Mankan G
Aktiv medlem
Informationen kommer från http://www.bythom.com/index.htm
Nikon har just offentliggjort sitt resultat, Ser riktigt bra ut! Kommentaren nedan är Thoms
"We have a whole bunch of things to discuss. First, look at those lens numbers (just completed fiscal year is in blue). Nikon's original 2007 forecast was 2.3m units, so they managed to do much better here than expected (1.74m units came in the last half of the year). Meanwhile, Coolpix sales went the other way. The estimate was 6.5m and they achieved 5.92m, a significant shortfall. Of course, if you've seen the latest Coolpix lineup, you'll know why. Yawn. (Come back to this site in a couple of weeks for my partial solution to the problem.)
Overall, a 10% profit margin is what most well-run businesses can achieve over time, so since Nikon is already there, the real issue for them is to increase sales without changing their cost equations.
For those wondering about regional impacts. The US continues to be the largest market for Nikon Imaging, with 34% of their sales, Europe follows with 32%, Asia and Other is 18%, and Japan is 16%. But Nikon expects Europe to grow (to 35%) and the US to shrink (to 30%) in the coming year. DSLRs and lenses now account for 63% of sales volume for the Imaging Division (up to 66% in the coming year).
But look at those 2008 estimates! The DSLR unit volume seems about what I'd expect (assuming a new model or two during the year). Someone is dreaming about the Coolpix volume, unless there's a whole new lineup of Coolpix that are no longer me-too just around the corner (given that Nikon's estimates are that Coolpix sales will be higher in the FIRST half of the upcoming fiscal year, I'd say no to new Coolpix models fixing the problem--given the values listed above, look for Coolpix rebates and sales). But look at those lens estimates! A 33% increase in lens sales? Yep, the rumor of lots of new lenses must be true (and again, the numbers are front-loaded to the first half of the fiscal year, so they must be coming soon).
Finally, a couple of minor points caught my eye in the press conference: "Expanding Glass Business through new business and withdrawing from non-profitable business," and "Our Aspirations: Meeting needs. Exceeding expectations." Let's see, a D3h and D3x with some new lenses would meet my needs. A usable ISO 1600 and all AF-S/VR lenses, including primes, would exceed my expectations."
Nikon har just offentliggjort sitt resultat, Ser riktigt bra ut! Kommentaren nedan är Thoms
"We have a whole bunch of things to discuss. First, look at those lens numbers (just completed fiscal year is in blue). Nikon's original 2007 forecast was 2.3m units, so they managed to do much better here than expected (1.74m units came in the last half of the year). Meanwhile, Coolpix sales went the other way. The estimate was 6.5m and they achieved 5.92m, a significant shortfall. Of course, if you've seen the latest Coolpix lineup, you'll know why. Yawn. (Come back to this site in a couple of weeks for my partial solution to the problem.)
Overall, a 10% profit margin is what most well-run businesses can achieve over time, so since Nikon is already there, the real issue for them is to increase sales without changing their cost equations.
For those wondering about regional impacts. The US continues to be the largest market for Nikon Imaging, with 34% of their sales, Europe follows with 32%, Asia and Other is 18%, and Japan is 16%. But Nikon expects Europe to grow (to 35%) and the US to shrink (to 30%) in the coming year. DSLRs and lenses now account for 63% of sales volume for the Imaging Division (up to 66% in the coming year).
But look at those 2008 estimates! The DSLR unit volume seems about what I'd expect (assuming a new model or two during the year). Someone is dreaming about the Coolpix volume, unless there's a whole new lineup of Coolpix that are no longer me-too just around the corner (given that Nikon's estimates are that Coolpix sales will be higher in the FIRST half of the upcoming fiscal year, I'd say no to new Coolpix models fixing the problem--given the values listed above, look for Coolpix rebates and sales). But look at those lens estimates! A 33% increase in lens sales? Yep, the rumor of lots of new lenses must be true (and again, the numbers are front-loaded to the first half of the fiscal year, so they must be coming soon).
Finally, a couple of minor points caught my eye in the press conference: "Expanding Glass Business through new business and withdrawing from non-profitable business," and "Our Aspirations: Meeting needs. Exceeding expectations." Let's see, a D3h and D3x with some new lenses would meet my needs. A usable ISO 1600 and all AF-S/VR lenses, including primes, would exceed my expectations."
