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    The Japanese made the industry into a cartel some time after Kodak's bankruptcy and exit out of the photo-video manufacturing in 2012. Kodak wasn't very competitive on the ILC's but could still offer tangible competition on general value. The cartel clearly thought that they could guide the market toward a long term survival and a reasonable financial sustainability but missed out on three technological developments - multi-camera modules, the periscope zooms and the high resolution sensors for smartphones. A combination of the three knocked out the low-to-medium price ILC's off the store shelves, thereby destroying the ability to spread the overhead and the R&D over the tens of millions of units sold.

    Now, Olympus is out, Pentax is de facto out and Nikon and Panasonic are teetering on the edge.

    And then there were two.


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    Quote Originally Posted by DLD View Post
    The Japanese made the industry into a cartel some time after Kodak's bankruptcy and exit out of the photo-video manufacturing in 2012. Kodak wasn't very competitive on the ILC's but could still offer tangible competition on general value. The cartel clearly thought that they could guide the market toward a long term survival and a reasonable financial sustainability but missed out on three technological developments - multi-camera modules, the periscope zooms and the high resolution sensors for smartphones. A combination of the three knocked out the low-to-medium price ILC's off the store shelves, thereby destroying the ability to spread the overhead and the R&D over the tens of millions of units sold.

    Now, Olympus is out, Pentax is de facto out and Nikon and Panasonic are teetering on the edge.

    And then there were two.
    Just two competitors is almost worse than a cartel


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    Quote Originally Posted by James0b57 View Post
    Just two competitors is almost worse than a cartel
    It is worse than a cartel. It's a duopoly. There's been talk of the Chinese entering the market with their Sharp branded 8K MFT camera but that's been two years in the making.

    And, to give credit where it's due, a non-crippled R5 is a gigantic step forward in hybrids. And now there are rumors of a 75-90 MPX high end Canon already being out in the hands of the early testers. So, technology is trickling out, albeit slower and at higher price points than it should.


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    43 Rumors is quoting Nikkei. 2019 ILC units sold globally.

    Canon 4.16 million units
    Nikon 1.73 million units
    Sony 1.66 million units
    FUJIFILM 500,000 units
    Olympus 330,000 units
    Other 280,000 units
    https://www.43rumors.com/2019-mirror...-4th-position/


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    Side note : Gerald Undone has an "explanation" video out (it was live streamed a couple of days ago) ... about the relations with sponsors, the manufacturers, the paid trips, the free gear. It's his story and he's sticking to it.


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    So, after looking at the official announcement earlier this morning, to me it reads like it’s just moving things around on paper.

    Tokyo, September 30, 2020 – Olympus Corporation (“Olympus”) today concluded a definitive agreement with Japan Industrial Partners Inc. (“JIP”) regarding the transfer of the Olympus Imaging business. Under the agreement, Olympus will transfer its Imaging business to a newly established wholly-owned subsidiary of Olympus (the "New Imaging Company"), through an absorption-type split. This is to be followed by transferring 95% of the shares of the New Imaging Company on January 1, 2021, to OJ Holdings, Ltd., a special purpose company established by JIP.


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    I'd say this is paper shuffling. Their business strategy is anyone's guess. Mine would be that, at the moment, everyone's hoping for a strong rebound and JIP will try to sell the low end MFT cameras for as long as they can. The "high end" MFT business has likely reached the end of its road. Panasonic is in the same situation with MFT but has a bit of the L-mount biz left.

    In the past few months, JIP defended its leftover ideas by bringing up what used to be Sony Vaio product line and proudly proclaiming that Vaio was still an ongoing concern. In response, I'd say that laptop sales aren't plummeting into an abyss.


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    Quote Originally Posted by DLD View Post
    I'd say this is paper shuffling. Their business strategy is anyone's guess. ...
    It's what you do with a dead division that nobody wants so you can get it off the books so it stops dragging down the rest of the company. Next month's headline will have other declining camera divisions joining the dead pool.


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    In terms of accounting, it looks better to dispose of the money losing operations in one felt swoop. Recognize the "extraordinary" losses and move on. The presumption is that JIP will be saddled with so little overhead and R&D expenses, it can make some money off the straight production run, as per unit sold, P/L is still in black. And they'll keep at it until it's in black no more.


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    Canon 4.16 million units
    Nikon 1.73 million units
    Sony 1.66 million units
    FUJIFILM 500,000 units
    Olympus 330,000 units
    Other 280,000 units

    Ouch. Where is Panasonic in that list? Think about how tough that makes it for Olympus and below. They have to cover the same distribution, marketing, and sales with 1/5 or less revenue. A difficult task.


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