Handheld Super-Cycle Triggers a Run on Protective EVA Cases
TAIPEI — November 12, 2025. A new handheld hardware cycle is jolting demand for protective carry solutions—from Nintendo’s confirmed next-gen Switch launch to a wave of PC handhelds—putting EVA hard-shell cases squarely in the spotlight for 2025 holiday builds and 2026 replenishment. Nintendo’s investor materials pegged its new system launch to June 5, 2025, which has already catalyzed accessory roadmaps and private-label forecasts from Asian OEMs.
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Research firm Omdia estimates 2.3 million PC gaming handhelds will sell in 2025—up 32% YoY—expanding the installed base that also buys third-party protection and storage. Category momentum is set to continue through 2029, widening the attach-rate opportunity for cases sized to Steam Deck-class devices as well as smaller 8-inch Windows handhelds.
Omdia
On the supply side, Foxconn’s new Vietnam investments—licensed at $551 million across Quang Ninh projects—signal a deeper relocation of console-adjacent manufacturing. That geographic shift is already prompting case makers to dual-source foams, zippers, and molded shells in northern Vietnam to sit closer to final assembly and shorten lead times into the U.S. and EU.
Reuters
Hardware variety is also pushing SKU complexity. Lenovo’s Legion Go 2 (October 2025) stretches displays to 8.8 inches and ups battery capacity, nudging case makers toward thicker EVA cores, deeper accessory wells, and reinforced hinge spines to manage added mass. Expect more “universal” EVA shells with modular velcro cradles to cover multiple models without re-tooling every season.
Windows Central
Market researchers tracking gaming accessories broadly report double-digit growth through 2030, with protective cases remaining a resilient, high-margin subsegment thanks to impulse attachment and cosmetic customization. That growth tailwind—combined with the 2025 handheld cycle—positions EVA case suppliers for a robust 12–18 months, provided they execute tight tolerances and keep BOMs flexible.
Mordor Intelligence
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