The temporal truce in reciprocal tariffs, announced a few days ago by Donald Trump, has unleashed a counterreloj career among large technological ones to adjust their movements. Among them, Nintendo. The Japanese company decided to postpone the reservations of its expected Nintendo Switch 2 in the United States and did not hesitate to publicly attribute it to the context of commercial war.
From China to Vietnam: the movement that Nintendo had already foreseen. Although much of its production was centered on China, Nintendo began in 2019 to move part of its manufacture to Vietnam. At that time, they assured that it was not a maneuver for tariff reasons, but a strategy to diversify its supply chain. Over time, the decision has made even more sense.
Today, a third of the new Nintendo Switch 2 units will leave Factories in Vietnam. The manufacturer in charge, hosiden – the equivalent to Foxconn, who works with Apple, in the Nintendo ecosystem – is now under pressure to accelerate the production rate and make the most of the current tariff window.
The weight of tariffs: 145%, 46% or 10%. If all production followed in China, shipments to the United States would be subjected to a 145%tariff, a devastating blow for the company. Vietnam, on the other hand, faced a 46% tax, which has been temporarily reduced to 10% due to the temporal suspension announced by Washington.
According to Bloomberg, Nintendo is rushing to introduce as many consoles as possible in US territory while this reduced tariff is in force. In February alone, Hosiden sent more units from Vietnam than in the previous six months. The logic is simple: filling the stores now costs much less than paying higher rates.
A clock run and many pending negotiations. The suspension of the tariffs was established in 90 days. It is the margin that the United States and Vietnam have to negotiate, although Washington is also in conversations with many other countries. In parallel, Vietnam and the United States have already opened a channel to explore a “reciprocal” commercial agreement.
Meanwhile, 10% remains in force. And if there are no advances, the risk of returning to 46% is on the table. According to Bernstein firm, Nintendo could assume that 10% without raising the Price in the United States, keeping it in the 450 dollars announced. But if the scale tariff, the impact would be transferred to the consumer: the price could rise between 50 and 100 dollars.
Pause reservations, shipments without changes. The reserves, initially scheduled for April 9, are still in the air. Nintendo has not communicated a new date for the United States. What has not changed – at least for the moment – is the delivery day: June 5.
Apple, meanwhile, also reacts. Apple is also moving fast. The company has chosen to send 1.5 million iPhone from India to the United States in cargo aircraft, according to Reuters. India, like Vietnam, benefits from the 10% reduced tariff during this 90 -day pause.
Imagenes | Cláudio Luiz Castro | Brandon Day
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