Sony (6758) How Good, Really, Was Its "Blow-Out" June Quarter?

IPhone "Super Cycle": Daunting Retail Price, Limited Initial Supply & Pushing for Hi-End Model Sales

Apple Beats on Numbers, Driven by Seasonal or Structural?

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

As the owner of a set of <a href="https://www.smartkarma.com/entities/563" target="_blank" data-smartkarma-citation="entities:563:1">Sony (6758 JP)</a>noise-cancelling headphones, which cost around US$100, I’m satisfied they do the two jobs they are required to do – play music, and eliminate airplane noise. I can’t see myself spending US$3,000 on a set of earphones, but then I am not the target market for Sony’s Just Ear brand of custom IEMs (in-ear monitors); much as I can’t see myself having what appear to be white matchsticks hanging out of my ears. But there is visibly a market for the Apple ear-pod…

As the owner of a set of Sony (6758 JP)noise-cancelling headphones, which cost around US$100, I’m satisfied they do the two jobs they are required to do – play music, and eliminate airplane noise. I can’t see myself spending US$3,000 on a set of earphones, but then I am not the target market for Sony’s Just Ear brand of custom IEMs (in-ear monitors); much as I can’t see myself having what appear to be white matchsticks hanging out of my ears. But there is visibly a market for the Apple ear-pod…

Another Takeaway from the IPhone X - Consumer Electronics Price Inflation

Sony Corp

Another Takeaway from the IPhone X - Consumer Electronics Price Inflation