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Tokyo Electron Device Limited (2760) · FactDropped

Growth in Dedicated ICs for Storage and Expansion of Smartphone-Related Distribution Rights

First written in FY2017-Q3. 3 of 7 entries say "Advanced", first in FY2017. Latest entry: FY2021.

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ProgressHeldSoftenedWorseAdvancedFY2018-Q2 – FY2018SoftenedFY20192017: 420172018: 120182019: 120192020: 020202021: 12021
Same theme, other companies
Expanding sales through business alliances with major distributorsA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

0 other companies' latest entry also says "Dropped".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2021DroppedAnnual report

    「Global demand for semiconductor products expanded against a backdrop of rising data traffic and a recovery in automobile production, resulting in supply shortages.」

    The description no longer identifies dedicated ICs for storage and smartphone-related distribution rights as individual growth drivers, instead focusing on overall semiconductor demand, data traffic, automobile production and the expansion of customer distribution rights.
  2. FY2019SoftenedAnnual report

    「Under these conditions, the products we handled for smartphones and industrial equipment decreased following the termination of the distribution agreement with the major business partner mentioned above. As a result, for the fiscal year, sales were ¥119,660 million, down 15.8% year on year, and segment profit (ordinary profit) was ¥1,319 million, down 18.5%.」

    The products handled under the previously expanding smartphone-related distribution rights decreased following the termination of the agreement with a major business partner, resulting in lower sales and profit for the Semiconductor and Electronic Devices Business.
  3. FY2018AdvancedAnnual report

    「Under these conditions, demand remained high for products for industrial equipment, including robots, automobiles and smartphones. As a result, for the fiscal year, sales were ¥142,076 million, up 23.5% year on year, and segment profit (ordinary profit) was ¥1,619 million, up 173.7%.」

    The contribution to full-year results broadened from dedicated ICs for storage and smartphone-related distribution rights to high demand overall for products for industrial equipment, including robots, automobiles and smartphones.
  4. FY2018-Q2AdvancedAnnual report

    「Under these conditions, sales of semiconductor products grew substantially across a wide range of fields, centered on industrial equipment contributing to factory automation and automobiles, while smartphone-related distribution rights also contributed. As a result, sales were ¥68,468 million, up 29.5% year on year, and segment profit (ordinary profit) was ¥691 million, up 445.4%.」

    Substantial growth in semiconductor sales for industrial equipment and automobiles, together with the contribution of smartphone-related distribution rights, translated into higher sales and profit for the Semiconductor and Electronic Devices Business.
  5. FY2018-Q1RestatedAnnual report

    「Under these conditions, sales of semiconductor products for industrial equipment, including industrial robots, and automobiles remained strong, and smartphone-related distribution rights expanded. As a result, sales were ¥32,131 million, up 25.3% year on year.」

    The expansion of smartphone-related distribution rights continued, while sales of semiconductor products for industrial robots, industrial equipment and automobiles remained strong.
  6. FY2017AdvancedAnnual report

    「Under these conditions, smartphone-related distribution rights made a significant contribution, while dedicated ICs for storage and automotive products also grew. As a result, sales were ¥115,018 million, up 15.1% year on year.」

    The contribution of smartphone-related distribution rights expanded over the full year, while automotive products grew in addition to dedicated ICs for storage.
  7. FY2017-Q3First statedAnnual report

    「Under these conditions, our dedicated IC business for storage grew, and smartphone-related distribution rights expanded. As a result, sales for the third quarter cumulative consolidated period were ¥82,987 million, up 12.5% year on year.」

    The expansion of dedicated ICs for storage and smartphone-related distribution rights is cited as a driver of higher sales in the Semiconductor and Electronic Devices Business.
Moved together

"Growing Semiconductor Demand from Automobiles and Data Centers and Firm Market Conditions" moved the same way as this thread, in the same document, in 4 of its 7 moves.

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  1. ★This thread
  2. 1Growing Semiconductor Demand from Automobiles and Data Centers and Firm Market Conditions4×
  3. 2Recovery in performance driven by the semiconductor and electronic devices businesses2×
  4. 3Expansion of products and maintenance capabilities in the data center, cloud, and security fields2×
  5. 4Foreign Exchange and Interest Rate Fluctuation Risks and Hedging Measures2×
  6. 5Expanding the Product Lineup through Academic–Industry and Manufacturer Collaboration and New Categories2×
  7. 6Risk of dependence on purchases from 日本テキサス・インスツルメンツ2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview
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