I'm no AV expert. This is what I get from the various posts to discover Sony's rationalization process. What do you think ?
PLAYER IMPLEMENTATION
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* Sony has delayed its standalone BR player until October this year due to "software issues". These issues could be related to VC-1, AVC or any other BD spec'ed details. People are complaining that Sony refuses to get help from MS regarding VC-1 implementation.
* Sony PS3 is due a few weeks later but "no one" knows its progress.
AVC and VC-1 are non-trivial to implement (My friend next door worked on a AVC chip). I hope Sony can lick both in time. In any case, Sony may want to avoid relying on MS lest another Toshiba GPU incident replay itself. In the worst case, Sony will have to upgrade the firmware after release like the Toshiba HD-DVD player.
MEDIA
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* The root cause of all these discussions seems to be the rumored yield problem of dual-layer BD-ROM. This actually reminds me of my first post here (
http://www.beyond3d.com/forum/showpost.php?p=513363&postcount=102). In that interview published 13 months ago, Sony R&D guys mentioned that their focus was read/write BD initially because it's the hardest to get it done right (and cheap). This R&D approach is the opposite of DVD's. BD-ROM gets lower priority because it's relatively easier: 25Gb or 30Gb "robust" single layer first, followed by dual layer. They seem to be working on single layer at press time. Dual layer BD-ROM had no production plan yet.
Given that kind of positioning, it is indeed possible that some slippage in dual layer development have caused embarrassment to BDA. However I wouldn't treat it like a "End of the BR World" kind of scenario. The BDA guys are probably working overtime to meet the delayed schedule and tie up all the loose ends. The first wave of single layer BD titles today probably reflects that gap (and also act as the single layer BD's milestone). We will have to see whether they make it to the second wave (end of the year ?).
* Availability of codecs. See PLAYER IMPLEMENTATION above.
* Choice of codecs. It's up to the individual studios to choose what codecs to use. Since all first wave BDs are done in MPEG2, it may mean that the dual layer BD-ROM is indeed the primary/preferred movie media. It has to make its debut soon despite low yield rumors.
I'm thinking once this foundation has been laid, we may see more open talks about VC-1 and AVC support. This is from project and product management perspective (Is that why people complained that Sony is too fixated on dual-layer BD-ROM ?).
CONTENT
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* There are complains about the fidelity of MPEG2.
Assuming dual layer BD-ROM is BDA's chosen path (since PS3 specs, published interviews all point in this direction),
Given Sis's specs of 12 Mbps - 15 Mbps for VC-1, can the same movie of similar quality fit into 50Gb using MPEG 2 ? What would that MPEG 2 spec look like ?
My original question is more related to the actual HD-DVD media out there. Are they all encoded for 12 Mbps stream ? If so, given that LOTR (223 minutes, almost 4 hours) occupies 25.2Gb, then the same movie can be made on a single layer BD. Most movies are less than 2 hours anyway. So there may still be space for extras.
Essentially, first wave of BD content is just for timeline PR. I doubt many copies are made.
PROFIT MARGIN
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* Sony is greedy and is willing to compromise movie quality to maximize its gain.
Sony may have an interest to make sure MPEG 2 can still be used to produce high quality movies on BD. However I don't think it can prevent other BD members from using different codecs. It's a futile exercise and I think Sony knows that. So I believe they limit the initial scope intentionally to maintain full control of the BR rollout.
From another perspective, the initial BD volume will be (i) low, or (ii) relatively high, mostly attributed to PS3. So BD members are also using Sony to lay the groundwork. It's not a one-sided deal.
In fact, the BD members can start to make money off read+write BD since it was the first fruit of their R&D (if that interview is to be believed).
I don't really have strong urge for any particular movie title right now. I might check out 1 National Geographic type title, 1 blockbuster, and 1 pr0n (ok, may be some
) just to get a feel in November/December time frame.
EDIT: Changed unit from MB/s to Mbps.