It does seem like they're setting up the app to be the only option for voice chat -- and by my interpretation, "matchmaking" a chat party ("lobby") with friends -- but I'm sure games will have their own functional lobbies and in-game matchmaking as expected. It would be no big surprise to me if Nintendo closes off voice chat and parties behind a barrier like that, for the children or simply because they're Nintendo.
I'm not sure how I feel about it yet. I've never found voice chat to benefit the experience unless you're playing with friends, so although I don't have a smartphone, I could probably live without the app if Nintendo will let me. But that also cuts out part of the value of the subscription price, something I only bought once in a blue moon with XBL, usually to play a new game with friends...whom I now can't communicate with unless we use a secondary device with
free third party software to organize and voice chat.
I'm not huge into online multiplayer anyway, but the subscription and app means I'll probably skip online-oriented games like
Splatoon 2. It's also a shame that it will splinter away what little multiplayer crowd there could be for an indie game like
FAST RMX, which has a dedicated but dilapidated fanbase in
FAST Racing Neo.
That being said, personally I'm shocked at how everyone seems to forget at every console launch the selection is paltry. PS4 was poor, Xbox One was poor and 3DS was tragic.
If
Breath of the Wild had never been seen or promised before, I don't think anyone would consider this launch weak. MK8D is also a strong title if you haven't played MK8 already. By the end of the year with
Splatoon 2 and
Super Mario Odyssey, I think it will certainly be better off than the Wii U, PS4, XBone, and 3DS all were in their first year. Nintendo has my purchase for
Xenoblade 2 as a must-have exclusive and
FAST RMX,
MK8 Deluxe, and a handful of multiplatform eShop titles like
Sonic Mania to sweeten the deal.
If big third party AAA titles are the metric for a software library, that won't turn around overnight and at launch.