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Smartvalue (9417) · FactDropped

Contraction and Maturation of Japan’s Mobile Phone Sales Market

First written in FY2016. 6 of 14 entries say "Worsened", first in FY2017-Q1. Latest entry: FY2020-Q3.

14entries
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ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018WorsenedFY2019-Q2 – FY2020-Q22016: 220162017: 320172018: 320182019: 420192020: 22020
Same theme, other companies
Contraction and Maturation of Japan’s Mobile Phone Sales MarketA 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. FY2020-Q3DroppedAnnual report

    「The mobile information and communications equipment dealership business was transferred to イリオスネット株式会社 effective 31 March 2020.」

    Following the transfer of the mobile business, there was no longer a basis for describing the contraction and maturation of the traditional mobile phone sales market as part of the company's business environment.
  2. FY2020-Q2WorsenedAnnual report

    「Revenue declined as new unit sales fell substantially after the revised Telecommunications Business Act, which took effect in October 2019, mandated the provision of plans separating communication services from handsets, and consumers delayed purchases in response to the consumption tax increase.」

    The separation of communication services and handsets under the revised Telecommunications Business Act, together with consumers delaying purchases because of the consumption tax increase, is described as having led to a substantial decline in new unit sales and lower revenue in the mobile business.
  3. FY2020-Q1WorsenedAnnual report

    「During the cumulative first quarter under review, the growth rate of new smartphone sales showed a slowdown because replacement cycles lengthened and the market environment changed. Selling, general and administrative expenses, including sales promotion expenses, were on an upward trend.」

    The lengthening of smartphone replacement cycles and changes in the market environment slowed growth in new unit sales, while selling, general and administrative expenses also increased.
  4. FY2019WorsenedAnnual report

    「Total domestic mobile phone shipments in FY2018 (April 2018 to March 2019) amounted to 34.566 million units (down 7.7% year on year), comprising 30.616 million smartphones (down 6.0%) and 3.95 million feature phones (down 19.1%).」

    Total mobile phone handset shipments, smartphone shipments and feature phone shipments all declined, with market contraction shown in specific figures.
  5. FY2019-Q3WorsenedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in 2018 (January to December 2018) amounted to 34.999 million units, down 6.3% year on year (Source: MM Research Institute, Ltd., “Overview of Domestic Mobile Phone Handset Shipments in 2018 (Calendar Year),” February 2019). Meanwhile, major telecommunications carriers are working not only to maintain and expand their customer bases by enhancing smartphone services, but also to create new businesses using 5G, the fifth-generation mobile communications system. This is expected to create new added value and revenue opportunities. The market environment is also expected to change significantly as plans separating communication charges from handset prices are rolled out and new telecommunications operators enter the market.」

    Total handset shipments in 2018 amounted to 34.999 million units, down 6.3% year on year, making the renewed decline in shipments clear. Changes in the market environment are also expected as separate plans are introduced and new telecommunications operators enter the market.
  6. FY2019-Q2WorsenedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in the first half of FY2018 (April to September 2018) amounted to 15.221 million units (down 5.0% year on year), a low level second only to the 15.188 million units shipped in the first half of 2016, the lowest half-year figure since statistics began in FY2000. The market is expected to contract as the industry shifts to plans separating data charges from handset prices, and total shipments in FY2018 are forecast at 35.3 million units, down 5.8% year on year.」

    Total handset shipments in the first half of FY2018 were 15.221 million units, close to the record low. The shift to separate plans was expected to shrink the market, with full-year shipments forecast to decline 5.8% to 35.3 million units.
  7. FY2018AdvancedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in FY2017 (April 2017 to March 2018) amounted to 37.46 million units (up 2.7% year on year), marking the first increase in six years. Total shipments are expected to increase as the market recovers following the partial introduction of next-generation 5G services, while competition in the market is expected to intensify further.」

    Total domestic mobile phone shipments increased for the first time in six years, and the outlook for market recovery driven by 5G and the forecast of intensified competition were updated.
  8. FY2018-Q3AdvancedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in 2017 (January to December 2017) amounted to 37.354 million units (up 3.6% year on year), marking the first increase in five years since 2012, when 43.75 million units were shipped. Competition in the market is expected to intensify further as the market recovers following the partial introduction of next-generation 5G services (Source: MM Research Institute, Ltd., “Overview of Domestic Mobile Phone Handset Shipments in 2017,” February 2018).」

    Total domestic mobile phone shipments increased for the first time in five years since 2012, reaching 37.354 million units in 2017. Competition is expected to intensify as the market recovers following the partial introduction of 5G services.
  9. FY2018-Q2AdvancedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in FY2017 are forecast at 37.4 million units. Competition in the market is expected to intensify further as the market recovers following the partial introduction of next-generation 5G services in FY2020.」

    The forecast of 37.4 million total shipments in FY2017, the outlook for market recovery following the partial introduction of 5G services in FY2020, and the forecast of intensified competition were presented.
  10. FY2017AdvancedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in FY2016 (April 2016 to March 2017) amounted to 36.486 million units (down 0.3% year on year), marking the fifth consecutive annual decline. Smartphone shipments, meanwhile, totalled 30.136 million units (up 3.3% year on year), a record high. The smartphone market in which we operate is expected to contract slightly in the near term because of the impact of the Task Force on Mobile Phone Charges and Other Terms of Provision formulated by the Ministry of Internal Affairs and Communications in December 2015. A recovery is expected in FY2020 following the partial introduction of next-generation 5G services, while competition in the market is expected to intensify further.」

    Total handset shipments declined for the fifth consecutive year, while smartphone shipments reached a record high. The outlook indicated that the smartphone market would contract slightly in the short term, with a recovery expected in FY2020 following the partial introduction of 5G services.
  11. FY2017-Q3AdvancedAnnual report

    「In Japan's domestic mobile phone sales market, total domestic mobile phone shipments in 2016 (January to December 2016) amounted to 36.061 million units (down 3.0% year on year), marking the fourth consecutive annual decline since 2012, when 43.75 million units were shipped. Smartphone shipments totalled 29.421 million units, the second-highest figure on record.」

    The 2016 market data were updated, showing a continued decline in total handset shipments and a high level of smartphone shipments.
  12. FY2017-Q2RestatedAnnual report

    「Domestic mobile phone shipments in FY2015 (Note 3) totalled 36.585 million units (down 5.6% year on year), marking the fourth consecutive annual decline since FY2012, when 43.75 million units were shipped. Although the market has grown as domestic manufacturers have made a full-scale entry into the MVNO services market, including MVNO SIMs (Note 4), the business environment is entering a new phase, partly because of the impact of the Task Force on Mobile Phone Charges and Other Terms of Provision formulated by the Ministry of Internal Affairs and Communications in December 2015, and further growth is considered unlikely.」

    The fourth consecutive annual decline in mobile phone shipments and the outlook that further growth in the sales market would be difficult to achieve continue to be described.
  13. FY2017-Q1WorsenedAnnual report

    「In Japan's other important market, domestic mobile phone sales, domestic mobile phone shipments in 2015 (January to December 2015) totalled 36.585 million units (down 5.6% year on year), marking the fourth consecutive annual decline since 2012, when 43.75 million units were shipped. The market has grown as domestic manufacturers have made a full-scale entry into the MVNO services market, including MVNO SIMs (Note 4). However, partly because of the impact of the Task Force on Mobile Phone Charges and Other Terms of Provision, the business environment is entering a new phase and further growth is considered unlikely.」

    In addition to the fourth consecutive annual decline in shipments, the outlook indicated that further growth in the mobile phone sales market would be difficult to achieve because of the impact of initiatives to reduce the burden of charges and ensure appropriate handset sales practices.
  14. FY2016First statedAnnual report

    「Domestic mobile phone shipments in FY2015 (April 2015 to March 2016) totalled 36.585 million units (down 5.6% year on year), marking the fourth consecutive annual decline since FY2012, when 43.75 million units were shipped.」

    In contrast to the cloud business, the market environment for the mobile business is presented as being in contraction.
Moved together

"Expansion of the Regional Information Cloud and Growth in Recurring Revenue" moved the same way as this thread, in the same document, in 6 of its 14 moves.

665554★123456
  1. ★This thread
  2. 1Expansion of the Regional Information Cloud and Growth in Recurring Revenue6×
  3. 2Maintaining the Mobile Business's Revenue Base6×
  4. 3Focus on the Cloud Solutions Business and Expansion of Corporate Value5×
  5. 4Expansion from telematics to a mobility IoT platform5×
  6. 5Expansion of service contracts with local governments and public-sector organizations5×
  7. 6Entry into the wellness business through a corporate employee health management support service4×

★ 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.

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Contraction and Maturation of Japan’s Mobile Phone Sales Market | Smartvalue Co.,Ltd. (9417) | Komori