2018_2q_omron_e
19/45 - Growth Structure (1): Growth Markets and Global Linkages
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00:17:40.3
Going back to the first point, let’s talk about the industries on which we chose to focus. As you know, the first is automotive. The second is what we refer to as the digital industries, which includes devices like smart phones or semiconductors. The third is a combination of food and beverage, household products and pharmaceuticals. The fourth is social infrastructure. These are the four focus industries. All four represent significant markets in and of themselves, but there are slight differences in terms of growth rates and volatility. Recently, expectations for growth have been high for the digital industries. However, while the growth potential for semiconductors is high, it is also a highly volatile market. Automotive, on the other hand, falls more in the middle versus the extremes of the digital industries, with moderate levels of growth and volatility. This contrasts with the food & beverage/daily goods industries, which tend to show steady growth, but also see limited volatility. Finally, infrastructure tends to be defensive relative to the macro backdrop and can benefit from government programs. At a high level, we aim to generate stable overall growth by capturing the mix of characteristics specific to these four focus industries.
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