Have you used consoles before? I am seriously asking this because I have never seen any console that required you to install a codec to use default hardware. It plays Blu-Ray movies. It's an entertainment system. The same as the Xbox 360 plays DVD's, and has a built-in codec. Windows doesn't by default have a Blu-Ray codec because of past licensing issues with Sony (they hate each other). MS finally reached an agreement with the big 3 for licensing it on the Xbox One.
Yes, I've used consoles. I worked at Xbox.
They REMOVED DVD playback in Windows 8. Why? Because they didn't want to pay the licencing fee for every user. You can still get the exact thing you had in Windows 7 but now you have to pay Microsoft for it separately.
The licencing issues around Blu-Ray are almost certainly with Oracle not with Sony as:
1. There is a single licencing system available since 2009 which would not include biases such as Sony v Microsoft
2. Microsoft have a separate legal agreement with Sun, now Oracle, based on a 2001 lawsuit that ended in them not able to ship new Java based products. Blu-Ray uses Java for the menus and interactive features.
The current fee is about $9.50 per unit although it's not clear from their site if the drive would have already paid for that or not. If it has, great, they'd be no incremental fee and you'd be right they could just preload it.
If however it does not then selling 50 million consoles and installing the movie playback as required (could even be transparent on first playback) could save $475 million if only half the people use that feature. If I was selling hardware at a loss already I wouldn't ignore that opportunity.
[)amien