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The Ten Year Decline of Sony

83 pointsby akandiahover 12 years ago

19 comments

CamperBob2over 12 years ago
Blaming an engineering-centric culture for <i>bad</i> corporate performance? That's... novel.<p>Sony has only one real problem: Sony. Merging an entertainment conglomerate with a hardware company was a dumb idea, because every product manager at Sony now has to get approval from two completely different companies with two completely different cultures in order to ship anything. At Sony, if the technology isn't proprietary enough, the DRM isn't annoying enough, or there are no clear opportunities to give the customer an enema with a fire hose, the product doesn't fly.<p>Blaming the engineers, wow. Good one.
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josephlordover 12 years ago
I worked at Sony until about 18 months ago (European TV Product Planning and Business Development getting content onto the TV Internet platform).<p>This data makes it look like it could be going down quicker than I thought but it did have major problems and no clear route through them.<p>I think a lot of the engineering problem is that now the growth has gone there isn't large amounts of fresh recruits bringing new ideas. It also isn't THE place to work anymore which it once was in Japan (think Google 8 years ago levels of cool). The engineers are now mostly managers and outsourcing large amounts of development (particularly software to India). Manufacturing is outsourced so the benefits of having deep understanding of production and being able to optimise the products for that just isn't there. These combined outsourcings may be essential for short term survival but rob further from capability to differentiate and innovate.<p>Exchange rates are also killing Sony (and the other Japanese manufacturers). Massive proportions of their costs are in Japan and inflexible but their income is significantly in dollars and euros. They would be much better off if they spread their costs to regions where their income is.<p>The end of CRTs removed Sony's price premium in TV and Samsung at the high end and LG at the low end are brutal competitors in an industry where no-one is making money. However it is almost impossible to escape the TV industry as that would completely kill all the Sony franchise retailers (and with it a lot of other electronics sales) and any potential position as an entertainment platform/gateway company. It would also be a big admission of defeat and a lot of jobs would disappear.<p>A lack of real leadership has been a core problem but I'm not sure there is any way to fix it now.<p>Don't get me wrong many of the products are still really good and even competitively priced but that doesn't mean Sony is profiting on them. In TVs I think the processing on the mid-high models is better than most competitors and the internet services are pretty competitive but there is a lack of nimbleness and imagination to really take a lead in anything other than picture quality. The PS3 is a good value product these days.
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carlcoryellover 12 years ago
Sony still hasn't apologized for multiple installations of rootkits on customer computers. I lost all interest in the company after they made those choices and I'm glad to see that a culture that tolerates such enmity towards their customers and disregard for copyright (they were illegally using GPL software in their rootkits as well) isn't doing well.<p><a href="http://en.wikipedia.org/wiki/Sony_BMG_copy_protection_rootkit_scandal" rel="nofollow">http://en.wikipedia.org/wiki/Sony_BMG_copy_protection_rootki...</a>
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tvwonlineover 12 years ago
I feel Sony never made the transition to software.<p>I have owned a lot of Sony products over the years and the older devices I had like VCRs (which had little software) where infinitely better. For example the a Blu-ray/Surround Sound System I bought a couple of months ago is terrible and maybe one of the worst products I have ever bought. It takes 60 seconds to boot up (So the Sony TV turns on and is displaying with in 5 seconds, but there is no sound through the sound system for a minute!!!) in addition, the DLNA client on the unit often becomes unresponsive and refuses to accept simple pause commands while watching video.<p>In today's world, if you can't do software well, you will fail.<p>PS: I loved my Minidisc player back in 1999 - I was sad it didn't have more success, well, up until I got my first iPod.
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ekianjoover 12 years ago
One of my japanese colleagues told me not so long ago: "<i>In the 80s people in Japan were putting Sony stickers on their cars and motorbikes, because it was such a cool Brand. Now nobody would even think about doing it</i>".<p>That's how low Sony has fallen. Take this as a valuable lesson that all successful companies have to learn from: you have to keep fighting, and fight hard, to stay at the Top.
dsr_over 12 years ago
Sony builds great products, and never follows up well. They poison their own name.<p>Walkman: the original portable media player. They improved battery life, they improved sound, they captured the high-end of the market and inspired competitors... but they could never reduce price while keeping sufficient quality to differentiate a genuine Walkman from a 60% cheaper competitor. Did they keep the high end? Sure, but they also produced crap indistinguishable from their competitors at the low end...<p>Repeat for CD players.<p>Repeat for DVD players.<p>Repeat for the VAIO laptops. Remember when a VAIO was always a high-performance ultra-portable? Now it means everything they do in computers.
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troymcover 12 years ago
In March 2010, Wired magazine had an article about how the CEO (Howard Stringer at the time) was going to save Sony. The headline says it all:<p>"Saving Sony: CEO Howard Stringer Plans to Focus on 3-D TV"<p>It probably seemed like a good idea at the time. Avatar, the film, came out in December 2009, was 3-D, and was hugely popular. You had to have a 3-D TV to watch it in 3D at home. Other movies were being made in 3D. 3D was the future. And then it wasn't.<p><a href="http://www.wired.com/magazine/2010/03/ff_sony_howard_stringer/" rel="nofollow">http://www.wired.com/magazine/2010/03/ff_sony_howard_stringe...</a>
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ctdonathover 12 years ago
As a longtime fanatic and now dismayed ex-user of Sony products, I'm startled at what all the analysis missed: the last 10% of the user interface. What we need is completion of the work done right with followup; what we get is "oh crap, ship it and forget it".<p>A simplistic example: my Sony BluRay player, upon completing any network activity, announces that it has completed the network activity. I don't want to acknowledge that, I want to get on with what I'm obviously going to do next. The same player features streaming video services which, next to Apple TV, look like some techie was told to slap on; the worst offender being the promotion app for "Salt" (movie premiering about the same time as the device) delivers what should be premium video quality in the worst ugliest over compressed dreck form.<p>Time and again it seems they take an otherwise fantastic product, and to meet a deadline slap together what's missing, shove it out the door, and never show any interest in supporting it thereafter.
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mikecaneover 12 years ago
Also of interest is this:<p>The Ghosts of Sony <a href="http://www.japansubculture.com/the-ghosts-of-sony/" rel="nofollow">http://www.japansubculture.com/the-ghosts-of-sony/</a><p>And if you want to see some past glory:<p>This Was Sony <a href="http://mikecanex.wordpress.com/2012/03/27/this-was-sony/" rel="nofollow">http://mikecanex.wordpress.com/2012/03/27/this-was-sony/</a>
ekianjoover 12 years ago
Not a bad article, but obviously not written by someone who has much background in Finance nor Business. Saying that "Sony has a culture where it is OK to fail" is laughable, for example. How many companies out there are widely successful? Most of product launches are so-so or fail to meet their objectives, yet you do not see companies firing everyone every 6 months. Iterations are necessary until you hopefully find a good proposition. It takes time to get a hit. Now that's no excuse for Sony to keep pushing bad products out of their chains, but of course, every company allows employees to fail at least a few times. R&#38;D is about trial and error.<p>Then I think the author is deeply wrong about quoting iSupply as a reliable source for the cost of hardware. iSupply has NO idea of what the hardware actually costs. They simply open a parts catalog and check how much each part would be sold, one by one, and add it up. That is downright ridiculous, because when Sony buys chips for their Playstation, they tell the supplier: "Make me THIS price because I will buy 10 millions of your chips" and they have huge advantage in negociations. So, iSupply and nobody else apart from the supplier and Sony themselves know the real Bill of Materials. The rest is pure speculations.<p>And saying Sony does not care about budget and is focused on engineers only sounds false to me. If that was the case why would they produce their Playstation outside of Japan? The Playstation 1 and 2 were the examples of frequent cost reduction through their lifetime - just like the PS3 did as well, with a big step down in price from the earlier years. I am pretty sure Sony does not LOSE money on PS Vita either, and probably keep some margin there to reduce the price later. Net, they are not losing money with the Vita, and there is no need to "kill" it. They may need to further invest in it, rather, for it to become a reasonably successful machine, but I am afraid they do not have much cash to heavily support it seeing their overall financial shape.<p>Finally, showing Return of Assets alone is meaningless. You have to compare Ra from one business to another business in the same fields. Ra only makes sense in comparison.<p>Let me add as well that comparing liabilities between Software heavy companies (like Google and Microsoft) does not make ANY sense, since Google and Microsoft do not own plants and manufacture much themselves (their may businesses are advertising and second, software). It would make much more sense to compare Sony's liabilities with Panasonic, Sharp, Mitsubishi... while there is not actual company that covers the exact same range of businesses as Sony.<p>Seriously, when you have no understanding of finances, writing this kind of articles using numbers you do not understand rather makes you look like a fool.
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Tloewaldover 12 years ago
I wonder if it might be more accurate to trace the decline to Sony's purchase of Columbia. There's an intrinsic tension between the interest of the user of an electronic media consumption device and the producer of content, and Sony went from being on the side of the user — e.g. Probably being as annoyed by the tax on cassette tapes as users were — to straddling the fence.<p>Sony was a very successful company in 1989 when it bought Columbia, and its success masked the underlying problem.<p>You might draw an analogy to Apple here — as Apple becomes interested in revenue from content it will face the same tensions (and perhaps already does). Similarly, Apple makes most of its money from carrier subsidies now, and is perhaps perhaps is now as locked into the Evil carrier business model as its predecessors, even if it has thus far avoided junkware.
genuineover 12 years ago
Sony's problem is that they need the next big thing.<p>They had the Walkman, then the Playstation (and 2 and 3). Outside of that they are just like any other mid-level electronics brand to me.<p>Sony should invent something like a net-enabled helmet as a response to Google's goggles that uses a transparent screen with fluorescing e-ink for night use. Or maybe a personal home theater system where you wear the speakers and the music "moves with you". There really is no excuse not to be original.<p>Fear prohibits success. Lose fear and you will succeed. Risk must be taken. Be creative. These things must be embraced by any culture to succeed.
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kamaalover 12 years ago
Sony was famous because they made cool eccentric gadgets. Stuff like the Walkman. They still do it, except that that coolness has moved else where(read Apple). Its not that Sony is out. They have a very strong brand.<p>With Steve Jobs gone, Sony is one of those companies which will eat Apple's share of pie. Of course if Apple doesn't innovate hard enough, and just keeps pushing out incremental changes.<p>Want a television? Sony is still the go to brand.
smegelover 12 years ago
Sony sail flew for far to long on the wind of expensive, high-end TV's. TV's have become cheap, commodity items where "high-end" can now be had for less than $1000, and Sony has not followed up its leadership in the TV market with any other market in a substantial fashion (the relatively niche Playstation market notwithstanding).
james-skempover 12 years ago
My first thought was that this would be a real test of what happens to newer consoles where electronic downloads from a (closed) central source (DLC, patches, games) are no longer available.<p>But after reading the article and comments here, I'm not too worried about Sony vanishing quite yet.
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na85over 12 years ago
Good.<p>I can't friggin stand Sony's business practices, and I hope they crash and burn.<p>They're predatory, arrogant, and self-congratulating. Always a new proprietary device or technology that they will attempt to shove down everyone's throat. Remember MiniDiscs? Or the SonyBMG rootkit thing?
busterover 12 years ago
People DO realize that Sony is much more then "Playstation"?! I mean, this article is mostly worried about gaming.. Did the author even look at <a href="https://en.wikipedia.org/wiki/Sony" rel="nofollow">https://en.wikipedia.org/wiki/Sony</a> ?
linpythioover 12 years ago
The consumer market is changing everyday.Sony don't want to change,still sell TV is a problem.
bravoyankeeover 12 years ago
Speaking of decline, I think Apple is starting what will be a epic landslide of biblical proportions. Tim Cook doesn't seem to have any vision at all. The iPhone 5 is a joke. It's a cop out. Tim Cook chickened out when he merely elongated the iPhone.<p>Now Apple has that "blue sky" program in effect for employees, and I'm even more convinced Tim is frantically searching for ideas to show him the way.<p>As for the late Steve Jobs, I was wondering if he had left some future plans for Tim, but apparently not. He was dying. Apple was the most awe-inspiring company in the world under Steve's leadership. He proved his point. I don't think he was concerned about how well Tim would do or even if Apple survives. The show was over for him, and I think it'll soon be over for Apple too.
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