MIZUHO-数字化浪潮的再思考（pdf 33）

Contents
page
Summary 1
1. Introduction 2
2. The characteristics of the digital boom 4
(1) The quantitative characteristics 4
a. A discrepancy between production and shipments 6
b. Consumer goods 7
c. IT capital investment (capital goods) 8
d. Producer goods 11
e. The positive contribution to the IIP 12
(2) The qualitative characteristics 13
a. Japan is a pioneering market 13
b. “Integration” is the key, based upon
the accumulation of industrial technology in Japan 14
c. Japan is the optimum site from the perspective of
“integration” 15
d. Corporate capital investment strategies are changing 16
3. The “New Three Sacred Treasures” – changing lifestyles and
tastes 16
(1) Update on the “New Three Sacred Treasures” 17
a. Digital cameras 17
b. DVD recorders 18
c. Flat–panel TVs 20
(2) Characteristics of digital consumer electronic appliances 22
(3) The expansion of digital consumer electronics and the shift
of the “New Three Sacred Treasures” to newer appliances. 24
4. How to survive: insights for Japanese companies 25
5. Concluding remarks 26
Supplement
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