日本松下分析报告panasonic-外文版培训课件2024.7

COMPANIES

&

PRODUCTSPanasonicCHAPTER

01OverviewGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*3Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerRevenueoftheconsumerelectronicsmarketworldwidefrom2019to2029(inbillionU.S.dollars)Revenueoftheconsumerelectronicsindustryworldwide2019-20291,2001,0008006004002000201920202021202220232024202520262027202820294Description:Theglobalrevenueintheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2029byintotal146.3billionU.S.dollars(+15.4percent).Afterthefifthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.1trillionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Worldwide;2019to2029Source(s):ConsumerMarketInsightsRevenueoftheglobalconsumerelectronicsmarketin2023,bysegment(inbillionU.S.dollars)Consumerelectronicsmarketrevenueworldwide2023,bysegmentRevenueinbillionU.S.dollars050100150200250300350400450500498.32550TelephonyComputing218.68TV,Radio&MultimediaGamingEquipmentTVPeripheralDevicesDrones190.4932.8911.123.995Description:Concerningthesixselectedsegments,thesegmentTelephonyhasthelargestrevenuewith498.32billionU.S.dollars.Contrastingly,Dronesisrankedlast,with3.99billionU.S.dollars.Theirdifference,comparedtoTelephony,liesat494.33billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsRevenueofthesmarthomesegmentsmartappliancesworldwidefrom2019to2028(inmillionU.S.dollars)Revenueofthesmarthomesegmentsmartappliancesworldwide2019-2028100,00090,00080,00070,00060,00050,00040,00030,00020,00010,000020192020202120222023202420252026202720286Description:Theglobalrevenueinthe'SmartAppliances'segmentofthesmarthomemarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal39.6billionU.S.dollars(+75.43percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach92.2billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'SmartAppliances'segmentofthesmarthomemarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):DigitalMarketInsightsRevenueperuserofthesmarthomesegmentsmartappliancesworldwidefrom2019to2028(inU.S.dollars)ARPUofthesmarthomesegmentsmartappliancesworldwide2019-2028500455.27450400350300250200150100428.63411.19371.17338.81300.79262224.762026189.742027158.66202820192020202120222023202420257Description:Theglobalindicator'AverageRevenueperSmartHome'inthe'SmartAppliances'segmentofthesmarthomemarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal180.2U.S.dollars.Aftertheseventhconsecutivedecreasingyear,theindicatorisestimatedtoreach158.66U.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):CHAPTER

02FinancialsPanasonic'snetsalesfromFY2009toFY2024(inbillionU.S.dollars)Panasonic'srevenue2009-20249081.7807575.273.87372.772.571.770.469.768.6697060504030201006359.75754.0320092010201120122013201420152016201720182019202020212022202320249Description:Inthefiscalyear2024,Panasonic'ssalesrevenuecametoaround54billionU.S.dollars(or8.5trillionJapaneseyen).AnincreaseinJapan'sconsumptiontaxandthespreadofthecoronaviruspandemicwereamongthenegativefactorsthatcontributedtothecompany'sworsefinancialperformance.ReadmoreNote(s):Worldwide;FY2009toFY2024Source(s):PanasonicSalesofPanasonicHoldingsCorporationinfiscalyear2024,bysegment(inbillionJapaneseyen)PanasonicHoldings'salesFY2024,bysegmentSalesinbillionJapaneseyen1,500

2,00005001,0002,5003,0003,5003,494.44,000LifestyleAutomotiveConnectIndustryEnergy1,491.91,202.81,042.6915.9Other1,219.510Description:ThelifestylebusinessofPanasonicHoldingsCorporationgeneratedsalesofmorethan3.49trillionJapaneseyeninfiscalyear2024.Itwasthelargestsegmentofthecompany,followedbytheautomotiveandconnectsegments.AbreakdownbyregionshowsthatJapanwasthemostimportantmarketforthecompany.ReadmoreNote(s):Worldwide,Japan;fiscalyear2024;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidateddataSource(s):PanasonicHoldingsSalesofPanasonicHoldingsCorporationinfiscalyear2024,byregion(inbillionJapaneseyen)PanasonicHoldings'salesFY2024,byregionSalesinbillionJapaneseyen1,500

2,00005001,0002,5003,0003,5004,000Japan3,404.5NorthandSouthAmerica2,121.9AsiaEuropeChina1,180.8978.7810.511Description:PanasonicHoldingsCorporationgeneratedsalesofmorethan3.4trillionJapaneseyenviaitsbusinessinJapaninfiscalyear2024.TheJapanesemarketaccountedforthelargestshareofthetotalsalesduringthatyear,aheadofNorthandSouthAmerica.Abreakdownbysegmentshowsthatthelifestylebusinesswasthelargestsegmentofthecompany.ReadmoreNote(s):Worldwide,Japan;fiscalyear2024;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidateddataSource(s):PanasonicHoldingsPanasonic'soperatingprofitfromFY2015toFY2024(inmillionU.S.dollars)Panasonic'soperatingprofit2015-20244,5003,9083,8684,0003,5003,0002,5002,0001,5001,0005003,5903,5772,7622,7632,6022,4302,2952,0560201520162017201820192020202120222023202412Description:Inthe2024fiscalyear,Panasonic'soperatingprofitcametoaround2.3billionU.S.dollars,aslightincreasecomparedtothepreviousyear,whenthecompanygeneratedanoperatingprofitofjustabovetwobillionU.S.dollars.

ReadmoreNote(s):Worldwide;FY2015toFY2024Source(s):PanasonicOperatingprofitofPanasonicHoldingsCorporationinfiscalyear2024,bysegment(inbillionJapaneseyen)PanasonicHoldings'operatingprofitFY2024,bysegmentOperatingprofitinbillionJapaneseyen60

8002040100120140LifestyleEnergy121.688.8AutomotiveConnectIndustryOther42.840.431.159.513/statistics/1281707/panasonic-operating-profit-by-segmentThelifestylebusinessofPanasonicHoldingsCorporationgeneratedanoperatingprofitof121.6billionJapaneseyeninfiscalyear2024.Itwasthelargestsegmentofthecompanyinthisregard,followedbytheenergyandautomotivesegments.

ReadmoreNote(s):Worldwide,Japan;fiscalyear2024;thecompany'sfiscalyearendsonMarch31ofthestatedyear;consolidateddataSource(s):PanasonicHoldingsPanasonic'snetincomefromFY2009toFY2024(inmillionU.S.dollars)Panasonic:netincome2009-20244,0002,0000-2,000-4,000-6,000-8,000200920102011201220132014201520162017201820192020202120222023202414Description:PanasonicreportedanetprofitoflessthanthreebillionU.S.dollarsinthefiscalyearof2024.Thisrepresentsanincreasecomparedtothepreviousfiscalyear,whenPanasonic'snetprofitamountedtojustundertwobillionU.S.dollars.

ReadmoreNote(s):Worldwide;FY2009toFY2024Source(s):PanasonicTotalassetsheldbyPanasonicCorporationfrom2009to2024(inbillionU.S.dollars)Panasonictotalassets2009-20249078.68070605040302010073.564.46262.0260.259.8459.158.557.4156.55656.252.650.749200920102011201220132014201520162017201820192020202120222023202415Description:AsofMarch31,2024,PanasonicCorporation'stotalassetscametoatotalofaround59.8billionU.S.dollars.Foundedin1918,theJapaneseelectronicscorporationisoneofthelargesttelevisionmanufacturersintheworld.

ReadmoreNote(s):Worldwide;FY2009toFY2024Source(s):PanasonicPanasonic'sR&DspendingfromFY2009toFY2024(inbillionU.S.dollars)PanasonicR&Dexpenditures2009-20246.04.964.874.895.04.03.02.01.00.04.724.594.484.54.474.34.234.224.13.953.353.253.12200920102011201220132014201520162017201820192020202120222023202416Description:TheJapanesecompanyPanasonicspentaroundthreebillionU.S.dollarsonresearchanddevelopmentinits2024fiscalyear.Ayearbefore,thecompanyinvestedaround3.35billionU.S.dollarsonR&D.

ReadmoreNote(s):Worldwide;FY2009toFY20234Source(s):PanasonicNumberofPanasonicemployeesfromFY2015toFY2024Panasonic:numberofemployees2015-2024300,000274,143271,869259,385257,533254,084249,520243,540240,198250,000200,000150,000100,00050,0000233,391228,420201520162017201820192020202120222023202417Description:Panasonichadover228thousandemployeesinMarch2024.Thisrepresentsadecreasecomparedwiththepreviousfiscalyear.

ReadmoreNote(s):Worldwide;FY2015toFY2024Source(s):PanasonicCHAPTER

03CompetitorsSalesofleadingconsumerelectronic(CE)companiesworldwidein2024(inbillionU.S.dollars)SalesoftheleadingCEcompaniesworldwide2024SalesinbillionU.S.dollars150

200050100250300350400450AppleSamsungElectronicsSony381.62202.3890.05LGElectronicsNVIDIA64.3360.92Panasonic58.76LenovoGroupXiaomi55.6638.2GreeElectricAppliancesTCL28.4224.2819.6411.56PhilipsNintendo19Description:Appleisoneofthemostpopularbrandsglobally,rankingnumberoneamongotherconsumerelectronicscompaniesontheForbeslistwithsalesof381.62billionU.S.dollarsasof2024.Thesecond-largestcompanybysalesonthislistwasSamsungElectronics,withover202billionU.S.dollarsinsalesthesameyear.ReadmoreNote(s):Worldwide;2024Source(s):ForbesLeadingelectronicgoodscompaniesinJapanasofApril2023,basedontotalassets(intrillionJapaneseyen)LeadingJapaneseelectronicgoodsmanufacturers2023,basedontotalassetsTotalassetsintrillionJapaneseyen15051020253035SonyGroupHitachi32.0412.5PanasonicHoldingsDenso8.067.41MitsubishiElectricCanon*5.585.1Kyocera4.093.98NECFujitsu3.273.15TDK20/statistics/949403/japan-leading-electronic-goods-companies-by-total-assetsSonyGroupCorporationtoppedtherankingofelectronicgoodscompaniesinJapanin2023.Thecompany'stotalassetsamountedtomorethan32trillionJapaneseyenduringthatyear.Hitachi,Ltd.cameinsecondwith12.5trillionyenintotalassets.ReadmoreNote(s):Japan;March2023;*AsofDecember2022.100Japaneseyenequal0.64U.S.dollarsor0.59eurosasofJune2024.Valueshavebeenrounded.

ReadmoreSource(s):NikkeiMarketshareofleadingdigitalcameramanufacturersworldwideasofDecember2023,bysalesvolumeGlobaldigitalcameramanufacturersmarketshare2023Other5.6%Panasonic4.3%Fujifilm5.8%Nikon11.7%Canon46.0%Sony26.1%21Description:Canondominatedtheglobaldigitalcameramarketin2023,accountingfornearlyhalfofit.SonyandNikonfollowedintheranking,with26and12percentofthemarket,respectively.Panasonicrecordedamarketsharebelowfivepercent.

ReadmoreNote(s):Worldwide;2023Source(s):Nikkei;TechnoSystemsResearchLeading20digitalcamerasworldwideasofJuly2024,byDxOMarkscoreTop20digitalcamerasworldwide2024,byDxOMarkscoreDxOMarkoverallscore020406080100120HasselbladX1D-50cPentax645ZLeicaM11102101100PanasonicLumixDC-S1RNikonD850SonyA7RIIISonyA7RV100100100100100NikonZ7IISonyA7RIVNikonZ7999998NikonZ8SonyA1NikonZ9989822Description:TheHasselbladX1D-50cisoneofthebestcommerciallyavailablemedium-formatsensorsintheworld,takingthetopspotwithaDxOMarkoverallsensorscoreof102.Closelyfollowedbyfull-framecamerasfromLeicaM11,PanasonicLumixDC-S1R,NikonD850,SonyA7RIII,andNikonZ7II,withanoverallscoreof100.DxOMarkisanindependentbenchmarkthatscientificallyassessesthequalityofsmartphonecameras,audioanddisplay,lenses,anddigitalcameras.

ReadmoreNote(s):Worldwide;July2024;DxOMarkrankingSource(s):DxOMarkGlobalmarketdistributionoflithium-ionbatterymakersin2023Marketbreakdownofmainmanufacturersoflithium-ionbatteries2023Marketshare0%5%10%15%20%25%30%35%40%CATL(China)BYD(China)36.8%15.8%LGEnergySolution(SouthKorea)Panasonic(Japan)13.6%6.4%SKOn(SouthKorea)CALB(China)4.9%4.7%4.6%SamsungSDI(SouthKorea)GotionHigh-tech(China)EveEnergy(China)Sunwoda(China)2.4%2.3%1.5%Others7%23Description:China-basedCATLwastheleadinglithium-ionbatterymakerasoftheendof2023,withamarketshareofalmost37percent.TheChinesecompanyBYDrankedsecondwithamarketshareof15.8percent,followedbySouthKoreanLGEnergySolutionwithamarketshareof13.6percent.ReadmoreNote(s):Worldwide;2023Source(s):CnEVPost;SNEResearchCompanieswhichfiledthemostinternationalpatentapplicationsin2023Leadingcompanieswiththemostinternationalpatentapplications2023Numberofapplications01,0002,0003,0004,0005,0006,0007,0006,494HuaweiTechnologiesSamsungElectronics3,924QualcommInc.3,410MitsubishiElectric2,1521,988BOETechnologicalGroupLGElectronics1,8871,8631,7991,7661,760TelefonaktiebolagetLMEricssonContemporaryAmperexTechnologyCo.OppoMobileTelecommunicationNipponTelegraphandTelepohoneCorp.24Description:HuaweiTechnologiesfiledthehighestnumberofinternationalpatentapplicationsduring2023withnearly6,500applications.SamsungElectronicsfollowedbehindwithnearly4,000,withQualcommInt.inthird.ReadmoreNote(s):Worldwide;2023Source(s):WIPOCompanieswiththemostUnitedStatespatentsgrantedtothemin2023CompanieswiththemostU.S.patentsgranted2023NumberofgrantedU.S.patents01,0002,0003,0004,0005,0006,0007,000SamsungElectronicsCoLtdQualcommInc6,1653,854TaiwanSemiconductorManufacturingCoTSMCLtdInternationalBusinessMachinesCorpCanonInc3,6873,6582,890SamsungDisplayCoLtdAppleIncLGElectronicsIncMicronTechnologyIncIntelCorp2,5642,5362,2962,2332,1452,068HuaweiTechnologiesCoLtdToyotaMotorCorp1,8591,837GoogleLLC25Description:TheSouthKoreantechnologygiantSamsungElectronicswasawardedatotalof6,165UnitedStatespatentsin2023,themostofanycompany.Qualcommrankedsecondamongcompanies,with3,854U.S.patentsgranted,followedbythelikesofTaiwanSemiconductorManufacturingCompanyandIBM.ReadmoreNote(s):UnitedStates;2023Source(s):IFICLAIMSPatentServicesCHAPTER

04Specialfocus:PanasonicinMalaysiaPanasonic'ssalesrevenueinMalaysiafromfiscalyear2014to2023(inmillionMalaysianringgit)Panasonic'ssalesrevenueinMalaysiaFY2014-20231,4001,2001,199.121,122.961,127.891,086.741,051.98991.63974.561,0008006004002000931.02899.21878.78FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202327Description:Attheendofthefiscalyear2023,thesalesrevenueofPanasonicintheMalaysianmarketamountedtoapproximately991.63millionMalaysianringgit,indicatinganincreasecomparedtothepreviousyear.PanasonicManufacturingMalaysiaBerhad(PMMA)isengagedinthemanufacturingandsalesofhouseholdappliancesandrelatedcomponents.ReadmoreNote(s):Malaysia;FY2014toFY2023;thecompany'sfiscalyearendsonMarch31Source(s):PMMAPanasonic'sprofitaftertaxinMalaysiafromfiscalyear2014to2023(inmillionMalaysianringgit)Panasonic'sprofitaftertaxinMalaysiaFY2014-2023160146.914012010080131.03127.12116.99116.45105.7599.5480.7980.136051.5140200FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202328Description:Attheendofthefiscalyear2023,theprofitaftertaxofPanasonicintheMalaysianmarketamountedtoapproximately80millionMalaysianringgit,indicatinganincreasecomparedtothepreviousyear.PanasonicManufacturingMalaysiaBerhad(PMMA)isengagedinthemanufacturingandsalesofhouseholdappliancesandrelatedcomponents.ReadmoreNote(s):Malaysia;FY2014toFY2023;thecompany'sfiscalyearendsonMarch31Source(s):PMMAPanasonicManufacturingMalaysiaBerhad'sexportrevenuefromfiscalyear2015to2023(inmillionMalaysianringgit)PMMA'sexportrevenueMalaysiaFY2015-20238007426797006005004003002001000671656649631625591562FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY202329Description:Attheendofthefisca