Apple and Huawei set up R&D centers in Japan. Is IOT a potential stock?

According to the Nihon Keizai Shimbun, after Apple announced that it will set up its first overseas R&D center in Yokohama, Japan in 2017, Huawei (HUAWEI), the most profitable smartphone in the non-Ping camp, is also announced in Japan. Establish a research and development center. The reason why the two companies also look at the Japanese market and further set up a R&D center in the local area is that they are looking forward to the future development of the Internet of Things market where everything can be accessed online.

According to the report, the main reason why Huawei decided to set up a research and development center in Japan is to develop the Internet of Things (IoT) industry in which all products are connected to the network, and look forward to the technology of Japanese companies. This is also the example of the second overseas mobile phone brand company setting up a research and development center in Japan after Apple announced plans to set up its first overseas R&D center in Yokohama in 2017. In addition, the report also pointed out that Japan will be the host country of the Olympic Games in 2020, and the demand for the Internet of Things also constitutes a bullish. Therefore, in the mobile industry, it has begun to warm up the attention of the Japanese market.

According to the analysis in the report, in fact, Huawei and Apple are interested in image technology such as cameras and virtual reality (VR). In Japan, many companies, including Sony (SONY), have an advantage in this field. Moreover, including China's Huawei technology itself, Japanese companies still need to provide software technology to solve manufacturing technology problems that cannot be overcome by themselves.

Apple and Huawei set up R&D centers in Japan. Is IOT a potential stock?

In addition, Japanese manufacturers also have related technologies for sensors. As for the technologies that must be available in IoT such as machine tools, robots, and automotive-related technologies, China's Huawei Technologies and Apple hope to combine these technologies with their own communication technologies and cloud computing. In addition, in the mobile industry, in the first half of the 2000s in the NTT DoCoMo "i-mode" era, Japan has also received attention from global manufacturers. Nokia, the Finnish mobile phone manufacturer, set up a research and development center in Japan. However, when the center of technology was transferred to smartphones, Japan gradually fell behind to other countries in this part.

Therefore, from the technology mastered by the industry, IoT may be a golden opportunity for Japan to once again grasp the market dominance. In particular, the 2020 Tokyo Olympics will be the stage for the fifth generation of communication technology (5G). The Japanese government has also established the “IoT Promotion International Consortium”, which is dedicated to the development and standardization of technology. However, if Japanese companies want to be able to seize opportunities, they also need to actively introduce an industrial strategy that can cooperate with overseas companies. Only in the future will they have the advantage of further exerting their strength.

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