[Richum]

Using eproductwars.com here are some interesting sales figures for HD-DVD Players. I am not sure if these are for Amazon direct or all sellers on Amazon.


A2 from May 22-25 129 Players sold


XA2 from May 22-25 77 Players sold.


A20 from May 22-25 29 Players sold.


XBox Add On May May 20 -23 this one is hard to believe 897


So a total of 1132 people have made or reconfirmed a commitment to HD-DVD in a period of 5 days. If this is Amazon only and not all vendors, what must be happening across the country?


Check it out go here eproductwars pass your pointer over the graphs and see for yourself.

 

[teddyc23]

The Xbox Add-on I could believe, with the latest update they have fixed sound and disc issues.



Teddy

 

[Django]



Quote:
Originally Posted by Richum /forum/post/0


Using eproductwars.com here are some interesting sales figures for HD-DVD Players. I am not sure if these are for Amazon direct or all sellers on Amazon.


A2 from May 22-25 129 Players sold


XA2 from May 22-25 77 Players sold.


A20 from May 22-25 29 Players sold.


XBox Add On May May 20 -23 this one is hard to believe 897


So a total of 1132 people have made or reconfirmed a commitment to HD-DVD in a period of 5 days. If this is Amazon only and not all vendors, what must be happening across the country?


Check it out go here eproductwars pass your pointer over the graphs and see for yourself.

HD DVD sales have been definitely picking up steam of late.

 

[joerod]

Blame The Matrix Trilogy!!! I know 4 people personally who jumped into HD DVD because of it...

 

[Django]



Quote:
Originally Posted by joerod /forum/post/0


Blame The Matrix Trilogy!!! I know 4 people personally who jumped into HD DVD because of it...

I know my brother-in-law did.

 

[BuGsArEtAsTy]

How did you get the numbers? I don't seem them at that site.

Quote:
Originally Posted by teddyc23 /forum/post/0


The Xbox Add-on I could believe, with the latest update they have fixed sound and disc issues.

Not that I'm responsible for any significant sales personally, but I only started recommending the 360 add-on again after the update. After the update, it's a great piece of kit IMO.


Now they need to drop to price to $149 though. Perhaps by Xmas.

 

[kevivoe]



Quote:
Originally Posted by Richum /forum/post/0


So a total of 1132 people have made or reconfirmed a commitment to HD-DVD in a period of 5 days. If this is Amazon only and not all vendors.

I have read some where that amazon accounts for about 11% of total NA sales in DVD'sBlu/HD-DVD.


Using that ratio we can estimate that NA sales for players in those 5 days were approx.


1132/.11 = 10,290 which is not all that much really. PS3 is down to 80,000 per month now so HD-DVD players still need another price cut to get to parity.


k

 

[Frank Derks]



Quote:
Originally Posted by kevivoe /forum/post/0


I have read some where that amazon accounts for about 11% of total NA sales in DVD'sBlu/HD-DVD.


Using that ratio we can estimate that NA sales for players in those 5 days were approx.


1132/.11 = 10,290 which is not all that much really. PS3 is down to 80,000 per month now so HD-DVD players still need another price cut to get to parity.


k

HD DVD players sales don't need parity.


Since the sales ratio of software is steady at appr. 60/40 the last couple of months now we can clearly see that the 9/1 (lumping in other br players) br player sales advantage doesn't do anything for the steady 60/40 software sales ratio. In fact HD DVD shows a slight trend upwards.


Conclusion: most of the PS3 are used for gaming.


Pirates1&2, cr and spiderman1&2 are out and nothing significant happend with the software sales ratio.

The death blow predicted by some didn't exactly happen.


The bda has little to be happy about as their strategy is clearly not working out.

 

[venk]



Quote:
Originally Posted by Frank Derks /forum/post/0


HD DVD players sales don't need parity.


Since the sales ratio of software is steady at appr. 60/40 the last couple of months now we can clearly see that the 9/1 (lumping in other br players) br player sales advantage doesn't do anything for the steady 60/40 software sales ratio. In fact HD DVD shows a slight trend upwards.


Conclusion: most of the PS3 are used for gaming.


Pirates1&2, cr and spiderman1&2 are out and nothing significant happend with the software sales ratio.

The death blow predicted by some didn't exactly happen.


The bda has little to be happy about as their strategy is clearly not working out.

When did Spiderman 1 & 2 come out>?

 

[BuGsArEtAsTy]



Quote:
Originally Posted by Frank Derks /forum/post/0


Pirates1&2, cr and spiderman1&2 are out and nothing significant happend with the software sales ratio.

The death blow predicted by some didn't exactly happen.

AFAIK, we have not yet seen the effects of Pirates 1 & 2 yet. The numbers should come out next week.


Spider-Man 1 and 2 have not been released on Blu-ray.

 

[bboisvert]



Quote:
Originally Posted by kevivoe /forum/post/0


I have read some where that amazon accounts for about 11% of total NA sales in DVD'sBlu/HD-DVD.


Using that ratio we can estimate that NA sales for players in those 5 days were approx.


1132/.11 = 10,290 which is not all that much really. PS3 is down to 80,000 per month now so HD-DVD players still need another price cut to get to parity.

If we assume these numbers are correct, that works out to over 750,000 units sold annually. "Not all that much really?" I think that's pretty decent. (Of course, there's a lot of guesswork and estimates here, so who knows...)


And I don't think anyone expects HD DVD players to reach "parity" with the PS3. Why would it need to do that? Attachment rates show pretty clearly that not everyone is using the PS3 for a movie player.


The software sales ratios are fairly close between the formats at the moment, and (if you count the PS3), there is a HUGE hardware advantage for BD. If there's ever parity there, BD will be hurting badly.

 

[plazman]



Quote:
Originally Posted by BuGsArEtAsTy /forum/post/0


AFAIK, we have not yet seen the effects of Pirates 1 & 2 yet. The numbers should come out next week.


Spider-Man 1 and 2 have not been released on Blu-ray.

I believe the thought at one time (right after the major BD surge) was that with Casino Royale when BD weekly share had risen to 80% or so, with the PoTC, Cars and then Spiderman releases that HD DVD would effectively be out of the game as their market share would fall in the low teens to single digits....coupled with the expected increase in sales of PS3, HD DVD would have to call it quits by the end of the year.


This also led to a lot of rumors about Universal going neutral and MSFT thinking about a BD add on drive for the x-box.


The BDA followed this up with a heavy dose of marketing and PR and declared the format war officially over. I believe the Disney parties we saw for PoTC were probably planned then - as an official victory to BD sort of party.


Of course things did not turn out that way. Mostly due to Universal coming in with a strong release calendar and Warner releasing Matrix to counter PoTC from Disney. Tosh chipped in with a price cut and other offers....


The proposed Disney victory party was in the end a simple PoTC on BD party....and some marketing fluff that proved that the battle of formats rages on.


However, it is looking more and more like on the hardware side, Sony is saying 'screw you' to all their other partners and aiming for BD to be the format for the PS3 alone. The Koreans were the first to see through this....Pannys BD10A may be a desperate last attempt by Panny to keep themselves in the BD game. Looks like Sony check-mated Panny there. Panny will have to match Sony's replication costs (which Sony is subsidizing now for 50Gb) and will also have to match the PS3 in prices (which will always be subsidized)

So with 30-40% weekly market share, and with the more competitive economics HD DVD can simply wait for BD prices (particularly for 50Gb disks) to reach cost of production levels and HD DVD will have the clear advantage.



Spiderman will probably be the biggest seller for the year (IMO), but it will not be sufficient to end the format war, unless Warner or Paramount decide to be BD exclusive or Uni commits to be complete neutrality....we'll see. I am assuming that BD will always be around for the PS3, which has a pretty big installed base, but in the end has a limited market....compared to standalone players.

 

[Sluggonics]



Quote:
Originally Posted by BuGsArEtAsTy /forum/post/0


AFAIK, we have not yet seen the effects of Pirates 1 & 2 yet. The numbers should come out next week.


Spider-Man 1 and 2 have not been released on Blu-ray.

Spider-Man 3 will be the big Blu-Ray release. I anticipate Sony will release Spider-Man 3 PS3 bundles to really push the format for the Christmas 2007 season.

 

[JonProphet]



Quote:
Originally Posted by plazman /forum/post/0



The BDA followed this up with a heavy dose of marketing and PR and declared the format war officially over. I believe the Disney parties we saw for PoTC were probably planned then - as an official victory to BD sort of party.


The proposed Disney victory party was in the end a simple PoTC on BD party....and some marketing fluff that proved that the battle of formats rages on.

Anyone notice the big push on CC and BB to advertise the BR format and hardware? Last 2 weeks I've noticed that BB had full spreads of BR titles and hardware, but only advertised the lower price of the HD-DVD with like one title...... Is Sony leaning on BB?


Anyhow, I'd like to see the numbers for BR hardware.....


-JD-

 

[BuGsArEtAsTy]

Paramount's analyst thinks it takes 4.5 PS3s to equal one standalone or 360 add-on in terms of disc sales. I think that's in the right ballpark.


P.S. Can someone direct me to the actual unit sales numbers? Call me stupid but I still can't find them. A screengrab would help.

 

[Poolrad]

Definitely good sales (thanks for taking the time to put the details together), however we need 10x that to start penetrating HD discs into the J6P marketplace...


Hopefully it keeps growing.

 

[Deja Vu]

What really matters is HD DVD reaching a sales number (players) where everyone takes notice, especially the BD exclusive studios. This is really what it's all about - that magic number (and it will be different for different studios) where profit trumps everything else and studios go neutral. I suspect if HD DVD gets there all the exclusive studios (including Universal and except Sony) will come to an agreement and go neutral. At this point there will be enough incentive for Sony to also go neutral and it will follow soon after.


The argument that we want only one format to keep the consumer happy is moot if enough consumers buy into both formats, especially HD DVD since if you don't sell to those owners you kiss all and any profit from that market goodbye. If consumers import your BD titles on HD DVD from Europe then that's a real slap in the face - someone else making a profit with your merchandise and undermining any chance of there being only one format (BD) at the same time - that has got to hurt!


Cheers,


Grant

 

[BuGsArEtAsTy]

One magic number often thrown around is >1 million HD DVD players (360 HD DVD + standalones) in calendar 2007, and IMO that would indeed be a significant milestone.


Paramount's analyst is predicting 1.7 million HD DVD players in calendar 2007. Toshiba is predicting 4-5 million HD DVD players in fiscal 2007 (which is until the end of March 2008).

 

[HPforMe]



Quote:
Originally Posted by BuGsArEtAsTy /forum/post/0


One magic number often thrown around is >1 million HD DVD players (360 HD DVD + standalones) in calendar 2007, and IMO that would indeed be a significant milestone.


Paramount's analyst is predicting 1.7 million HD DVD players in calendar 2007. Toshiba is predicting 4-5 million HD DVD players in fiscal 2007 (which is until the end of March 2008).

Both predictions are highly optimistic. We're coming to the end of the second quarter and no cheap standalones yet. I say that figure is possible at the end of the first quarter next year - the 1.7 million figure that is. On the other hand PS3 sales have flattened out and Blu Ray standalone prices are still not competitive enough so any shortage in actual sales from HD DVD side on those projected numbers is offset by Blu Ray's lack of fundamental change in its current position, i.e., status quo at least until the end of the 2nd quarter of next year.


A war of attrition is much more favorable to HD DVD than Blu Ray though.

 

[Frank Derks]

Oops, assumed SM 1&2 would be available for pre order right now.