Sony and Panasonic go to the new system-the future of two major electrical companies who read from the contents

Sony that kings the first final profit of the electronics industry to exceed 1 trillion yen

ソニーとパナソニックが、4月1日付で、新たな体制をスタートした。ソニーは、ソニーグループに社名を変更。グループ本社機能に特化した会社とする一方、ソニーの社名は、祖業であるエレクトロニクス・プロダクツ&ソリューション事業が継承した。

新たなソニーでは、エレクトロニクス事業の中間持株会社であるソニーエレクトロニクスと、その傘下にあったデジタルカメラなどを担当するソニーイメージングプロダクツ&ソリューションズ、テレビやオーディオを担当するソニーホームエンタテインメント&サウンドプロダクツ、スマートフォンなどを担当するソニーモバイルコミュニケーションズを統合し、本社が担っていたエレクトロニクス事業の間接機能の一部も統合。これまでに比べて独立性を高めた体制を敷くことになる。

Kimio Maki, who has been in charge of the digital camera and smartphone business, has been appointed as the president and CEO.In recent years, the baton has been taken over from Shigeki Ishizuka and Ichiro Takagi, a face of Sony's electronics business, and officers in their mid -50s, mainly President Maki and CEO, have been running management.

As a result, the new system of the Sony Group is a peak of Sony, which is responsible for the Erettronics business, as well as a business company in major businesses such as games and network services, music, movies, finance, and devices.From the long -term perspective, the Sony Group will increase the value of the entire group as a whole, and invest in business portfolio management, the creation of capital allocation, group synergy and business incubation, and invest in human resources and technology, which is the foundation of innovation.。

Kenichiro Yoshida, Chairman and President and CEO of the Sony Group, is positioned as "a group management measure to promote the evolution of each business and strengthen the diversity of portfolios."

Since the Elekronics business inherited the history of Sony, which has a history, it seems that the signboard called "Electric Sony" seems to have been emphasized again, but the actual situation is very different.Rather, the Sony Group's management clarifies a break from Sony, which focused on the electronics business.

Sony states that sales are 8.8 trillion yen, operating income of 940 billion yen, and 1.85 trillion yen for operating income for the full -year business outlook for FY2020.They are aiming to achieve the highest profit in the past, and in the final profit, they are king to exceed 1 trillion yen in the electronics industry.It shows the company's strong management constitution, which continues to grow powerfully even in Corona's severe Corona.

Game business that drives Sony's strong performance

この好調な業績を牽引しているのが、2020年11月に発売した「PS5」を含むゲーム&ネットワークサービス（G&NS）である。2020年度第3四半期累計では、売上高の3割、営業利益では3分の1以上を稼ぎ出している。営業利益額では、この事業だけで、パナソニック全体を上回っている。

Moreover, it is worth noting that the year of launching a new console has been included in this much profit.PlayStation businesses have been doing business on long -term cycles that are earned by software, rather than earning hardware.When I was developing a semiconductor for PlayStation myself, it took four years to make a profit.

ソニーグループ 取締役代表執行役副社長兼CFOの十時裕樹氏も、「PS5単体では逆ザヤ。ハードウェアの戦略的価格設定による損失計上はあった」とコメントしているが、「ネットワークサービスの増加によって、ゲーム事業の収益構造は大きく変化している。実際、ハードウェアの世代交代期である2020年度に過去最高水準の利益を見込むことができている」と発言。ゲーム&ネットワークサービス事業の体質を大きく強化していることを示してみせる。

さらに、ストリーミングの売上げが引き続き高い成長を遂げている音楽事業、保険ビジネスが順調に拡大している金融事業に加えて、ファーウェイ向けの出荷停止によりマイナス影響を受けていたイメージング&センシング・ソリューション（I&SS）も出荷の一部再開と、別の顧客からの受注増により、通期見通しを上方修正したところだ。

The only concern is the film business, but new profits are secured by the acquisition of "Crunchillor", which provides anime specialty distribution services, and "AWAL", which provides indie music production and distribution platform businesses.I'm challenging.

And these businesses are based on the recitaling business that was not in the former electronics business.That is a factor that supports long -term good performance.

The pillars of growth in a new system by the Sony Group have a specific gravity other than the Eretchronics business.It would be better to think that the reorganization of the system was redefined as an electronics business in a side -by -side business.