Expanding Demand from Telework and the GIGA School Initiative
First written in FY2020. 6 of 18 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.
Elecom moved to the "Worse" side of this theme in 2022.
The whole theme swung hardest in 2024: 1 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Keyboards grew substantially on the back of policy-driven demand, including the next-generation GIGA School Program. Sales of power strips, docking stations and other products also expanded, supported by new product launches and rising PC replacement demand associated with the end of Windows 10 support.」
Following the reversal in telework and GIGA School demand, demand from the next-generation GIGA School Initiative and corporate PC replacement demand ahead of the end of Windows 10 support materialized as increased sales of keyboards, power strips, docking stations and other products. - 2026-05-15AdvancedEarnings
「Driven by policy-related demand, including the next-generation GIGA School Program, and increased corporate PC replacement demand associated with the end of Windows 10 support, keyboards and related products grew. In priority areas, orders for rugged tablets bundled with maintenance services also increased.」
Next-generation GIGA School policy demand and replacement demand associated with the end of Windows 10 support contributed to expanded sales to corporate customers. - FY2026-H1AdvancedAnnual report
「Keyboard sales increased substantially in response to policy-driven demand, including the next-generation GIGA School Initiative. In addition to new product launches, rising corporate demand to replace PCs ahead of the end of Windows 10 support also drove higher sales of power strips, docking stations, mice and other products.」
Following the reversal in traditional telework and GIGA School demand, policy-driven demand from the next-generation GIGA School Initiative and corporate PC replacement demand ahead of the end of Windows 10 support materialized as new drivers of sales growth. - FY2025-H1From temporary demand to a PC demand recovery phaseAnnual report
「Demand for PCs themselves is still in the process of recovering.」
The description shifted from the previous focus on the expansion and subsequent reversal of demand driven by telework and the GIGA School Initiative to an assessment that demand for PCs themselves is still recovering. - FY2024-Q3RestatedAnnual report
「Sales of PC cables and USB hubs declined, partly because demand for PCs themselves remained weak, but keyboard sales were strong through e-commerce, particularly gaming keyboards. Sales also increased due to the effect of price revisions for power strips and corporate PC filter projects.」
While weak demand for PCs themselves and lower sales of some products continued, gaming keyboards sold through e-commerce, power strips following price revisions and corporate PC filters boosted sales. Computer-related sales increased 1.3% year on year. - FY2024-Q2Some new products grow despite weak PC demandAnnual report
「Sales of PC cables and USB hubs declined, partly because demand for PCs themselves remained weak, but sales increased due to corporate PC filter projects and the launch of new ink products.」
While weak demand for PCs themselves and lower sales of some peripherals continued, corporate PC filter projects and the launch of new ink products boosted sales, resulting in a 1.1% year-on-year increase in computer-related sales. - FY2024-Q1Weak PC demand, partial recovery from new productsAnnual report
「Demand for PCs themselves remained weak, causing sales of docking stations and PC cables to decline, but sales of mice and keyboards increased following the launch of distinctive new products. As a result, sales of computer-related products for the cumulative first quarter were ¥7,652 million, up 2.8% year on year.」
Although demand for PCs themselves remained weak even after the reversal in telework and GIGA School demand, sales of mice and keyboards increased following the launch of distinctive new products, resulting in a slight increase in computer-related sales. - FY2023-Q3WorsenedAnnual report
「As a result, sales of computer-related products for the cumulative third quarter were ¥21,983 million, down 5.5% year on year.」
Amid the continuing reversal in demand following telework and the GIGA School Initiative, PC shipments remained weak and computer-related sales declined 5.5% year on year. - FY2023-Q2Weak PC demand continues after telework and GIGAAnnual report
「Although the Company launched products for esports and strategically sold power strips, mainly through e-commerce, sales of PC peripherals also remained sluggish, partly because shipments of PCs themselves remained weak.」
As the reversal in telework and GIGA School-related demand, which supported the market in the previous fiscal year, continued, shipments of PCs and sales of computer peripherals remained weak. - FY2023-Q1Reversal in PC demandAnnual report
「Although the company strategically sold products such as power strips, primarily through e-commerce, computer peripherals also remained sluggish, partly because shipments of PCs themselves were weak. As a result, sales of computer-related products for the cumulative first quarter were ¥7,440 million, down 6.3% year on year.」
Following the failure of telework and GIGA School-related demand to continue supporting the market as it had in the previous fiscal year, shipments of PCs remained weak and computer-related sales declined 6.3%. - FY2022WorsenedAnnual report
「We expanded our lineup of new products to improve the telework environment and accessories for schools, where demand for PCs had expanded in connection with the GIGA School Program. However, as the expected demand did not continue, sales of PC-related products for the fiscal year amounted to ¥30,952 million, down 7.5% from the previous fiscal year.」
The anticipated expansion in demand from telework and the GIGA School Initiative did not persist, resulting in a 7.5% full-year decline in computer-related sales. - FY2022-Q3Telework and GIGA demand fails to continue, PC sales declineAnnual report
「We expanded our lineup of new products to improve the telework environment and accessories for schools, where demand for PCs had expanded in connection with the GIGA School Program. However, as the expected demand did not continue, sales of PC-related products for the nine months ended 31 December amounted to ¥23,265 million, down 5.8% year on year.」
The anticipated demand related to telework and the GIGA School Initiative did not persist, resulting in a 5.8% year-on-year decline in computer-related sales. - FY2022-Q2Partial reversal in telework and GIGA demandAnnual report
「The company expanded its lineup of new products to improve telework environments and accessories for schools, where demand for computers had grown with the GIGA School Initiative. However, as the anticipated demand did not continue, sales of computer-related products for the cumulative second quarter were ¥14,902 million, down 6.3% year on year.」
The anticipated demand related to telework and the GIGA School Initiative that had continued from the previous fiscal year did not persist, resulting in a 6.3% year-on-year decline in computer-related sales. - FY2022-Q1RestatedAnnual report
「In the PC and digital equipment industries, which are closely related to our Group’s business, the market as a whole continued to be lifted by the promotion of telework in Japan and the impact of the GIGA School Program.」
The company continued to cite the market support provided by telework and GIGA School-related demand since the previous fiscal year. It also launched products for the post-GIGA market. - FY2021-Q3AdvancedAnnual report
「As the spread of telework accompanying the expansion of COVID-19 increased demand for computer-related equipment, sales of computer-related products for the cumulative third quarter were ¥24,948 million, up 26.1% year on year.」
The expansion in telework demand materialized as a 26.1% year-on-year increase in computer-related sales. Sales in the Other category, including GIGA School-related products, also increased 23.8%. - FY2021-Q2AdvancedAnnual report
「Demand for healthcare products, including sanitization-related products, and GIGA School-related products increased as COVID-19 spread. As a result, sales in the Other category for the cumulative second quarter were ¥3,990 million, up 17.2% year on year.」
The expansion in demand for GIGA School-related products anticipated in the previous fiscal year materialized as a 17.2% year-on-year increase in sales of Other items. - FY2021-Q1AdvancedAnnual report
「As the spread of telework accompanying the expansion of COVID-19 increased demand for computer-related equipment, sales of computer-related products for the cumulative first quarter were ¥7,968 million, up 27.0% year on year.」
The expansion in telework demand anticipated in the previous fiscal year materialized as a 27.0% year-on-year increase in computer-related sales. - FY2020First statedAnnual report
「Demand for telework expanded as a result of the spread of COVID-19, offsetting the negative effects described above. Accordingly, we believe that the impact of COVID-19 on our group will be limited. From June 2020 onward, we expect demand for telework to continue expanding, while demand is also expected to grow following the inclusion of the GIGA School Initiative, aimed at the early realization of one device per student, in the government's supplementary budget proposal for the current fiscal year. We therefore forecast that our group's performance will remain solid.」
In addition to recognizing that the expansion of telework demand offset the negative impact of COVID-19, the company expects demand to grow from June 2020 onward through telework and the GIGA School Initiative.