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Threaten higher prices from US tariffs? Analyst sees two scenarios

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It is still unclear how US President Donald Trump will develop in the long term. According to the amber analyst Robin Zhu, Nintendo plans to launch the Switch 2 with two possible scenarios-including a price increase for the US market.

With his zigzag course in customs policy US President Donald Trump has triggered considerable uncertainty at the markets in the past few days. After Trump initially announced comprehensive tariffs for some countries, they were recently suspended for 90 days.

In this transition phase, a flat -rate importing duty from ten percent applies to goods imports from all countries. Vietnam was one of the countries that would have been particularly hard affected by the originally planned tariffs with tariffs of up to 46 percent. A country in which a large part of the components for consoles or the systems are manufactured.

Nintendo is also likely to prepare the current development of the current development. Of course we refer to the launch of the Switch 2 On June 5, 2025.

Nintendo could plan these steps

But what’s next? According to the amber analyst Robin Zhu, two possible scenarios could currently be discussed at Nintendo-including a potential price increase in Switch 2.

According to ZHU, the first scenario stipulates that the current import duties remain of ten percent. In this case, according to the analyst, Nintendo would be willing to “swallow the tariffs” and not to increase the Switch 2 price.

Instead, the console would be offered for $ 449.99. A price where Nintendo would also hold on to the launch.



The situation would be different if there is no agreement between Vietnam and the USA. According to ZHU, the then gripping import duties of 46 percent would result in a price increase of the Switch 2 in the USA.

If this scenario occurs, the console price in the United States should increase by $ 50 to $ 100. “Nintendo will probably leave the price at $ 450 and only accept margin losses,” said Zhu with a view to the 10 percent tariffs. “With the 46 percent Vietnam tariffs, on the other hand, I expect an increase of $ 50 to $ 100.”

A forecast with which ZHU is not alone. In the past few days, further analysts have been going of price increases in the USA from that, in addition to the consoles, also affect television, console accessories such as controllers or other types of consumer electronics.

Nintendo tries to avoid US imports from China

Another problem should be the escalating trade war between the United States and China. While the United States also raised import duties of 145 percent, China countered with tariffs of 125 percent.

A report by Vietnam Customs According to Nintendo, Nintendo is trying to avoid this tariff by providing consoles manufactured almost exclusively in Vietnam to the United States.

“The data show that Nintendo delivers almost all game consoles produced in Vietnam to the USA. This is in stark contrast to the previous months, since the company tries to bypass Trump’s tariffs to goods from China,” says the current development.

Further reports on Nintendo Switch 2.



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