FUJIFILM (4901) Investor Day 2026 summary

Business portfolio transformation and IP strategy development

• Achieving sustainable growth by integrating diverse intangible assets and transforming the business portfolio, with a focus on innovation and agility.

• IP activities have evolved from maintaining competitiveness in photographic film to building patent portfolios in growth areas like healthcare and electronics.

• The IP division was reorganized to report directly to the CEO, enhancing cross-business synergy and collaboration with design and AI/DX divisions.

• The IP portfolio was significantly revised to align with business transformation, strengthening patents in healthcare and electronics.

• IP strategies are tailored to each business's life cycle and competitive landscape, supporting the medium-term management plan VISION2030.

Strengths and utilization of IP assets

• A robust technology asset base supports competitive advantage across imaging, healthcare, electronics, and business innovation.

• IP assets are integrated to create customer value, with tailored approaches for each business segment, including patents, know-how, and design.

• Strategies protect and leverage value through comprehensive patent portfolios, confidentiality, and local R&D, especially in semiconductor materials and bio CDMO.

• IP intelligence activities have expanded, providing management with insights for M&A, R&D, and business strategy.

• Standardization and rule-making are incorporated into the business model to expand market share and create new social value.

Evolution of IP through AI and DX

• Visualization of IP information is enhanced by linking IP management systems with AI, improving analysis and execution.

• Financial and IP information are integrated at the business segment level, enabling KPI-driven portfolio management.

• Deepening analysis through AI and DX supports future cash generation and strengthens the link between IP and corporate value.