Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

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. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p>It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at <a href="https://www.youtube.com/watch?v=WGuXOuQOe18" target="_blank">https://www.youtube.com/watch?v=WGuXOuQOe18</a>) and this technology is yet to appear on our high streets. Indeed, <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon's</a> solution at its Amazon Go store in Seattle forgoes RFID in favour of LIDAR and camera technology. Still, we may only be months away from an implementation in Japan. Five leading Japanese convenience (CVS) stores (<a href="https://www.smartkarma.com/entities/1041" target="_blank" data-smartkarma-citation="entities:1041:1">Seven &amp; I (3382 JP)</a>, <a href="https://www.smartkarma.com/entities/1043" target="_blank" data-smartkarma-citation="entities:1043:1">Ministop (9946 JP)</a>, <a href="https://www.smartkarma.com/entities/320" target="_blank" data-smartkarma-citation="entities:320:1">Familymart (8028 JP),</a><a href="https://www.smartkarma.com/entities/14271" target="_blank" data-smartkarma-citation="entities:14271:1">East Japan</a>…</p>

It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this technology is yet to appear on our high streets. Indeed, Amazon's solution at its Amazon Go store in Seattle forgoes RFID in favour of LIDAR and camera technology. Still, we may only be months away from an implementation in Japan. Five leading Japanese convenience (CVS) stores (Seven &amp; I (3382 JP), Ministop (9946 JP), Familymart (8028 JP),East Japan…

Japan Moves Towards RFID Scanning at Checkout

Japan

SATO HOLDINGS CORPORATION is an automation recognition system maker to provide customer solutions utilizing automatic recognition technologies such as bar codes, two-dimensional code and IC tag label (RFID).  The company also develops and manufactures bar-code label printers, software, labels and tags for manufacturing industry, retail stores, hospitals, and transportation.

Sato Holdings (6287 JP)

Japan Moves Towards RFID Scanning at Checkout

It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this...

Pelham Smithers Associates