Seen from the financial results of three major electronics manufacturers-the influence of Corona, soaring parts, images of TV business

　Electric giants have been settled in the third quarter of 2021 in FY2021. Let's take a look at the movement of the electrical industry, mainly Sony, Panasonic and Sharp. Sony's strong performance was Sony's strong performance after Sony's strong performance, "prediction, early response." Sales and operating income were recorded in the third quarter. "Sonie Group Vice President and CFO, CFO, said," The promising and responding early has led to the highest achievements in the past, "and was confident in the uncertainty corona. The movie field showed great growth. Due to the Sony Pictures Entertainment, the Sony Pictures Entertainment, which has been the largest hit in the United States, has been postponed due to the impact of the Sony Pictures Entertainment, which has been the largest hit in Sony Pictures Entertainment. "VENOM: LET THERE BE CARNAGE" also recorded a hit. The operating profit in the movie field in the full year of 2021 is expected to renew a record high. Again, exquisite steering is being performed. MORBIUS, which was scheduled to be released in the United States in January, was postponed in April, but this is the sixth postponement. Against the backdrop of the re-expansion of the new colon virus infection in the United States and the historical hit of Spider-Man: No Way Home, it seems that the postponement was determined from the perspective of management, and the vice president and CFO were "in the future. We will continue a flexible release strategy. " While analyzing the target audience for each movie, we are aiming to screen at the timing where the maximum effect can be demonstrated. In addition, the box office revenue will be temporarily negative due to the postponement of the release, but following the "Movie version of" Demon Blade "Infinite Train Edition", which was ranked first in domestic theater box office revenue in 2021, a large screening work. In addition to the hits covering the profits, it is expected that profits in collaboration with television licenses, online distribution licenses, music and game fields, etc. starting from these works in the future. The fact that the film business has begun to move to create medium- to long -term profits is an inevitable factor. On the other hand, it is negative that the sale plan of "PlayStation 5" will remain 14.8 million units a year, but it is still negative, but "there is a strong demand that can aim for the largest sales volume in successive consoles." The current situation, the steady increase in the total game play time of the PlayStation user, and the long -term need for the conventional PlayStation to contribute to the profit, but the PlayStation 5 has greatly improved it. It has already contributed to revenue when including peripheral devices. In the third quarter, the change in the business structure of PlayStation has contributed to business performance, such as "improving the profitability of PlayStation 5 hardware." Panasonic and television businesses, which are shifting to holding companies, are "Others", Panasonic has affected domestic home appliances, such as a temporary negative factor, such as the re -evaluation of assets and re -evaluation of Blue Yonder. In the third quarter, sales and profits decreased. "In Japan, the drum -type washing machine released in October 2021 has been troublesome to introduce the market due to our circumstances, and the momentum has been weak in the country, and the momentum is weak in Japan. The decrease in sales of cooking devices, which was under the recoil of the nesting demand of the previous year, had a significant effect. " On the other hand, sales of information and communication businesses in the industrial field and in -vehicle batteries in the energy field have increased. In addition to industrial motors, information and communication infrastructure, in -vehicle capacitors, EV relays, etc., in -vehicle batteries for EVs and power storage systems for data centers have grown. In the BtoB business, you can see that the business is on a recovery, although there is a mottled pattern in detail. In addition, the company has been returning to the home appliances business in China, and in Europe, in Europe, which is returning to economic activities. By the way, from the announcement of this financial results, Panasonic has announced its performance in a new segment. Before the shift to a holding company system in April 2022, it has been reorganized into a new system according to it in October 2021, and has been changed to segment classification according to it. What I would like to note is that the TV business was included in the "other" segment, not the "Living business" segment that contains home appliances. There is a feeling of a different world that a television called "King of Home Appliances" is now treated as "Others" in Panasonic. During the third quarter, Mitsubishi Electric announced a review of the LCD TV business. The shipment of products such as consumer electronics retailers ended in September 2021. The shipment of its own brand products for the Mitsubishi Electric Store, which is a local electronics store, will continue until March 2024, but the directions after that will be considered in the future. The company commented, "With the sudden change in market environment and needs, it has become difficult to maintain product competitiveness, reducing the LCD TV business." It can be said that the TV business is in a tough era. At this financial meeting, Panasonic disclosed for the first time in Blue Yonder's achievements in September 2021. "The recitaling ratio of Blue Yonder has surpassed the assumption, and the landing point in FY2021 is expected to be a bit exceeding the initial outlook," he emphasizes. It was done. The final profit of 1.6 times, the third quarter of the device that supports Sharp and the white goods Sharp are almost flat, and the operating income fell below the same period of the previous year, but the number of ordinary income is 2.4 times, and the final profit is 1.6 times. became. In the brand business, overseas sales are growing steadily. In the device business, it is notable that medium -sized panels such as in -vehicle, PCs, and tablets have grown, and profitability has increased. White appliances also maintain a high profit margin of over 10%. However, in the same period of the previous year, the interest in the air environment in the room has increased in the background of the corona, and the sales of air purifiers equipped with plasma cluster ions (PCI) has been doubled in Japan. In the fiscal year ending March 2022, the recoil was seen, and sales fell in the third quarter. In fact, many of the sales of air purifiers in the same period of the previous year are not the home, but to stores and offices, and there is a problem that the penetration rate to the home has not increased. In order to expand the business of air purifiers, the spread of families is still a major theme. Regarding television, it was growing in Europe and Asia in the third quarter. It is said that high -value -adding television has progressed, especially in Europe. Regarding the re -entry into the North American market scheduled for the spring of 2022, it was postponed within 2022, but it is "considering the launch of new products and is assumed to be large -sized" (CEO, President and COO). Mr. Katsuaki Nomura, who emphasized the idea of ​​giving the expansion of the overseas television business. It will not be overlooked that the movement to the price transfer due to the soaring parts price has become a surface of this financial results, and the movement of price transfer due to soaring parts and raw material prices has been expressed. According to Hitachi, "the cost of the home appliance business is increasing due to the soaring member prices." Mitsubishi Electric also stated that "the price of home electronics has decreased due to the rise in material prices," indicating that the rise in prices has squeezed the interests of the home appliances business. In Sony, "TV panel prices have fallen sharply, but the impact on market prices was limited, and large -screening mainly in Europe, the United States and China has progressed, making the average sales price of television. Was maintaining the same level as the second quarter, "said the situation in which the market price was high in the background of the shortage of goods. Panasonic stated that it would raise domestic home appliances since April 2022, behind the rise of components. "Regarding the rise of raw materials, prices are reviewed from the first half of the B2B product, and it has almost no effect between the third and fourth quarters. In addition, overseas home appliances have been gradually reviewed the prices. We are also showing prices. We are promoting rationalization of components by Japan -China, but in Japan, we will increase prices in April 2022. " Sharp said, "We are working on and absorbed various cost reductions, and we want to do our best to maintain the price in the current model, but" We provide new value when launching new products. I would like to set an appropriate price while determining the trends in. " In the future, it seems that it is unlikely that the movement of the shift to home appliances will be apparent.