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Matsushita's Blu-Ray Strategy

http://plusd.itmedia.co.jp/lifestyle...8/news001.html


1. Matsushita considers BR-ROM player to be a difficult business and unprofitable.

2. US market see BR-ROM players in summer.

3. Matsushita will only sell Blu-Ray Recorders in Japan.

4. Matsushita will press BR-ROM in Japan, but not in the US.

5. The PC drive is much more important than the player because of its greater volume.

6. Matsushita confirms its BR-ROM player will be priced higher than Toshiba's HD-DVD player.

7. BR-ROM is not the core of Matsushita's Blu-Ray strategy.

8. BR-ROM and HD-DVD will co-exist longer than the current projection.

9. Matsushita claims an 80% yield for single layer BR-ROM. Yield target for DL is 70%.

10. Price goal of BR-R is $10 for SL and $20 for DL.

11. Projected price of BR recorder is 200,000 Yen.($1,800)

12. Matsushita is aiming for dual layer for R, RE, and RAM from the start.

13. PSX3 will not compete with Matsushita's product, especially in Japan where most of devices will be BR recorders.


Toshiba's HD-DVD Strategy

http://plusd.itmedia.co.jp/lifestyle...9/news001.html


1. HD-DVD-RAM will be single layer 20 GB only. Toshiba gave up on DL.

2. HD-DVD-RW will be double layer 30 GB.

3. HD-DVD media will be cheaper than BR media per bit.

4. Content providers are demanding DL DVD/SL HD-DVD hybrids. Toshiba's studying this possibility.

5. HD-DVD does not suffer from tilting problem(like Rio would like to insist); HD-DVD OPU will operate without a tilt servo, but it was added to increase stability. Tilt servo will be gone in future OPUs.


http://pcweb.mycom.co.jp/articles/2006/01/06/ces2


1. HD-DVD players will hit stores in March.

2. In addition, HD-DVD recorders will hit stores by June(Japan only).

3. In Japan, there is no market demand for players(Matsushita agreed with this).

4. Toshiba has a sales goal of 500,000 players and recorders in 2006.
 

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So... they'll press BD media in Japan, but won't sell it in Japan because they won't make any players in Japan... Ok, I'll buy that :rolleyes:



/sarcasm on


********GA's BD Strategy:

1. Bash BD

2. Annoy people by using the wrong acronyms

3. Bash BD

4. Make up info

5. Bash BD

6. Post links we can't read

7. Bash BD


********GA's HD DVD Strategy:

1. Praise HD DVD

2. Make up info

3. Praise HD DVD

4. Post links we can't read

5. Praise HD DVD
 

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News source of Matsushita is Kazuhiro Tsuga, Toshiba is Naoshi Yamada.

I'd like to add slight supplemental information, from original articles.


Matsushita's Blu-Ray Strategy

http://plusd.itmedia.co.jp/lifestyle...8/news001.html

Quote:
Originally Posted by ********GA
1. Matsushita considers BR-ROM player to be a difficult business and unprofitable.

2. US market see BR-ROM players in summer.
Correct.
Quote:
Originally Posted by ********GA
3. Matsushita will only sell Blu-Ray Recorders in Japan.
3. Matsushita will start selling BD recorders (which supports BD-ROM playback) in Japan at first (instead of starting with player only products). Those will be introduced as high-end DVD recorders.
Quote:
Originally Posted by ********GA
4. Matsushita will press BR-ROM in Japan, but not in the US.

5. The PC drive is much more important than the player because of its greater volume.

6. Matsushita confirms its BR-ROM player will be priced higher than Toshiba's HD-DVD player.
Correct, though there is no wording "BR-ROM" in the world.
Quote:
Originally Posted by ********GA
7. BR-ROM is not the core of Matsushita's Blu-Ray strategy.
7. Matsushita doesn't think that only package business by ROM media is the core business.
Quote:
Originally Posted by ********GA
8. BR-ROM and HD-DVD will co-exist longer than the current projection.
8. Both format may co-exist longer than expected, since Hollywood content media is determined by factors other than technical superiority.
Quote:
Originally Posted by ********GA
9. Matsushita claims an 80% yield for single layer BR-ROM. Yield target for DL is 70%.
9. DL line is almost completed in terms of technical view point, Origin Electronics already has sales menus for it. Cinram and Technicolor will replicate by using these technologies. Matsushita has held tours of its line many times. Yields for SL is more than 80%, Matsushita is now defining detail processes for DL targeting 70% yields.
Quote:
Originally Posted by ********GA
10. Price goal of BR-R is $10 for SL and $20 for DL.
10. Tentative targets are 1,000JPY ($8.70) for SL, 2,000JPY ($17.40) for DL. Price would go down if operating ratio of production equipment gets higher. Number is important.
Quote:
Originally Posted by ********GA
11. Projected price of BR recorder is 200,000 Yen.($1,800)
Almost correct ($1,739).
Quote:
Originally Posted by ********GA
12. Matsushita is aiming for dual layer for R, RE, and RAM from the start.
12. Matsushita knows issues and solutions for DL, its first products have DL writing capability.
Quote:
Originally Posted by ********GA
13. PSX3 will not compete with Matsushita's product, especially in Japan where most of devices will be BR recorders.
13. PS3 will not compete with Matsushita's product, especially in Japan where most of devices will be BD recorders.


Toshiba's HD-DVD Strategy

http://plusd.itmedia.co.jp/lifestyle...9/news001.html

Quote:
Originally Posted by ********GA
1. HD-DVD-RAM will be single layer 20 GB only. Toshiba gave up on DL.
1. HD-DVD-RAM will be single layer 20 GB only. Toshiba gave up on DL, since production of DL is difficult and capacity would be 30GB (instead of claiming 32GB). [Note: Yamada-san has kept claiming so far that HD DVD-RAM was easier to produce than DVD-RAM, they had solutions for DL HD DVD-RAM and found no stumbling blocks for DL mass production.]
Quote:
Originally Posted by ********GA
2. HD-DVD-RW will be double layer 30 GB.
2. DVD Forum are standardizing both SL and DL for HD DVD-RW. Final spec is scheduled on March. Whether supporting RW in Toshiba's recorder will be determined by the result of standardization.
Quote:
Originally Posted by ********GA
3. HD-DVD media will be cheaper than BR media per bit.
3. Toshiba cannot show the price of writable discs, since it doesn't do business. Yamada believes HD DVD media would be less expensive than BD writable discs wrt bit cost.
Quote:
Originally Posted by ********GA
4. Content providers are demanding DL DVD/SL HD-DVD hybrids. Toshiba's studying this possibility.
4. Some of content providers are demanding DL DVD/SL HD-DVD hybrids. Toshiba's considering this possibility, however, it's unknown whether it will be standardized or not, they need further study including evaluation whether production margin can be enough or not. [Note: DL DVD/SL HD DVD should be less expensive, have higher yield than DS DL hybrid, shouldn't it? There is no mentioning whether it is supposed to be single sided or double sided.]
Quote:
Originally Posted by ********GA
5. HD-DVD does not suffer from tilting problem(like Rio would like to insist); HD-DVD OPU will operate without a tilt servo, but it was added to increase stability. Tilt servo will be gone in future OPUs.
5. It is said that HD DVD has a weak point as to disc tilt. It is correct in some extent, however, our development is proceeding to make it work without tilt servo due to device on drive side. It is mandatory to have tilt servo in HD DVD, however, it doesn't mean it won't work without servo. The servo is for stabilizing, HD DVD is not too sensitive wrt tilt comparative to said in public.

6. Toshiba is planning to release HD DVD recorder by 2Q-3Q time frame in Japan.

7. Supporting DVD burning in its HD DVD burner is not determined yet.

http://pcweb.mycom.co.jp/articles/2006/01/06/ces2

Quote:
Originally Posted by ********GA
1. HD-DVD players will hit stores in March.

2. In addition, HD-DVD recorders will hit stores by June(Japan only).

3. In Japan, there is no market demand for players(Matsushita agreed with this).
It was not unveiled that whether HD DVD player will be released in Japan or not.
Quote:
Originally Posted by ********GA
4. Toshiba has a sales goal of 500,000 players and recorders in 2006.
4. Toshiba aims to sell 500,000 in total of player on March, recorder and 2nd gen products in this year.
 

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Wow. I am impressed. I don’t know how he is doing it but ******** does uncover information that is very, very hard to come by. Some of the things he is posting here about MEI are absolutely true (based on my direct conversations with their execs) but I have never seen them in public. They are so confidential that I still hesitant to confirm which item this is in his list!


Just yesterday, I confirmed something he has been saying about HD DVD that I had not heard. I fell off my chair when I realized how few people knew about it, yet here we had ******** posting it for the last couple of months.


Note that I don’t know the man personally and am well aware of accusations people make about him. I am not here to defend what he does or how he does it. Just telling as an insider, he seems to be unearthing things at times that are quite accurate. So don’t throw the baby out with the bath water just because you think he is totally biased.


Amir
 

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Quote:
Originally Posted by amirm
I don’t know how he is doing it but ******** does uncover information that is very, very hard to come by. Some of the things he is posting here about MEI are absolutely true (based on my direct conversations with their execs) but I have never seen them in public. They are so confidential that I still hesitant to confirm which item this is in his list!
All points ******** posted here are available in public at famous Japanese news sites.


Interview with Tsuga-san was issued on 1/8 00:55 JST.

Interview with Yamada-san was issued on 1/9 01:49 JST.

Last article was issued 1/6.

Quote:
Originally Posted by amirm
Note that I don’t know the man personally and am well aware of accusations people make about him.
So, now we know ******** is not the other personality of a Microsoft VP :)
 

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Quote:
Originally Posted by Rio
So, now we know ******** is not the other personality of a Microsoft VP :)
If its a true split personality, one might not know of the other's existence.


Its been rumored that Amir often mumbles "redrum, redrum" at SMPTE meetings when Tom is present. :D


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Palladin


Chance favors the prepared mind
 

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Quote:
Originally Posted by Rio
All points ******** posted here are available in public at famous Japanese news sites.
And the number of people who posted them here before he did was what?

Quote:
So, now we know ******** is not the other personality of a Microsoft VP :)
Correct. What is left to know is who you work for and what your background is in this area. Do you mind letting us know? I assume you are Japanese. Do you work for a CE company? If so, is there an interest with BD products here?


Amir
 

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Quote:
Originally Posted by Palladin
If its a true split personality, one might not know of the other's existence.


Its been rumored that Amir often mumbles "redrum, redrum" at SMPTE meetings when Tom is present. :D


__________________________________________________

Palladin


Chance favors the prepared mind
I believe that is "RedRom", a nostalgia for the early WMV9 discs. ;)


- Tom
 

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Quote:
Originally Posted by amirm
Just yesterday, I confirmed something he has been saying about HD DVD that I had not heard. I fell off my chair when I realized how few people knew about it, yet here we had ******** posting it for the last couple of months.Amir
Give us an example. I smell FUD.
 

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Quote:
Originally Posted by Rio
10. Tentative targets are 1,000JPY ($8.70) for SL, 2,000JPY ($17.40) for DL. Price would go down if operating ratio of production equipment gets higher. Number is important.

Almost correct ($1,739).
Interesting quote (Babelfish):

Quote:
1/100 of equipment price is called price standard of 1 layer media.
Still, didn't Panny just announce the launch prices at $17.99 and $42.99? What time frame are these targets?


Gary
 

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Quote:
Originally Posted by tsb
Give us an example. I smell FUD.
FUD about what? I didn't say anything pro HD DVD or against BD. So what are you worried about?


You know, I have never used the word FUD to respond to anyone here no matter what they say. Yet you all use this word as if it is the "period" in a sentence. Don't you get tired of it? I mean it is not like it makes you look smarter by saying it...


Amir
 

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@tsb


Please add something meaningful to the conversation, otherwise don't bother posting, your presence on this thread has only served to degrade it.


When people report something, someone always asks for proof, yet here is some proof and you brush it off as if it was not needed since everyone knows it all anyway. If something is expected by a few, does announcing it make it any less relevant given these forums are a source of news and announcements?


Cheers...

Duy-Khang Hoang
 

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Quote:
Originally Posted by amirm
FUD about what? I didn't say anything pro HD DVD or against BD. So what are you worried about?


You know, I have never used the word FUD to respond to anyone here no matter what they say. Yet you all use this word as if it is the "period" in a sentence. Don't you get tired of it? I mean it is not like it makes you look smarter by saying it...


Amir


I'll bite and say no fud...but i am curious as to what the example was. Because mixed in with whatever ******** usually finds he/she/Cylon usually makes riduculous things up alongside it.
 

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I can't disclose it Gai. I really can't. And it is not for the usual reasons... That is all I am going to say.


Amir
 

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Quote:
Originally Posted by amirm
FUD about what? I didn't say anything pro HD DVD or against BD. So what are you worried about?
Well....after having viewed your posting on this subject for over a year and a half, that would be the natural and logical conclusion, wouldn't it? :)

Quote:
You know, I have never used the word FUD to respond to anyone here no matter what they say.
Perhaps because despite my beliefs to the contrary, deep inside of you, there is still a very, very small part of your soul that remains untainted, and would struggle with the hypocrisy of it? :D


______________________________________________________

Palladin


Chance favors the prepared mind
 

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Quote:
Originally Posted by amirm
I can't disclose it Gai. I really can't. And it is not for the usual reasons... That is all I am going to say.


Amir


Yup, FUD.
 

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Quote:
Originally Posted by hdkhang
@tsb


Please add something meaningful to the conversation, otherwise don't bother posting, your presence on this thread has only served to degrade it.


When people report something, someone always asks for proof, yet here is some proof and you brush it off as if it was not needed since everyone knows it all anyway. If something is expected by a few, does announcing it make it any less relevant given these forums are a source of news and announcements?


Cheers...

Duy-Khang Hoang
What are you talking about? Is any of the info here unexpected? I never said it wasn't post worthy. I said it was expected. I don't understand your logic. I never said any of the info was irrelevant. You are confusing "post worthy" with "expected".
 
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