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I'm not buying this story.

1. Sony has significantly more to gain by selling PS4pro's that will act as a gateway to game purchases, PS+, PSVue....etc than just selling a stand alone Movie player.

2. The laser in the PS4 is only capable of reading 2 layer BR discs. The ones found in UHD BR drives are capable of reading at least 4+ layers. I really don't see Sony putting in the hardware then disabling it.

I've probably mentioned this already; I would sooner believe (and even expect) that Sony can or will just sell a standalone UHD BR external drive that plus into and draws power from the PS4/PS4pro USB slot. The could sell that peripheral for $99. This puts them in a place where whoever wants it can just pick one up for themselves.