Demand and Price Fluctuations in Semiconductors and Electronic Devices
First written in FY2016. 16 of 19 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2024-Q3.
Yashima Denki moved to the "Worse" side of this theme in 2016, 1 year before the typical company in this theme (2017).
The whole theme swung hardest in 2023: 9 of 15 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
- FY2024-Q3MaterialisedAnnual report
「In the industrial equipment sector, although set manufacturers adjusted production, sales of industrial electrical equipment such as motors and transformers remained firm due to capital investment related to manufacturing output and progress on redevelopment projects, mainly in the Tokyo metropolitan area.」
While production adjustments by set manufacturers actually occurred, sales of industrial electrical equipment remained firm due to capital investment by manufacturers and progress on redevelopment projects. - FY2023MaterialisedAnnual report
「In the industrial equipment sector, despite the impact of component shortages, which lengthened lead times, and soaring raw material prices against a backdrop of solid orders, production volumes at set manufacturers related to industrial machinery and capital investment by domestic manufacturers continued to increase, and net sales remained strong.」
Even after the transfer of the Electronic Devices Business, component shortages, including semiconductors, and soaring raw material prices continued to affect the industrial equipment sector. - FY2023-Q3MaterialisedAnnual report
「In the industrial equipment sector, semiconductor shortages and soaring raw material prices continued to have an impact, but production volumes at set manufacturers related to industrial machinery and capital investment by domestic manufacturers also increased, and net sales remained strong.」
The disclosure states that the effects of semiconductor shortages and soaring raw material prices continued. Meanwhile, sales in the industrial equipment sector remained strong due to increased capital investment and other factors. - FY2023-Q1MaterialisedAnnual report
「In the industrial equipment sector, despite the effects of semiconductor shortages and soaring raw material prices, production volumes at set manufacturers related to industrial machinery and capital investment by domestic manufacturers increased, and net sales remained strong.」
The disclosure states that the industrial equipment sector continued to be affected by semiconductor shortages and soaring raw material prices following the transfer of the Electronic Devices and Components Business. - FY2021-Q1MitigatedAnnual report
「Effective 1 April 2020, we transferred all shares of 八洲電子ソリューションズ株式会社, formerly a consolidated subsidiary, and consequently excluded the company from the scope of consolidation.」
Following the exclusion of 八洲電子ソリューションズ株式会社, which operated the semiconductor and electronic devices business, from the scope of consolidation, our Group's direct exposure to demand and price volatility in that business declined. - FY2020WorsenedAnnual report
「In the industrial equipment sector, software development undertaken to strengthen the solutions business remained firm, but net sales were sluggish because demand for semiconductor products fell sharply in the second half of the fiscal year.」
Demand for semiconductor products fell sharply in the second half of the fiscal year, resulting in a 10.8% year-on-year decline in full-year net sales and a 23.9% year-on-year decline in operating profit in the Electronic Devices and Components Business. - FY2020-Q3MaterialisedAnnual report
「In the industrial equipment sector, sales of electronic devices remained sluggish against a backdrop of weak demand and customers' cautious production plans. As a result, net sales for the Electronic Devices and Components Business were ¥5,294 million, down 6.5% year on year, although」
Continued sluggish demand and customers' cautious production plans were reflected in lower net sales in the Electronic Devices and Components Business. - FY2020-Q1MaterialisedAnnual report
「In industrial equipment, sales remained firm as a result of focusing on investment projects related to labor saving and identifying latent customer demand, despite continued year-on-year declines in many fields amid weak demand and cautious production plans.」
Sluggish demand and customers' cautious production plans have continued. Meanwhile, net sales for the current quarter remained firm due to a focus on labor-saving projects and the identification of latent demand. - FY2019MaterialisedAnnual report
「In the machine tools-related area of the industrial equipment sector, momentum weakened as the previous strength faded alongside declining appetite for capital investment. However, net sales remained firm as a result of focusing on system boards, including software, which performed well on IoT-related demand. In the amusement sector, net sales remained sluggish following the discontinuation of products as part of manufacturers' structural reforms.」
The decline in appetite for capital investment and the continued discontinuation of products by manufacturers resulted in a 13.1% year-on-year decline in net sales in the Electronic Devices and Components Business. - FY2019-Q3MaterialisedAnnual report
「In the industrial equipment sector, companies' appetite for capital investment weakened, and the prolonged downturn in smartphone-related products remained difficult to foresee. However, net sales remained firm as a result of focusing on labor-saving and manpower-saving investment projects and the IoT-related field. In the amusement sector, net sales remained sluggish following the discontinuation of products as part of manufacturers' structural reforms. As a result, net sales for the Electronic Devices and Components Business were ¥5,663 million, down 15.3% year on year, while operating profit was ¥177 million, up 43.4%, as a result of focusing on improving profit margins.」
Weak appetite for capital investment, the downturn in smartphone-related products, and the discontinuation of manufacturers' products continued and were reflected in lower sales in the business. Operating profit, meanwhile, increased due to improved profit margins and other factors. - FY2019-Q2MaterialisedAnnual report
「In the industrial equipment sector, corporate appetite for capital investment showed signs of slowing from the previous year, but net sales remained firm as a result of expanding the range of products sold and other measures. In the amusement sector, net sales remained sluggish because products were discontinued as part of manufacturers' structural reforms. As a result, net sales for the Electronic Devices and Components Business were ¥3,610 million, down 25.0% year on year, while operating profit was ¥89 million, up 24.6%, as a result of focusing on improving profit margins.」
The slowdown in corporate appetite for capital investment and the discontinuation of products handled were reflected in performance, with net sales down 25.0% year on year. Operating profit, however, increased due to the expansion of products sold and improved profit margins. - FY2019-Q1MaterialisedAnnual report
「In the amusement sector, net sales remained sluggish due to the discontinuation of production of products handled. As a result, net sales for the Electronic Devices and Components Business were ¥1,647 million, down 45.0% year on year, while operating profit was ¥40 million, up 15.8%, as a result of focusing on improving profit margins.」
The decline in demand caused by the discontinuation of production of products handled continued and was reflected in lower net sales in the Electronic Devices and Components Business. - FY2018MaterialisedAnnual report
「Meanwhile, in the amusement sector, net sales remained sluggish because products were discontinued as part of manufacturers' structural reforms. As a result, net sales for the Electronic Devices and Components Business were ¥8,864 million, down 46.0% year on year, and operating profit was ¥184 million, down 33.9%.」
The discontinuation of manufacturers' products resulted in lower net sales and operating profit in the Electronic Devices and Components Business. - FY2018-Q3MaterialisedAnnual report
「In the amusement sector, net sales remained sluggish due to the discontinuation of production of products handled. As a result, net sales for the Electronic Devices and Components Business were ¥6,686 million, down 45.9% year on year, while operating profit was ¥123 million, up 49.9%, as a result of focusing on improving profit margins.」
The decline in demand and sales caused by the discontinuation of production of products handled continued and was reflected in lower net sales in the Electronic Devices and Components Business. Operating profit, however, increased as profit margins improved. - FY2018-Q2MaterialisedAnnual report
「In the amusement sector, net sales remained sluggish due to the continued contraction in production of the products handled, as in the previous year.」
The continued contraction in production of products handled in the amusement sector was reflected in lower sales in the Electronic Devices and Components Business. - FY2018-Q1MaterialisedAnnual report
「In the amusement sector, net sales remained sluggish due to the continued contraction in production of the products handled, as in the previous year. As a result, net sales for the Electronic Devices and Components Business were ¥2,992 million, down 6.5% year on year, while operating profit was ¥35 million, compared with an operating loss of ¥22 million in the same period of the previous year, as sales declined in low-margin areas.」
The continued contraction in production in the amusement sector was reflected in lower sales in the Electronic Devices and Components Business. - FY2017-Q3MaterialisedAnnual report
「In the industrial equipment sector of the semiconductor market, signs of recovery were seen in some industries, including semiconductor manufacturing equipment. Despite delays in software and EMS outsourcing projects and revisions to plans, net sales remained firm. In the amusement sector, net sales remained sluggish because customer production was concentrated in the second half of the fiscal year. As a result, net sales for the Electronic Devices and Components Business were ¥12,366 million, down 21.5% year on year, and operating profit was ¥82 million, down 29.3%.」
The concentration of customer production in the second half of the fiscal year, together with delays in software and EMS outsourcing projects and plan revisions, occurred and was reflected in lower net sales and operating profit in the Electronic Devices and Components Business. - FY2017-Q2MaterialisedAnnual report
「In the amusement sector, net sales remained sluggish because customer production was concentrated in the second half of the fiscal year. As a result, net sales for the Electronic Devices and Components Business were ¥7,019 million, down 41.8% year on year, and operating profit was ¥23 million, down 79.8%.」
Fluctuations in demand and sales timing caused by the concentration of customer production in the second half actually occurred, resulting in a substantial decline in net sales and operating profit in the Electronic Devices and Components Business. - FY2016First statedAnnual report
「These products are affected by market conditions for products sold by customers of our Group, and are characterized by sharp fluctuations in demand and short product cycles.」
The disclosure states that the supply-demand balance, semiconductor prices, and the sales and production conditions of major customers could affect performance.