Tuesday, December 23, 2008
Japan trends 2008/2009
One of our clients in the financial industry asked me several trend questions:
Q1: Biggest surprise in Japan in 2008?
- Collapse of Japan's mobile phone handset market (read our blog). In this context the Japanese telecom equipment makers association invited me to give a presentation, which was booked out 2-3 weeks ahead - about 100 Japanese telecom equipment maker managers attended! The General Affairs Vice-Minister / Secretary of State attended.... ( download my presentation here - in Japanese language: "Paradigm shift and opportunities for Japanese mobile phone makers" )
- The dramatic increase of acquisitions by Japanese companies:
* Panasonic's acquisition of SANYO (read analysis in our blog)
* Nomura's acquisition of a big chunk of Lehman Brothers assets (read about a presentation by Nomura's CEO Kenichi Watanabe)
* SONY's acquisition of the outstanding part of SONY-Bertelsmann music
* TDK's acquisition of Germany's EPCOS
* NTT-Data's acquisition of Germany's Cirquent (BMW's IT company)
* Fujitsu's acquisition of the outstanding 1/2 of Fujitsu-Siemens
Q2: Biggest changes for 2009?
* Hopefully LED/Solid state lighting going mainstream to save energy
* Batteries and solar cells in combination starting to replace petrol for cars
* Solar cell battle (between Q-cells, SHARP and others)
Q3: Key topics in Japanese media for 2009?
* Financial crisis and reviving the economy
* Crisis of the car industry - and car industry's paradigm shift
Q1: Biggest surprise in Japan in 2008?
- Collapse of Japan's mobile phone handset market (read our blog). In this context the Japanese telecom equipment makers association invited me to give a presentation, which was booked out 2-3 weeks ahead - about 100 Japanese telecom equipment maker managers attended! The General Affairs Vice-Minister / Secretary of State attended.... ( download my presentation here - in Japanese language: "Paradigm shift and opportunities for Japanese mobile phone makers" )
- The dramatic increase of acquisitions by Japanese companies:
* Panasonic's acquisition of SANYO (read analysis in our blog)
* Nomura's acquisition of a big chunk of Lehman Brothers assets (read about a presentation by Nomura's CEO Kenichi Watanabe)
* SONY's acquisition of the outstanding part of SONY-Bertelsmann music
* TDK's acquisition of Germany's EPCOS
* NTT-Data's acquisition of Germany's Cirquent (BMW's IT company)
* Fujitsu's acquisition of the outstanding 1/2 of Fujitsu-Siemens
Q2: Biggest changes for 2009?
* Hopefully LED/Solid state lighting going mainstream to save energy
* Batteries and solar cells in combination starting to replace petrol for cars
* Solar cell battle (between Q-cells, SHARP and others)
Q3: Key topics in Japanese media for 2009?
* Financial crisis and reviving the economy
* Crisis of the car industry - and car industry's paradigm shift
Labels: Japan, technology, trends
