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Sun (6736) · RiskRestated

Intensifying competition in the M2M communications equipment market and technological change

First written in FY2017. 7 of 9 entries say "Restated". Latest entry: FY2023-Q3.

9entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018-Q3WorsenedFY2019-Q1RestatedFY2020-Q1 – FY2023-Q32017: 120172018: 220182019: 220192020: 120202021: 120212022: 120222023: 1
Same theme, other companies
Product Obsolescence Due to Intensified Competition and Delays in Adapting to TechnologyA theme 124 companies write about · 127 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 28 of 57 companies on the "Worse" side.

65 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 124 companies compared. The sentences above are computed from all 124.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3RestatedAnnual report

    「Although demand is increasing for monitoring and control systems that provide remote access to industrial equipment and other devices, many companies have entered the market. As a result, the market itself is expanding, but the competitive environment is becoming more challenging.」

    The company continues to describe growing demand in the M2M and IoT markets and the challenging competitive environment resulting from the entry of numerous companies.
  2. FY2023-Q1RestatedAnnual report

    「Migration from 3G to LTE (4G) is also progressing in earnest. Although demand is increasing for monitoring and control systems that provide remote access to industrial equipment and other devices, many companies have entered the market. As a result, the market itself is expanding, but the competitive environment is becoming more challenging.」

    The company reaffirms the growth in demand in the M2M and IoT markets and the challenging competitive environment resulting from the entry of numerous companies.
  3. FY2022-Q1RestatedAnnual report

    「Although demand for connecting devices is increasing, many companies have entered the market. As a result, the market itself is expanding, but the competitive environment is becoming more challenging.」

    The company reiterates the growth in demand in the M2M and IoT markets and the challenging competitive environment resulting from the entry of numerous companies.
  4. FY2021-Q2RestatedAnnual report

    「Although demand for connecting devices in the M2M and IoT markets is increasing, many companies have entered the markets. As a result, the markets are expanding, but the competitive environment is becoming more challenging.」

    The company continues to describe growing demand in the M2M and IoT markets and the challenging competitive environment resulting from the entry of numerous companies.
  5. FY2020-Q2RestatedAnnual report

    「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes regarding intensifying competition and technological change in the M2M communications equipment market.
  6. FY2020-Q1RestatedAnnual report

    「Although demand for connecting devices in the M2M and IoT markets is increasing, many companies have entered the markets. As a result, the markets are expanding, but the competitive environment is becoming more challenging.」

    The company continues to describe growing demand in the M2M and IoT markets and the challenging competitive environment resulting from the entry of numerous companies.
  7. FY2019-Q1WorsenedAnnual report

    「Although demand for connecting devices in the M2M and IoT markets is increasing, many companies have entered the markets. As a result, the markets are expanding, but the competitive environment is becoming more challenging.」

    Demand in the M2M and IoT markets is increasing, but the entry of numerous companies is making the competitive environment more challenging.
  8. FY2018-Q3RestatedAnnual report

    「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes regarding intensifying competition and technological change in the M2M communications equipment market.
  9. FY2017First statedAnnual report

    「Competition in products and services related to M2M communications equipment is intensifying. If the group is slow to respond, if an unforeseen new technology becomes widespread and forces it to take new measures, or depending on the competitive situation with other companies, the group's operating results may be affected.」

    The company identifies entry by companies from other industries into the M2M and IoT market, intensifying competition, the spread of new technologies and delays in responding as risks to operating results.
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Intensifying competition in the M2M communications equipment market and technological change | SUNCORPORATION (6736) | Komori