Since the roadmaps indicate the 200-600 won't be an S lens, most likely it will be a consumer/prosumer tele similar to the Sony 200-600, which is a $2000 lens. I think Nikon will withhold this type of more mass-market lens until the supply-chain issues and IC chip shortage are in better shape. Otherwise, once it is announced, the demand will be very high and Nikon will have a hard time supplying sufficient quantity, leading to even more frustration.
The F-mount 200-500mm/f5.6 is made in China. Most likely the 200-600 will also be made in China. The Zero-Covid policy over there will lead to more uncertainty for any mass-market products. For whatever parts available, Nikon would rather make higher-end products, e.g. the 800mm/f6.3 PF, but that is another lens Nikon is struggling to produce.
All your points are valid. On the other hand, Nikon's competition is currently shipping this type of lens, along with superior bodies to use them on. So the supply chain excuses only go so far.
I see a Sony 200-600, Tamron 150-500, Sigma 150-600 (all FE mount) currently shipping, the Fujifilm 150-600 almost shipping, and the Canon 100-500, which kind of splits the difference between a 100-400 and a 150-600, also shipping.
Those Sony mount lenses were announced a long time ago, prior to Covid 19. The initial demands were fulfilled years ago and they are only sustaining production.
Not true! The Tamron was announced on
21 April 2021 . The Sigma was announced on
4 August 2021 . Only the Sony lens, announced on
11 June 2019 predates Covid 19. The Tamron and Sigma were launched and put into volume production during the middle of the Covid 19 pandemic, with all the associated supply chain disruptions.
The Canon 100-500 was announced in 2020 in the early day of the pandemic. Last year (2021) I kept checking and it was never in stock for months.
If Nikon announces the 200-600, there is absolutely no way they can meet the demand and will even affect their high-end lens production, which Nikon is also struggling to meet. I ordered the 800/6.3 S within the first minute when order was open, and I have been waiting for three months. Meanwhile, Nikon discounted their F-mount 200-500/5.6 to $1050. That lens has been out for 7 years and is in sustaining mode. People could have easily taken advantage of that bargain and adapt that to Z.
The 200-500 is not compelling compared to the new mirrorless native long zooms.
The fact remains that while Nikon has been trying (successfully) to establish leadership at the high end of the sports & wildlife market, they are forfeiting the midrange to competitors with better lenses and bodies in that segment. This may be Nikon's best play considering resource constraints and supply chain disruption, but that doesn't make it a strong hand. It is a consequence of being behind.
Also shipping are bodies with advanced subject recognition AF (particularly bird eye tracking AF) under $2500 from Sony, Canon, and Fujifilm - with Fuji adding a fast stacked sensor. Since amateur birders and wildlife enthusiasts are likely the primary customers for this type of lens, subject AF is a key feature that Nikon lacks in all but their flagship body.
Nikon has chosen to fortify their high end sport and wildlife position with a superior selection of mirrorless telephoto primes, but risks the defection of its midrange sports and wildlife customers who currently have superior options elsewhere.
When there are resource constraints, you have to choose where your priorities are. Everybody knows the high end is where the money is and where the remaining market is.
I am not arguing that point.
If Canon, Fuji, and Sony meet your need better, by all means move to those brands.
I'm keeping my Z kit but I've ordered an R7 to try out. Changing brands is annoying (everything is backwards!) and expensive. I'd much rather have Nikon produce a competitive midrange product - the 200-600 and a Z70/Z90 with Expeed 7 AF.
Keep whining here is not going to change the reality that Covid is not over and the supply chain is very tight.
Once again, this is not just a supply chain issue, as illustrated by the competition releasing products during the pandemic. It is also a result of Nikon's product planning failures that led to a late entry to the mirrorless market, declining sales, loss of 2nd place market share, negative profits, and resource cuts. While Nikon's business has stabilized, they are now behind Sony and Canon in the midrange products, and maybe also Fuji and OM Systems. The supply chain difficulties just make it harder to get out of the hole they put themselves in.
There is no silver bullet to fix those problem overnight. But also keep in mind that Canon has not introduced any pro DO lens in over 10 years. The Canon 400mm/f4 DO lens is $6900, more than twice as the new Nikon 400mm/f4.5. Sony has never introduced any PF lens. If you are interested in PF lenses, Nikon is the only way to go, but if what you want is a 200-600 zoom, Sony has had one for several years and it seems to be very good.
Like I said:
Nikon has chosen to fortify their high end sport and wildlife position with a superior selection of mirrorless telephoto primes,
I don't know how Nikon could do better given where they're at, but that doesn't mean I have to be happy about it either
