I don't know when exactly they started shipping them that way in N.A., but the 60GB stopped including the PS2 GS (Graphics Synthesizer) here as well.

The 80GB doesn't have the GS and didn't cost as much as the original 60GB model as 20GB worth of hdd doesn't cost all that much. The 80GB does include Motorstorm, though and I expect that came in to play on the price.

The 40GB, as Lyndon mentioned, has no memory slots and no PS2 BC. All PS3 models have nearly 100% PSOne BC as it has always been software emulation since day 1. The console doesn't include the PS2 GS or the Emotion Engine, so that drops the cost a little more.

Right now I would say the largest cost of the PS3 is now the BRD drive. It'll be interesting to see if they decide to start packing in the Dualshock 3 controller.