Changes in the ICT Industry Driven by the Third Platform, IoT and Industry 4.0
First written in FY2016. 18 of 28 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2019: 2 of 22 companies on the "Worse" side.
8 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「Against a backdrop of the spread of generative AI and the growing preference for in-house development, the value of simple development and implementation is declining relatively, while demand is increasing for comprehensive services covering overall design through implementation and operations. Structural changes in the information and communications industry are also progressing.」
The previous recognition that DX and generative AI would drive market expansion is being organized as a structural change in which value is shifting from simple development and implementation to comprehensive services covering overall design, implementation and operations. - 2026-05-15RestatedEarnings
「Against a backdrop of accelerating digital transformation at companies, advances in generative AI technology, continued demand for high levels of capital investment to improve productivity and offset labor shortages, and the need to address rising security risks and other social issues, the market continued to expand.」
The Company maintained its view that the market is expanding against a backdrop of DX and generative AI, demand for productivity improvements, and responses to security risks. - FY2026-H1Added generative AI, labor shortages and security demandAnnual report
「In the information and communications services industry, companies' strong appetite for capital investment continued against a backdrop of the acceleration of digital transformation (DX), advances in generative AI technology, efforts to improve productivity to address labor shortages, and responses to social issues such as growing security risks. The market continued to expand.」
In addition to the previous recognition that DX and generative AI would drive market expansion, demand for productivity improvements to address labor shortages and responses to growing security risks were explicitly identified as factors driving market growth. - FY2025RestatedAnnual report
「In the information and communications services industry in which our Group operates, the market has continued to expand, driven by the acceleration of digital transformation (DX) at companies, advances in generative AI technology and other factors.」
In addition to the acceleration of DX, we continue to recognize advances in generative AI technology as a factor driving expansion of the information and communications services market. - FY2025-H1Added the advancement of generative AIAnnual report
「In the information and communications services industry in which our Group operates, the market continued to expand, driven by the acceleration of digital transformation (DX) at companies, advances in generative AI technology and other factors.」
In addition to the previous recognition that DX would drive market expansion, advances in generative AI technology were explicitly identified as a factor driving market growth. - FY2024-Q3RestatedAnnual report
「In the information and communications services industry, companies' willingness to invest remained firm, centered on maintenance and replacement investment in aging equipment that had been deferred during the COVID-19 pandemic. The trend toward increased information technology investment, including efforts to advance digital transformation (DX), whose importance has grown in recent years, also continued. In the electronic devices industry, market growth began to slow amid uncertainty about the outlook, including lower personal consumption associated with global inflation and geopolitical risks arising from the prolonged Russia-Ukraine conflict, as semiconductor supply and demand moved toward normalization.」
We continue to recognize slower growth in the electronic devices market against a backdrop of normalized semiconductor supply and demand, lower personal consumption and geopolitical risks, while investment in replacing aging equipment and DX investment continue. - FY2024-Q2Specific factors behind expanding ICT investment and slower semiconductor market growthAnnual report
「In the information and communications services industry, companies' willingness to invest remained firm, centered on maintenance and replacement investment in aging equipment that had been deferred during the COVID-19 pandemic. The trend toward increased information technology investment, including efforts to advance digital transformation (DX), whose importance has grown in recent years, also continued. In the electronic devices industry, market growth began to slow amid uncertainty about the outlook, including lower personal consumption associated with global inflation and geopolitical risks arising from the prolonged Russia-Ukraine conflict, as semiconductor supply and demand moved toward normalization.」
In the ICT sector, investment in the maintenance and replacement of aging equipment and DX continued to expand, while we recognize slower growth in the electronic devices market against a backdrop of lower personal consumption and geopolitical risks. - FY2024-Q1RestatedAnnual report
「In the information and communications services industry, the trend toward increased ICT capital investment continued as digital transformation (DX) at companies accelerated. In the electronic devices industry, semiconductor supply and demand moved toward normalization, while market growth began to slow amid changing conditions, including a decline in personal consumption associated with global inflation.」
We continue to recognize an environment in which increased ICT capital investment related to DX coexists with slower growth in the electronic devices market against a backdrop of normalized semiconductor supply and demand, inflation and other factors. - FY2023-Q2Coexistence of expanding ICT investment and slower semiconductor market growthAnnual report
「In the information and communications services industry in which our Group operates, the shift toward digital transformation (DX) at companies accelerated after the COVID-19 pandemic, and the trend toward increased ICT capital investment continued. In the electronic devices industry, semiconductor supply and demand moved toward normalization, while market growth began to slow amid changing conditions, including a decline in personal consumption associated with global inflation.」
In the ICT sector, investment in facilities related to DX continued to expand, while growth in the electronic devices market slowed against a backdrop of normalized semiconductor supply and demand and lower personal consumption due to inflation. - FY2023-Q1RestatedAnnual report
「The shift toward digital transformation at companies accelerated following the COVID-19 pandemic, and while expectations remain high for continued growth in ICT demand, some industries continued to restrain ICT capital investment because of delayed earnings recovery.」
We continue to recognize an industry environment in which expanding ICT demand driven by the advancement of digital transformation coexists with restrained ICT investment due to delayed earnings recovery at customer companies. - FY2022-Q3RestatedAnnual report
「Although the COVID-19 pandemic has accelerated digital transformation (DX), including work-style reform, and supports expectations for continued growth in ICT demand, some companies continue to restrain ICT capital investment because of deteriorating business performance, leaving the situation difficult to view optimistically.」
The market environment continues to reflect both rising ICT demand driven by DX and restraints on ICT investment resulting from deteriorating corporate performance. - FY2022-Q1RestatedAnnual report
「Although the COVID-19 pandemic has accelerated digital transformation (DX), including work-style reform, and supports expectations for continued growth in ICT demand, some companies continue to restrain ICT capital investment because of deteriorating business performance, leaving the situation difficult to view optimistically.」
The two-sided nature of demand continues to be recognized, with DX and work-style reform increasing ICT demand while deteriorating corporate performance restrains ICT investment. - FY2021-Q3Specific Manifestation of the Two-Sided Impact of Infectious Diseases on ICT DemandAnnual report
「In Information Network Solutions Services, orders for robust remote-work demand and GIGA School initiative projects remained firm. At the same time, the Company was affected by restrictions on sales activities, delays in development and construction projects, and a decline in field services resulting from requests to refrain from going out during the COVID-19 pandemic.」
The two-sided nature of demand became evident in the results: infectious disease increased ICT demand, including for remote work, while also restricting sales activities, delaying projects, and reducing field services. - FY2021-Q1Two-Sided Impact of Infectious Diseases on ICT DemandAnnual report
「Under these circumstances, new ICT demand is expected to arise from new lifestyles and new ways of working, while the disease may spread in waves and prolong the contraction of economic activity.」
The recognition of the ICT industry environment now includes opposing effects: increased demand resulting from new lifestyles and ways of working, and economic contraction resulting from renewed outbreaks of infectious disease. - FY2020ReframedAnnual report
「Responding to the so-called “DX cliff,” including digital transformation (DX), in which companies transform their own business models using ICT technologies, and the modernization of existing systems, has also become an unavoidable medium- to long-term challenge for companies.」
The previous recognition of DX as an environmental trend has been specified as a medium- to long-term challenge that includes modernizing existing systems and addressing the “DX cliff.” - FY2020-Q3RestatedAnnual report
「DX: Digital Transformation (the transformation of products, services, and business models based on customer and societal needs by using data and digital technologies to respond to rapid changes in the business environment, together with the transformation of business operations, organizations, processes, and corporate culture to establish a competitive advantage).」
The recognition that DX establishes a competitive advantage by transforming not only products, services, and business models, but also business operations, organizations, processes, and corporate culture continues. - FY2020-Q2RestatedAnnual report
「DX: Digital Transformation (the transformation of products, services, and business models based on customer and societal needs by using data and digital technologies to respond to rapid changes in the business environment, together with the transformation of business operations, organizations, processes, and corporate culture to establish a competitive advantage).」
The recognition that DX establishes a competitive advantage by transforming not only products, services, and business models, but also business operations, organizations, processes, and corporate culture continues. - FY2020-Q1ReframedAnnual report
「DX: Digital Transformation (the transformation of products, services, and business models based on customer and societal needs by using data and digital technologies to respond to rapid changes in the business environment, together with the transformation of business operations, organizations, processes, and corporate culture to establish a competitive advantage).」
The recognition of changes in the ICT industry now includes a definition of DX as transforming products, services, business models, organizations, and processes to establish a competitive advantage. - FY2019RestatedAnnual report
「In addition, the commoditization of ICT, the development of the information industry represented by AI and IoT on the third platform, and government deregulation are encouraging new entrants from other industries into the ICT sector, and the competitive landscape is undergoing major changes.」
The recognition of structural changes in the industry resulting from the commoditization of ICT, the third platform, AI and IoT, and entry by companies from other industries continues. - FY2019-Q2RestatedAnnual report
「Against the backdrop of the declining working-age population and long working hours resulting from the declining birthrate and aging population, markets centered on “work-style reform” and “business process improvement” continue to expand, and the use of ICT technologies such as IoT (*1), AI (*2), and RPA (*3) is expected.」
The recognition that work-style reform, business process improvement, and the use of IoT, AI, and RPA are creating a market against the backdrop of a declining working-age population and long working hours continues. - FY2019-Q1RestatedAnnual report
「In the ICT (information and communications technology) industry, the business area of our Group, the market focused on “work-style reform” and “business process improvement” continues to expand against the backdrop of social issues such as the declining birthrate and aging population, a shrinking working-age population and long working hours, and the use of ICT technologies such as IoT, AI and RPA is expected.」
The recognition that work-style reform, improvements to business processes, and the use of IoT, AI, RPA, and other technologies are creating a market amid population decline and long working hours continues. - FY2018-Q3RestatedAnnual report
「In the information network services industry, the use of ICT technologies such as IoT (*1), AI (*2) and RPA (*3) is expected to improve productivity and operational efficiency and offset labor shortages resulting from the future population decline and declining birthrate and aging population.」
The recognition that ICT technologies such as IoT, AI, and RPA support productivity improvements and operational efficiency amid population decline and the declining birthrate and aging population continues. - FY2018-Q2RestatedAnnual report
「In the information network services industry, the use of ICT technologies such as IoT (*1), AI (*2) and RPA (*3) is expected to improve productivity and operational efficiency and offset labor shortages resulting from the future population decline and declining birthrate and aging population.」
The scope of next-generation ICT technologies has expanded to include RPA, and the recognition that their use is expected to support productivity improvements and operational efficiency continues. - FY2018-Q1RestatedAnnual report
「In the information network services industry, the use of next-generation ICT technologies such as IoT (*1), big data, AI (*2) and Robotics (*3) is expected to improve productivity and offset labor shortages resulting from the future population decline and declining birthrate and aging population.」
The recognition that next-generation ICT technologies, including IoT, big data, AI, and robotics, will be used as technologies supporting productivity improvements continues. - FY2017-Q3RestatedAnnual report
「Although the information network services industry remains in a difficult environment because of prolonged weakness in domestic demand, investment in technologies such as cloud computing, big data, IoT (*1), and AI (*2) is increasing, and market expansion is expected.」
Investment in technologies such as cloud computing, big data, IoT, and AI is becoming more active, and the recognition that market expansion is expected continues. - FY2017-Q2RestatedAnnual report
「Although the information network services industry remains in a difficult environment, including prolonged weakness in domestic demand, the wider application of technologies such as cloud computing, big data, IoT (*1), and AI (*2) in business is expected.」
The recognition that technologies such as cloud computing, big data, IoT, and AI are expanding as business foundations continues. - FY2017-Q1RestatedAnnual report
「The client-server systems known as the “second platform” are gradually declining, while the “third platform” continues to evolve beyond the boundaries of the ICT industry into a business foundation supporting corporate growth and market expansion across all industries.」
The recognition that the third platform is evolving into a foundation supporting growth and market expansion across all industries continues. - FY2016First statedAnnual report
「The client-server systems known as the “second platform” are gradually declining, while the “third platform” continues to evolve beyond the boundaries of the ICT industry into a business foundation supporting corporate growth and market expansion across all industries.」
The third platform, including cloud computing, mobility, big data, and social technologies, is recognized as a structural change affecting the entire industry.