Ubiquitous AI

Basic Information

Stock Code
3858
Industry
Information and Communications
Category Detail
Systems & Software
Prefecture
Tokyo
Establishment Year
May 2001
Listing Year
November 2007
Official Website
https://www.ubiquitous-ai.com/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Quantum Solutions, N.I.D., Core, Optimum, Sec, Technomasema, THE WHY HOW DO COMPANY, MK System, PCI Holdings, eSOL, ACCESS, Terilogy HD, I.S.B.

Overview

Ubiquitous AI is a communications software development company founded in 2001, specializing in network-compatible software for small devices, and is a technological niche company adopted by many major electronics manufacturers.

Current Situation

Ubiquitous AI is a mid-sized software development company with sales of approximately 2.06 billion yen, capital of about 1.48 billion yen, and 115 employees for the fiscal year ended March 2022. Its flagship embedded network software receives high praise in gaming consoles, home appliances, and semiconductors. It continues to advance technological innovation with proprietary technologies such as the fast boot technology "Ubiquitous QuickBoot." Currently, it pursues growth centered on stable license revenues, contract development, and support services, aiming to further strengthen its revenue base. Amid intense industry competition, its unique "small," "light," and "fast" technological differentiation creates competitive advantages. It leverages its track record in communications protocol development since the 21st century, focusing on new business launches and technology enhancement. Flexible responses to sustainability and market environment changes are key challenges ahead, with efforts to drive sales growth, profit increases, and revenue diversification in the medium to long term.

Trivia

Interesting Facts

  • First company listed on JASDAQ NEO.
  • Technology adopted in Nintendo DS communication library.
  • Successfully developed Ubiquitous TCP/IP in the year of establishment.
  • Concluded comprehensive license agreement with Renesas Electronics.
  • Fast boot software QuickBoot widely used in digital home appliances.

Hidden Connections

  • Holds influence in the handheld gaming market through long-term contract with Nintendo.
  • Developed semiconductor embedded technology in collaboration with Renesas Electronics.
  • Collaborates with major companies like Fujisoft and Panasonic to deploy home appliance technologies.
  • Transitioned to Tokyo Stock Exchange Standard due to the creation of JASDAQ NEO market.

Future Outlook

Growth Drivers

  • Increasing demand for embedded software from IoT market expansion
  • Promotion of digital home appliances and smart devices
  • Expansion of new adoption areas for fast boot technology
  • Product innovation through integration with AI-related technologies
  • Strengthened license deployment in overseas markets

Strategic Goals

  • Global market share expansion for embedded network products
  • Promotion of fast boot technology application in new domains
  • Creation of new businesses scaling to 5 billion yen in annual sales
  • Advancement of sustainable, environmentally considerate technology development
  • Talent acquisition for diversity and organizational DX promotion

Business Segments

Embedded Software Development

Overview
Embedded software business specializing in communications, fast booting, and security technologies for compact electronic devices.
Competitiveness
Development strength in proprietary kernels and lightweight, high-speed technologies
Customers
  • Electronics Manufacturers
  • Semiconductor Manufacturers
  • Communications Equipment Manufacturers
  • Game Console Manufacturers
  • Digital Appliance Manufacturers
Products
  • Embedded TCP/IP Stack
  • Security Options
  • Fast Boot Technology
  • Embedded Database
  • USB Host Control Software

Contract Software Development

Overview
Custom development and support services for communications software tailored to customer needs.
Competitiveness
High customization responsiveness and rapid technical support
Customers
  • Product Manufacturers
  • Communications Service Providers
  • Research Institutes
Products
  • Custom Communications Protocol Development
  • Platform Porting Development
  • Technical Support

License Sales Business

Overview
Secures stable revenue sources through license sales for product embedding.
Competitiveness
Scalable licensing model
Customers
  • Electronics Manufacturing Companies
  • Semiconductor and Component Manufacturers
Products
  • Software Usage Licensing
  • Running Royalties

Competitive Advantage

Strengths

  • Proprietary lightweight communications protocol technology
  • Fast boot QuickBoot technology
  • Extensive transaction record with semiconductor and electronics manufacturers
  • High customization capabilities
  • Stable license revenues

Competitive Advantages

  • Niche market expertise specialized in networking
  • Cross-selling effects from diverse product lineup
  • Small and lightweight software development capabilities difficult for competitors
  • Product differentiation through continuous R&D
  • Long-term trusted relationships with major industry players
  • High-quality support system
  • Fast boot technology offers unique industry competitiveness
  • Versatile embedded system compatibility across multiple fields
  • Abundant intellectual property holdings
  • Security technology for device-embedded software

Threats

  • Intensifying price competition in the electronics industry
  • Risk of sales decline due to market contraction
  • Loss of market share from competitors' new technologies
  • Difficulty adapting to rapid changes in customer needs
  • Rise of overseas companies in global markets
  • Decline in competitiveness from stalled R&D investments
  • Decline in profit margins from reduced license revenues
  • Increased security risks from evolving IT environments

Innovations

2022: Development of New QuickBoot Technology Version

Overview
Improved existing fast boot technology to achieve even faster OS boot times.
Impact
Improved device usability through shorter boot times

2023: Lightweighting and Acceleration of Database Products

Overview
Successfully optimized DeviceSQL performance, expanding applicability to smaller devices.
Impact
Improved DB processing efficiency in embedded systems

2021: Enhanced License Deployment in the US and Asia Markets

Overview
Promoted securing international customers and expanding license revenues.
Impact
Overseas sales ratio improved to 30%

Sustainability

  • Promotion of energy-saving software technologies
  • Development of technologies compatible with recycled parts
  • Strengthened provision of safe and secure communication environments
  • Promotion of in-house environmental protection activities
  • Promotion of diverse talent utilization