- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
The PSA Weekly Research Round up for the week ending 16 June 2023 | Save the Date (13 July): Heads up for the invite details and link to sign up to our fireside chat with ExaWizards
PSA Weekly Contents at a GlanceWe Invite You to a Fireside Chat on Japan and AI with ExaWizards
Reports / Flash Notes Summaries
1. Isuzu Motor (7202 JT): Concerns over Competitiveness – Commercial Vehicle Market in Upheaval
Company / Sector / Thematic Comments
Technology: Consumer Electronics, Gaming
1. SQE (9684 JT): Final Fantasy XVI Demo Proves Hugely Popular
2. Nintendo Direct Excites on Switch, Ubisoft Hints on Switch 2
3. Panasonic (6752 JT) to Supply Mazda (7261 JT) with Batteries
4. Other Consumer Elec / Gaming News & Moves That Caught Our Eye
Technology: Industrial Electronics / Components / Semis & SPE / Precision
5. Japan’s Major IT Groups Outline Generative AI Strategy
6. AMD Reportedly in Talks with Samsung Foundry Division
7. Vitesco (VTSR GR) Tie-Up a Good Move for Rohm (6963 JT)
8. Other Tech-Related News & Moves That Caught Our Eye
Chemicals / Materials
9. Nisshinbo’s (3105 JT) Communications Strategy, Including Defense
10. Idemitsu Kosan Expands Exposure to Clean Energy Business
11. Giga Press: Opportunities for Toyota (7203 JT) and UBE (4208 JT)
12. Other Chemical / Material-Related News & Moves That Caught Our Eye
Autos
13. Significant Fall in Raw Material Prices Supportive of Automakers’ Earnings
14. Warning Signs Appear on US Auto Financing Markets
15. Personnel Announcements / Changes at Ampere / Nissan (7201 JT)
16. EV Batteries’ Provenance Increasingly Important
17. Other Auto-Related News & Moves That Caught Our Eye
Auto Parts / Machinery
18. US May Housing Starts Strongest Since April 2022
Internet / eCommerce
19. PayPay Reconsiders its Policy
20. Net Protections (7383 JT) and Sony Payment Service Conclude Partner Agreement
21. Other Internet / eCommerce News & Moves That Caught Our Eye
Enterprise Software / IT Services
22. Money Forward (3994 JT) Adds Akita Bank as Partner for SME DX Platform
23. NTT Data (9613 JT) Prepares for Launch of New Holding Company
Miscellaneous / Market / Strategy / Macro
24. Nationwide CPI Preview
25. Japan Inflation – Worse than it Looks?
26. Other News & Moves That Caught Our Eye
List of PSA Published Reports Since February 2023
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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