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Sun (6736) · InitiativeSoftened

Migration from 3G to LTE (4G) and expansion of strategic products

First written in FY2021. 4 of 9 entries say "Advanced", first in FY2022-Q1. Latest entry: FY2026.

9entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2023-Q1RestatedFY2024-Q2AdvancedFY2025-H1SoftenedFY2026-H1 – FY20262021: 220212022: 220222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Addressing demand for the migration of M2M and IoT equipment from 3G to LTEA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「As demand for the transition from 3G to LTE (4G) had largely run its course, sales of Rooster, which had been adopted for beverage vending machines, also peaked, but」

    Demand for the transition from 3G to LTE had largely run its course, and the previous growth opportunity had peaked. Delays in developing and launching substitute 5G and edge AI products were also noted as continuing.
  2. 2026-05-29SoftenedFinancial results briefing materials

    「Delays in developing and launching new products centered on 5G and edge AI as alternative growth drivers」

    As demand for migration from 3G to LTE (4G) reached maturity, delays in developing and launching 5G- and edge-AI-related products identified as the next growth drivers were cited as a factor behind lower shipment volumes.
  3. FY2026-H1SoftenedAnnual report

    「While the migration from 3G to LTE (4G), driven by telecommunications carriers' successive shutdowns of their 3G networks by March 2026, had largely run its course, the development and rollout of new products centered on 5G and edge AI as substitutes were delayed.」

    Demand for the transition from 3G to LTE (4G) had largely run its course, while the development and rollout of 5G- and edge AI-related products identified as the next growth opportunity were delayed.
  4. FY2025-H1AdvancedAnnual report

    「As telecommunications carriers are successively shutting down their 3G networks by March 2026, migration from 3G to LTE (4G) is progressing steadily. Multiple major beverage operators have adopted the A330 and A900, strategic products for beverage vending machines, to reduce management costs and improve operational efficiency, including product replenishment, and the products have already been deployed in more than 500,000 machines.」

    Regarding the transition from 3G to LTE (4G), the A330 and A900 were adopted by multiple major beverage operators, and the number of deployed units exceeded 500,000.
  5. FY2024-Q2RestatedAnnual report

    「The A330 and A900, strategic LTE (4G) migration products for beverage vending machines, were adopted by multiple major beverage operators, and initial deployment has already begun.」

    The company reiterated that the A330 and A900, developed in response to the transition from 3G to LTE (4G), had been adopted by multiple major beverage operators and that initial deployment had begun.
  6. FY2023-Q1AdvancedAnnual report

    「The A330 and A900, strategic LTE (4G) migration products for beverage vending machines, were adopted by multiple major beverage operators, and initial deployment has already begun.」

    The A330 and A900 were adopted by multiple major beverage operators and progressed to the stage of initial deployment.
  7. FY2022AdvancedAnnual report

    「In the development of M2M communications equipment during the consolidated fiscal year, the company obtained patents related to migration from 3G to LTE (4G) networks based on technologies cultivated over many years, maintained its technological competitive advantage, and advanced product development focused on 5G and edge AI.」

    The company obtained related patents for the transition from 3G to LTE (4G) and progressed to product development focused on 5G and edge AI.
  8. FY2022-Q1AdvancedAnnual report

    「Approximately 2.28 million beverage vending machines are installed in Japan, most of which use 3G networks for functions such as inventory management. In the M2M business, the company has developed and begun selling the A330 and A900, strategic products for migrating from 3G to LTE (4G). Working with telecommunications carriers and partners that provide inventory management systems, the company has secured adoption by multiple major beverage operators and is steadily expanding the business.」

    Regarding the transition to LTE prompted by the 3G shutdown, the A330 and A900 were adopted by multiple major beverage operators and progressed to the stage of initial deployment.
  9. FY2021First statedAnnual report

    「As each telecommunications carrier (NTT DOCOMO, KDDI and SoftBank) will progressively shut down its 3G networks by March 2026, migration from 3G to LTE (4G) is proceeding in earnest. Approximately 2.28 million beverage vending machines are installed in Japan, many of which use 3G networks for inventory management and other functions. In the M2M business, we have developed and begun selling the A330 and A900, strategic products for migration from 3G to LTE (4G).」

    Seizing the transition to LTE prompted by the 3G shutdown as a business opportunity, the company developed and began selling the A330 and A900, and has progressed to their adoption and initial deployment by multiple major beverage operators.
Moved together

"Diversifying Game Content Revenue Models and Expanding into Hyper-Casual Games" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444222★123456
  1. ★This thread
  2. 1Diversifying Game Content Revenue Models and Expanding into Hyper-Casual Games4×
  3. 2Strong sales of products and services in the forensic business4×
  4. 3Development of Next-Generation Technologies and New Products and Services4×
  5. 4Companywide results turned loss-making2×
  6. 5Emphasis on growth in net sales, ordinary income and cash flow2×
  7. 6Expanding Business Domains Through Capital and Business Alliances2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Sun yet. It last moved in the Financial results briefing materials of 2026-05-29: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Migration from 3G to LTE (4G) and expansion of strategic products | SUNCORPORATION (6736) | Komori