ニコン、リストラ着手に潜む「インテル」リスク
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選択しているユーザー
Nikon: 4bn USD to 1.3 bn USD revenues for visual technology
(下記、Nikon 記事の内容とは離れますが…)
Standalone camera market continues to struggle due to the drastic improvements of smartphone cameras.
Semiconductor production tech of Nikon suffers with Intel, the main customer of Nikon in this business field.
I would imagine, if Apple buys Nikon to strengthen its camera R&D for optical design while Apple software competence adds value to the standalone camera, it would be a great combination.
And the semicon business could be span off with increased capital to make Japan or the US to strengthen chip production vs Taiwan and China, which poses a huge geopolitical challenge in the 21st century due to the CCP’s One China Policy.
Nikon has great human and tech assets, but the management failed to make use of them to a full extent, I hope a new management arrives in one way or another, to make a positive change.
Nikon is too good to fail.
#nikon #cameramarket #optics #apple
注目のコメント
Intelの比率がここまで高くなっていたとは…EUVは、ASML以外は開発から脱落したが、ニコンがやっているArF液浸までの需要は半導体メーカーで一定はあるはずだが。
わずか5年で、映像事業の売上が約5000億から約1500億に急降下…
https://www.nikon.co.jp/ir/individual/finance/index.htm
