Sony earnings boosted by weak yen – BBC interview about SONY earning results

Helped BBC with the article “Sony earnings boosted by weak yen and smartphone sales” Copyright·©2013 ·Eurotechnology Japan KK·All Rights Reserved·

Japan’s electronics giants – FY2012 results announced. 17 years of no growth and no profits.

Japan’s electronics giants: as large as the economy of Holland, but 17 years of stagnation. No growth & no profits. Daniel Loeb: SONY’s uninvited guest gives Japan’s business culture a jolt Japan’s electronics giants combined are as large as the economy of Holland, but did not grow for about 17 years, and on average lost […]

SONY results for FY2012 (ended March 31, 2013)

SONY’s first profits in 4 years come from selling assets and buildings SONY results for FY2012- BBC interview SONY announced annual financial results today, and BBC interviewed me twice to comment on the results (read comments here on the BBC website). After 4 years of net losses, it is comforting to see SONY report profits […]

Intellectual Japan – BBC: “Japan has to become a brain country” – from mono zukuri to brain country

Intellectual Japan: Japan’s electronics companies need new business models – interview for the BBC The BBC recently examined why Japan’s electronics sector has to create new business models, and quotes “Japan has to become a brain country”. Japan’s top 8 electronics companies combined are as large as the Netherlands economically, but have shown zero growth […]

SONY profits: 56% of profits are from selling life insurance and financial products (manuscript invited by BBC)

Games are 11% of SONY’s sales SONY profits: Currently 56% of SONY’s profits come from selling life insurance and financial products Games are 11% of SONY‘s sales – and currently 56% of SONY profits come from selling life insurance, consumer loans and financial products in Japan. Games are important, but are not going to make […]

Japan trends for 2013 (New Year post)

Japan replaced nuclear electricity generation by LNG, by imported gas Japan trends for 2013: Nuclear reactor restarts are on their way Japan trends for 2013 Japan’s energy sector: Japan has essentially replaced the 30% of its electricity energy supply which was from nuclear power plants, by electricity produced in aging thermal power plants from urgently […]

Japan trends for 2013 (Christmas, Festive Season blog)

Japan trends for 2013: Energy crisis continues as a result of the Fukushima nuclear disaster Renewables: Japan’s feed in tariffs are among the world’s highest Japan trends for 2013: Japan’s energy sector: Prime-Minister Abe announced that he will review the Fukushima nuclear accident before taking decisions on nuclear power, essentially postponing the nuclear issue. Japan’s […]

Kazuo Inamori, founder of Kyocera and DDI (KDDI), rebuilds Japan Airlines using Amoeba Management (アメーバ経営)

Kazuo Inamori (稲盛 和夫) one of Japan’s legendary serial entrepreneurs Japan Airlines (日本航空株式会社) turnaround from bankruptcy Bad news from Japan’s electronics industry sector makes global headlines this week (I was interviewed on BBC, US National Public Radio etc) – in this newsletter, lets look at some good news from Japan. Kazuo Inamori (80 years old, […]

Japanese electronics groups need new business models (BBC-interview: Yen ‘not the cause of woes of Japan’s electronics firms’)

Japanese electronics groups combined as of similar size as the economy of the Netherlands Over the last 15 years combined annual sales growth was zero, and combined annual loss was US$ 0.6 billion/year Japan’s “Big-8” electrical groups (Hitachi, Panasonic, Sony, Mitsubishi-Electric, Sharp, Toshiba, Fujitsu, NEC) combined are of similar economic size as the Netherlands. Over […]

Apple-Samsung Patent War and Impact on Japans Industries (talk at Foreign Correspondents Club Tokyo on Oct 2, 2012)

PROFESSIONAL LUNCHEON “Apple-Samsung Patent War and Impact on Japans Industries” Speaker: Gerhard Fasol Tuesday, October 2, 2012 12:00-13:30 Foreign Correspondents Club Japan (FCCJ), Yurakucho Outline: In a global war to dominate the smartphone market, Samsung and Apple have been at each other’s throats, playing out the war in courts around the world and accusing each […]

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. BBC interviewed me about […]

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 […]

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 […]

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 […]

HP Printer Business a Concern (CNBC TV interview, airtime Wed August 19, 2009)

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 […]

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 […]

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 […]

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 […]

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 in our J-ELECTRIC report (pdf file) Read our report on Japan’s electronics industry sector: [buy][subscribe][preview on slideshare][more info] Copyright (c) 2013 Eurotechnology Japan KK […]

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