Growing Semiconductor Demand from Automobiles and Data Centers and Firm Market Conditions

「AI関連を中心とした半導体需要の拡大を背景に、製品リードタイムの長期化や価格上昇が見られております。」

「Regarding the business environment surrounding our group, growth in the semiconductor market is expected against a backdrop of the adoption of DX and EVs and the expanding application of AI. We expect conditions to remain such that we will diversify our products and services and develop new markets while also needing to monitor geopolitical risks closely.」

「Although customer inventories in the supply chain are gradually normalizing, a full-fledged recovery in semiconductor demand has not yet been achieved.」

「Regarding the business environment surrounding our group, growth in the semiconductor market is expected against a backdrop of the adoption of DX and EVs and the expanding application of AI. We expect conditions to remain such that we will diversify our products and services and develop new markets while also needing to monitor geopolitical risks closely.」

「Sales of the Group's semiconductor products for automotive applications remained solid, supported by the expansion of customer distribution rights, and the wafer inspection equipment business also contributed to performance. However, sales of semiconductor products for industrial equipment declined due to the prolonged stagnation of the Chinese market. In addition, sales of semiconductor products for communications equipment were sluggish. As a result, sales to external customers for the six months ended 30 September were ¥94,024 million, down 10.7% year on year, and segment profit (ordinary profit) was ¥3,978 million, down 20.3%.」

「While sales of semiconductor products for industrial equipment declined due to stagnation in the Chinese market and semiconductor manufacturers shifting to direct sales, sales of semiconductor products for automotive applications increased as the Group expanded its customer distribution rights.」

「As the supply-demand balance for the semiconductor products handled by the Group showed signs of improvement, sales of semiconductor products for industrial equipment and automotive applications remained solid.」

「As semiconductor supply and demand gradually improved, demand for the semiconductor products handled by the Group for industrial equipment and automotive applications remained strong.」

「While the tight semiconductor supply-and-demand situation gradually improved, demand for semiconductor products handled by our group remained high for industrial equipment, automotive applications and communications equipment. As a result, for the third quarter cumulative consolidated period, sales to external customers were ¥156,034 million, up 38.8% year on year, and segment profit (ordinary profit) was ¥7,458 million, up 146.9%.」

「While the tight semiconductor supply-and-demand situation gradually improved, demand for semiconductor products handled by our group remained high for industrial equipment, automotive applications and communications equipment. As a result, for the third quarter cumulative consolidated period, sales to external customers were ¥156,034 million, up 38.8% year on year, and segment profit (ordinary profit) was ¥7,458 million, up 146.9%.」

「As tight semiconductor supply and demand continued, demand for semiconductor products remained high, particularly for industrial equipment, automotive applications and communications equipment. In addition, the yen remained weak in dollar-denominated and dollar-linked sales. As a result, for the second quarter cumulative consolidated period, sales to external customers were ¥99,098 million, up 36.2% year on year, and segment profit (ordinary profit) was ¥4,305 million, up 175.4%.」

「As tight semiconductor supply and demand continued against a backdrop of rising data traffic and other factors, demand for semiconductor products remained high, particularly for industrial equipment and communications equipment. As a result, for the first quarter cumulative consolidated period, sales to external customers were ¥45,270 million, up 23.8% year on year, and segment profit (ordinary profit) was ¥1,779 million, up 119.7%.」

「As global semiconductor demand expanded against a backdrop of rising data traffic and other factors and tight supply and demand continued, demand for semiconductor products remained high across a wide range of fields, particularly industrial equipment and automotive applications. The expansion of customer distribution rights also contributed. As a result, for the fiscal year, sales to external customers were ¥156,446 million, up 31.1% year on year, and segment profit (ordinary profit) was ¥5,083 million, up 183.9%.」

「As global semiconductor demand expanded against a backdrop of rising data traffic and other factors and tight supply and demand continued, demand for semiconductor products increased across a wide range of fields, including industrial equipment and automotive applications, supported in part by the expansion of customer distribution rights. As a result, for the third quarter cumulative consolidated period, sales to external customers were ¥112,412 million, up 34.4% year on year, and segment profit (ordinary profit) was ¥3,021 million, up 182.9%.」

「As global semiconductor demand expanded against a backdrop of rising data traffic and other factors and supply shortages continued, semiconductor product sales remained strong across a wide range of fields, including industrial equipment and automotive applications, supported in part by the expansion of customer distribution rights. As a result, for the second quarter cumulative consolidated period, sales to external customers were ¥72,777 million, up 41.4% year on year, and segment profit (ordinary profit) was ¥1,563 million, up 607.1%.」

「As global demand for semiconductor products expanded against a backdrop of rising data traffic and supply shortages continued, product sales by our group remained strong, supported in part by the expansion of customer distribution rights. As a result, for the first quarter cumulative consolidated period, sales to external customers were ¥36,554 million, up 56.5% year on year, and segment profit (ordinary profit) was ¥809 million, up 949.5%.」

「Amid continued uncertainty, including the effects of COVID-19 and US-China trade friction, global demand for semiconductor products expanded against a backdrop of rising data traffic and a recovery in automobile production, resulting in supply shortages. Under these conditions, product sales by our group remained strong, and the expansion of customer distribution rights progressed generally as planned. As a result, for the fiscal year, sales to external customers were ¥119,334 million, up 8.4% year on year, and segment profit (ordinary profit) was ¥1,790 million, up 105.5%.」

「The semiconductor market showed signs of improving demand, and production levels in China also recovered. Against this business backdrop, sales of the Group's products for industrial equipment proceeded smoothly, demand for automotive products recovered, and the expansion of customer distribution rights progressed generally in line with initial expectations. As a result, sales to external customers for the nine months ended 31 December were ¥83,614 million, up 1.4% year on year, and segment profit (ordinary profit) was ¥1,068 million, up 34.9%.」

「As production levels in China showed signs of recovery, demand for the industrial equipment products handled by our group remained firm, and the expansion of customer distribution rights progressed generally in line with the initial outlook. However, sales of products for automobiles and office automation-related equipment remained sluggish due to the decline in consumption caused by COVID-19 and lower factory operating rates in the manufacturing sector. As a result, for the second quarter cumulative consolidated period, net sales were ¥51,475 million, down 5.2% year on year, and segment profit (ordinary profit) was ¥221 million, down 50.3%.」

「As signs of a recovery in China's production levels emerged, demand for products for industrial equipment remained generally firm, and the expansion of customer distribution rights progressed in line with the initial outlook. However, sales of products for automobiles, computers and peripherals, and consumer electronics remained sluggish due to the decline in consumption caused by COVID-19 and factory shutdowns in the manufacturing sector. As a result, for the first quarter cumulative consolidated period, net sales were ¥23,356 million, down 15.2% year on year, and segment profit (ordinary profit) was ¥77 million, down 65.5%.」

「Although semiconductor products used in automobiles are increasing with the adoption and expansion of advanced driver-assistance systems and other technologies, product sales by our group remained firm. Demand for products for industrial equipment was also gradually recovering, but sales of products for computers and peripherals and consumer electronics remained sluggish, and some delays occurred in the originally planned transfer of distribution rights. As a result, for the fiscal year, net sales were ¥110,138 million, down 8.0% year on year, and segment profit (ordinary profit) was ¥871 million, down 33.9%.」

「Against a backdrop of the rising number of semiconductor products installed in automobiles, our product sales remained solid. Although demand for products for industrial equipment was gradually recovering, sales of products for computers and peripheral equipment and consumer electronics remained sluggish. As a result, net sales for the nine months ended 31 December were ¥82,475 million, down 9.0% year on year, and segment profit (ordinary profit) was ¥791 million, down 43.7%.」

「Against a backdrop of the rising number of semiconductor products installed in automobiles, our product sales remained solid. However, sales of products for industrial equipment, as well as computers and peripheral equipment, declined due to the impact of US-China trade friction and slower growth in the Chinese economy. As a result, net sales for the six months ended 30 September were ¥54,282 million, down 9.0% year on year, and segment profit (ordinary profit) was ¥444 million, down 49.6%.」

「Although semiconductor products installed in automobiles increased, demand for products for industrial equipment remained sluggish due to the impact of US-China trade friction and slower growth in the Chinese economy. As a result, net sales for the three months ended 30 June were ¥27,529 million, down 6.4% year on year, and segment profit (ordinary profit) was ¥223 million, down 40.0%.」

「Although semiconductor products used in automobiles are increasing with the adoption and expansion of advanced driver-assistance systems and other technologies, demand for products for industrial equipment trended downward toward the second half of the fiscal year.」

「Although products for industrial equipment and vehicles remained solid, demand for products for communications equipment declined. In addition, the effects of the previously mentioned termination of the distributor agreement and other factors resulted in net sales of ¥90.6 billion for the cumulative third quarter, down 15.4% year on year.」

「Although demand for semiconductors used in industrial equipment such as robots and vehicles continued to expand, the semiconductor business reported net sales of ¥29,407 million, down 8.5% year on year, and segment profit (ordinary profit) of ¥372 million, down 4.1%, for the cumulative first quarter, due mainly to a decline in products handled following the termination of the distributor agreement with a major customer announced on 1 November 2017.」

「Semiconductors are being used across a wide range of fields, including the growing use of robotics and vehicle control systems employing various sensors, and semiconductor content is also increasing. Against this backdrop, demand for products for industrial equipment such as robots, vehicles and smartphones remained high, resulting in consolidated net sales of ¥142,076 million, up 23.5% year on year, and segment profit (ordinary profit) of ¥1,619 million, up 173.7%.」

「Semiconductor and electronic component content in vehicles has increased with the global shift toward EVs and the spread of electronic control technologies using various sensors. Demand for semiconductors related to industrial equipment, including industrial robots, has also remained strong.」

「The semiconductor market has remained buoyant, driven by increased semiconductor content per vehicle due to vehicle electrification and autonomous driving, as well as strong semiconductor demand from data centers and industrial equipment. Some products continue to face supply shortages.」

「The semiconductor market was buoyant, reflecting increased semiconductor content in data centers and vehicles and substantial growth in industrial equipment production. Some products were in short supply, resulting in observed price increases and other effects.」

「Semiconductor demand remained generally strong. In addition, with semiconductor content increasing in data centers and vehicles and industrial equipment remaining solid, the semiconductor market was buoyant, with supply shortages felt for some products toward the end of the fiscal year.」

「Semiconductor content per vehicle has been increasing with the adoption of sensors and other technologies, while demand has also been increasing as the data center market expands. Overall, the semiconductor market has remained firm.」