Thom Hogan about Sony’s strategy: Canon and Nikon should be worried!

In his latest article Thom Hogan (Click here) talks about the aggressive and well planed Sony strategy compared to the actual conservative Nikon and Canon approach. It’s worth to read!

Here is an excerpt of the text:

“Sony: most interesting strategies (yes plural) of the bunch. On the Alpha side went for very different technologies (e.g. pellicle mirror), which took awhile to get settled, but has clear benefits long-term. Also has been shoring up and improving dealer network here in the US, giving them a potentially significant advantage over the other players, above. Has been aggressive on price with the Alphas (some of which is happening with the dealer), and appears to be about to get more aggressive. Meanwhile, they’ve made NEX into a potentially serious mount (it currently extends from a low-end mirrorless model to a highly professional video camera). Too bad they don’t have the lenses to back it up yet. Status: making progress on all fronts, and Canon and Nikon need to be especially wary of this competitor. Forecast: one weakness is still not having all the right lenses. This blunted sales of both the full frame Alphas as well as NEX models. Even the Alpha is missing a few key lenses if it wants to tackle the high-end Canons and Nikons well. Rumors show progress on this front, but it needs to happen faster. Other weakness is in marketing. The dual strategy makes a strong cohesive “why Sony cameras matter” message very necessary.

Canon and Nikon have continued to pursue their old strategies: entry to pro DSLR lineups, iterated regularly, moved upscale in features and performance with each generation. Status: Quo. Forecast: declining returns from this strategy. A 24mp A77 at US$999 that performs well threatens the more expensive [shoplink 6952 ebay]D7000[/shoplink] and D400 on Nikon’s side, the same-priced [shoplink 5117]60D[/shoplink] and more expensive [shoplink 6954]7D[/shoplink] on the Canon end.”

Read the full text at bythom.com. What do you think about his anlysis? I do agree that Sony needs to extend their lens offering. The problem I see with the NEX roadmap is that Sony doesn’t plan to make any new pancakes. I hope they will change that. The Alpha mount will see 4-5 new Zeiss lenses within 2011 and a couple of new Sony lenses. This should make us go a huge step closer to Canon and Nikon!

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