- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The Must Read PSA Japan Research Round-Up for the week to March 29, 2018
Contents at a GlanceThe Weekly Comment by Pelham Smithers
PSA commissioned a professional photographer to explain to us why Sony (6758 JP) is winning the digital camera business amongst a new generation of professionals.
Reports / Flash Notes Summaries
1. Bandai Namco (7832 JP): Dragon Ball Takes IP Strategy to New Level
Company / Sector / Thematic Comments
1. Sony (6758 JP) has Another Box Office Success with Peter Rabbit / 5% Wage Hike Announcement
2. Current Pecking Order for Video Game Stocks
3. Altplus (3672 JP) in KLab (3656 JP) / Kadokawa (9468 JP) Tie-Up
4. Capcom (9697 JP) Struggles to Get Slots Out for FY17
5. Tesla’s Production Issues: Readthrough for Panasonic (6752 JP)
6. Is Binance’s Move to Malta Behind the SBI Holdings (8473 JP) / Huobi Tie-Up Delay?
7. Teardown of US Samsung Galaxy S9+ Disappointing for Murata (6981 JP)
8. China Antidumping Move Might Help Mitsui Chemicals (4183 JP)
9. Toray’s (3402 JP) Carbon Fiber: Real or Fake News?
10. Fujifilm (4901 JP) to Acquire Irvine Scientific
11. A Positive Development for both Toyota (7203 JP) and Suzuki (7269 JP) over India Business
12. Self-Driving Technology in Turmoil: Uber, Mobileye, Nvidia
13. Large Scandal Looms for Subaru (7270 JP)
14. Mitsubishi Electric (6503 JP): Dividend Hike Outweighs Raw Material Impact
15. CyberAgent (4751 JP): Positioning to be Japan’s Premier eSports Company
16. Yahoo Japan (4689 JP) to Acquire 40% of BitARG Exchange Tokyo?
17. Linical (2183 JP) to Merge with Accelovance
18. Takeda (4502 JP) in Talks with Shire
19. China 2025 Plan Also Causing Concern in Asia
Weekly Market Comment by Pelham Smithers
The Extent to Which Sony (6758 JP) is Winning the Digital Camera Business amongst a New Generation of Professionals
With smartphones destroying the casual end of the photography market – although boosting interest in photography as both a profession and a serious hobby – the digital camera market is increasingly dominated by the needs of two groups: 1) Chinese tourists and 2) western professionals. While the Chinese tourist market continues to favour the branded DSLR makers Nikon (7731 JP) and, in particular, Canon (7751 JP), the professional market is undergoing a sea-change that is producing a surprise winner in Sony (6758 JP).
Since the start of 2013, the mirrorless share of the interchangeable lens market has gone from 15% to over 35%. Consequently, Sony’s share of camera revenues among the Big Four (Canon, Nikon, Sony and Olympus (7733 JP)) has grown from 20% to 27%.
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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