Wait WTF?!? 5nm!! That would be a more advanced process node than PS5 and XSX if true. I guess since it's a much smaller APU they can afford going on a smaller node if that's the case.
It being a portable is very interesting; I thought a while ago that might've been the case but at that time they were still doing their thing with Nintendo. Them ending that recently was suspect, but I thought it was more just to keep 1st-party content in the Xbox ecosystem. But knowing now it could be a portable after all, and their partnership with Samsung...it's starting to click into place.
One thing is for sure, as a portable Lockhart makes MUCH more sense especially for Asian markets, but I think they'd still need Samsung's help in that territory. A $299 Series S Portable fits nicely into the ecosystem and doesn't offer any contention for Series X (plus it'd make a decent rival for Nintendo, and that's always nice to have...long as it's more like a PSP thing and not PS Vita thing xD).
I hope it's not true. Microsoft seem to have acknowledged that Nintendo owns the portable space. That's why Microsoft is supporting Switch with software, it's not a competitior.
Also reads more like speculation rather than inside information.
They ended that partnership earlier this year. And for all intents and purposes, Switch is a competitor. It's still a mainstream gaming device for AAA and indie content and stuff in-between. Time that people spend playing something like Animal Crossing or Mario could be spent playing Sony or Microsoft titles, I think both of them know this.
Switch's popularity is one of the direct reasons PS4's continued to have problems in Japan; Nintendo offered a product better fitting the needs of that market. That's competition regardless of how you cut it. Microsoft understands this and even if Nintendo always comes in first WRT handheld gaming, that doesn't mean other competitors can't have success if they do things right. Sony showed this back with the PSP, that thing sold 80+ million units, the only reason it looked like a failure was because the DS damn near did 2x the sales. But PSP didn't NEED 2x the sales to be profitable or have a healthy ecosystem.
Much the same way, a Series S Portable doesn't need Switch-level sales to be healthy or profitable I'd assume. It's basically leveraging most of the same tech as the Series X, saving on R&D and production costs. Software development is massively simplified since it and Series X are the same architecture. Series S Portable would exist as an alternative choice, and potential companion device, to the Series X same way PS Vita has been for PS4, except in Series S Portable's case it'd have been designed for such from the outset.
Also this may make a lot of sense if MS decides to go with a VR headset in the near future; utilizing a Series S Portable as an extension of a Series X for processing communication tasks can help with VR fidelity in the headset, that can result in VR games with even better visuals. But the neat thing here is that Series S Portable could still provide some type of VR experience on its lonesome (just massively scaled back, obviously. Still extremely competitive with top-end mobile phone VR, however).
I think people looking at a Series S Portable not making sense because "well Nintendo always dominates the handheld market", aren't looking at this the right way. It's not about absolute hardware sales, it's about adding options and variety to the ecosystem that compliment one another. If MS does have a Series S Portable after all, they'll be the only platform holder with a complimentary home console and portable/handheld (at least portable) gaming ecosystem going into next generation. That gives them a lot of flexibility for not just general options but also game design possibilities with the two in tandem.
So yeah, I hope this is very much true.