en.Wedoany.com Reported - On June 9, Japanese electronics company Sharp announced a revenue target for its new business directly under the president, aiming to achieve sales of up to 300 billion yen by fiscal 2030. Leveraging Hon Hai Precision Industry's resources in procurement, manufacturing, and global supply chains, the company will expand its business across five growth markets, including AI servers and satellite communications, shifting its growth focus from traditional consumer electronics to next-generation information communication and digital infrastructure sectors.

Sharp has long been known in the market for products such as televisions, displays, home appliances, and mobile terminals. However, the consumer electronics business faces intense competition, and the room for growth driven solely by terminal products has been squeezed. The new business, spearheaded directly by the president, indicates the company's desire to integrate technology, supply chains, and sales resources through a more direct management chain. AI servers will be a key focus area. Sharp plans to launch sales targeting the Japanese domestic market in fiscal 2027 and, following the launch, expand into operations and maintenance, system construction support, and related services. For the Japanese market, demand for generative artificial intelligence, enterprise private models, data sovereignty, and local computing power construction is rising. The domestic supply capacity of AI servers will become an important support for enterprise digitalization and cloud-edge collaborative deployment.

Satellite communications are also listed as a growth business. With the integration of 5G standards and satellite communications, scenarios such as low-earth orbit satellites, maritime communications, engineering site connectivity, disaster prevention communications, and direct mobile terminal connections are expanding. Sharp plans to leverage its capabilities in miniaturized satellite communication terminals to commercialize the business within fiscal 2027, initially targeting scenarios such as ships, construction, and defense, and later expanding to mobility, drones, and other mobile platforms.

Hon Hai's resources are a crucial fulcrum for Sharp to enter the AI server market. AI servers require high standards for GPUs, accelerator cards, high-speed interconnects, power supplies, cooling, complete machine assembly, and supply chain stability. It is difficult for a single-brand company to achieve rapid expansion relying solely on its original consumer electronics system. By leveraging Hon Hai's capabilities in server manufacturing, component procurement, and global production coordination, Sharp can shorten its entry cycle and combine hardware sales with subsequent maintenance, system deployment, and enterprise customer support. If Sharp further establishes a domestic production system in Japan in the future, it could also use this to enter the local AI infrastructure construction chain, providing enterprises and public sectors with equipment options that better meet local compliance requirements.

This transformation will also impact the demand of related industrial chains. The AI server business will drive demand for high-performance computing modules, storage, network switching, liquid cooling, power management, cabinet integration, and data center operation and maintenance services. The satellite communications business involves antennas, RF front-ends, communication modules, terminal miniaturization, network access, and industry application integration. Sharp's target of up to 300 billion yen by fiscal 2030 corresponds to the company's assessment of the market size for new businesses: by 2030, the related growth markets may reach several trillion yen. If Sharp can secure a certain market share, the new business will become an important source of revenue after its structural adjustment.

Subsequent milestones mainly focus on the launch of AI server sales in Japan in fiscal 2027, the progress of commercializing satellite communication terminals, the degree of integration of Hon Hai's supply chain resources, and whether Sharp can extend hardware supply to operations, maintenance, and system construction services. If the new business progresses smoothly, Sharp will no longer be just a traditional home appliance and display terminal company but will form a new business fulcrum in Japan's AI computing power, satellite communications, and digital infrastructure markets. This plan also reflects that Japanese electronics companies are re-searching for growth curves, shifting their existing manufacturing capabilities towards higher-value information and communication infrastructure sectors.

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