Pelham Smithers Associates Ltd - PSA Today 4 Oct: Surging market / Sony PSVR2 headset plans / Game console sales / Aug Global BEV + PHEV sales / SK Siltron adding capacity / Z Holdings and PayPay – Nikkei 225 +2.96%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 4 Oct: Surging market / Sony PSVR2 headset plans / Game console sales / Aug Global BEV + PHEV sales / SK Siltron adding capacity / Z Holdings and PayPay – Nikkei 225 +2.96%

Tags: Itochu (8001 JT), M3 (2413 JT), Hoya (7741 JT), SoftBank Group (9984 JT), Olympus (7733 JT), Kusuri no Aoki (3549 JT), Sony (6758 JT), Meta Platform (FB US), Capcom (9697 JT), Nintendo (7974 JT), Valve, Razer, Qualcomm (QCOM US), Tesla (TSLA US), BYD (1211 HK), Guangzhou Automobile Group (2238 HK), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), SK Siltron, SK Hynix (000660 KS), Toyota Motor (7203 JT), Subaru (7270 JT), Honda Motor (7267 JT), Mazda (7261 JT), General Motors (GM US), Z Holdings (4689 JT), SoftBank Corp (9434 JT), Yahoo Japan, Rakuten (4755 JT), Mercari (4385 JT), Recruit (6098 JT)
Main Points
• Tokyo surges on Wall Street gains, positive domestic news
• Sony eyes production of 2mil PSVR2 headsets ahead of launch
• Game console sales +2% YoY
• Global plug-in vehicle sales +60% YoY
• SK Siltron to build more wafer capacity
• Toyota and Subaru record rise in US auto sales
• Z Holdings’ PayPay analyst meeting

04/10/2022 1 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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 4 Oct: Surging market / Sony PSVR2 headset plans / Game console sales / Aug Global BEV + PHEV sales / SK Siltron adding capacity / Z Holdings and PayPay – Nikkei 225 +2.96%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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