Pelham Smithers Associates Ltd - PSA Today 19 Aug: Grim day / Toyota prod cuts / EUV sales at Hoya et al / Japans chip equipment billings / Switch games in the charts / PayPays merchant fee plan – Nikkei 225 -1.1%

Report

Pelham Smithers Associates Ltd

Alexander Boote ...

Joel Scheiman
Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 19 Aug: Grim day / Toyota prod cuts / EUV sales at Hoya et al / Japan's chip equipment billings / Switch games in the charts / PayPay's merchant fee plan – Nikkei 225 -1.1%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen, and Alex Boote
Tags: Toyota Motor (7203 JT), Chugai Pharmaceutical (4519 JT), Kirin (2503 JT), Wakamoto Pharm (4512 JT), Harrow Health (HROW US), Nippon Steel (5401 JT), Denso (6902 JT), Mitsui & Co (8031 JT), Panasonic (6752 JT), Renesas (6723 JT), Softbank Group (9984 JT), SoftBank Corp (9434 JT), Z Holdings (4689 JT), Rakuten (4755 JT), Screen (7735 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), Aun Consulting (2459 JT), awoo Intelligence, Ai Holdings (3076 JT), ASML (ASML NA), TSMC (2330 TT), Samsung Electronics (005930 KS), Intel (INTC US), SK Hynix (000660 KS), Micron (MU US), Hoya (7741 JT), AGC (5201 JT), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Sumitomo Chemical (4005 JT), Fujifilm Holdings (4901 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Valve,
Main Points
• Toyota production cut news makes weak day worse
• Toyota to cut September production by 40%
• Hoya and others expand EUV sales
• Japan chip equipment billings +28.1% YoY
• Nintendo Switch games dominates Japan’s weekly game sales chart
• PayPay announces merchant fee plan

19/08/2021 7 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Alexander Boote

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 19 Aug: Grim day / Toyota prod cuts / EUV sales at Hoya et al / Japan's chip equipment billings / Switch games in the charts / PayPay's merchant fee plan – Nikkei 225 -1.1%

The PSA Research Round-Up for the Week to 4 July 2025

PSA Today 4 July: Tariff dread, US hol curb market / May household spend / Switch 2 availability / Yaskawa cuts FY25 OP / Askul woes / Intermestic June KPIs – Nikkei 225 +0.06% | ¥$144.26

PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91

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