Originally posted by Aristophanes From Thom Hogan, Nikon guru relating to the D800 and D4:
"It's a delicate balancing act that Nikon has to go through. We're not talking mass market consumer item here, where you build huge, permanent capacity to meet insane demand (the current Apple model). A D4 is going to sell a few hundred thousand copies in its lifetime, a D800 maybe a million+. Sendai's current capacity is 5,000 D4's a month, 30,000 D800's a month. Best case scenario ... is that they could double production by doubling staff or making everyone work double shifts."
Niche product.
Interesting that you haven't recognized that this guestimation completely discounts your earlier assertion that Sony is working 'at capacity' to satisfy Nikon's FF sensor needs, and has no further capacity for Pentax-Ricoh. If Pentax would sell 10% of the D800 numbers, Sony could fill Ricoh's orders for a full year with only 1.5 to 2 months worth of Nikon's sensor volume. Thom Hogan, like you, and like me, does not know the precise Sony existing FF fab capacity, but if he is even suggesting
that Nikon may be able to double their volume if they expanded internal factory capacity, doesn't that suggest that Sony is probably nowhere near 'capacity' in filling Nikon's FF sensor volume?
Quote: Pentax has about 5% of the DSLR market. So what's 5% of the D800 + D4 market?
You always assume Pentax has to stay at 5%, even up a tier from where they are now. I don't see why that would be so. When Pentax entered MFD, they doubled the annual unit sales in that tier - matched every other player combined, at least for the first 10 months. Pentax FF would not come close to that, but because there are fewer players in the FF tier than aps-c, we should be able to safely assume something more than the same 5% of Nikon's aps-c volume... I would guess 10%, perhaps more, depending on the quality of product. I think I did the math earlier - even at $500 profit per body (low estimate,) it meant something like $20Million profit in the first year on bodies alone at that volume, which would probably be considered part of a ROI schedule - an attractive schedule, especially when you consider increased (and higher-margin) lens sales.
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