Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
80
¥ hundred millionWording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateNet Sales+0.1%
基準 2,027Target2,030hundred million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
Key initiatives
01Technology innovation
02Customer and ecosystem management
03Operations management
04Expansion into growth areas: Edge AI Semiconductor Business
05Pursuit of new business opportunities: FA Business
06Further growth of core business: Amusement Business
Plan assumptionsThe 2030 market potential in the surveillance, automotive and industrial fields is 270 million units, The Edge AI Semiconductor Business can achieve sales of approximately ¥3.0 billion in the fiscal year ending March 2030 with a market share of less than 1% in the three fields, The FA Business can achieve sales of approximately ¥2.0 billion in the fiscal year ending March 2030 with a market share of less than 2% in the expanded market, The global Edge AI camera market is expected to grow at a CAGR of 12% from 2023 to 2030, The domestic automated transport robot market is expected to grow at a CAGR of 19% from 2023 to 2030, 17.5 times the power and performance efficiency of competing products
Segment targetSegment Edge AI Semiconductor Business / Sales Target ¥3 billion / Timing Fiscal year ending March 2030, Segment FA Business / Sales Target ¥2 billion / Timing Fiscal year ending March 2030
Non-financial targetsIndicator Recipients of the Software Development Kit based on mass-produced chips / Target value Approximately 50 customers and partners / Timing Fiscal year ending March 2026, Indicator First-year shipments of next-generation Edge AI cameras / Target value Approximately 50,000 units / Timing First year after the start of mass production shipments
Size of the Target MarketMarket Japan's logistics robotics market / Dimensions ¥40.4 billion (FY2024), ¥73.3 billion (FY2027), ¥123.8 billion (FY2030) / Growth rate CAGR 20% / Source Yano Research Institute, “Current Status and Future Outlook of the Logistics Robotics Market,” February 2025, Market Global Edge AI camera market / Dimensions US$13.7 billion (2023), US$40.2 billion (2030) / Growth rate CAGR 12% / Source Company estimate based on MarketsandMarkets, “AI Camera Market by Type - Global Forecast to 2030” (July 2023), Market Domestic automated transport robot market / Dimensions ¥77.0 billion and 8,500 units (2023), ¥282.0 billion and 28,300 units (2030) / Growth rate CAGR 19% / Source Company estimate based on Yano Research Institute, “2023 Edition: Current Status and Future Outlook of the Global AGV/AMR Market,” Fuji Keizai, “2023 Worldwide Robot-Related Market: Current Status and Future Outlook,” and data published by industry associations and major manufacturers, Market Global industrial robot shipments / Dimensions From 553 thousand units (2022) to 708 thousand units (2028) / Growth rate CAGR 7% / Source “World Robotics 2025,” September 2025, International Federation of Robotics (IFR)
Risks identified by the company
Technological obsolescence and failure of research and development
Market trends in customer markets
Recruitment and Development of Human Resources
| Item | Details |
|---|---|
| Plan name | Medium-Term Vision (Three-Pronged Growth Strategy) |
| Plan period | Fiscal years ending March 2025 to March 2030 |
| Progress against the plan | Annual update |
| Sales Target | 36.4 (forecast for the fiscal year ending March 2027) → 80 (target for the fiscal year ending March 2030) |
| Segment target | Segment Edge AI Semiconductor Business / Sales Target ¥3 billion / Timing Fiscal year ending March 2030, Segment FA Business / Sales Target ¥2 billion / Timing Fiscal year ending March 2030 |
| Non-financial targets | Indicator Recipients of the Software Development Kit based on mass-produced chips / Target value Approximately 50 customers and partners / Timing Fiscal year ending March 2026, Indicator First-year shipments of next-generation Edge AI cameras / Target value Approximately 50,000 units / Timing First year after the start of mass production shipments |
| Plan assumptions | The 2030 market potential in the surveillance, automotive and industrial fields is 270 million units, The Edge AI Semiconductor Business can achieve sales of approximately ¥3.0 billion in the fiscal year ending March 2030 with a market share of less than 1% in the three fields, The FA Business can achieve sales of approximately ¥2.0 billion in the fiscal year ending March 2030 with a market share of less than 2% in the expanded market, The global Edge AI camera market is expected to grow at a CAGR of 12% from 2023 to 2030, The domestic automated transport robot market is expected to grow at a CAGR of 19% from 2023 to 2030, 17.5 times the power and performance efficiency of competing products |
| Key initiatives | Technology innovation, Customer and ecosystem management, Operations management, Expansion into growth areas: Edge AI Semiconductor Business, Pursuit of new business opportunities: FA Business, Further growth of core business: Amusement Business |
| Size of the Target Market | Market Japan's logistics robotics market / Dimensions ¥40.4 billion (FY2024), ¥73.3 billion (FY2027), ¥123.8 billion (FY2030) / Growth rate CAGR 20% / Source Yano Research Institute, “Current Status and Future Outlook of the Logistics Robotics Market,” February 2025, Market Global Edge AI camera market / Dimensions US$13.7 billion (2023), US$40.2 billion (2030) / Growth rate CAGR 12% / Source Company estimate based on MarketsandMarkets, “AI Camera Market by Type - Global Forecast to 2030” (July 2023), Market Domestic automated transport robot market / Dimensions ¥77.0 billion and 8,500 units (2023), ¥282.0 billion and 28,300 units (2030) / Growth rate CAGR 19% / Source Company estimate based on Yano Research Institute, “2023 Edition: Current Status and Future Outlook of the Global AGV/AMR Market,” Fuji Keizai, “2023 Worldwide Robot-Related Market: Current Status and Future Outlook,” and data published by industry associations and major manufacturers, Market Global industrial robot shipments / Dimensions From 553 thousand units (2022) to 708 thousand units (2028) / Growth rate CAGR 7% / Source “World Robotics 2025,” September 2025, International Federation of Robotics (IFR) |
| Risks identified | Technological obsolescence and failure of research and development, Market trends in customer markets, Recruitment and Development of Human Resources |
| Publication date | 22 June 2026 |
Items this document does not state (14)
Operating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorResults under the previous planReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The Company is pursuing the expansion of the Edge AI Semiconductor Business and FA Business, viewing the response to labor shortages and the acceleration of digital transformation in manufacturing and logistics as growth opportunities. Meanwhile, the amusement business reported lower sales for the fiscal year ended March 2026 due to the low conformity rate in the certification process for pachislot machines and market stagnation.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.