Originally Posted by darinp2
Didn't they project that they would sell more than DVD in their first year also? If Toshiba gets to 100,000 per month that will be significant, if they do it relatively soon (doing it in December wouldn't be nearly as impressive or significant).
I don't think HD A2 sales are near that level yet as we would have seen more impact in sales. However if they are at least north of 30,000 units a month that could explain HD DVD movies constant sales rate.
I don't think HD A2 sales are at 100,000 units a month now.
But we'll have a better idea when new HD DVD release are available.
Originally Posted by Kosty
The PS3 needs to move more than 250.000 units to sustain the Blu-ray sales rate.
Originally Posted by DarinP
Did you just make that up? Are you saying they need to move more than 250k units per month to sustain their software sales rate? If so, based on what?
That's my assertion. I have not seen anyone use that figure. But here is my reasoning.
First off, CE sales are always slow in Jan and Feb, so they should naturally increase in March and thereafter. If they don't that a consumer marketing issue.http://www.bloomberg.com/apps/news?p...fer=technologyhttp://www.gamespot.com/news/6162870.html
Nov Sales) NPD shows 197,000 PS3 systems sold for the month
(Dec sales) while PlayStation 3 sales declined from 491,000.
(Jan sales) followed by PlayStation 3 with 244,000,
Assume 250,000 as the base for PS3 sales reported by NPD. If they did sell 197,000 in Nov, 491,000 in Dec and 244,000 in Jan, and the rise in Blu-ray sales did not start until January or two weeks after the December sales, and assuming the same attach rate, it would seem reasonable that at least those Jan sales of 244,000 units would need to be sold to keep the new owner Blu-ray disc purchases going. I just rounded up to 250,000 to make it a nice round number.
Of course, know one can know an exact number needed, but if you don't sell as much as 250,000 PS3 units a month and HD DVD players are selling 50,000 units or more a month with a greater number of them (ie 100%) being used as HD movie players, HD DVD sales will start to close again on the Blu-ray sales.
How many of those 244,000 January PS3 sales, (post Xmas rush) were disproportionally bought by pent up Blu-ray first adopter demand? Do you think that's sustainable?
Do you think PS3 owners will buy as many disks after they use their rebate coupons or exist BOGO offers? Probably not. At this stage , new PS3 sales need to be created at similar rates to sustain Blu-ray sales.