Volatility in the AI and DX Markets and the Supply-Demand Gap for AI Talent
First written in FY2023. 3 of 7 entries say "Reframed", first in FY2024-Q1. Latest entry: FY2026-H1.
2 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「The business environment surrounding the AI industry is one in which the emergence of generative AI is rapidly advancing practical AI implementation. The global AI market is forecast to reach $826.7 billion in 2030 (source: Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”). Against this backdrop, as demand for AI software expands, the supply-demand gap for AI talent is expected to widen, and demand for genuinely valuable AI utilization is expected to emerge.」
The Company reiterates its business-environment view that the global AI market will expand, the AI talent gap will widen as demand for AI software grows, and demand for AI utilization will emerge. - FY2025ReframedAnnual report
「The global AI market is forecast to reach $826.7 billion in 2030 (source: Ministry of Internal Affairs and Communications, “2025 White Paper on Information and Communications”). Meanwhile, the AI talent supply-demand gap is expected to reach approximately 3.4 million people in 2040 (source: Ministry of Economy, Trade and Industry, Economic and Industrial Policy Bureau, “Revised Estimates of the Employment Structure in 2040”).」
The discussion has been updated from forecasts for Japan’s generative AI market to a 2030 global AI market forecast and an approximately 3.4 million domestic AI talent gap in 2040. - FY2025-H1RestatedAnnual report
「Against this backdrop, as demand for AI software expands, the supply-demand gap for AI talent is expected to widen, and demand for genuinely valuable generative AI utilization is expected to emerge.」
The Company reiterates its view that Japanese generative AI demand will expand from 2024 to 2028 and that the AI talent supply-demand gap will widen. - FY2024ReframedAnnual report
「Japan’s AI business market is expected to expand from ¥1.1 trillion to ¥2.9 trillion between 2024 and 2028, while Japan’s generative AI market is expected to expand from ¥101.6 billion to ¥802.8 billion between 2024 and 2028.」
In addition to the previous view of AI/DX market growth and a talent gap, the Company cites forecasts for expansion of Japan’s AI business and generative AI markets from 2024 to 2028, as well as risks from market volatility and failure to maintain a competitive advantage. - FY2024-H1RestatedAnnual report
「Demand for generative AI in Japan is forecast to increase 15-fold by 2030 compared with 2023, reaching a market size of ¥1.7774 trillion (source: JEITA, “Survey of Trends in Areas of Interest 2023”).」
The Company reiterates its business-environment view that Japanese generative AI demand will be 15 times higher in 2030 than in 2023, with a market size of ¥1.7774 trillion. - FY2024-Q1ReframedAnnual report
「Demand for generative AI in Japan is forecast to increase 15-fold by 2030 compared with 2023, reaching a market size of ¥1.7774 trillion (source: JEITA, “Survey of Trends in Areas of Interest 2023”).」
The description has expanded from overall AI/DX market growth and the talent gap to a specific forecast for Japanese generative AI demand through 2030. - FY2023First statedAnnual report
「Japan’s AI business market is expected to expand from ¥1.2 trillion to ¥2.0 trillion between 2021 and 2027, while the DX market is expected to expand from ¥1.4 trillion in FY2020 to ¥5.2 trillion in FY2030. At the same time, the AI talent supply-demand gap is expected to reach 124,000 people in 2030.」
The Company indicates that market expansion could slow and that the talent supply-demand gap could constrain growth, despite forecasts for expansion of the AI and DX markets.