ep129 - RED's RAW Patent Falls in Japan + Every Camera Maker's Numbers – CineD Focus Check

For almost two decades, one patent decided which cameras could record RAW internally. This week it fell in Japan – and the company that brought it down is the last one you'd guess. On top of that, every major camera manufacturer reported numbers within days of each other: FUJIFILM's Imaging Division is now the group's biggest earner, Panasonic posted its best quarter in 41 years without any help from cameras, and GoPro is down to $27 million in cash while it looks for a buyer. Winners, losers, and a power shift nobody saw coming.

This Episode is Sponsored by Hollyland. Check it out at (00:12:47): http://cined.co/VRLOCb

Topics and Chapters in this Episode:

(00:00:00) Intro

(00:01:58) CIPA First-Half 2026 Numbers – Compact Cameras Keep Booming While the Market Shifts to Pricier Gear https://www.cined.com/cipa-first-half-2026-numbers-compact-cameras-keep-booming-while-the-market-shifts-to-pricier-gear/

(00:13:36) Canon's Cameras Are Printing Money Again – And Compacts Are Leading the Charge https://www.cined.com/canons-cameras-are-printing-money-again-and-compacts-are-leading-the-charge/

(00:18:10) FUJIFILM Cameras Are Selling Like Never Before – Imaging Is Now the Group's Biggest Earner https://www.cined.com/fujifilm-cameras-are-selling-like-never-before-imaging-is-now-the-groups-biggest-earner/

(00:25:00) Nikon Misses the Industry Party – Camera Sales Slip in China While Memory Prices Eat Into Profits https://www.cined.com/nikon-misses-the-industry-party-camera-sales-slip-in-china-while-memory-prices-eat-into-profits/

(00:33:34) Panasonic Posted Its Best Quarter in 41 Years – and Cameras Have Nothing to Do With It https://www.cined.com/panasonic-posted-its-best-quarter-in-41-years-and-cameras-have-nothing-to-do-with-it/

(00:38:51) Sony's Money Is in the Sensor – Quarterly Numbers, the Tamron Bid, and the Kumamoto Question https://www.cined.com/sony-q1-fy2026-financial-results-image-sensors-shine-outlook-raised-and-tamron-bid-confirmed/

(00:46:10) GoPro Says Its Sale Process Is in the Later Stages – Camera Sales Fall 38%, Cash Down to $27 Million https://www.cined.com/gopro-says-its-sale-process-is-in-the-later-stages-camera-sales-fall-38-cash-down-to-27-million/

(00:54:35) Videndum H1 2026 Results – Cine Brands Outperform While the Going-Concern Warning Stays https://www.cined.com/videndum-h1-2026-results-cine-brands-outperform-while-the-going-concern-warning-stays/

(01:05:44) Sony FX5 IBIS Lock Service Targeted for December – Sony Answers Our Open Questions https://www.cined.com/sony-fx5-ibis-lock-service-targeted-for-december-sony-answers-our-open-questions/

(01:14:24) The Drone in Your Kit Could Be Next – US FCC Proposal Targets Thermal and LiDAR Models Already Approved for Sale https://www.cined.com/the-drone-in-your-kit-could-be-next-us-fcc-proposal-targets-thermal-and-lidar-models-already-approved-for-sale/

(01:17:44) RED's Compressed RAW Patent Invalidated in Japan – Nikon Loses Defending the Patent It Once Fought https://www.cined.com/reds-compressed-raw-patent-invalidated-in-japan-nikon-loses-defending-the-patent-it-once-fought/

(01:24:45) Welcome Back, EVF – We've Missed You! https://www.cined.com/welcome-back-evf-weve-missed-you/

(01:31:27) Atlas Mercury Anamorphic Lens Price Drop – New Lower Pricing Across All Nine Focal Lengths https://www.cined.com/atlas-mercury-anamorphic-lens-price-drop-new-lower-pricing-across-all-nine-focal-lengths/

(01:34:55) Blackmagic Camera 10.2.2 Released – Cinema Camera 6K Gains Phase-Detect Autofocus, Cloud Streaming, and 10-Minute Pre-Record https://www.cined.com/blackmagic-camera-10-2-2-released-cinema-camera-6k-gains-phase-detect-autofocus-cloud-streaming-and-10-minute-pre-record/

(01:37:32) DJI Mic Mini 2S Released – 32-Bit Float Internal Recording, 14.5GB Storage, and Four-Transmitter Support https://www.cined.com/dji-mic-mini-2s-released-32-bit-float-internal-recording-14-5gb-storage-and-four-transmitter-support/

(01:43:32) Saramonic K9 XTX Released – Plug-On UHF Transmitter With 32-Bit Float Recording, Timecode, and 48V Phantom Power https://www.cined.com/saramonic-k9-xtx-released-plug-on-uhf-transmitter-with-32-bit-float-recording-timecode-and-48v-phantom-power/

(01:45:24) CP+ 2027 Announced – Four Days in Yokohama, Exhibitor Applications Open, and a New Early Bird Plan https://www.cined.com/cp-2027-announced-four-days-in-yokohama-exhibitor-applications-open-and-a-new-early-bird-plan/

(01:47:00) Strada 2.0 Now Available – Mounts Remote Storage as a Virtual Drive, and More https://www.cined.com/strada-2-0-now-available-mounts-remote-storage-as-a-virtual-drive-and-more/

(01:48:01) HOVERAir VERSA – Pocket Camera Gimbal and Drone in One: Pro Gear or Gimmick? https://www.cined.com/hoverair-versa-pocket-camera-gimbal-and-drone-in-one-pro-gear-or-gimmick/

(01:50:58) Brevidy for Adobe Premiere Pro – AI Captions, Automatic Social Clips, and Vertical Reframing in One Panel https://www.cined.com/brevidy-for-adobe-premiere-pro-ai-captions-automatic-social-clips-and-vertical-reframing-in-one-panel/

(01:53:32) Unlocking Performance – Actor-Director Collaboration, Uncanny Choices, and On-Set Immersion https://www.cined.com/unlocking-performance-actor-director-collaboration-uncanny-choices-and-on-set-immersion/

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