Intensifying Competition Driven by New Technologies and Business Models
First written in FY2017. 6 of 13 entries say "Restated". Latest entry: FY2026.
Quantum Solutions moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「The AI game business is affected by market competition, changes in user preferences, IP acquisition terms, platform policies, development costs and development periods, among other factors.」
The scope of the competition risk from new technologies and business models has been organized around market competition, user preferences, IP acquisition terms, platforms, and development costs and periods in the AI game business. - FY2025ReframedAnnual report
「② AI game business: In the global market, rising development costs and increasingly diverse revenue models are making it more likely that monetization will require significant time and cost. In particular, stricter contractual terms for acquiring IP require a certain development period and substantial initial investment.」
The scope of the competition risk from new technologies and business models has been organized around rising development costs, diversified revenue models, competition to acquire prominent IP and stricter contractual terms in the AI game business. - FY2025-H1RestatedAnnual report
「If increased production by server manufacturers closes the supply-demand gap or supply-chain fragmentation caused by US-China tensions intensifies further, there is a risk that the Company will be unable to maintain its advantageous position.」
In the AI infrastructure business, the Company may be unable to maintain its advantage in GPU procurement due to increased production by server manufacturers and supply-chain fragmentation caused by US-China tensions. - FY2024ReframedAnnual report
「In the system solutions business, the following risks apply to the 3 AI-related businesses launched in the previous fiscal year.」
The scope of the competition risk from new technologies and business models has been organized around the 3 AI-related businesses of AIGC, GPU server sales and game development, rather than the previous focus on EVs and other businesses. - FY2024-Q3RestatedAnnual report
「The AIGC business faces similar risks because numerous companies have entered or announced plans to enter AI-related businesses, although specific competitive relationships are not clear at present.」
The possibility of intensified competition from numerous companies entering or announcing plans to enter the AIGC business, and of new competitors emerging after launch, has been reconfirmed. - FY2024-Q2WorsenedAnnual report
「The AIGC business faces similar risks because numerous companies have entered or announced plans to enter AI-related businesses, although specific competitive relationships are not clear at present. There is a risk that new competitors may emerge after the Group launches the business, preventing it from progressing as planned.」
The risk of intensified competition from new technologies and business models has extended to the AIGC business, with numerous companies entering or announcing plans to enter the market and the possibility that new competitors after launch could prevent the business from meeting its plan. - FY2023WorsenedAnnual report
「Entry into the EV business by companies outside the traditional automotive industry is also increasing. Many automakers have entered the Thai market, which is viewed as a promising emerging market, and competition in vehicle models and selling prices is expected to intensify.」
The risk of intensified competition from new technologies and business models has taken concrete form in cross-industry entry into the EV sector and competition among numerous automakers in the Thai market. - FY2022WorsenedAnnual report
「In the EV business, which has now commenced, FOMM, the contract manufacturer for the Company, is a leading manufacturer of compact EVs, but major automakers are now announcing new compact-car models, while Chinese automakers' active rollout of low-priced vehicles represents a major threat.」
The competition risk from new technologies and business models has taken concrete form in the entry of major and Chinese manufacturers into the EV sector and their rollout of low-priced vehicles. - FY2021RestatedAnnual report
「If companies providing services similar to those of the Group enter the market in the future using new technologies, business models or other means, competition may intensify.」
The risk of intensified competition from new entrants using new technologies and business models continues to be disclosed. - FY2020RestatedAnnual report
「If companies providing services similar to those of the Group enter the market in the future using new technologies, business models or other means, competition may intensify.」
The risk of intensified competition from new entrants using new technologies and business models is disclosed again. - FY2019RestatedAnnual report
「If companies providing services similar to those of the Group enter the market in the future using new technologies, business models or other means, competition may intensify.」
The risk of intensified competition from new entrants using new technologies and business models continues to be disclosed. - FY2018RestatedAnnual report
「If companies providing services similar to those of the Group enter the market in the future using new technologies, business models or other means, competition may intensify.」
The risk of new entrants using new technologies and business models intensifying competition continues to be disclosed. - FY2017First statedAnnual report
「If companies providing services similar to those of the Group enter the market in the future using new technologies, business models or other means, competition may intensify. This could reduce the Group's profitability and have a material impact on its business results.」
The risk of intensified competition and lower profitability resulting from new entrants using new technologies and business models is identified across the businesses.