Market Entry into the 5G and Transportation Equipment Sectors
First written in FY2019-Q3. 10 of 19 entries say "Restated". Latest entry: 2026-11-10.
The whole theme swung hardest in 2025: 5 of 28 companies on the "Worse" side.
18 other companies' latest entry also says "Advanced".
- 2026-11-10AdvancedType of presentation
「当社は、AI社会の進展に伴う半導体需要の拡大に加え、電力インフラ需要の拡大も成長機会として捉えています。」
AI社会の進展による半導体需要と電力インフラ需要を成長機会として明示し、従来のDX・GX関連市場の方向性を具体化している。 - FY2024RestatedAnnual report
「Expectations are rising for increased demand resulting from the consumerization of AI accompanying the advancement of DX, including data centers and AI (Artificial Intelligence), and from market growth driven by increased social investment in infrastructure for GX, or the so-called decarbonized society.」
The company continues its policy of viewing DX and AI-related markets and GX and decarbonization-related markets as growth and priority markets and developing high-quality products and customers. - FY2024-Q3RestatedAnnual report
「The company will designate DX and GX-related markets as priority markets and actively pursue the discovery of high-quality products and development of high-quality customers」
The company continues its medium-term market strategy of designating DX and GX-related markets as priority markets and developing high-quality products and customers. - FY2024-Q2RestatedAnnual report
「At the same time, expectations are rising for increased demand accompanying market growth driven by the advancement of digital transformation, or DX, including data centers and AI (Artificial Intelligence), and by increased social investment in infrastructure for green transformation, or GX, and the so-called decarbonized society.」
The company continues its existing policy of viewing DX and GX-related markets as growth markets and developing high-quality products and customers as priority markets. - FY2024-Q1RestatedAnnual report
「The company will designate DX and GX-related markets as priority markets and actively pursue the discovery of high-quality products and development of high-quality customers」
The company has continued, since the start of the new medium-term management period, its policy of designating DX and GX-related markets as priority markets and developing high-quality products and customers. - FY2023RaisedAnnual report
「The company will designate DX and GX-related markets as priority markets and strengthen the development of high-quality new customers while deepening relationships with existing customers.」
The company explicitly designated the DX and GX markets as priority markets for the next medium-term management period, and translated this into specific initiatives to develop high-quality new customers in the industrial equipment and social infrastructure and environmental markets, as well as identify and expand sales of products related to EVs and energy management. - FY2023-Q3RestatedAnnual report
「Against this backdrop, as part of “earnings structure reform” to address intense near-term supply and demand conditions and achieve a growth trajectory, the Group is promoting medium- to long-term initiatives, including new business development in DX (digital)-related and GX (decarbonization and renewable energy)-related markets.」
The company continues to pursue new business in DX-related markets and GX-related markets, including decarbonization and renewable energy, as a medium- to long-term growth-market strategy. - FY2023-Q2RestatedAnnual report
「Against this backdrop, as part of “earnings structure reform” to address intense near-term supply and demand conditions and achieve a growth trajectory, the Group is promoting medium- to long-term initiatives, including new business development in DX (digital)-related and GX (decarbonization and renewable energy)-related markets.」
The company continues to pursue new business in DX-related markets and GX-related markets, including decarbonization and renewable energy, as a medium- to long-term growth-market strategy. - FY2023-Q1RestatedAnnual report
「As part of “earnings structure reform” to achieve a growth trajectory, the Group is promoting medium- to long-term initiatives, including new business development, in digital-related and decarbonization and renewable energy-related markets.」
The company continues to pursue new business in digital-related markets and decarbonization and renewable energy-related markets as a medium- to long-term growth-market strategy. - FY2022RaisedAnnual report
「a. DX and GX markets: Expand sales of application products for infrastructure such as telecommunications base stations and renewable energy, as well as FA, EV and EV infrastructure. b. Develop new markets and high-quality customers: Develop markets and high-quality customers in smart agriculture and forestry, transportation equipment, construction equipment and data centers.」
The target growth markets have become more specific and expanded from the DX market, including 5G and IoT, to GX, renewable energy, EVs and EV infrastructure, smart agriculture and forestry, and construction equipment. - FY2022-Q2RestatedAnnual report
「Meanwhile, in the fifth-generation mobile communications system (5G), investment is expanding in digital-related markets, including applications beyond mobile terminals, such as automobiles, factory automation (FA) equipment and medical equipment, as well as equipment to handle increased data transmission resulting from the spread of digital transformation (DX). In addition, areas where investment is expected to expand include markets related to renewable energy for a decarbonized society, hereinafter referred to as green energy, and the transition from fossil fuels to electricity as an energy source.」
In addition to the 5G and DX-related markets, green energy-related markets, including renewable energy and electrification, continue to be positioned as areas where investment is expected to expand. - FY2022-Q1RaisedAnnual report
「As part of the transformation of the earnings structure aimed at achieving a growth trajectory, the Company is promoting medium- to long-term initiatives, including new market development, in digital-related and green-related markets with a view to the post-COVID era.」
In addition to traditional digital-related markets such as 5G and IoT, green-related markets have been explicitly identified as targets for new market development, broadening the scope of growth areas. - FY2021RaisedAnnual report
「a. 5G (fifth-generation mobile communications systems), IoT (Internet of Things) and EV (Electric Vehicle) markets: Expand sales of applied products for communications infrastructure such as base stations and for FA (Factory Automation)」
In addition to the traditional 5G and IoT markets, the EV market has been explicitly included in the market and customer strategy, with the targets specified as expanded sales of applied products for base stations, communications infrastructure and FA. - FY2021-Q3RaisedAnnual report
「In the electronics industry to which the Group belongs, there are promising markets, including investment in the 5G, IoT and AI sectors driven by digitalization and in renewable energy-related sectors aimed at decarbonization, while other markets are struggling owing to the COVID-19 pandemic, creating a mixed picture. In addition, amid the recent semiconductor supply shortage, automakers that had been on a recovery trajectory announced production adjustments, leaving the market for automotive equipment in a difficult environment.」
In addition to the traditional 5G and IoT markets, decarbonization and renewable energy-related sectors have been identified as promising markets, broadening the scope of markets targeted for increased sales focus that are closely aligned with the transformation of the earnings structure. - FY2020RaisedAnnual report
「② Market and customer strategy a. 5G and IoT markets: Expand sales of applied products for social infrastructure such as base stations and for FA (Factory Automation) b. Development of new markets and high-quality customers: Develop markets and customers in agricultural machinery, transportation equipment, construction equipment, data centers, medical equipment and other areas」
The medium- to long-term policy of entering the 5G and transportation equipment markets has been translated into a specific market and customer strategy covering IoT, base stations, FA, agricultural machinery, construction equipment, data centers, medical equipment and other areas, broadening its scope. - FY2020-Q3RaisedAnnual report
「Against this backdrop, the Group is promoting “earnings structure reform” to build a management foundation capable of withstanding the challenging external environment, while pursuing medium- to long-term initiatives in fields expected to grow in the future, including 5G and new market development, and focusing on acquiring additional highly profitable businesses.」
In addition to the 5G sector, new market development has been explicitly identified as a medium- to long-term initiative, broadening the scope of targeted market entry and development. - FY2020-Q2RestatedAnnual report
「Although demand is expected to grow in the AI and IoT sectors, driven by labor-saving and rationalization needs arising from a severe labor shortage, and for 5G-compatible equipment」
AI, IoT and 5G-compatible equipment continue to be positioned as areas expected to grow, but no new progress, such as completion of market entry, is described. - FY2019RestatedAnnual report
「While undertaking initiatives to enter markets such as the 5G and transportation equipment sectors, where growth is expected in the future」
The Company continues its medium- to long-term initiatives aimed at entering the 5G and transportation equipment sectors, but no specific completion of market entry or numerical targets have been indicated. - FY2019-Q3First statedAnnual report
「While undertaking medium- to long-term initiatives to enter markets such as the 5G and transportation equipment sectors, where growth is expected in the future」
The 5G and transportation equipment sectors are positioned as future growth areas, and medium- to long-term initiatives aimed at market entry are stated explicitly for the first time.