Category: Japan’s electronics industry
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SONY revival prospects and shareholder meeting (BBC interview)
SONY needs to leave 1990 structures behind and more more than commodities SONY revival from record YEN 455 billion loss for FY2010 SONY (6758) announced a record YEN 455 Billion (US$ 5.7 Billion) loss for financial year 2011, which ended March 31, 2012, and held the annual shareholder meeting on Wednesday. SONY revival: My points…
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Taiwan’s Hon Hai Group invests in SHARP
Crunch time? – reviving Japan’s huge electrical/electronics sector SHARP fighting for survival SHARP (6753) last month forecast a record YEN 290 Billion (US$ 3.5 Billion) loss for this financial year – more than 1/2 of SHARP’s market cap, and SHARP’s new Sakai factory is reported to work at 1/2 capacity. Taiwan’s Hon Hai Group (which…
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Japan’s tech companies need to restructure – CNBC March 27, 2012
https://www.cnbc.com/video/2012/03/27/japans-tech-companies-need-to-restructure.html Japan’s electronics industries – research report
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Japan’s Galapagos effect on market caps
Japan’s electronics giants market caps are remarkably low General Electric’s market cap is about 13 times higher that of Hitachi Some of Japan’s electrical corporations have remarkably low market capitalizations: General Electric has 1.6 x more sales than Hitachi, but has 13.3 x the market capitalization. Philips has 1/3 x Hitachi’s sales, but has 2.2…
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Post-Galapagos Japan? – globalizing Japan’s fantastic technologies…
Japan Galapagos effect: “Why do Japanese companies make so beautiful mobile phones with fantastic functions, and have almost no global market share?” I asked this question back in 2003 to NTT-DoCoMo’s CEO Dr. Tachikawa (see my article “Leadership questions of the week” in Wallstreet Journal of June 12, 2006, page 31), and offered several proposals…
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Japan’s games sector overtakes electrical sector in income
Japan’s games sector is booming – and net annual income of Japan’s top 9 game companies combined has now overtaken the combined net income of all Japan’s top 19 electronics giants (including Hitachi, Panasonic, SONY, Fujitsu, Toshiba, SHARP… at the top, and ROHM, Omron… further down the ranking list). Why does it make sense to…
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Japan electronics groups: global benchmarking
Japan electronics groups have far lower income/profits than EU or US comparable corporations Ripe for drastic reform and transformation: 18 years no growth and almost no profits Lets look at global benchmarking of Japan’s top electrical groups Panasonic and Hitachi (representative of Japan’s top ten electrical giants) – in our previous blog we suggested that…
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Japan’s electronics companies & the crisis
Japan’s top 20 electronics companies combined are about as large as The Netherlands economically, and have big impact on the world economy. Our analysis shows how dramatically Japan’s electronics companies have been hit by the current crisis (except for Nintendo). We suggest that full recovery to 2008 (FY2007) levels may take until 2016 – about…
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New opportunities versus old mistakes – foreign companies in Japan’s high-tech markets (presentation at Stanford University)
About 10 years ago, on October 28th, 1999, I was invited to give a talk about this topic at Stanford University’s US-Japan Technology Management Center for Stanford Faculty, alumni and Silicon Valley entrepreneurs. 10 years is a good period to check out how much of that is still valid today, and how much Japan has…
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More Drastic Changes Needed at Sony (CNBC TV interview)
SONY needs drastic changes: from commodities to networks and communities More Drastic Changes Needed at Sony (CNBC Airtime: Thursday, May 14, 2009) Read more about SONY and Japan’s electrical industry sector Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Upbeat on Intel (CNBC TV interview)
Upbeat on Intel (Airtime: Tues. Apr. 14 2009) Read more about Japan’s electrical sector: http://www.eurotechnology.com/store/j_electric/ More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/ Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Investor Club: What crisis? Meet some booming Japanese companies
It’s not all doom and gloom here in Japan. Nintendo’s sales and operating profits are rising 8.8% year-on-year. KDDI saw its net profits increasing 59% year on year. Yahoo Japan increases dividends by 22%-25% for 2008. Who are today’s winners in Japan’s IT industry? Gerhard Fasol will show us how and why some great Japanese…
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Kyocera expands in Europe via acquisition of TA Triumph-Adler
Kyocera is one of Japan’s powerful electronics companies, which together are about as large economically as the whole of the Netherlands. Taking advantage of low EURO exchange rates and the high YEN, and low valuations during the current economic crisis, Kyocera acquired 93.84% of TA Triumph-Adler AG for a total purchase price on the order…
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72.5% of all digital mobile TV on this planet earth is in Japan
About 50 million mobile phones equipped with digital terrestrial mobile TV (“oneseg”) have been delivered up until today – not counting “oneseg” tuners for PCs, car navigation units and stand-alone units. Comparing this number with reports of mobile TV roll-out in other countries around the world, we conclude that 72.5% of todays mobile phones with…
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Foggy Outlook for Global Tech Sector (CNBC TV interview)
Foggy Outlook for Global Tech Sector (Airtime: Tues. Feb. 10 2009) Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Wild differences in operating margins for mobile, TV media groups and electricals
We analyze the effect of the crisis on operating margins in three different sectors in Japan: (1) electronics, (2) mobile communications (3) TV media groups. In sector (1), Nintendo‘s margins are above 30% and increasing despite the crisis, while traditional electronics companies’ margins are evaporating. (2) for mobile operators DoCoMo, KDDI and SoftBank margins are…
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Panasonic Warns on Loss (CNBC TV interview)
Panasonic Warns on Loss (Airtime: Wed. Feb. 4 2009) Read more about Japan’s electrical sector: http://www.eurotechnology.com/store/j_electric/ More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/ Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Japan trends 2008/2009
One of our clients in the financial industry asked me several trend questions: Q1: Biggest surprises in Japan in 2008? Collapse of Japan’s mobile phone handset market (read our blog). In this context the Japanese telecom equipment makers association invited me to give a presentation, which was booked out 2-3 weeks ahead – about 100…
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ICT trends for Japan for 2009
Smartphones, European exits from Japan, and M&A ICT trends for Japan: Ericsson and Nokia Siemens Networks (NSN) remain engaged in Japan’s ICT sector by Gerhard Fasol One of the Embassies here in Tokyo asked me to write a report about ICT trends for Japan… ICT trends for Japan: Mobile phone sector Pushed by the Government…
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Panasonic negotiates to acquire SANYO to form US$ 110 billion group
SANYO suffered from Niigata Chuetsu earthquake of Oct. 23, 2004 Panasonic attracted to SANYO’s battery and energy technologies On November 7, 2008 Panasonic (“Ideas for Life”) and Sanyo (slogan: “Think GAIA”) announced that they entered negotiations which can potentially lead to an acquisition of Sanyo by Panasonic to form one of the largest electronics groups…
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Yamaha Mobile Orchestra – mobile phones musical instruments
Using the motion, acceleration and position sensors to convert smart phones into musical instruments Yamaha Mobile Orchestra uses mobile phones equipped with motion and acceleration sensors as musical instruments Copyright (c) 2008-2013 Eurotechnology Japan KK All Rights Reserved
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Apple Nintendo Sony: The power of focus
Lets benchmark three iconic companies: Apple Nintendo Sony Apple Nintendo Sony: three iconic companies evolving along very different paths. Apple’s current physical products famously all fit onto a single mid-sized table. Nintendo’s current physical products as well, for SONY you’d need a warehouse. APPLE: Wednesday October 22 APPLE announced spectacular full-year results with a year-on-year…
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Today’s APPLE 4th quarter results vs NINTENDO
A few hours ago (Oct 22, 2008, 6am Tokyo Time) APPLE announced 4th Quarter and Full Year results – we are here updating our comparison between APPLE and NINTENDO. With 6.9 million iPhones sold in APPLE’s 4th Quarter (July + August + September 2008), APPLE has achieved 2.76% market share of all mobile phones globally.…
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Tech Sector Outlook (CNBC TV interview)
More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/ Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Games: Nintendo – the winner takes it all
Game industries in total are MUCH bigger than music industries… in Japan game industries are about 10 times bigger business than music industries… Last weekend we had the Tokyo Game Show – read some key points below! From 2006 Japan’s game sector changed dramatically- Nintendo created several paradigm shifts, and “took off”. Read more about…
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Paradigm change of the global mobile phone business and opportunities for Japanese mobile phone makers
Presentation at the CEATEC Conference, talk NT-13, Meeting Room 302, International Conference Hall, Makuhari Messe, Friday October 3, 2008, 11:00-12:00. See the announcement here [in English] and in Japanese [世界の携帯電話市場のパラダイム変更と日本の携帯電話メーカーのチャンス] The emergence of iPhone, Android, open-sourcing of Symbian, and the growth of mobile data services are changing the paradigm of the global mobile phone business…
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Japan electronics industry: Outlook for the Chip Industry (CNBC TV interview)
More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/ Copyright (c) 2013 Eurotechnology Japan KK All Rights Reserved
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Review of Japan Tech Earnings (CNBC TV interview)
More in our J-ELECTRIC report: http://www.eurotechnology.com/store/j_electric/ Copyright·©2013 ·Eurotechnology Japan KK·All Rights Reserved·
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Sony Plans LCD TV Expansion
Read our report on Japan’s electronics industry sector: Copyright 2013 Eurotechnology Japan KK All Rights Reserved·