- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Japan Research Round-Up for the Week ending Jan 18, 2019: Highlighting an in-depth 28page report on JSR (4185 JT) / An Overview of Japan's App Industry / Updates on Nissan / TSMC's Guidance - Implications for Material Suppliers
The Weekly CommentThao Nguyen discusses trends in Japan’s App industry; developers outside Japan are beginning to make big strides into what had been a moated business.
Reports / Flash Notes Summaries
1. JSR (4185 JT) – Life at the End of the Tunnel Nexon (3659 JT)
2. Japan’s App Industry in 2018
Company / Sector / Thematic Comments at a Glance
Technology:
1. Nintendo (7974 JT) Launches 40 Titles on Switch This Month
2. Nexon (3659 JT) Surged as Big Names Enter the Bidding War
Chemicals / Materials
3. TSMC’s (2330 TT) Weak Q1 Guidance
4. Cobalt Blues
5. Plastic Value Chain Companies Target Ocean Waste
6. Fujifilm’s (4901 JT) Healthcare is Work in Progress
Autos
7. Mixed Outlook for India Auto Sales
8. China Auto Sales Decline in 2018 – What Next?
9. Subaru (7270 JT) Working on Turnaround
10. Nissan’s (7201 JT) Widened Investigation Could Prove Disruptive
11. Nissan Renault (RNO FP) Tensions May Be Overstated
Auto Parts / Machinery
12. Automation Advances
13. IHI (7013 JT) Up on New Aero-Engine Office
Internet / eCommerce
14. Kakaku.com (2371 JT) Rises on a Broker Upgrade  
Enterprise Software
15. National Police Agency Experimenting with AI as Policing Support
16. Fujitsu (6702 JT) to Test AI Technology on the Foreign Tourist Industry
17. Japan’s First Robot Hotel Sacks Half its Staff
PSA Company Visits, Tours and Interviews
• Attended earnings meeting for: ABC Mart (2670 JT), Inter Action Corp (7725 JT)
• Attended company presentations for: Fujifilm Holdings (4901 JT)
Weekly Comment by Thao Nguyen
Japan’s app industry is one of the most mature app markets globally. While download growth has slowed, user engagement and consumer spend have both risen. Recently, even the revenue expansion rate has decelerated in Japan. App Store Consumer Spend in Japan grew by 30% for the 2016~2018 period, compared to China’s 140%, the US’s 70% and a worldwide 75% rate. The type of app which appeals to people in Japan is particular to that country. Consequently, until recently developers outside Japan have struggled to establish a meaningful presence in the land of the rising sun. Things are now starting to change, however, for both game and non-game apps.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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