Japan Technology: IT Services: Cybersecurity: Demand expanding rapidly amid rising incidents; a landscape overview

Damage from cyber attacks has been expanding globally since early September 2026. According to Check Point Software Technologies, the average weekly number of cyber attacks per organization rose sharply +48% yoy/+16% mom in September, while Trend Micro reported cybersecurity incidents in Japan rose +18% mom, with both datasets showing sharp monthly increases from July to September. With the proliferation of AI, the discovery of widespread vulnerabilities tied to frontier AI models, the rising sophistication of AI-enabled attacks, and higher cloud usage, we expect the security market to expand further as multi-layered defense becomes essential for enterprises and governments. We screen major Japanese companies in the cybersecurity business, categorizing them into in-house software/hardware vendors (Trend Micro, Soliton, HENNGE, Digital Arts, AMIYA, CSC), IT service providers (GSX, Baycurrent, SHIFT, FFRI), full-range services/SI/infrastructure firms (NRI, NEC, Fujitsu, IIJ), and distrib