Komori
Yokowo (6800) · RiskWorsened

Advancing Commoditization and Blurring of Industry Boundaries

First written in FY2017-Q1. 9 of 14 entries say "Restated". Latest entry: FY2027-H1.

14entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q2WorsenedFY2019 – FY2020RestatedFY20232016: 220162017: 220172018: 420182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Dilution of First-Mover Advantages Through Commoditization and the Removal of Market BordersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2027-H1WorsenedAnnual report

    「The overall market lacked strength amid softening demand in China and intensifying competition.」

    Soft demand and intensifying competition in major automotive markets have emerged as specific risks in the competitive environment.
  2. FY2023RestatedAnnual report

    「In the automotive, semiconductor inspection, mobile communications device and advanced medical equipment markets, the Group's main markets, competition in product and technology development is intensifying alongside the growing adoption of advanced applications, led by 5G (fifth-generation mobile communications systems), that are highly likely to dramatically change industry structures and business models in each industry.」

    The company continues to indicate that the spread of advanced applications is changing industry structures and business models while intensifying competition in product and technology development.
  3. FY2022WorsenedAnnual report

    「In the automotive, semiconductor inspection, mobile communications device and advanced medical equipment markets, the Group's main markets, competition in product and technology development is intensifying alongside the growing adoption of advanced applications, led by 5G (fifth-generation mobile communications systems), that are highly likely to dramatically change industry structures and business models in each industry.」

    The company describes intensifying competition in product and technology development accompanying the growing adoption of advanced applications, including in the advanced medical equipment market.
  4. FY2021RestatedAnnual report

    「The paradigm shift in the global economy continues unabated. Commoditisation, in which the first-mover advantage is diluted or lost as new technologies and products rapidly gain widespread adoption, and the removal of market boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company has reaffirmed that its business environment continues to be shaped by commoditisation and the removal of market boundaries.
  5. FY2020WorsenedAnnual report

    「As partial commercialisation of 5G (fifth-generation mobile communications systems) begins, competition in product and technology development aimed at expanding the use of advanced applications such as CASE, MaaS, IoT and AI is intensifying, and conditions remain such that the market structure could change rapidly.」

    The company describes intensifying competition in product and technology development around next-generation applications and rapid changes in the market structure.
  6. FY2019WorsenedAnnual report

    「In the automotive, semiconductor inspection and mobile device markets, the Group's main markets, competition in product and technology development aimed at the commercialisation of IoT, 5G (fifth-generation mobile communications systems) and ADAS/autonomous driving is intensifying alongside the emergence of new competitive relationships and industry realignment, further escalating the struggle for market dominance.」

    The company describes intensifying competition in product and technology development around next-generation themes and an increasingly fierce struggle for market dominance.
  7. FY2019-Q2RestatedAnnual report

    「The paradigm shift in the global economy continues unabated. Commoditization, in which the first-mover advantage is diluted or lost due to the rapid adoption of new technologies and products, and the blurring of industry boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company has reaffirmed the continued commoditisation and removal of market boundaries as characteristics of its business environment.
  8. FY2019-Q1RestatedAnnual report

    「The paradigm shift in the global economy continues unabated. Commoditization, in which the first-mover advantage is diluted or lost due to the rapid adoption of new technologies and products, and the blurring of industry boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company has reaffirmed the continued commoditisation and removal of market boundaries as characteristics of its business environment.
  9. FY2018RestatedAnnual report

    「There are also growing concerns that the spread of protectionist trade policies and rising geopolitical risks could weigh on the global economy, leaving the outlook for economic conditions uncertain.」

    The business environment remains uncertain, including protectionism and geopolitical risks, in addition to commoditisation and the removal of market boundaries.
  10. FY2018-Q3RestatedAnnual report

    「The paradigm shift in the global economy continues unabated. Commoditization, in which the first-mover advantage is diluted or lost due to the rapid adoption of new technologies and products, and the blurring of industry boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company continues to describe changes in the competitive environment resulting from commoditization and the convergence of technologies and products from different fields as part of the business environment.
  11. FY2018-Q2RestatedAnnual report

    「The paradigm shift in the global economy continues unabated. Commoditization, in which the first-mover advantage is diluted or lost due to the rapid adoption of new technologies and products, and the blurring of industry boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company continues to describe changes in the competitive environment resulting from commoditization and the convergence of technologies and products from different fields as part of the business environment.
  12. FY2017-Q3RestatedAnnual report

    「In the Group's key markets—the automotive, semiconductor testing and mobile device markets—in addition to advancing commoditization, competition in product and technology development targeting next-generation themes such as ADAS and autonomous driving, and the so-called IoT (Internet of Things), in which all kinds of devices are connected through networks, is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」

    The company continues to describe advancing commoditization and competition in technology and product development as part of the business environment in its key markets.
  13. FY2017-Q2RestatedAnnual report

    「In addition to advancing commoditization, competition in product and technology development targeting next-generation themes such as ADAS and autonomous driving, and the so-called IoT (Internet of Things), in which all kinds of devices are connected through networks, is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」

    The company continues to describe changes in the competitive environment resulting from commoditization and the convergence of technologies and products as part of the business environment.
  14. FY2017-Q1First statedAnnual report

    「Commoditization, in which the first-mover advantage is diluted or lost due to the rapid adoption of new technologies and products, and the blurring of industry boundaries, in which technologies and products from different fields converge to create new markets, are continuing to advance.」

    The company identifies the dilution or loss of first-mover advantages and market changes resulting from the convergence of different fields as risks in the business environment.
Moved together

"Uncertainty over the outlook due to global financial instability, yen appreciation and sluggish domestic consumption" moved the same way as this thread, in the same document, in 4 of its 14 moves.

433322★123456
  1. ★This thread
  2. 1Uncertainty over the outlook due to global financial instability, yen appreciation and sluggish domestic consumption4×
  3. 2Improving Proficiency and Productivity and Reducing Costs at Overseas Production Sites3×
  4. 3Legal, Political and Economic, Labor, and Supply Interruption Risks Associated with Reliance on Overseas Production3×
  5. 4Medium-Term Management Plan for the fiscal years ending March 2016 through March 20203×
  6. 5Risk of foreign exchange losses due to yen appreciation2×
  7. 6Risk of damages arising from product liability and customer product recalls2×

★ 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
Yokowo's next results are scheduled for 2026-11-10. Read the earnings preview
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