Any new news regarding the renesas fab closure...? When is the shutdown supposed to take effect, and will nintendo order some additional wafer starts before then - to cover switching manufacturing to another facility (such as IBM perhaps)?
I'm having delirious imagery (running a slight fever at the moment) floating about my head right now about nintendo running out of chips and simply dropping wuu like it was radioactive and like they did the virtual boy, pretending it never even existed...
They should though as time goes I wonder if will be too late.
It seems they are not considering the option
now and they should do it now. Later be it a new business model that include both home and handheld consoles (or only the later) they will face a significantly tougher market, Nvidia release an high end handheld, Amazon works on something (home of handheld it is unknown), Google too, Apple we don't what they will in the face of diminishing market shares, etc.
They should react now, in two years, even if they decide to stick producing toys, good and cheap toys, it could prove pretty hard to gain any traction either on the handheld or home console market.
If manufacturers finds out there is a market for handheld, the market will saturated pretty fast with devices from many manufacturers running Android. Even cheap handhelds would offer more than what Nintendo can provide /be a lot more functional devices.
Now they could make interesting hardware but they won't undercut the Chinese product or even a company as Sansumg if android powered handheld were to gain traction.
On the home console market I believe that there is room for a cheap, simple (really a device that mostly run games) device, though I don't think they have that much time to take that slot.
Others could take that spot (and actually offer neat non-gaming functionality) and as 20nm is getting closer the price of the PS4 and Xbox 1 could done significantly, I think especially of the later as it cost should down nicely thanks to MSFT for the system (and if it doesn't help the system cutting kinect could help further).
If I were in their pants I would have shifted to emergency mode a while ago and the plan would be to release something asap while aiming for a really low price. If it fails I guess no investors would cry if Nintendo were to be kicked out of that market.