Fujifilm CEO: Supply Issues Resolved, Production Increased – Now Able to Estimate Delivery Times
Fujifilm released its fiscal report for Q2 2024.
We noticed that once again the growth for the imaging division was very strong.
And it was very strong despite Fujifilm having had major supply problems since at least 2+ more years.
But things are slowly going better, at least according to the Fujifilm CEO, who in a Q&A for shareholders said this [google translated]:
The supply and demand issue that has been bothering us has been resolved, and we have increased production, so we are no longer in a situation where we don’t know when we will be able to get our hands on it.
We have now reached a point where we can roughly estimate when we will be able to deliver the product to our customers.
Let me say it is debatable whether the supply issue has been really “resolved”, considering that customers are still facing long wait times, like early X100VI buyers, who are still waiting months for their orders. But maybe there is a google translation issue with it. Maybe the CEO wanted to say they are “moving towards a solution”.
Not to talk about lenses such as the Fujinon XF27mmF2.8 R WR, which was announced in 2021, I saw in stock once in 2022, and then I could not find it anywhere up until today.
Besides that, here is what the CEO also said:
- Fujifilm will grow its imaging business mainly with instax and digital cameras
- currently there are 2 to 3 new Instax products a year and Fujifilm is looking to increase this trend
- more investments into marketing, but it seems he refers more about Instax in this case, as they see Instax growth potential in China and India