Expansion in demand for broadcast and video file-based workflows, 4K and large-format video, and cashless payments
First written in FY2020-Q2. 10 of 11 entries say "Reframed", first in FY2020-Q3. Latest entry: FY2024.
No other company in this theme has enough history to compare yet.
- FY2024ReframedAnnual report
「The electronic equipment business posted higher revenue, mainly due to growth in the medical and corporate sectors.」
The company has updated its demand outlook from one centered on telework and the shift to online services amid the pandemic to one centered on capital investment in audiovisual equipment for medical institutions and companies. - FY2024-Q3ReframedAnnual report
「The Electronic Equipment business reported higher revenue due to increased capital investment in audiovisual equipment for medical institutions and companies.」
The company identifies increased capital investment in audiovisual equipment for medical institutions and companies as the central source of demand, updating its previous demand outlook centered on telework and the shift to online services amid COVID-19. - FY2024-Q1ReframedAnnual report
「The Electronic Equipment business reported higher revenue, supported by the recovery in event demand and increased demand for audiovisual equipment and ICT-related facilities associated with office relocations and renovations.」
The demand outlook has been updated from one centered on telework and other needs amid COVID-19 to one reflecting the recovery in event demand, office relocations and renovations, and demand for audiovisual and ICT equipment. - FY2022-Q2ReframedAnnual report
「The Electronic Equipment business reported higher revenue due to deliveries for large-scale broadcasting and video production projects and increased demand for filming equipment and conference systems.」
Demand opportunities in the electronic equipment market have become more tangible as demand for large-scale broadcasting and video production projects, filming equipment and conference systems has been added to the previous opportunities in file-based broadcasting and 4K. - FY2022-Q1ReframedAnnual report
「The Electronic Equipment business reported higher revenue due to large-scale deliveries of broadcasting-related equipment, increased rentals of equipment for events, and higher demand for conference systems.」
Demand opportunities in the electronic equipment market have become more tangible, expanding from the previous file-based broadcasting, 4K and cashless payment opportunities to large-scale equipment deliveries, event equipment rentals and demand for conference systems. - FY2021ReframedAnnual report
「Electronic Equipment Market While capital investment in broadcasting equipment, manufacturing machinery, factory automation and measurement-related equipment declined amid the impact of COVID-19, investment in new ways of living advanced, including contactless terminals for medical institutions and companies, demand from educational institutions, and online meeting-related equipment. Demand is also expected to increase for payment and authentication terminals as the government promotes cashless payments and the use of My Number Cards, among other initiatives.」
The company has reframed the previous demand opportunities in file-based broadcasting, 4K and cashless payments around contactless terminals, education, online meetings, and My Number, payment and authentication terminals amid COVID-19. - FY2021-Q3ReframedAnnual report
「Electronic Equipment Market The impact of COVID-19 continues, and equipment investment is generally being reviewed. Meanwhile, demand for industrial equipment and other products, supported by telework and 5G capital investment, remains strong. The shift to online services is also accelerating for educational equipment and examination and medical equipment, and demand for related electronic equipment products is expected to increase.」
In addition to the previous demand opportunities in file-based broadcasting, 4K and cashless payments, the company identifies telework, 5G, and the shift to online services for educational, examination and medical equipment as central sources of demand. - FY2021-Q2ReframedAnnual report
「Electronic Equipment Market The impact of COVID-19 continues, including a decline in corporate capital expenditure and other factors. Meanwhile, adoption of electronic equipment associated with the shift to new ways of working, such as telework, is progressing. Wider adoption of related electronic equipment is expected, supported by government policies promoting the adoption of My Number and digitalization.」
The company has refined its recognition of demand opportunities, moving from file-based broadcasting, 4K and cashless payments to adoption opportunities created by telework, new ways of living, wider adoption of My Number, and digitalization policies amid COVID-19. - FY2021-Q1ReframedAnnual report
「Work-style reforms are increasing the adoption of telework and shared-office systems. Potential is growing in a wide range of areas as the shift to new ways of living accelerates, including public-sector investment related to disaster and emergency response, remote healthcare equipment, online lecture systems, enhanced office security, and accelerating cashless payments.」
The demand opportunities associated with new ways of living, including telework, shared offices, remote healthcare, online lectures and temperature-screening systems, have been added to the previous opportunities in file-based broadcasting, 4K, large-format video and cashless payments. - FY2020-Q3ReframedAnnual report
「Potential is being seen in a wide range of areas, including the broadcasting industry's shift to file-based operations, rising demand for public-sector video equipment associated with the 2020 Tokyo Olympic and Paralympic Games, expansion of 4K filming equipment and large-format video, including LED displays, for inbound demand, public-sector investment related to disaster and emergency response, accelerating cashless payments, and office security driven by work-style reforms.」
Public investment related to disaster and emergency response has been added to the previous demand opportunities in file-based broadcasting, 4K, large-format video and cashless payments. - FY2020-Q2First statedAnnual report
「Growth is being seen in a wide range of areas, including the broadcasting industry's shift to file-based operations, expansion of 4K filming equipment and large-format video, including LED displays, for the 2020 Tokyo Olympic and Paralympic Games and the resulting inbound demand, the acceleration of cashless payments partly due to the consumption tax increase, and office security driven by work-style reforms.」
As structural changes and demand opportunities in the electronic equipment market, the company lists file-based broadcasting, 4K and large-format video for the Tokyo Olympics and inbound demand, cashless payments, and growth in office security.