Archived posting to the Leica Users Group, 2015/08/09

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Subject: [Leica] Minor additional woe
From: Frank.Dernie at btinternet.com (Frank Dernie)
Date: Sun, 9 Aug 2015 09:22:18 +0100
References: <CAH1UNJ1hBdhYJ-mSr3zjvgKPGZ0-ajqBuH6jonpTavG362OMBw@mail.gmail.com> <1752273151.1359315.1439058254778.JavaMail.yahoo@mail.yahoo.com> <CAH1UNJ3zv+yV4_z-HZJJ95VTZUx3FVNx5kK1JCxowFoTuyaRrA@mail.gmail.com>

Jayanand,
If they trebled their current prices, we would be in agreement. They are 
still nowhere near expensive enough to be profitable if you are right about 
their business plan (which I would wholeheartedly agree looks likely). 
Despite years of widespread pessimism about Leica?s future the first time I 
thought the end was nigh was when I heard about investment by venture 
capitalists. Rapists.
Frank D.

> On 9 Aug, 2015, at 04:32, Jayanand Govindaraj <jayanand at gmail.com> 
> wrote:
> 
> Frank,
> Your expertise is engineering, mine is corporations, including the behavior
> patterns of those with substantial P/E investments. Lets agree to disagree
> on this one.
> Cheers
> Jayanand
> 
> On Sat, Aug 8, 2015 at 11:54 PM, FRANK DERNIE <frank.dernie at 
> btinternet.com>
> wrote:
> 
>> Jayanand,I think the only things they sell in the way you believe are the
>> special editions at ?20,000+.
>> Both Canon and Nikon sell their top models at a loss, since the production
>> volume, which is far higher than Leica M, means they can not be sold at a
>> price which covers costs, the manufacturing is amortised over too few
>> units.They can make their profit by selling vast numbers of less expensive
>> cameras. Leica can't.
>> Leica bodies are probably subsidised by the lenses.
>> I believe that the reason the S system was MF was because the pricing is
>> dictated by the volume and they felt, quite rightly I am sure, that an
>> autofocus 24x36 sensor Leica would not sell at S prices. The vast bulk of
>> the cost of something selling in these tiny numbers is R&D and tooling, 
>> not
>> the parts.
>> Comparing them with Rolex is inappropriate IMO too. Rolex make thousands
>> of times more watches than Leica make cameras. The movements are mass
>> produced in an already-paid-for production line and haven't needed any R&D
>> for decades, the profit margins on seen-to-be luxury goods like this are
>> vast.
>> Marketing strategies are pretty flexible but the basic inflexibility of
>> R&D, tooling and manufacturing an engineering product are nothing like
>> those of luxury goods.
>> Frank D.
>> 
>> 
>>     On Saturday, 8 August 2015, 14:47, Jayanand Govindaraj <
>> jayanand at gmail.com> wrote:
>> 
>> 
>> 
>> John,
>> That they are, and I don't disagree, but your buying the stuff they make
>> new is just icing on the cake as far as they are concerned. Their primary
>> market and focus lies elsewhere, and, irrespective of what you think,  I 
>> do
>> not fault them for that - on the other hand, I admire them as having taken
>> a quite brilliant business decision a decade ago. After all, they have to
>> survive by selling new equipment, not pandering to the wishes and
>> requirements of those fans/users who are unlikely ever to buy Leica stuff
>> new. I am sure that over 95% of the Leica using photographers seldom buy
>> their Leica stuff new, and the production has to be sold, after all, so
>> what choice do they have, but to take advantage of their hard earned
>> goodwill built over decades of excellence, and market their products as
>> bits of jewelry for whatever price the market will bear? Very sensible 
>> high
>> margin approach, which has worked very well over the last decade, but now
>> that the luxury market is flattening to reducing, we have to see what
>> future path they take. Let us not forget that they have to run a business,
>> and make money on it. No different in approach from what a Rolex, a
>> Montblanc or even a Mercedes/BMW would do - all of them have a large
>> proportion of their allure tied up in the aspirational desires of humans -
>> but that does not mean they turn out anything but the best they can, at
>> their price point. If you ask me, Leica's weakness in comparison to all
>> their luxury peers is what seems to be relatively weak after sales service
>> - they probably get away with it because a large part of their yearly
>> production is never used!
>> 
>> I personally would also think very seriously of adding to the icing if 
>> they
>> come up with a full frame, AF system based on the M series, as has been
>> rumoured, and they set up their dealership here in India by then, so that 
>> I
>> have a local outfit to handle problems if they occur.
>> 
>> Cheers
>> Jayanand
>> 
>> On Sat, Aug 8, 2015 at 1:31 PM, John McMaster <john at mcmaster.fr> wrote:
>> 
>>> For a company that is doing all that, they seem to spend a lot of time
>> and
>>> money making some of the best lenses available for any system.......
>>> 
>>> john
>>> 
>>> -----Original Message-----
>>> 
>>> 
>>> Adam,
>>> It has been blindingly obvious for a long time, to anyone who does not
>> have
>>> his eyes wide shut,  that Leica has morphed into a luxury marketing
>> company
>>> (have you ever bothered to notice WHERE they advertise nowadays?)! They
>> are
>>> opening boutiques in India now in partnership with the largest
>>> dealers/purveyors of luxury goods here. However, there is hope for them
>>> though, to change back into a photographic company, now that luxury goods
>>> sales in China have drastically plunged across the board.
>>> Cheers
>>> Jayanand
>>> 
>>> On Fri, Aug 7, 2015 at 10:06 PM, Adam Bridge <abridge at mac.com> wrote:
>>> 
>>>> That?s even worse.
>>>> 
>>>> AB
>>>> 
>>>>> On Aug 7, 2015, at 9:12 AM, Douglas Sharp <douglas.sharp at gmx.de>
>>> wrote:
>>>>> 
>>>>> AFAIK Marketing is now the top level and covers customer relations,
>>>> repairs, returns, complaints and technical matters.
>>>>> 
>>>>> Cheers
>>>>> Douglas
>>>> 
>>> 
>>> 
>>> 
>>> _______________________________________________
>>> Leica Users Group.
>>> See http://leica-users.org/mailman/listinfo/lug for more information
>>> 
>> 
>> _______________________________________________
>> Leica Users Group.
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>> 
>> 
>> 
>> 
>> _______________________________________________
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>> 
> 
> _______________________________________________
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Replies: Reply from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Minor additional woe)
In reply to: Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Minor additional woe)
Message from frank.dernie at btinternet.com (FRANK DERNIE) ([Leica] Minor additional woe)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Minor additional woe)