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Join Date: Jan 2005
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Originally Posted by peterlee
To do so at this stage would mean Sony would have a much more compressed time period between announcing the 52" set and selling it. Or is it possible that Sony could start selling this set in winter, Oct/Nov/Dec? Does Sony typically release new TV models that late in the year?
That is the least of Sony's worries as they are able to sell every LCD they build the fact is Sony builds ZERO Glass - Samsung is their supplier and they cannot get enough panels and is seeking an additional partner to expand capacity that doesn't exist to fill demand. Samsung has just released it's 57" 1080P at half of what the Sharp sells for and Samsung has a 52" planned to match Sharp's plans in the fall. If Sony doesn't go bigger it'll be because Samsung is keeping the glass for itself.
While they share in some 5,000 patents mutually and they both are obviously benefitting Samsung has more control over it's destiny in LCD as does Sharp as they both have production capacity they've been expanding for years while Sony sat on the sidelines giving up that market to Sharp and others until the past year.
Fact is Sony cannot get enough quality production to fill demand and it's not something you can create in the short term, it takes years - this scenario will occur when SED comes along - sure they'll sell like hotcakes but production capacity is unlikely to meet worldwide demand and does anyone think the price will dip very low when supply doesn't meet demand? Precisely why often you'll see BB sell Sony LCD's for above MSRP.
The last thing Sony has to worry about is marketing when supply cannot meet demand with LCD FP's anyways. If Sharp and Samsung are the only ones producing 52" and 57" LCD's where does anyone think Sony will produce such a glass if they have no production facility? Samsung is control of that pretty much.
I own two Sharps and a Sony and the Sony is a great panel but the new Samsungs are pretty amazing themselves and waiting for the 57" to arrive locally to upgrade from my Sharp 45". Typically Sony has followed Samsung with similar panel line shortly afterwards but whether Samsung is willing to make the glass available in these larger sizes no one knows at this point.
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