Since the outbreak of COVID-19, working-style reforms such as teleworking have gained momentum. Efforts to conduct activities online also have been moving ahead in fields such as education and medical care. If digitalization accelerates as a result, this will create demand for both hardware and software. In terms of private consumption, there have been changes such as increasing demand for home delivery services.
Many may try to restructure supply chains. In doing so, not only efficiency but also safety and crisis management will likely be taken into account. In line with this, demand may also be created through firms' decisions to move factories and other sites back home.