I had the chance to attend CEA's Webcast this afternoon Holiday Update and Post Black Friday Analysis. They indicated that 54% of Black Friday buyers purchased consumer electronics products.
CEA says that 2.2 million Blu-ray players have been shipped (purchased) so far this year, and that we're on track to hit 2.75 million units before year-end. I've been more conservative on Blu-ray players, forecasting 2.35 million sales for all of North America for 2008, but it would be nice to be pleasantly surprised here.
Sony offered some good news regarding its own Black Friday experience. On a corporate blog, they noted that sales of their BRAVIA LCD televisions, Blu-ray Disc players and Reader electronic book devices all exceeded expectations.