averaged, what, a little under 4 million per year since launch, one solidly-stocked NX launch with high launch-day sellthrough could get them back to an average Wii U year.

It's not a high hurdle.
 

MuchoMalo

Banned
Given that Wii U's averaged, what, a little under 4 million per year since launch, one solidly-stocked NX launch with high launch-day sellthrough could get them back to an average Wii U year.

It's not a high hurdle.

And two real mobile games with good mircotransactions should earn a few million.

That said, even with Wii U's bad lineup this year, I don't see it selling under a million for the whole year.
 
Might be a bit pointless for most of y'all, but I'm gonna post Cheesemeister's translations here if that's okay, I get way too confused by Twiter's layout to read this stuff on there.

So yeah, translations are all by https://twitter.com/Cheesemeister3k of course.

Thanks for Collating the translations, look forward to reading the Whole thing at some point.

The most surprising thing is the direct questions. The same questions that many on here have been asking. At least they seem aware of the image (whether it is right or wrong) that they give off at times.
 

MacTag

Banned
You know this got me thinking a bit?

What happened if this NX system did something radical like, forgo disks for something more SD-like?

It been know for quite a while that they have been more than pleased with the DS/3DS cart system, which was flash memory-based. Part of why they got Monster Hunter was due to that (since they could provide more carts at launch).

That said, I doubt that they want to let go of it... and it would be cost effect to just boost the disk space and re-purpose the tech again, and with it's rather thin profile, you would not need a device as big.

Anyways that is just me off the cuff, speculating... since we are back to that stage again.
It's been heavily speculated that Nintendo would move to cards for NX game media, based off comments Macronix have made about NX being a major future contributor for them as well as the cross device shared software theory. If an NX console and an NX handheld can play the same games a card rom makes more sense than an optical disc.

I also recently discovered by looking through their QR reports that Macronix has a 32nm XtraROM production line in the testing phases being readied for mass production later this year. XtraROM right now is pretty much only used for 3DS game software (not flash), it's not even sold through retail supply vendors and it uses a 75nm production node. I feel like the obvious takeaway here is the new line's likely being developed for higher capacity roms for Nintendo.

Speaking of which, previously Macronix had suggested to investors that NX would release later 2016. I think they have their ivestor meeting/call next week so I wonder if we'll get any update on NX's impact to their business?
 

MacTag

Banned
I was wrong, Macronix's conference call went up today! Link

Haven't had time to listen yet though. Will later to see if NX comes up in the Q&A.
 

Eradicate

Member
It's been heavily speculated that Nintendo would move to cards for NX game media, based off comments Macronix have made about NX being a major future contributor for them as well as the cross device shared software theory. If an NX console and an NX handheld can play the same games a card rom makes more sense than an optical disc.

I also recently discovered by looking through their QR reports that Macronix has a 32nm XtraROM production line in the testing phases being readied for mass production later this year. XtraROM right now is pretty much only used for 3DS game software (not flash), it's not even sold through retail supply vendors and it uses a 75nm production node. I feel like the obvious takeaway here is the new line's likely being developed for higher capacity roms for Nintendo.

Speaking of which, previously Macronix had suggested to investors that NX would release later 2016. I think they have their ivestor meeting/call next week so I wonder if we'll get any update on NX's impact to their business?

I was wrong, Macronix's conference call went up today! Link

Haven't had time to listen yet though. Will later to see if NX comes up in the Q&A.

I remember you posted about this on that console cartridge feasibility thread and I found this so interesting!

Please, if you do hear something, let us know! I think it's interesting that the potential exists for cheaper, larger types of memory (related to the 3DS cartridges, right?) like this! Nintendo is a big partner for them, so these tidbits are always interesting to think about!
 

Ogodei

Member
If they want to launch in March and make a huge splash and get everyone talking, there's an obvious spot to kick off the North American advertising campaign

zIMMNFP.png


You play that right, you'll get way more publicity than E3 ever will get.

Does cost a shitton of money. But then NoA just got a shitton of liquid cash from 35% of the Mariners.
 

Eradicate

Member
Well the user is from New York, his friend works at a fab in upstate new york... the only global foundries fab that can do 14nm afaik is FAB 8 in upstate new york... This at least checks out, and yes it could sink AMD, my guess is that these chips will be made at a cost to AMD, not a profit and we could be looking at a price drop of $50-$100 from the final retail price thanks to this screw up. The FU would be worth 100s of millions USD.

Hate to double post, but I saw a similar post in the other thread.

If I'm cleared to do that one thread, do you mind if I just quote one of these posts to tie it all up?

It is a really interesting thought. I mean, crazier industry stories exist out there if you look them up! Who's to say it's not true? Global Foundries has had problems before, right?
 
Top Bottom