AI Disintermediation Threatens Otsuka's One-Stop IT Partner Model

Otsuka is one of the most reputable outsourced IT partners for Japan's small and midsize enterprises, delivering a one-stop solution that combines the multivendor system integration business with the service and support business. The operating model is straightforward: SI lands the account (PC refreshes, network/security, enterprise resource planning, and cloud), and S&S deepens the relationship (managed services, help desk, and logistics). These touchpoints seed the next SI cycle. Management focuses on secular themes that drive ongoing demand, such as security- and compliance-led modernization, migration to cloud and standardized data platforms that enable artificial intelligence use cases, and productivity gains for SMEs through managed services and logistics. In parallel, Japan's e-invoicing and compliance needs support steady midcycle demand.