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Analyst on how much Nvidia stands to make from Switch, expects 5-8 million shipped year one
Coming from Jefferies & Co.’s Mark Lipacis...
“We estimate this to be a $200-$320m annual opportunity for NVDA near term. While the incremental dollars would likely be margin dilutive, we view upside potential to our sales and EPS estimates of $0.11-0.16 in 2017.
While Nintendo has been largely uncompetitive against the Sony PlayStation and Microsoft Xbox, we think the Switch has the potential to see more shipments. There are very few details on the price point, but we think the Wii and Wii U case studies are instructive. In the first 12 months of launch, Wii shipped 13m units and the Wii U shipped 4m units. Assuming 5-8 million units at a $40 ASP for Tegra translates to $200-320m in revenues and $0.11-0.16 in EPS."
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