Originally posted by Christine Tham I wonder what this in terms of continuing evolution of Sony's camera bodies and lenses.
Take out the "creative" entertainment properties (which are a very different type of business) and this presentation could have been used for hundreds of different global manufacturers in just about any industry. To answer your question, any new fully assembled imaging products will simply be updated versions of what already exists. As long as a particular product is profitable on its own, it remains for sale, with constant review to reduce costs by subletting components, rationalizing assembly and abandoning unprofitable distribution channels. As long as products from the Devices business unit (sensors in the case of imaging products) can be utilized without re-designing existing finished assemblies, they will be implemented in Sony cameras, but don't expect them to enter markets where they don't already have a sustainable presence in and some current camera models will be discontinued, guaranteed. Sony is not an optical company, so any lenses without sufficient sales volume to get low enough prices from suppliers will be dropped, to be sold until existing inventory is gone. Realistically, without a huge existing base of lens system users like Pentax has with K-mount, it is unlikely that Tamron and Sigma will offer new lenses to pick up the slack.
Lenses for ILC's is even more of a mature market than ILC's themselves. If (and only if) there is sufficient sales volume to justify additional production runs, existing products will continue to be available for sale, but without Sony developing new bodies that encourage the purchase of new lenses, the business model for the optical side becomes obsolete. Sony wants to invest in imaging components, not finished products, so finished imaging products is entering a terminal business phase. Sony doesn't need to sell cameras to pay for the investment in sensors, and if they don't sell cameras they won't be selling lenses for long either. New sensor technology will no longer be held back (if, in fact it is currently being preferentially reserved for Sony cameras) from competitors to Sony imaging products.
It would be different if there was growth potential for the imaging products division, but obviously Sony has decided there isn't, there won't be, and any effort to grow their share in a declining market will negatively impact shareholder value. Imaging products are a cash cow, and as soon as the cow runs out of milk, it will be butchered. This was inevitable, there are too many players in the camera market, and some of those players are going to cut their losses and cash out, instead of playing until they have run out of money. Sony won't be the only company to do so, in fact some companies with smaller market shares and more limited opportunities to use components from other business units may exit the market completely before Sony does.