Expanding Demand for Corporate Digital Transformation
First written in FY2023-Q3. 4 of 8 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- FY2026-H1Expanding Focus of Demand to Live Operations, Return on Investment, and Physical AIAnnual report
「In our business environment, companies’ focus is shifting from the introduction of generative AI itself toward generating a return on investment through continued operation in business processes and frontline settings. As the use of large language models (LLMs) and other technologies expands, the scope of business activities involving AI is also widening with the advancement of AI agents. In addition, growing interest in physical AI is expanding the areas of AI use into industrial workplaces and the physical world.」
The description of demand has expanded from the previous focus on growing DX and generative AI demand to include continued operation and return on investment after generative AI implementation, AI agents, and the use of physical AI in industrial workplaces and the physical world. - FY2025Expanding into demand areas including AI roboticsAnnual report
「In our business environment, the digitalization of business processes, new efforts to transform existing business models, and interest in and use of generative AI such as large language models (LLMs) continue to expand, while companies’ appetite for IT investment remains strong. Against the backdrop of the declining working-age population accompanying the declining birthrate and aging population, we expect consideration and adoption of AI robotics, in addition to the use of LLMs, to steadily expand.」
The business environment is described as expanding beyond conventional DX and generative AI demand to include the consideration and adoption of AI robotics. - FY2024Quantifying the LLM market sizeAnnual report
「The LLM market is also expected to expand rapidly. Under an optimistic scenario, the Japanese conversational AI market is expected to grow from ¥14.0 billion in fiscal 2023 to ¥690.5 billion in fiscal 2027, representing an average annual growth rate of 165.0% (CAGR: fiscal 2023–fiscal 2027). We also expect the market to reach approximately ¥200.0 billion under our base scenario.」
In addition to the previous description of DX demand, specific figures have been provided for the market size and growth rate of the LLM and conversational AI markets, as well as the market size assumed by the company. - FY2024-Q3RestatedAnnual report
「In the digital transformation market in which our business operates, DX initiatives, including the digitalization of business processes, new efforts to transform existing business models, and interest in and use of generative AI such as large language models (Large Language Model: LLM), continue to expand, and companies’ appetite for IT investment remains strong.」
The assessment of the business environment, including the expansion of the DX market, companies’ appetite for IT investment, and interest in and use of generative AI such as LLMs, has been maintained. - FY2024-Q2RestatedAnnual report
「In the digital transformation market in which our business operates, DX initiatives, including the digitalization of business processes, new efforts to transform existing business models, and interest in and use of generative AI such as large language models (Large Language Model: LLM), continue to expand, and companies’ appetite for IT investment remains strong.」
The assessment of the business environment, including the expansion of the DX market, companies’ appetite for IT investment, and interest in and use of generative AI such as LLMs, has been maintained. - FY2024-Q1RestatedAnnual report
「In the digital transformation market in which our business operates, DX initiatives, including the digitalization of business processes, new efforts to transform existing business models, and interest in and use of generative AI such as large language models (Large Language Model: LLM), continue to expand, and companies’ appetite for IT investment remains strong.」
The previous assessment of the business environment, centered on the expansion of the DX market and companies’ appetite for IT investment, has been maintained, with interest in and use of generative AI such as LLMs added as a specific example. - FY2023RestatedAnnual report
「In the digital transformation market in which our business operates, DX initiatives, including the digitalization of business processes and new efforts to transform existing business models, continue to expand, and companies’ appetite for IT investment remains strong.」
The expansion of the DX market and companies’ appetite for IT investment continue to be identified as business conditions, while multiple forecasts of the size and growth rate of Japan’s domestic DX market have been added. - FY2023-Q3First statedAnnual report
「In the digital transformation market in which our business operates, DX initiatives, including the digitalization of business processes and new efforts to transform existing business models, continue to expand, and companies’ appetite for IT investment remains strong. Going forward, we expect efforts by many companies to promote digital transformation to become even more active, driven by the creation of a new post-COVID society, the decline in the working-age population accompanying the declining birthrate and aging population, and work-style reform.」
The expansion of the DX market, companies’ appetite for IT investment, and growth in demand driven by the decline in the working-age population and work-style reform are described as structural factors.