馬、菲仍封鎖 任天堂Switch短缺恐再現 - Switch

By Hedda
at 2020-05-13T22:01
at 2020-05-13T22:01
Table of Contents
新聞來源網址:
https://ec.ltn.com.tw/article/breakingnews/3163024
====
〔財經頻道/綜合報導〕武漢肺炎(新型冠狀病毒疾病,COVID-19)疫情刺激居家娛樂需
求,日本遊戲大廠任天堂上財年(截至2020年3月31日)共售出2100萬台Switch主機,但
有消息人士透露,出於馬來西亞和菲律賓仍處於封鎖狀態,造成Switch主機的印刷電路板
等零組件供應短缺,恐限制今年的Switch產量。
《彭博》今(12)報導,馬來西亞當局已決定,已於5月4日正式放寬防疫封鎖措施,但該
國各州因缺乏相應的防疫準備,而延後放鬆措施。菲律賓則正考慮在5月15日,放寬部分
封鎖措施。有消息人士透露,由於馬國和菲律賓仍處於封鎖狀態,日本任天堂公司將難以
採購由馬國供應的印刷電路板,和菲律賓生產、連接印刷電路板的被動元件,並可能導致
Switch今年的產量受限。
報導指出,目前任天堂供應最緊迫的組件,就是印刷電路板和被動元件,此外,任天堂還
需和各大手機廠競爭生產有限的DRAM(動態隨機存取記憶體),因此DRAM的供應限制也可
能在今年下半影響Switch的生產。
對於此報導,任天堂發言人拒絕發表評論;任天堂社長古川俊太郎曾在上週的財報電話會
議上表示,預計疫情對任天堂產品生產的影響,將截至今年夏天為止。
Ace Research Institute分析師Hideda Yasuda則指出,任天堂Switch的庫存量可能會在
夏季恢復,但由於任天堂無法在購物季節生產足夠的產品,因此到今年底前,Switch可能
會再次短缺。
任天堂股價今收漲2.77%至每股44850日圓。
====
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