{"id":25514,"date":"2026-11-06T14:16:38","date_gmt":"2026-11-06T13:16:38","guid":{"rendered":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/?p=25514"},"modified":"2026-11-06T14:16:40","modified_gmt":"2026-11-06T13:16:40","slug":"wacom-resume-du-rapport-strategy-progress-du-s1-de-lexercice-2026","status":"publish","type":"post","link":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/2026\/11\/06\/wacom-resume-du-rapport-strategy-progress-du-s1-de-lexercice-2026\/","title":{"rendered":"Wacom : r\u00e9sum\u00e9 du rapport \u00ab Strategy Progress \u00bb du S1 de l&rsquo;exercice 2026"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>2026<\/strong><em> > Source : Business Report H1 FY2026 \u2013 Strategy Progress, Wacom Co., Ltd. P\u00e9riode du 1er avril au 30 septembre 2026. Ce document compl\u00e8te le rapport financier : il ne porte pas sur les chiffres, mais sur l&rsquo;avancement de la strat\u00e9gie pr\u00e9sent\u00e9e en mai 2026.<\/em> [ <a href=\"https:\/\/contents.xj-storage.jp\/xcontents\/AS95168\/34add76d\/224e\/4d44\/93e6\/316713eb6a38\/20261030153941716s.pdf\">https:\/\/contents.xj-storage.jp\/xcontents\/AS95168\/d0c0e681\/60b7\/4643\/bd19\/8998201185bc\/20261030154035632s.pdf<\/a> ]<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Le cadre strat\u00e9gique<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La strat\u00e9gie est structur\u00e9e en <strong>9 \u00ab stories \u00bb<\/strong> r\u00e9parties en trois \u00e9tapes : <strong>red\u00e9finition \u2192 ex\u00e9cution \u2192 acc\u00e9l\u00e9ration<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L&rsquo;id\u00e9e centrale est de red\u00e9finir la technologie Pen &amp; Ink comme <strong>l&rsquo;interface id\u00e9ale pour travailler avec l&rsquo;IA<\/strong> et les technologies num\u00e9riques. Wacom veut ainsi \u00e9largir son domaine d&rsquo;activit\u00e9 vers des march\u00e9s auparavant hors de sa port\u00e9e.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Engagements tenus sur l&rsquo;exercice 2025 :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>R\u00e9sultat d&rsquo;exploitation de 13,3 Md JPY.<\/li>\n\n\n\n<li>ROE de 28 % et ROIC de 23,8 %.<\/li>\n\n\n\n<li>Taux de retour aux actionnaires sup\u00e9rieur \u00e0 50 %.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Les stories principales :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nouvelle technologie<\/strong> : USM (Universal Sensor Module), sans capteur d\u00e9di\u00e9, plus fin, plus l\u00e9ger et moins co\u00fbteux.<\/li>\n\n\n\n<li><strong>March\u00e9s<\/strong> : mat\u00e9riel + services en \u00e9ducation, logistique\/magasins et m\u00e9dical.<\/li>\n\n\n\n<li><strong>Services<\/strong> : Yuify (protection de la propri\u00e9t\u00e9 intellectuelle des \u0153uvres).<\/li>\n\n\n\n<li><strong>Expansion<\/strong> : la coentreprise (JV) avec Kenaz sur le Webtoon.<\/li>\n\n\n\n<li><strong>Management<\/strong> : REX devient une filiale, et la gouvernance \u00e9volue.<\/li>\n\n\n\n<li><strong>Durabilit\u00e9<\/strong> : un nouveau site web pour renforcer la communication.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Avancement au S1<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>USM<\/strong> : apr\u00e8s la qualification technique, le d\u00e9veloppement avance selon les feuilles de route des clients.<\/li>\n\n\n\n<li><strong>Blender mobile<\/strong> : d\u00e9veloppement conjoint en cours pour MovinkPad.<\/li>\n\n\n\n<li><strong>Yuify 3D<\/strong> : le support de Blender est en d\u00e9veloppement.<\/li>\n\n\n\n<li><strong>Kakuyasu<\/strong> : le d\u00e9ploiement mat\u00e9riel et logiciel est en discussion, avec une premi\u00e8re commande attendue au S2 FY2026.<\/li>\n\n\n\n<li><strong>JV Kenaz<\/strong> : en phase finale de pr\u00e9paration, lancement vis\u00e9 entre janvier et mars 2027.<\/li>\n\n\n\n<li><strong>Gouvernance<\/strong> : nouveau conseil d&rsquo;administration avec 3 femmes et 1 administrateur non japonais, pr\u00e9sid\u00e9 par un administrateur externe.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Les 8 \u00e9tudes de cas<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Cas<\/td><td>Sujet<\/td><td>Statut<\/td><td>Mod\u00e8le de revenus<\/td><\/tr><tr><td>1<\/td><td><strong>Blender mobile<\/strong> : Blender pour Android, d\u00e9velopp\u00e9 avec la communaut\u00e9 Blender, MovinkPad servant d&rsquo;appareil de r\u00e9f\u00e9rence<\/td><td>Feuille de route officielle annonc\u00e9e \u00e0 la Blender Conference (sept. 2026)<\/td><td>Vente de mat\u00e9riel avec une UX diff\u00e9renci\u00e9e<\/td><\/tr><tr><td>2<\/td><td><strong>Yuify 3D<\/strong> : service qui relie les \u0153uvres \u00e0 leurs cr\u00e9ateurs et prouve la cr\u00e9ation<\/td><td>Pr\u00e9sent\u00e9 en d\u00e9monstrations \u00e0 la Blender Conference<\/td><td>Vente potentielle de plugins Yuify<\/td><\/tr><tr><td>3<\/td><td><strong>Radioth\u00e9rapie<\/strong> : Cintiq Pro 27 int\u00e9gr\u00e9 \u00e0 la planification des traitements \u00e0 l&rsquo;h\u00f4pital HMC (La Haye)<\/td><td>Int\u00e9gration d\u00e9but\u00e9e au S1 FY2026<\/td><td>Vente de mat\u00e9riel<\/td><\/tr><tr><td>4<\/td><td><strong>Contr\u00f4le a\u00e9rien<\/strong> : version sp\u00e9ciale de la Cintiq Pro 27 pour LVNL (Pays-Bas, dont Schiphol), avec fiches de vol num\u00e9riques<\/td><td>D\u00e9ploiement d\u00e9but\u00e9 en FY2025<\/td><td>Vente de mat\u00e9riel<\/td><\/tr><tr><td>5<\/td><td><strong>Magasins \/ livraison<\/strong> : MovinkPad int\u00e9gr\u00e9 aux caisses (POS), en collaboration avec REX et Kakuyasu<\/td><td>Mod\u00e8le choisi, premi\u00e8re commande attendue au S2 FY2026<\/td><td>Mat\u00e9riel + services<\/td><\/tr><tr><td>6<\/td><td><strong>Pinceau num\u00e9rique<\/strong> : pilote avec l&rsquo;\u00e9cole Z-kai, capture et analyse des traits<\/td><td>Phase 1 en ao\u00fbt 2026, phase 2 vers novembre 2026, extension \u00e0 partir d&rsquo;avril 2027<\/td><td>Mat\u00e9riel + services<\/td><\/tr><tr><td>7<\/td><td><strong>Pr\u00e9vention de la d\u00e9mence<\/strong> : essai avec la ville de Maibara et les universit\u00e9s de Tsukuba et Meiji (journal manuscrit quotidien, \u00e9valuations tous les 3 mois)<\/td><td>Essai d\u00e9but\u00e9 en juillet 2026, changements de comportement positifs observ\u00e9s en octobre, suite pr\u00e9vue jusqu&rsquo;en d\u00e9cembre 2026<\/td><td>Mat\u00e9riel + services<\/td><\/tr><tr><td>8<\/td><td><strong>JV Webtoon avec Kenaz<\/strong> : plateforme communautaire de cr\u00e9ation, distribution et gestion de propri\u00e9t\u00e9 intellectuelle<\/td><td>Lancement de la JV au T4 FY2026<\/td><td>Services et commissions<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>D\u00e9tail du cas 8 (trois services) :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Global Boot Camp<\/strong> : formation de cr\u00e9ateurs, B2G, d\u00e9j\u00e0 op\u00e9rationnel chez Kenaz. Pays pr\u00e9vus : France, Ta\u00efwan, Espagne, Pologne.<\/li>\n\n\n\n<li><strong>KIPolio<\/strong> : accompagnement de production, abonnement B2C. Site pilote pr\u00e9vu en d\u00e9cembre 2026.<\/li>\n\n\n\n<li><strong>Deal Room<\/strong> : distribution de contenus et mise en relation de cr\u00e9ateurs, avec des commissions au succ\u00e8s. En d\u00e9veloppement.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Vue d&rsquo;ensemble des cas d&rsquo;usage<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Une carte compare la situation \u00e0 celle de mai 2026, selon quatre domaines : Cr\u00e9er, Apprendre\/Enseigner, Travailler\/Profiter, Bien-\u00eatre. Les \u00e9l\u00e9ments encadr\u00e9s en rouge ont progress\u00e9 depuis mai :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Yuify 3D<\/li>\n\n\n\n<li>Webtoon Kenaz<\/li>\n\n\n\n<li>Collaboration Blender<\/li>\n\n\n\n<li>Dessin au pinceau<\/li>\n\n\n\n<li>Contr\u00f4le a\u00e9rien<\/li>\n\n\n\n<li>Encre dans le commerce de d\u00e9tail<\/li>\n\n\n\n<li>Radioth\u00e9rapie<\/li>\n\n\n\n<li>D\u00e9tection pr\u00e9coce de la d\u00e9mence<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>March\u00e9s vis\u00e9s (taille 2025, croissance annuelle)<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Domaine<\/td><td>March\u00e9 global<\/td><td>Sous-march\u00e9s cibl\u00e9s<\/td><\/tr><tr><td>Cr\u00e9ation<\/td><td>\u00c9conomie des cr\u00e9ateurs : 205 Md$ (+23 %)<\/td><td>Actifs num\u00e9riques : 4 Md$ (+16 %) ; IA d&rsquo;aide aux cr\u00e9ateurs : 20 Md$ (+25 %)<\/td><\/tr><tr><td>Apprendre \/ Enseigner<\/td><td>\u00c9ducation num\u00e9rique : 340 Md$ (+20 %)<\/td><td>\u00c9ducation \u00e0 distance : 32 Md$ (+24 %) ; IA d&rsquo;aide \u00e0 l&rsquo;apprentissage : 5 Md$ (+25 %)<\/td><\/tr><tr><td>Travailler \/ Profiter<\/td><td>Workflows DX : 129 Md$ (+31 %)<\/td><td>Logistique DX : 44 Md$ (+10 %) ; assistants IA : 21 Md$ (+20 %)<\/td><\/tr><tr><td>Bien-\u00eatre<\/td><td>Sant\u00e9 num\u00e9rique : 288 Md$ (+22 %)<\/td><td>DX des op\u00e9rations m\u00e9dicales : 54 Md$ (+22 %) ; biomarqueurs num\u00e9riques : 6 Md$ (+19 %)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Ces tailles incluent des march\u00e9s adjacents. Wacom pr\u00e9cise qu&rsquo;elles ne repr\u00e9sentent ni son march\u00e9 atteignable ni ses objectifs de ventes. La <strong>valeur centrale commune<\/strong> est l&rsquo;exp\u00e9rience de saisie au stylet, la base de donn\u00e9es de traits et l&rsquo;UX int\u00e9gr\u00e9e mat\u00e9riel, donn\u00e9es et services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>En bref<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wacom cherche \u00e0 passer d&rsquo;un fabricant de tablettes \u00e0 une entreprise de <strong>mat\u00e9riel + services<\/strong> dans des march\u00e9s en croissance (cr\u00e9ation, \u00e9ducation, industrie, sant\u00e9). Les cas pr\u00e9sent\u00e9s sont \u00e0 des stades tr\u00e8s vari\u00e9s. Le contr\u00f4le a\u00e9rien et la radioth\u00e9rapie sont d\u00e9j\u00e0 en d\u00e9ploiement. Les premi\u00e8res commandes de Kakuyasu et la JV Webtoon sont attendues dans les prochains mois. La d\u00e9tection de la d\u00e9mence et le pinceau num\u00e9rique restent \u00e0 l&rsquo;\u00e9tat d&rsquo;essais. La plupart des mod\u00e8les de revenus sont encore \u00ab potentiels \u00bb, et le rapport ne chiffre aucune contribution financi\u00e8re de ces projets.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2026 > Source : Business Report H1 FY2026 \u2013 Strategy Progress, Wacom Co., Ltd. P\u00e9riode du 1er avril au 30<\/p>\n","protected":false},"author":10,"featured_media":25168,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-25514","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wacom"],"magazineBlocksPostFeaturedMedia":{"thumbnail":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","medium":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","medium_large":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-768x216.jpg","large":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","1536x1536":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","2048x2048":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","colormag-highlighted-post":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-392x225.jpg","colormag-featured-post-medium":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-390x205.jpg","colormag-featured-post-small":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-130x90.jpg","colormag-featured-image":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","colormag-default-news":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-150x150.jpg","colormag-featured-image-large":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","colormag-elementor-block-extra-large-thumbnail":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA.jpg","colormag-elementor-grid-large-thumbnail":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-600x225.jpg","colormag-elementor-grid-small-thumbnail":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-285x225.jpg","colormag-elementor-grid-medium-large-thumbnail":"https:\/\/www.vincenwoo.com\/vincenwoo\/site_wacom_et_mapomme\/wp-content\/uploads\/2026\/05\/action-LeaLIA-575x198.jpg"},"magazineBlocksPostAuthor":{"name":"L\u00e9a LIA","avatar":"https:\/\/secure.gravatar.com\/avatar\/969fa291c4c358bd10c1f78aaf620eae8a2c4defc054f6ead6dea7daf37b7050?s=96&d=retro&r=g"},"magazineBlocksPostCommentsNumber":"0","magazineBlocksPostExcerpt":"2026 > Source : Business Report H1 FY2026 \u2013 Strategy Progress, Wacom Co., Ltd. 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