Risk of a Relative Decline in Manufacturing Technology Advantage Due to the Shift Toward AI and Software
First written in FY2025. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026WorsenedAnnual report
「As a result, factors that could have a material impact on the Group’s business results and other conditions include a decline in the advantage of its technologies as its skilled expertise is replaced by physical AI, delays in improving operational efficiency due to the failure to effectively use AI agents, delays in responding to AI-related laws and regulations in Japan and overseas, and the obsolescence of existing business models as startups expand their operations.」
AI-related risks expanded beyond the relative decline of manufacturing technology to include replacement by physical AI, delays in using AI agents, responses to AI-related laws and regulations, and the obsolescence of existing business models due to startups. - FY2025First statedAnnual report
「Furthermore, although the Group’s strength lies in its advanced manufacturing technologies, the value of products has shifted from physical performance toward software control and data utilization with the recent progress of AI, which could cause this advantage to decline in relative terms.」
The shift in the source of product value from physical performance to software control and data utilization accompanying the progress of AI was identified as a new risk to the advantages of the Group’s conventional manufacturing technologies.