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    Ayada san • JPMorgan Securities

    Ayada san's questions to Sony Group Corp (SONY) leadership

    Ayada san's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Ayada san from JPMorgan Securities asked about the potential risk from a major North American customer reportedly planning to source chips from a competitor as part of its U.S. procurement efforts, and whether Sony's risk planning and capital expenditure strategies had accounted for such a scenario.

    Answer

    Naoya Horii, Senior Vice President, acknowledged the situation and stated that while Sony had partly considered such risks, the specific news report was very recent. He explained that the company first needs to verify the accuracy of the report and will debate the matter internally before commenting further, thus limiting his response at this time.

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    Ayada san's questions to Sony Group Corp (SONY) leadership • Q1 2025

    Question

    Ayada san from JPMorgan asked about the potential risk to the I&SS segment from a major North American customer's announcement to procure chips from a Korean supplier as part of its U.S. sourcing efforts, and whether Sony had prepared for such a contingency.

    Answer

    SVP Naoya Horii acknowledged the situation was reported that morning and stated that the company is currently assessing the information's accuracy and will be discussing it internally. He indicated it was a new development and limited further comment at this time.

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