Regulatory Changes, Competition and Substitute-Device Risks in the Mobile Device Market
First written in FY2016. 12 of 31 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.
Seiryo Electric moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 4 of 9 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Although mobile device sales have emerged from the exceptionally challenging conditions seen for a time, we expect the business environment to remain challenging.」
It stated that the challenging business environment for mobile device sales continues, but that the exceptionally challenging conditions seen for a time have passed, advancing on the previous view that the environment was gradually beginning to stabilise. - 2026-05-14MitigatedResults
「情報通信端末事業におきましては、一時の非常に厳しい状況は脱したものの、引き続き厳しい事業環境が続くものと思われます。」
携帯端末事業について、非常に厳しい状況からは脱したとの記載が加わった一方、厳しい環境は継続するとした。 - FY2026-H1MitigatedAnnual report
「In the information and communications device business, the business environment has remained challenging due to changes to sales incentive policies, although it is gradually beginning to stabilise.」
It described the challenging business environment resulting from changes to the sales incentive policies of major carriers as continuing, while noting that the business environment was gradually beginning to stabilise. - FY2024-Q2RestatedAnnual report
「In the industries relevant to our group, the business environment in the information and communications device business has remained challenging due to changes to the sales incentive policies of major carriers in the previous fiscal year.」
It described the challenging business environment for the mobile device business resulting from changes to the sales incentive policies of major carriers as continuing. - FY2024-Q1RestatedAnnual report
「In the industries relevant to our group, the business environment in the information and communications device business has remained challenging due to changes to the sales incentive policies of major carriers in the previous fiscal year.」
It described the challenging environment for the mobile device business resulting from changes to the sales incentive policies of major carriers as continuing. - FY2023WorsenedAnnual report
「In the information and communications device business, the market environment has changed significantly, including with the launch of 5G services. In addition, the business environment remains challenging, as changes to the sales incentive policies of major carriers have significantly worsened the profitability of mobile device sales.」
In addition to the transition to 5G, changes to the sales incentive policies of major carriers have continued to materialise as deteriorating profitability in mobile device sales, and the business environment was described as challenging. - FY2023-Q3MaterialisedAnnual report
「In the industries relevant to our group, the market environment is undergoing major changes, including the launch of 5G services. In the information and communications device business, the business environment remains challenging due to changes to the sales incentive policies of major carriers.」
Changes to the sales incentive policies of major carriers have continued to materialise as a challenging business environment for the mobile device business. - FY2023-Q2MaterialisedAnnual report
「In the industries relevant to our group, the market environment is undergoing major changes, including the launch of 5G services. In the information and communications device business, the business environment is also undergoing major changes due to revisions to the sales incentive policies of major carriers, marking a major turning point.」
It described how changes to the sales incentive policies of major carriers continued to materialise as changes in the business environment for the mobile device business. - FY2023-Q1MaterialisedAnnual report
「In terms of profit, we continued to work to improve productivity in mobile device repair and refurbishment and profitability through proposals for value-added products in mobile device sales. However, profit declined due to factors including deterioration in the profit margin following changes to sales incentives by major carriers.」
Changes in the sales incentive policies of major carriers materialised in actual results as a deterioration in the profit margin and lower profit. - FY2022MaterialisedAnnual report
「Revenue declined year on year due to changes in sales incentives by certain carriers for mobile device sales. In terms of profit, although we worked to improve productivity in mobile device repair and refurbishment and profitability by proposing value-added products in mobile device sales, profit declined because these efforts could not offset the deterioration in the profit margin, mainly due to lower sales incentives.」
Changes in carrier measures and sales incentives materialised in full-year results as a deterioration in the profit margin, lower revenue and lower profit. - FY2022-Q3RestatedAnnual report
「In the information and communications device industry relevant to our group, the market environment has changed significantly with the introduction of low-priced plans by major carriers and the launch of 5G services. In addition, customer trends have changed with the shift to a new lifestyle triggered by the spread of COVID-19, resulting in changes to measures taken by domestic carriers, and the outlook remains uncertain.」
It reaffirmed the impact of low-priced plans, 5G services and changes in customer trends resulting from the new lifestyle, as well as changes to measures taken by domestic carriers and uncertainty over the outlook. - FY2022-Q2RestatedAnnual report
「In the information and communications device industry relevant to our group, the market environment has changed significantly with the introduction of low-priced plans by major carriers and the launch of 5G services. In addition, customer trends have changed as the spread of COVID-19 has continued.」
It reaffirmed structural changes in the mobile device market, including low-priced plans by major carriers, the launch of 5G services and changes in customer trends due to the pandemic. - FY2022-Q1RestatedAnnual report
「In the information and communications device industry relevant to our group, the market environment has changed significantly with the introduction of low-priced plans by major carriers and the launch of 5G services. In addition, customer trends have changed as the spread of COVID-19 has continued.」
It reaffirmed structural changes in the mobile device market, including low-priced plans by major carriers, the launch of 5G services and changes in customer trends due to the pandemic. - FY2021MaterialisedAnnual report
「In the information and communications device business, the market environment is undergoing major changes, including the introduction of low-priced plans by major carriers and the launch of 5G services. In addition, customer trends have changed alongside the shift to a new lifestyle resulting from the spread of COVID-19.」
Changes in the market and customer trends arising from low-priced plans, the transition to 5G and the new lifestyle continued, materialising in actual results as lower mobile device unit sales. - FY2021-Q3MaterialisedAnnual report
「In the information and communications device industry relevant to our group, the market environment is undergoing major changes, including the full-scale introduction of unbundled device sales, the entry of new operators and the introduction of fixed-price plans by major carriers. In addition, stores implemented reduced operating hours and temporary closures following the declaration of a state of emergency as the spread of COVID-19 continued, while customer trends also changed with the shift to a new lifestyle.」
Market changes including unbundled device sales, the entry of new operators, fixed-price plans and reduced store hours and temporary closures due to COVID-19 continued, materialising in actual results as lower unit sales. - FY2021-Q2MaterialisedAnnual report
「In the information and communications device industry relevant to our group, the market environment is undergoing major changes, including higher device prices as unbundled sales become mainstream, growth in the MVNO market, the entry of new carriers and the transition to 5G. In addition, stores implemented measures including reduced operating hours and temporary closures following the declaration of a state of emergency as the spread of COVID-19 continued.」
In addition to market changes from unbundled sales, MVNOs, new carriers and the transition to 5G, reduced store hours and temporary closures under the state of emergency materialised in the actual business environment. - FY2021-Q1MaterialisedAnnual report
「Mobile device unit sales declined sharply due to the impact of calls for people to refrain from going out following the spread of COVID-19.」
Risks from institutional changes, competition and demand fluctuations in the mobile device market materialised as a sharp decline in unit sales due to calls for people to refrain from going out amid the spread of COVID-19. - FY2020-Q3MaterialisedAnnual report
「Against this backdrop, our group’s revenue declined due to lower unit sales of mobile devices and a decrease in large-scale projects for government agencies, among other factors.」
As market changes continued, including the full-scale introduction of unbundled device sales and expansion of the MVNO market, their impact materialised in actual results as lower mobile device unit sales. - FY2020-Q2MaterialisedAnnual report
「Mobile device unit sales declined due to factors including higher device prices following the introduction of unbundled plans.」
Higher device prices following the introduction of unbundled plans materialised in actual results as a decline in mobile device unit sales. - FY2020-Q1MaterialisedAnnual report
「Although the company added stores from the previous fiscal year, the number of mobile devices sold was approximately unchanged from the previous year due in part to customers holding back on purchases following the transition to unbundled plans.」
Consumers held back on purchases as plans were unbundled, which had an actual impact on mobile device sales. Although stores were added, unit sales were in line with the previous year. - FY2019RestatedAnnual report
「In the information and communications device business, we investigate site conditions when opening mobile device and computer stores and open stores in locations with favourable conditions. However, sales may fall short of forecasts due to changes in the environment, including the opening of competing stores nearby and the expansion of the MVNO and used-device markets.」
It reaffirmed the risks from changes in the competitive environment and market structure surrounding mobile device sales, including competing stores and the expansion of the MVNO and used-device markets. - FY2019-Q3RestatedAnnual report
「In the information and communications device business, sales have been slowing as smartphone penetration reaches a plateau. Meanwhile, as the market environment undergoes major changes, including the expansion of the MVNO market, growth in Chinese-made devices and government comments on communications charges, richer content and more diverse services are key to differentiation.」
It reaffirmed changes in the market structure and competitive environment, including slowing smartphone sales, growth in the MVNO market and Chinese-made devices, and policy developments concerning communications charges. - FY2019-Q2RestatedAnnual report
「In the information and communications device business, sales remained firm, with smartphones recording their highest-ever shipment volume. Meanwhile, as the market environment undergoes major changes, including the expansion of the MVNO market, growth in Chinese-made devices and government comments on communications charges, richer content and more diverse services are key to differentiation.」
Although unit sales remained firm, changes in the market structure and competitive environment continued, including the expansion of the MVNO market, growth in Chinese-made devices and policy developments concerning communications charges. - FY2019-Q1MitigatedAnnual report
「Sales remained firm, with SIM-unlocked device shipments increasing and shipments of mobile devices rising for the first time in 6 years, while smartphones recorded their highest-ever shipment volume. In addition, as the market environment undergoes major changes, including the expansion of the MVNO market and growth in Chinese-made devices, richer content and more diverse services are key to differentiation.」
The sales environment improved, with device shipments increasing for the first time in 6 years and smartphone shipments reaching a record high. Meanwhile, competition and structural changes in the market continued with the expansion of the MVNO market and growth in Chinese-made devices. - FY2018-Q3RestatedAnnual report
「In the information and communications device business, smartphone penetration has progressed and unit sales have shown a slowing trend in the smartphone and tablet-style multifunction device markets. Meanwhile, as the MVNO and used-device markets expand, richer content and more diverse services are key to differentiation.」
It reaffirmed the slowing trend in unit sales accompanying smartphone penetration, the expansion of the MVNO and used-device markets, and the importance of differentiation through content and services. - FY2018-Q2RestatedAnnual report
「In the information and communications device business, smartphone penetration has progressed and unit sales have shown a slowing trend in the smartphone and tablet-style multifunction device markets. Meanwhile, as the MVNO and used-device markets expand, richer content and more diverse services are key to differentiation.」
It reaffirmed the slowing trend in unit sales accompanying smartphone penetration, the expansion of the MVNO and used-device markets, and the importance of differentiation through content and services. - FY2018-Q1RestatedAnnual report
「In the information and communications device business, smartphone penetration has progressed and unit sales have shown a slowing trend in the smartphone and tablet-style multifunction device markets. Meanwhile, as the MVNO and used-device markets expand, richer content and more diverse services are key to differentiation.」
It reaffirmed the slowing trend in unit sales accompanying smartphone penetration, the expansion of the MVNO and used-device markets, and the importance of differentiation through content and services. - FY2017-Q3RestatedAnnual report
「In the smartphone and tablet-style multifunction device markets, mobile device shipments declined for 4 consecutive years from 2012, while the MVNO and used-device markets expanded, making richer content and more diverse services key to differentiation.」
The structural market changes of a decline in mobile device shipments for 4 consecutive years and the expansion of the MVNO and used-device markets continued from the previous quarter. - FY2017-Q2WorsenedAnnual report
「Shipments of mobile devices declined for 4 consecutive years from fiscal 2012, while the MVNO and used-device markets expanded, making richer content and more diverse services key to differentiation.」
It specifically described the structural market changes represented by a decline in mobile device shipments for 4 consecutive years and the expansion of the MVNO and used-device markets. - FY2017-Q1MaterialisedAnnual report
「Mobile device sales declined in unit terms due to the impact of the Task Force on Charges and Other Terms and Conditions for Mobile Phone Services.」
The impact of policy discussions concerning charges and other terms and conditions materialised as a decline in mobile device unit sales. - FY2016First statedAnnual report
「Mobile device sales may be affected by factors including revisions to mobile network operators’ sales incentive schemes and changes to store support measures by sales agents.」
It identified multiple market factors as risks, including sales incentives, store support measures, competing stores and substitute devices.