PSA Today 20 May: Rebound / Game console sales struggling / Q1 camera shipments / Ferrotec to boost supply to AMAT / Denso's semis – Nikkei 225 +1.27%
Japan Market Comment by Pelham Smithers and William NestukTags: Seiko Epson (6724 JT), Apple (AAPL US), TDK (6762 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Lasertec (6920 JT), Nintendo (7974 JT), Sony (6758 JT), Microsoft (MSFT US), Canon (7751 JT), Nikon (7731 JT), Cisco (CSCO US), Ferrotec Holdings (6890 JT), LAM Research (LRCX US), Denso (6902 JT)
Main Points
• Tokyo rebounds despite inflation, AMAT news as Seiko Epson announces large buyback
• Game console sales continue to struggle
• Q1 2022 camera shipments -7% YoY in volume terms, +16% in value terms
• Ferrotec to boost supply to AMAT
• Denso to hold semiconductor conference call on 1 June
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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