Spot product shortages have sparked speculation about discontinued products, new products, etc. Given the human propensity to look for and find patterns, it’s no wonder that conspiracy theories take hold!

The on-line inventory picture is mixed. Some retailers show Yamaha Montage/MODX, for example, in stock, some show them out of stock pending September availability and, in one case, discontinued.

Random “discontinued” tags seem to come and go. A month ago, the Yamaha Canada site marked the MX as discontinued. Now the marker is gone. Better indicators are blow-out pricing to move stock or a Yamaha spiff incentive to move old stock. So far, I haven’t seen any clearance pricing or promotions.

Yamaha’s mid- to upper-end keyboard products have a vulnerable supply dependency on Asahi Kasei Microdevices (AKM) DACs and ADCs. The AKM factory fire was worse than originally thought and production is still not back on-line. Renesas has offered to manufacture AKM devices. The Yamaha UK site has the disclaimer, “Due to the difficulty in procuring semiconductors and procuring parts worldwide, some of our product area deliveries may be delayed. Thank you for your understanding.”

AKM aren’t very public about their recovery and certainly haven’t released a public roadmap. A recent press release for VELVET SOUND DACs and ADCs mentions sampling (no pun intended) in January 2022 with “mass production scheduled for the third quarter of 2022.” Given that Toyota is a top AKM customer, who wins, Toyota or Yamaha? 😉

The AKM shortage inspires other conspiracy theories, too. Theory #1: Yamaha are using non-AKM DACs and ADCs in Montage — the analog/jack (AJK) board was redesigned or manufactured with inferior non-AKM devices. Theory #2: MODX is suspended in order to give preference to and ship the wider-margin Montage. Someone went so far as to ask about replacement DACs in Montage and got the usual non-response from Yamaha. (What did they expect?)

Some of the Yamaha boards use Yamaha proprietary ICs, e.g., SWL, SWX, or SSP2 processors, creating a different supply dependency. When production inventory is exhausted, Yamaha need to re-spin end product to use a newer part. The July 2016 MX refresh is one interesting example. I believe that was the case with the MX refresh.

I haven’t seen a new version of the heavy weight SWP70 tone generator. However, Yamaha have updated both the SWX and SSP lines:

• The SWX08 is replaced by the SWX09.
• The SSP3 — now appearing in Steinberg and Yamaha pro audio products — will likely replace the SSP2.

The SWX update would affect mid-range keyboards, notably the Yamaha Reface CP and YC. The SSP update would affect Montage, MODX, and Reface CS and DX.

Are new product spins in the works? Something is coming (eventually) given the CK61™/CK88™ and AN-X™ trademarks. Once again, only Yamaha really knows. 🙂

Copyright © 2022 Paul J. Drongowski