"Current manufacturing lines are stretched to the max - Bob Hurley, with Sony DADC, says that Sony is churning out 200,000 UMDs a day and future capacity is expected to be 500,000 per day. 'Tiger Woods Golf is my personal favorite [game], but video has been surprisingly good to us,' says Hurley. In a few years Sony expect videos to be more than 60 percent of all UMD sales, with an expected 130 million UMDs being sold in 2008."
Blu-Ray may have a faster adoption rate than DVD but it also has a remarkably narrow demographic that it is currently selling to; mostly core gamers who are interested in the PS3 anyways. On top of this we won't see 50% of homes having HDTVs until 2010 (at the earliest), and it may take until 2020 before Every house has a HDTV in it; this means there is an absolute limit to how much of the market Blu-Ray can capture in the near future.
