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06-11-2015, 09:35 PM   #31
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QuoteOriginally posted by Winder Quote
From Sony interviews. The have said that:... the camera division has higher profits, because of the strength of the A7 line.
Well, the camera division has less profits.

http://www.sony.net/SonyInfo/IR/financial/fr/14q4_sony.pdf

Sales decreased by 7% but the weak yen made the impact only 3%.

I would like to see specific interviews you're basing your statements - which single out models - on.

And what is the source for Fuji sales success? This suggests revenue is down:

http://www.fujifilmholdings.com/en/investors/ir_library/earnings_summary/201...001/index.html

There is an A99 II and other lenses rumoured to come out this year, but I agree with the gist of your 'reading the tea leaves.'


Last edited by clackers; 06-11-2015 at 09:51 PM.
06-12-2015, 05:06 AM   #32
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QuoteOriginally posted by clackers Quote
Well, the camera division has less profits.

http://www.sony.net/SonyInfo/IR/financial/fr/14q4_sony.pdf

Sales decreased by 7% but the weak yen made the impact only 3%.

I would like to see specific interviews you're basing your statements - which single out models - on.

And what is the source for Fuji sales success? This suggests revenue is down:

FUJIFILM Holdings | Imaging Solutions (Fiscal Year 2015/3 Earnings)

There is an A99 II and other lenses rumoured to come out this year, but I agree with the gist of your 'reading the tea leaves.'

Page 3 of the report you linked:
Operating income increased 28.4 billion yen year on year to 54. 7billion yen (456 million U.S. dollars). This significant increase was mainly due to a reduction in selling, general and administrative expenses, the favorable impact of foreign exchange rates and the above mentioned improvement in product mix reflecting a shift to high value added models, partially offset by the above mentioned decrease in sales of digital cameras and video cameras.

DSLRs were down. Ricoh moved ahead of Sony in this market. The high value added models are the A7 line. They sold fewer units overall, which include point and shoot and DSLRs and video, but they sold more high end models (A7) and the sales dollars per-unit sold went up.

Photokina Interview:
Mathieu: It has been almost one year since the release of the Sony A7/r. Did this new system have the success Sony had hoped for?
Nogami: From a reputation point of view, very much so. It really did more than we expected. From a business point of view, because of this price point, it is of course not the kind of product that sells to millions but it is on track. The Alpha 7 really changed the position of mirrorless in my understanding, because mirrorless has been thought of as kind of inferior to an SLR, but this Alpha 7 series changed people’s mindset. So that’s why from this point of view, the Alpha 7 series is a big success for us.
Mathieu: An interesting aspect about the A7, A7r and A7s is that the bodies are identical and what changes is the sensor size. Do you plan to produce a successor to the cameras that are already on the market, or will the new cameras continue to complement the cameras that are already on the market?
David: I guess the answer in part is that one of the objectives of the Alpha 7 series was to get a full frame sensor into a small a body as possible, and that’s what we wanted to achieve, and that’s what we did achieve, and that got to a lot of people, which was great. Moving forward, it’s very difficult without saying about the new products in the future, but what we can say is that we are very happy with we’ve achieved.
Mathieu: So, interest in mirrorless cameras from professional photographers has increased in the last year?
Nogami: Very much.
Mathieu: Mirrorless cameras are proving they can do very well in a professional environment. Take for example the a6000 and its autofocus capabilities. Do you think that mirrorless cameras are completely ready for professional use?
Nogami: Yes. But you know what, professional photographers normally use several cameras–one for one project, maybe two for another. So they are not throwing away one camera when they take a new one. Canon users and Nikon users started using the A7 as a second or third camera. And the good thing is that our cameras can use their lenses with an adapter. So this is the way the current situation has evolved so far. But still it’s not taking over the main camera position yet. When we introduced the RX1, we seeded the product to professionals and they loved the concept very much, and they are still using it as sort of a third or second camera. And Alpha 7 is more or less an RX1 with an interchangeable-lens.


I don't know if I can find all of the interviews. The above is from Mirrorlessons.com. The DPR interview, Imaging Resource interviews are similar.



The Fuji financial report (last one I saw) specifically list the X-T1, the instant camera (like a Polaroid - I forget the name) and instant printer for cell phones as the items that sold well enough to offset decrease in sales from point and shoot. Fuji market share went from 0% 5 years ago to 8% as of last year and they are projecting almost 16% over the next 2 years. That may not happen. Fuji has been banking on implementing its organic sensor technology which would allow APS-C to exceed the performance of traditional thick CMOS FF sensors, but so far the release of organic sensors and the X-Pro 2 have been delayed. Sony's release of the A7rII with a thin BSI CMOS FF sensor really puts Fuji on the spot. They could take a hit on sales this year because they have not new products to put out on the market. IF they are forced to roll out the XT-2 or X-Pro 2 without organic sensors they will have a problem and they will miss a product cycle. Fuji will have to buy BSI sensors from Sony or use traditional thick CMOS sensors, but they wont be able to charge a premium for a camera with the older technology.


Anyway. There are plenty of interviews with Fuji and they all say the same as what Sony has said. Premium products are selling. The XT-1 sold well enough that Fuji made the Titanium edition. You don't make special edition bodies of cameras that aren't selling really well..... unless you are Hassy and your CEO is an idiot. Like the Prestige Edition of the K-3. Ricoh knew demand was high enough for people to pay a premium for a special edition. It would not surprise me to see a special edition of the 645z. That is going to be a very important camera for Ricoh.

Edit:
http://www.imaging-resource.com/news/2015/06/10/sony-rx10-ii-rx100-iv-and-a7...-from-the-pres
1:14PM ET: As we all know, the still camera market is on a downward trend, but Sony tells us its premium compact and interchangable-lens market share are still growing.

Last edited by Winder; 06-12-2015 at 06:05 AM.
06-12-2015, 07:05 AM - 1 Like   #33
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QuoteOriginally posted by Big Dave Quote
It has worked with the A7 series, because just about any lens ever made will mount on it. It is a different story with the old lens mount concept. I really enjoy my A7x camera, because they accept all of my legacy glass including Pentax in FF or aps-c format.
Agree. It works for my A6000, too. Had Pentax not announced its FF, I would probably already have a Sony A7x. The adapters work well, and for flash and TTL metering, the Sony system works better with an M or K lens than a Pentax body.
06-27-2015, 12:11 AM   #34
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This is a bit old [Tue Jun 9, 2015], but Sony certainly seems to be willing to sell image sensors to anyone, anytime at the moment - Samsung, Chinese mobile makers, you name it:

QuoteQuote:
"We want to be inside a variety of customers," Suzuki said.
"When it comes to semiconductors, if you can't make use of production capacity you quickly end up with a loss. So if you want to avoid that volatility the important thing is to have good balance with several customers."
Sony in April said it would spend 45 billion yen to bolster sensor production capacity this fiscal year on top of a 105 billion yen investment announced in February."
UPDATE 2-Sony aims for more clients, 20 pct sales growth in image sensors

It's mainly all about mobile phones, but this might turn out well for Ricoh.

06-27-2015, 05:22 AM   #35
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Tamron rep lets us in on the Pentax FF sensor, being the Sony one on the A7R II as mentioned above. The November release date supports having the 42 mp sensor since Sony gets half a year of exclusive rights on the new sensor. It's like the deal they got with Nikon as well.

Pentax full frame DSLR | Photo Rumors
06-27-2015, 08:23 AM   #36
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Sony gets what?
Pentax announced about the same time (next month, but they were waiting for Photokina and the camera wasn't exactly ready anyway) their 16MP camera, with Sony's version. Nikon was the first with their 36MP FF camera, by more than a year.
A lie told a thousand times...
06-28-2015, 01:10 PM   #37
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QuoteOriginally posted by Ash Quote
Tamron rep lets us in on the Pentax FF sensor, being the Sony one on the A7R II as mentioned above. The November release date supports having the 42 mp sensor since Sony gets half a year of exclusive rights on the new sensor. It's like the deal they got with Nikon as well.
that would make sense, because by the end of the year sony will have new ff cameras on the market.

QuoteOriginally posted by Ash Quote
"Some interesting rumors coming from a Tamron rep:
Ricoh is going to open a factory service center in the US in 2016.
The new full frame Pentax will have the 42MP Sony sensor from the a7R II.
Tamron will be adding new Pentax K mount lenses because of the above."

that makes no sense, given that b&h doesn't list even one tamron ff e-mount lens for sale, why would they make glass for the much smaller ff k-mount market share?
http://www.bhphotovideo.com/c/buy/Mirrorless-Camera-Lenses/ci/17912/pn/2/N/4...428+3999800997

maybe tamron will suddenly make a big push into these new ff lens areas?
06-28-2015, 02:40 PM   #38
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Tamron at least have shown some interest in the K-mount in the past, with some stellar FF lenses already available (28-75, 70-200). So they may surprise us with a few additional offerings when the FF camera is released.

06-28-2015, 02:58 PM   #39
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QuoteOriginally posted by osv Quote

that makes no sense, given that b&h doesn't list even one tamron ff e-mount lens for sale, why would they make glass for the much smaller ff k-mount market share?
http://www.bhphotovideo.com/c/buy/Mirrorless-Camera-Lenses/ci/17912/pn/2/N/4...428+3999800997

maybe tamron will suddenly make a big push into these new ff lens areas?
Maybe these two mounts (e & k) will be offered soon, just like Sigma lenses, first Canon and Nikon, then the others
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