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Member since September 6, 2006

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  1. Comment - Blu-ray Causes PS3 Delay in Europe

    (Sep 6, 2006 - 12:42 PM)

    Interesting. I predicted this a while back (as did many others). Completely new fabs, completely new processor with big die size, new blue laser technology, and no units actually coming off the line.

    It's a very interesting strategy for Sony to allocate 80% of their units to USA in 2006. Try to win the next-gen DVD standards war on US soil. Flood the market with cheap Blu-ray players sold at massive losses.

    BUT WILL EARLY PS3 ADOPTERS (GAMERS) BE BIG BLU-RAY DVD BUYERS? BECAUSE THE WINNER OF THE FORMAT WARS IS NOT THE SIDE WITH THE MOST PLAYERS... IT'S THE SIDE WITH THE MOST DVDS SOLD.

    Europeans will be pissed off that's for sure. Possibly the shortage of blue-diodes could bid the price UP, since Nichia sells to both HD-DVD and Blu-ray makers... and both will buy up EVERY DIODE THEY CAN MAKE RIGHT NOW. Whom they choose to sell to could determine the winner.

    Not sure I agree with this:

    "Strangely, there could be a bit of a silver lining in this for Sony. Although hardware analysts such as iSuppli have yet to see a PS3 up close, they predict that component costs for Sony, once a teardown analysis is complete, will show that company losing far more per unit manufactured than Microsoft currently loses for each Xbox 360. If Sony manufactures fewer PS3s, some could say it's losing less money in the short term. Furthermore, if those supplies end up being delayed by more than a single quarter, which is likely due to missing the holiday rush, component costs for Sony could actually decline, meaning the company saves even more on per-unit costs once it can fulfill those orders."

    the problem with that reasoning is that the main reason component prices on Cell processor and BLU-RAY is economies of scale... and the "economies of scale" on BOTH those devices is probably 80% based on SONY PS3 SALES.

    in other words, the price of a Cell processor will come down after Sony sells X number of PS3s... NOT after X amount of time passes.