phojomatic Posted April 3 Share #1341 Posted April 3 Advertisement (gone after registration) 1 hour ago, pedaes said: 25th and 26th. In Wetzlar. That would sound correct for a launch. Here’s my thinking. LFI, which relies on launch details for editorial copy, has an issue close of 24 June, such a tight deadline would keep rumors from flying and LFI would have much better NDAs than a blogger. Sounds like this is the day then: 25 June 2025 Link to post Share on other sites More sharing options...
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la1402 Posted April 3 Share #1342 Posted April 3 20 hours ago, bcaslis said: All of it. No company is going to crater their margins due to Trump tax. That’s one part. The other is that Leica have over 200 other countries they can sell to. So it’s very likely they will steer more supply there which will reduce waiting times internationally. So on top of paying the Trump Tax, US customers will have to wait longer. Link to post Share on other sites More sharing options...
pedaes Posted April 3 Share #1343 Posted April 3 2 minutes ago, la1402 said: will have to wait longer. Why? Link to post Share on other sites More sharing options...
la1402 Posted April 3 Share #1344 Posted April 3 32 minutes ago, pedaes said: Why? See the sentence before 😉 Link to post Share on other sites More sharing options...
T25UFO Posted April 3 Share #1345 Posted April 3 28 minutes ago, pedaes said: Why? Leica doesn’t produce in huge numbers so maybe production will go elsewhere. No shortage of demand for Leica in Asia. Must be careful what I say - not to offend our many American forum members. There are many industries that need the American market but not sure Leica is one of them. 1 Link to post Share on other sites More sharing options...
costa43 Posted April 3 Author Share #1346 Posted April 3 I think Leica will send their products to where the money is like any other business. If the American market is happy paying the (very likely) soon to be increased price then the supply will surely continue. If the sales slow down then it’s fair to assume that the supply will follow suit. Leica will almost definitely adjust the price to retain the margin. The tariff though is applied to the import cost I believe and not the retail cost, so I don’t think it will be as much as some of the numbers I’ve seen floating around today. 1 Link to post Share on other sites More sharing options...
la1402 Posted April 3 Share #1347 Posted April 3 Advertisement (gone after registration) 1 minute ago, costa43 said: I think Leica will send their products to where the money is like any other business. If the American market is happy paying the (very likely) soon to be increased price then the supply will surely continue. If the sales slow down then it’s fair to assume that the supply will follow suit. Leica will almost definitely adjust the price to retain the margin. The tariff though is applied to the import cost I believe and not the retail cost, so I don’t think it will be as much as some of the numbers I’ve seen floating around today. Tariffs are paid by the importer. These are mostly distributors or directly retailers. Margins in distribution and retail are typically in the low single digits. So these business have no chance to absorb the tariffs. Therefore they have to add them to their selling price - to the end customer. At the end - unless Leica reduces their prices - the tariffs will result in a 20% higher price to US customers. 2 Link to post Share on other sites More sharing options...
costa43 Posted April 3 Author Share #1348 Posted April 3 (edited) 23 minutes ago, la1402 said: Tariffs are paid by the importer. These are mostly distributors or directly retailers. Margins in distribution and retail are typically in the low single digits. So these business have no chance to absorb the tariffs. Therefore they have to add them to their selling price - to the end customer. At the end - unless Leica reduces their prices - the tariffs will result in a 20% higher price to US customers. Yes the customer will bear the brunt but the 20% the importer pays will be applied to a significantly lower price at import right? So if they pass on that cost it will not be as high as adding 20% onto current retail. Or am I getting it wrong? Edited April 3 by costa43 1 Link to post Share on other sites More sharing options...
bcaslis Posted April 3 Share #1349 Posted April 3 (edited) 4 minutes ago, costa43 said: Yes the customer will bear the brunt but the 20% the importer pays will be applied to a significantly lower price at import right? So if they pass on that cost it will not be as high as adding 20% onto current retail. Or am I getting it wrong? Yes, the tariff will be on the import price which is less than the sale price otherwise the importer makes no money. However none of us probably knows how much that is but I assume the importer is Leica USA and their cost is maybe $6K on a $9K camera. It's not going to be something like $2K import price. Edited April 3 by bcaslis Link to post Share on other sites More sharing options...
costa43 Posted April 3 Author Share #1350 Posted April 3 8 minutes ago, bcaslis said: Yes, the tariff will be on the import price which is less than the sale price otherwise the importer makes no money. However none of us probably knows how much that is but I assume the importer is Leica USA and their cost is maybe $6K on a $9K camera. It's not going to be something like $2K import price. Yes that was where I was thinking it would land also. Circa an extra 1k give or take. Link to post Share on other sites More sharing options...
DadDadDaddyo Posted April 3 Share #1351 Posted April 3 (edited) All of this is making me feel very cool and sanguine about my exemplary M11M and lovely M11, the latter acquired during the first big bout of heebie-jeebies that hit its early adopters. I got it for a relative song as an Open Box item from a major camera dealer, no doubt returned by a nervous buyer. And I've never had a doubt, let alone a regret. S'poifect! And that's probably a good tip even now, maybe especially now. There are probably some beauties on the market as we speak, passed on with various stated justifications and rationalizations by owners who just couldn't get comfortable. This would probably be a great time to find a low-mileage example. Like Right Now. But not from me, hee hee! I'ma hang ona mine! Edited April 3 by DadDadDaddyo Link to post Share on other sites More sharing options...
T25UFO Posted April 3 Share #1352 Posted April 3 Is Leica USA a wholly owned subsidiary of Leica Germany? If so, I doubt they will have the ability to absorb the tariff because that will affect their profitability and their financials will eventually be consolidated on the parent company balance sheet. Link to post Share on other sites More sharing options...
Tseg Posted April 3 Share #1353 Posted April 3 (edited) 40 minutes ago, DadDadDaddyo said: There are probably some beauties on the market as we speak... I've been hemming and hawing about springing for a 90mm APO Summicron for months, and this morning decided to manage my own destiny and order a gently used one for a good price. If the New market in the US increases I imagine Used will not be far behind. Twelve years ago I spent list for a Rolex GMT... I thought I was crazy, but somehow today it sells Used for twice what I paid for it. Value of veblen items is a funny thing. Edited April 3 by Tseg Link to post Share on other sites More sharing options...
la1402 Posted April 3 Share #1354 Posted April 3 40 minutes ago, T25UFO said: Is Leica USA a wholly owned subsidiary of Leica Germany? If so, I doubt they will have the ability to absorb the tariff because that will affect their profitability and their financials will eventually be consolidated on the parent company balance sheet. No one in the supply chain will bear that additional cost under whatever circumstances. Tariffs will land at the consumer. Always have and always will. 2 Link to post Share on other sites More sharing options...
dante Posted April 3 Share #1355 Posted April 3 On 4/1/2025 at 2:44 PM, lct said: Does video make sense with manual lenses? As an M-mount camera, the EVF-M (M11-V?) has little reason to retain video, especially if Leica wants to keep the body thinner than the M240. I have no info about that though. Serious video is done mainly with manual lenses Link to post Share on other sites More sharing options...
algrove Posted April 4 Share #1356 Posted April 4 Since Leica owns both the parent company as well as the US subsidiary , it is Leica's choice where to place their profits. If they have any financial awareness, place the most profit in the lowest taxing country. If that is in the US, then when the US subsidiary pays out a dividend to the Leica parent it would place more funds in the parent companies coffers. Covertly, if Germany taxes Leica less, then they should put the profits in Germany. At current tax levels the US corporate rate is 21% and I wonder if not Germany's corporate tax rate is higher than that. Can you believe 69 pages of nothing specific about a Leica EVF except for a Leica rumors article. Link to post Share on other sites More sharing options...
LocalHero1953 Posted April 4 Share #1357 Posted April 4 3 minutes ago, algrove said: Can you believe 69 pages of nothing specific about a Leica EVF except for a Leica rumors article. Easily 1 3 Link to post Share on other sites More sharing options...
T25UFO Posted April 4 Share #1358 Posted April 4 2 minutes ago, algrove said: Can you believe 69 pages of nothing specific about a Leica EVF except for a Leica rumors article If you’re expecting the M11-V to be announced in May then prepare for disappointment 🙁 Link to post Share on other sites More sharing options...
evikne Posted April 4 Share #1359 Posted April 4 4 minutes ago, algrove said: Can you believe 69 pages of nothing specific about a Leica EVF except for a Leica rumors article. It is noticeable that Steven is no longer here. 1 Link to post Share on other sites More sharing options...
jaapv Posted April 4 Share #1360 Posted April 4 14 minutes ago, algrove said: Since Leica owns both the parent company as well as the US subsidiary , it is Leica's choice where to place their profits. If they have any financial awareness, place the most profit in the lowest taxing country. If that is in the US, then when the US subsidiary pays out a dividend to the Leica parent it would place more funds in the parent companies coffers. Covertly, if Germany taxes Leica less, then they should put the profits in Germany. At current tax levels the US corporate rate is 21% and I wonder if not Germany's corporate tax rate is higher than that. Can you believe 69 pages of nothing specific about a Leica EVF except for a Leica rumors article. Actually they recently hired a new corporate tax lawyer. Link to post Share on other sites More sharing options...
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