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>Anyone with teenage daughters will probably already know this, but "polaroids" are back. <a href="https://www.smartkarma.com/entities/16353" target="_blank" data-smartkarma-citation="entities:16353:1">Fujifilm (4901 JP)</a> reported that sales of its "Instax" series of instant cameras were over 6mil in FY16, up by almost half from the previous year. The company is forecasting 7.5mil in sales in FY17, but that looks almost conservative based on the recent take-up.</p><h2>Fujifilm - Instant Camera Shipments (mil units)</h2><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/028/611/original/Instant%20Camera.PNG?1498409110" class="editor-image img-responsive" data-smartkarma-image-id="28611"></figure><p>Source: Fujifilm</p><p>The instant camera boom is of course a variation of the selfie boom - the advantage…</p>

Anyone with teenage daughters will probably already know this, but "polaroids" are back. Fujifilm (4901 JP) reported that sales of its "Instax" series of instant cameras were over 6mil in FY16, up by almost half from the previous year. The company is forecasting 7.5mil in sales in FY17, but that looks almost conservative based on the recent take-up.Fujifilm - Instant Camera Shipments (mil units)Source: FujifilmThe instant camera boom is of course a variation of the selfie boom - the advantage…

FUJIFILM Holdings

Fujifilm - Instant Cameras Back in Vogue