Analysts predict the impact of new US tariffs on consoles and physical games.

summation

  • China and Mexico's import tariffs can increase consoles and physical game prices.

  • There is a concern about the release and potential price hikes of Nintendo Switch 2 due to tariffs.

  • Many analysts predict that many games will no longer be released.

The import tariffs imposed by US President Donald Trump on administrative orders continue to be concerned about video game players who are sensitive to budget by the trade wars often reported with China, Canada and Mexico. On March 4, new or increased tariffs on three countries were effective, and many industry analysts show concerns about the meaning of consoles such as Nintendo Switch 2 and actual video game discs.

On February 4, 10%of the US imported tariffs began, and the number increased to 20%after a month on March 4. On the same day, new import tariffs in Canada and Mexico were applied to 25%. In essence, if you impose taxes on the company to import products from these countries, the administrative order to impose tariffs has already met the retaliation tariffs of China and Canada, and Mexico has made a presentation early next week. As analysts expressed uncertainty about the future of international trade, they had a big impact on the stock market.

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In the video game industry, tariffs affecting China and Mexico are attracting special attention because the consoles that come to the United States are manufactured in the former and the physical game disk is generally imported from the latter. Daniel Ahmad, director of research and insights at Niko Partners, recently pointed out these numbers through his Twitter account and insisted that he would “shoot through the roof” due to the cost of producing domestic by refusing Trump's idea to convert consoles and disk production on the border. According to Circana's Mat Piscatella director, sales of major brand consoles have been reported to have decreased by 45 %.

Trump's tariffs are more interested in video game industry experts.

Of the three major console manufacturers, Nintendo is the first person who has a great influence from tariffs. Even before it was announced in January, there was a concern that tariffs could harm the sale of switch 2 in the industry's rich jEFF grubb and other sources. This console is not yet a specific release date, but it is expected to be provided in 2025 someday. According to TheGamer's previous report, Switch 2 is manufactured in Weltrend in China, and when imported tariffs are applied, there are concerns about $ 500 of rumors.

In addition, the tariffs on Mexico have raised concerns about the future of physical game sales and worried that price hiking will be released soon. According to a recent post on Piscatella's Bluesky account, many physical games are completely removed. The recent posts on Piscatella's Bluesky account predicts that many games will no longer see physical releases and see consoles only by measuring cost savings for PCs and consoles.

Nintendo switch 2 tag page cover art

Nintendo Switch 2

brand

Nintendo

Original release date

2025

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