Fujitsu 2010 Annual Report Download - page 39

0
20
60
40
46.1
50.6
49.8
49.0
47.8
2009 2011 2012 20132010
GRAPH 2GRAPH 1
0
200
400
600
800
363.4
354.2
292.7
317.8
323.3
326.0
342.4
370.4
348.4
355.3
2006 2008 2009 20102007
610.6
649.3712.8703.7717.6
0 0
10
20
30
50
40
10
6
8
4
2
24.5
3.4
21.3
3.5
25.3
3.9
39.7
5.6
7.5
1.1
2006 2008 2009 20102007
0 0
20
40
60
100
80
10
6
8
4
2
93.1 91.3
4.4 4.1 4.1
74.7
4.0
81.6
87.7
4.4
2006 2007 2008 2009 2010
GRAPH 4 GRAPH 5 GRAPH 6
(Billions of yen) (%)(Billions of yen) (%)(Billions of yen)
0
2,000
6,000
4,000 3,751
5,057
4,8174,817
4,014
2009 2011 2012 20132010
GRAPH 3
Network Products: The 2010 Japanese network equip-
ment market may see lower year-on-year performance
from optical access devices and mobile infrastructure
now that the NGN investment cycle has peaked.
Another factor will be the lull in investment ahead of
the full-scale rollout of the next-generation Long-Term
Evolution (LTE) mobile communication networks.
Meanwhile, the value of the North American
optical transmission market is expected to increase
year on year due to continued investments for network
integration via IP/Ethernet, and to augment mobile
backhaul networks and other backbone infrastructure
to handle growth in data traffic.
gGRAPH 3
addition to bolstering our worldwide sales framework
through integration of operations with Fujitsu Technol-
ogy Solutions, we will expand our global business by
raising the industry profile of our products through
partnerships with prominent vendors. In UNIX servers,
Fujitsu will move swiftly to develop a long-term, coop-
erative relationship with Oracle, which recently acquired
Sun Microsystems. Our goal here is to boost market share
and strengthen earnings power by developing more
robust product capabilities in this server category.
Network Products: The convergence of data and
networks is gaining momentum as the era of cloud
computing approaches. Network Products have
assumed greater importance as this trend unfolds.
In optical transmission systems, Fujitsu will
improve profitability by simplifying its business struc-
ture and making business, development and manufac-
turing processes more efficient, while also promoting
extensive component sharing and cost reductions. To
encourage business expansion, Fujitsu is also reinforc-
ing its structure in order to meet the outsourcing and
global development needs of communications carri-
ers, particularly those in North America.
In mobile systems, together with the definitive
launch of an LTE business for NTT DOCOMO in Japan,
we will leverage our advantages in LTE base stations
and alliances with other companies to offer total solu-
tions and develop peripheral services, with an eye to
achieving business expansion.
Global Server Share in 2009
(Revenue Basis)
Company B
29.9%
Others
11.2% Company A
32.9%
Company D
8.9%
Company C
12.1%
Fujitsu
5.1%
Sub-segment Sales* Operating Income/
Operating Income Margin
Global Server Market Forecast
Capital Expenditure, Ratio of R&D
Expenditure to Net Sales*
(Source: IDC Worldwide Quarterly Server Tracker 2010 Q1) (Source: IDC The Worldwide Black Book Forecast Q1 2010)
* For entire Technology Solutions segment* Including intersegment sales
System Products
Network Products
Operating income (left scale)
Operating income margin (right scale)
Capital expenditure (left scale)
Ratio of R&D expenditure to net sales (right scale)
(Years ended March 31) (Years ended March 31) (Years ended March 31)
(Billions of U.S. dollars)
North American Optical
Transmission Market Forecast
(Source: Ovum-RHK 2009. 12)
(Millions of U.S. dollars)
037
FUJITSU LIMITED Annual Report 2010 037 FUJITSU LIMITED Annual Report 2010
Operational Review and Outlook Technology Solutions/System Platforms