Face-to-face service industries, which have been hit especially hard by the spread of COVID-19, are facing a severe business environment. Since these industries are highly labor-intensive by nature and raising productivity has been a challenge, promoting investment in digitalization may carry greater implications for them than simply overcoming this adverse business environment.
The expansion of investment in digitalization is also expected to lead to growth in new demand in various related areas, including cloud services. The second possibility is the decentralization of urban functions. The United States has seen an outflow of people from urban areas to the suburbs to avoid the risk of infection.