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Elecom (6750) · FactAdvanced

Market Transformation Driven by AI, IoT and Industry 4.0

First written in FY2018. 3 of 7 entries say "Reframed", first in FY2019. Latest entry: FY2026.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020ReframedFY2022 – FY2026-H12018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Structural change and expansion in the IT industry and market driven by IoT, AI, DX and data utilizationA theme 43 companies write about · 1 as a headwind · 38 as a tailwind

Elecom moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.

4 other companies' latest entry also says "Advanced".

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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the corporate sector, investment in digital-related areas, including the use of AI, increased to address labour shortages and improve productivity.」

    The discussion of market transformation driven by AI and digital technologies now describes actual market trends, including increased investment incorporating AI to address labour shortages and improve productivity.
  2. FY2026-H1SoftenedAnnual report

    「Capture forthcoming market changes and respond nimbly」

    The previous specific reference to market changes such as "AI PCs" became the more general expression "forthcoming market changes" in the current interim period. The policy of responding to market changes remains unchanged.
  3. FY2025-H1ReframedAnnual report

    「Based on the purpose "Better being," we will respond nimbly to forthcoming market changes, such as AI PCs, in order to create the ideal form set out in the medium-term management plan through March 2027, "the one-of-a-kind global brand originating in Japan that customers love,"」

    The recognition of market transformation driven by AI and IoT expanded into a framework focused on capturing forthcoming market changes, such as AI PCs, and pursuing the global brand set out in the medium-term management plan through March 2027.
  4. FY2022ReframedAnnual report

    「In the Group's business area of "PCs and digital equipment-related products," the market for related products is expected to expand with the spread of teleworking, while continued transformation is expected as a result of innovative technologies including IoT (technology that connects all kinds of devices via the internet) and AI (artificial intelligence), toward the realisation of Society 5.0 (a society that resolves social issues and creates value through the fusion of digital innovation and the imagination and creativity of diverse people).」

    The explanation of market transformation driven by AI, IoT and Industry 4.0 changed to a description positioning these as innovative technologies aimed at realising Society 5.0.
  5. FY2020RestatedAnnual report

    「The company will continue strengthening its existing business area of "PCs and digital equipment-related products" while seeking to enter new business and product areas that are expected to be related to its existing business areas.」

    The company continues to pursue a growth strategy of entering new related business and product areas while strengthening its existing businesses.
  6. FY2019ReframedAnnual report

    「To achieve further growth, the Group will continue strengthening its existing business area of "PCs and digital equipment-related products" while seeking to enter new business and product areas that are expected to be related to its existing business areas.」

    In addition to recognising market transformation driven by AI, IoT and Industry 4.0, the company identified entry into new areas related to its existing businesses as a growth initiative.
  7. FY2018First statedAnnual report

    「The market is expected to continue undergoing transformation as a result of technological innovation such as AI (artificial intelligence), IoT (technology that connects all kinds of devices via the internet) and Industry 4.0 (the fourth industrial revolution).」

    AI, IoT and Industry 4.0 were first presented together as technological innovations transforming the market.
Moved together

"Foreign exchange risk arising primarily from US dollar settlements" moved the same way as this thread, in the same document, in 4 of its 7 moves.

432222★123456
  1. ★This thread
  2. 1Foreign exchange risk arising primarily from US dollar settlements4×
  3. 2Expanding Demand from Telework and the GIGA School Initiative3×
  4. 3A product mix led by smartphones and peripherals2×
  5. 4Corporate Services Leveraging Product Lines and Channel-Specific Sales Strategy2×
  6. 5Improving Profit Margins2×
  7. 6Risk of Price Competition and Failure to Pass Higher Purchase Prices Through to Selling Prices2×

★ 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 Elecom yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Market Transformation Driven by AI, IoT and Industry 4.0 | ELECOM CO.,LTD. (6750) | Komori