What Macronix's ROM Chip Exit Means for Your Switch Game Col…
Switch 1 實體遊戲將逐漸稀缺,中小型遊戲卡匣可能停產;Switch 2 雖不受 ROM 停產直接衝擊,但記憶體成本上漲可能推高實體版價格或促使廠商轉向鑰匙卡。
Switch 1 實體遊戲將逐漸稀缺,中小型遊戲卡匣可能停產;Switch 2 雖不受 ROM 停產直接衝擊,但記憶體成本上漲可能推高實體版價格或促使廠商轉向鑰匙卡。
Key points - 旺宏電子宣布逐步停產 ROM 晶片,且不打算開發下一代產品。 - 初代 Switch 卡匣約 60% 的 ROM 晶片由旺宏供應,旺宏也是全球最大 ROM 晶片製造商。 - ROM 晶片營收占比從去年 20% 降至今不到 5%,今年第三季起已減產。 - Switch 2 卡匣改用 NAND Flash 晶片,不受 ROM 停產根本性影響。 - Switch 2 實體遊戲目前比數位版貴約 US$10。
Timeline - 今年第三季: 旺宏開始減產 ROM 晶片並規劃逐步停產。 - 近期法說會: 旺宏表示 Switch 1 進入生命週期尾聲,ROM 營收占比降至不到 5%。
FAQ
Q: Switch 1 實體遊戲會馬上買不到嗎? A: 不會立刻斷貨,但數量會逐步變少,中小型遊戲可能售完不再生產。
Q: Switch 2 卡匣會受影響嗎? A: 影響較小,Switch 2 改用 NAND Flash 晶片,不會因 ROM 停產而根本性斷貨。
Q: Switch 2 實體版會漲價嗎? A: 目前實體比數位貴約 US$10,若成本突破極限,廠商可能更傾向鑰匙卡或調整價差。
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