Investors
Management Strategy and Medium-term Plan
Investors
Management Strategy and Medium-term Plan
Management Strategy and Medium-term Plan
Fundamental Management Policy
Guided by our Purpose, “Making the Image Intelligent,” our Group strives to create innovative products and services that solve real-world problems and deliver value to stakeholders. This is achieved by leveraging our unique strength in image intelligence, a capability we have cultivated since our founding. We aim to enhance corporate value by simultaneously addressing customer and societal challenges while achieving sustainable growth in revenue and profit.
Medium- to Long-Term Management Strategies and Key Challenges
There is a growing momentum across society, politics, and industry to overcome major global social and environmental challenges such as “declining birthrate and the aging population” and “climate change.” Our Group views these changes as strategic opportunities. Our fundamental medium- to long-term management strategy is to contribute to solving social, environmental, and customer challenges, thereby securing profits and driving corporate value enhancement.
1. Providing Added Value Across the Entire Development Lifecycle of Customer Products and Services
We strive to maximize customer lifetime value (LTV) by providing added value across the entire development lifecycle of customer products and services from concept planning to mass production. This is made possible by our integrated development system spanning from algorithms and software to our core hardware strength, and comprehensive provision of IP core license business, product business, and professional service business.
In addition, we aim to respond flexibly and quickly to customer developments and improve our profit margin by developing and providing standard products and services based on technologies and expertise cultivated through customer projects.
2. Strategic Market Focus
Leveraging our longstanding expertise in graphics technology, we have established a strong presence as a key provider of image processing semiconductors to the amusement field with substantial market scale. Furthermore, by harnessing our advanced graphics technologies and the AI/deep learning technologies derived from them, we are able to differentiate ourselves in robotics and safety fields and their application domains, which are expected to experience robust market growth and contribute to solving social and environmental challenges.
a. Amusement Field
Our image processing semiconductor, RS1, enables a common platform for both 2D and 3D titles, which traditionally required separate semiconductors. By optimizing its specifications for amusement machines, RS1 also allows for the consolidation of functions, previously spread across multiple boards, onto a single board. This consolidated approach addresses amusement machine manufacturers’ challenges by reducing both manufacturing costs for amusement machines and title development costs through integrating content development environments.
We will continue mass shipment of this unique 2D/3D integrated chip, RS1, for pachislot (including “smart pachislot”) and pachinko machines, while aiming to expand our market share in segments where its competitive advantages are most pronounced.
b. Robotics/Safety Field
In the robotics field, we offer ZIA SLAM, a cost-effective and environmentally robust visual SLAM (VSLAM) solution; ZIA MOVE, a full autonomous navigation pipeline built upon ZIA SLAM; and ZIA SV, a stereo vision IP that enables high-speed and high-accuracy distance estimation. We are advancing collaborations with AMR/AGV vendors and service providers in the development of service robots for sectors where robot implementation delivers high value, such as manufacturing, logistics and transportation, construction, and building facility management. Our Cambrian Vision System, which serves as the “eyes” for collaborative robots, has been well-recognized for its competitive advantages in accuracy, speed, broad object picking capabilities, and robustness against ambient light. This has led to progress in product deliveries, including full-scale integration into customer manufacturing lines, and ongoing business opportunities. Moving forward, we will accelerate these inline deployments and further expand our business scale.
In the safety field, we leverage our competitive advantage in providing seamless, end-to-end services from cloud-based (ZIA Cloud SAFE) to edge-based (ZIA SAFE) solutions to meet the demand for real-time accident prevention and safe driving education using near-miss incident data from dashcams. In addition to initial licensing and professional services, we are developing recurring business models. Furthermore, we are actively pursuing and commercializing Proof-of-Concept (PoC) projects in broader safety domains with significant market expansion potential, particularly smart city applications (e.g., human attribute detection, flow analysis, crowd counting, and threat detection/prediction), extending beyond traditional dashcam utilization.
In recent years, the adoption of collaborative robots and autonomous mobile robots in logistics warehouses operating in shared spaces with human workers has rapidly advanced. As robotics technology evolves and becomes more integrated into society, the importance of safety technologies that detect human-machine interactions and their associated risks becomes increasingly critical. We will continue to explore the synergistic potential of integrated robotics and safety businesses.
3. Accelerating Growth Through New Business Initiatives
We aim for further revenue expansion through two new growth engines: our next-generation edge semiconductor business and our Factory Automation (FA) business.
By introducing innovative edge AI semiconductors that simultaneously meet requirements for low power consumption, high performance, and robust security into high-growth markets such as mobility, smart factories, drones, and smart cameras, we seek to expand our revenue base.
In our FA business, we will capture the growing demand for smart logistics and manufacturing by providing one-stop solutions that encompass robot units (such as AMRs and AGFs), controllers, sensors, motors, and other key robot components, along with the necessary software. Furthermore, by integrating partner products with our advanced image recognition, AI, and image semiconductor technologies, we will further strengthen our competitive position and pursue market share expansion.
These two new businesses, alongside our established amusement business, will serve as our second and third pillars of growth, driving a dramatic increase in corporate value.
Medium-term Vision (Three-pronged Growth Strategy)
