Good morning,
As someone who adores Di2, I think that this is both surprising and good news.
I didn't expect it until someone like Sunrace or Microshift came out with electronic shifting and Shimano were forced to offer 105 Di2 because the big bike brands were threatening to go to them. I don't really understand how you can make a cheaper version of the electronic shifting parts so 105 Di2 would cost as much more over 105 cabled as the Ultegra Di2 does over cabled.
It does seem that the rear mech "conversion kit" for 105 is the same as the Ultegra one, the same with the lever electronics with the front mech being pretty much just an older Ultegra one. As there is not much "battery" in the "battery" there is not much room for cost savings there.
So what it is going to cost?
https://www.ribblecycles.co.uk/bikes/shimano-105-di2-bikes/ has a number of bikes with 105 Di2 but the configuration tool slightly confuses me as different bikes and different configurations seem to have quite different prices for 105 Di2/cable upgrade. It varies between £250 and £600, but £600 seems to be the "normal/correct" price.
In fact the same bike and configuration changes price if you edit the starting spec and then go back to it, it seems that
Ribble are offering a special price on the 105 Di2 introduction page.
So why are Shimano rocking the boat and possibly damaging the presumably lucrative Ultegra sales? Does Shimano now think that there is a big demand for Di2 from people who won't buy Ultegra Di2, are the big brands threatening to go to SRAM/Campag? Or is it just a natural progression, Shimano have had most of the premium price sales that they deserved for creating the product and Di2 is now just a normal product?
I get Wafter's point and recently Shimano had started to move a clear differentiator, 105 is cabled, Ultegra is Di2, now we seem to be back to what does Ultegra offer that 105 doesn't? It's great news for the customer though.
For me 2x8 is the sweet spot, enough gears and low running costs, I get minimal benefit from 2x10, but only Claris supports 8 speed, generally Claris is impressive but it does have weaknesses and there is no chance of Claris Di2, is there......?
With bike prices rising, or no discounts being offered, and £2k now being a normal price for big brand bikes an extra £600 for electronic shifting doesn't sound too bad.
I looked at this
https://www.ribblecycles.co.uk/ribble-endurance-725-disc-green-105-di2/?childSku=BB725CRD035 £2,499 (£2,619 if you change things and then go back) for 725/CF and 105 Di2 or £1,869 if I downgrade to Tiagra.
I get why those who have tried Di2, either don't like it at all or don't like it at the price, but I still meet people who haven't tried it and are dismissive of it. Yet to me it is a bigger change than 531 to carbon fibre, if I were deciding between a generic cr-mo frame and 105 Di2 and a CF frame and 105 cabled I would go for the cr-mo Di2.
Bye
Ian