Decline in PC Demand Due to the Spread of Smartphones and Tablets
First written in FY2016. 13 of 39 entries say "Restated". Latest entry: 2026-08-13.
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- 2026-08-13WorsenedFinancial results
「Sales declined as replacement demand associated with the end of Windows 10 support ran its course, and revenue from related support services also fell below the year-earlier level.」
Replacement demand triggered by the end of Windows 10 support ran its course, and the risk of declining demand again materialized as a decline in PC sales. - FY2026MitigatedAnnual report
「Sales of PCs increased substantially following the end of Windows 10 support.」
The company explains that replacement demand triggered by the end of Windows 10 support actually emerged and led to higher PC sales. - 2026-05-14WorsenedFinancial results
「In the PC market, sales volumes are expected to decline during the fiscal year under review due to the pullback following the special demand associated with the end of Windows 10 support.」
The company indicated that the risk of declining demand, which had been mitigated by replacement demand associated with the end of Windows 10 support, would materialize as a decline in sales volumes following the end of the special demand. - FY2026-H1MitigatedAnnual report
「As 14 October 2025, the date Windows 10 support ends, approached, replacement demand surged and sales of PCs performed strongly.」
Replacement demand actually surged ahead of the end of Windows 10 support, and PC business revenue increased 13.1% year on year. Demand that mitigates the risk of declining demand has emerged. - FY2025MitigatedAnnual report
「Recently, with the end of Windows 10 support scheduled for 14 October 2025, replacement demand has emerged in some areas, and PC sales have been trending upward, particularly in the second half of the fiscal year. Conditions are also favorable for expectations from the next fiscal year onward.」
While the market environment remains difficult due to the decline following special demand and demand having run its course, replacement demand ahead of the end of Windows 10 support has emerged, and the company explains that PC sales have shown signs of improvement from the second half onward. - FY2025-H1WorsenedAnnual report
「In the PC business, unit sales have continued to decline due to the sustained contraction of the domestic PC market. This trend has also affected the company, with sales of A4 notebook PCs falling particularly sharply and having a significant impact on performance.」
The sustained contraction of the domestic PC market and declining unit sales have continued, with sluggish sales of A4 notebook PCs specifically emerging as an impact on performance. - FY2024RestatedAnnual report
「The PC market in which the company operates has become extremely difficult due to higher product prices and the decline following the special demand generated by remote work and stay-at-home demand after the onset of the COVID-19 pandemic.」
Annual reports continue to describe the difficult PC market caused by the decline following the COVID-19 special demand and higher product prices. - FY2024-Q3RestatedAnnual report
「The PC market in which the company operates has become extremely difficult due to the decline following the special demand generated by remote work and stay-at-home demand after the onset of the COVID-19 pandemic. Under these conditions, the company's sales of its core PC products also declined, resulting in lower revenue.」
The difficult PC market caused by the decline following the special demand generated after the onset of the COVID-19 pandemic, together with declining sales of core PC products, has continued. - FY2024-Q2RestatedAnnual report
「The PC market in which the company operates has become extremely difficult due to the decline following the special demand generated by remote work and stay-at-home demand after the onset of the COVID-19 pandemic. Under these conditions, the company's sales of its core PC products also declined, resulting in lower revenue.」
The difficult market environment caused by the decline following the special demand generated after the onset of the COVID-19 pandemic, together with declining sales of core PC products, has continued. - FY2024-Q1WorsenedAnnual report
「The PC market in which the company operates has become extremely difficult due to the decline following the special demand generated by remote work and stay-at-home demand after the onset of the COVID-19 pandemic. In the PC business of its core retail operations, sales of notebook PCs, for which demand had been high during the pandemic, stagnated due to the subsequent decline.」
The decline following the special demand generated after the onset of the COVID-19 pandemic has created an extremely difficult market environment, specifically reflected in sluggish sales of notebook PCs for which demand had been high. - FY2023RestatedAnnual report
「In the PC market in which the company operates, the company was affected by the decline following the expansion of demand for general-purpose PCs during the COVID-19 pandemic. Meanwhile, sales of gaming PCs, gaming devices and gaming chairs for esports performed strongly.」
While the decline in demand for general-purpose PCs continued, annual reports also confirm that demand for gaming PCs, devices and other products provided support. - FY2023-Q3MitigatedAnnual report
「In the PC market in which the company operates, difficult sales conditions have continued due to the decline following the expansion of demand for general-purpose PCs during the COVID-19 pandemic. Meanwhile, gaming PCs for esports performed strongly. High-specification products were particularly popular, and the average selling price increased 10.2% from the previous fiscal year, resulting in PC revenue exceeding the previous fiscal year's level.」
While the decline in demand for general-purpose PCs continued, the company explains that strong gaming PC sales and a 10.2% increase in the average selling price lifted PC revenue above the previous fiscal year's level. However, total PC business revenue decreased 6.3% year on year, and the impact of declining demand remains. - FY2023-Q2Gaming demand offsets the decline in general-purpose PCsAnnual report
「In the PC market in which the company operates, sales have remained difficult due to the decline following the expansion of demand for general-purpose PCs during the COVID-19 pandemic. Meanwhile, strengthening the product lineup of esports-related PCs, monitors, devices and gaming chairs led to higher revenue.」
While difficult sales conditions continued due to the decline in demand for general-purpose PCs, the company explains that strengthening its lineup of esports-related products contributed to higher revenue. Total PC business revenue decreased 7.2% year on year. - FY2023-Q1WorsenedAnnual report
「The company has been affected by component shortages and higher prices, and concerns about the economy have also heightened consumers' reluctance to purchase. …As a result, revenue from the PC business totaled ¥1,265.2 million, down 10.1% year on year.」
In addition to component shortages and higher prices, concerns about the economy increased consumers' reluctance to purchase, and total PC business revenue decreased 10.1% year on year. The risk of declining demand has continued to worsen. - FY2022WorsenedAnnual report
「PC demand remained soft due to the decline following the expansion of remote work and the GIGA School Program. According to data released by the Japan Electronics and Information Technology Industries Association (JEITA), shipments during the cumulative period of the fiscal year (April 2021 to March 2022) decreased 40.7% year on year in units and 21.3% in value, placing the overall market substantially below the previous year.」
Due to the reaction to remote work and the GIGA School Program, domestic PC shipments decreased 40.7% in units and 21.3% in value, reinforcing the explanation of market contraction. - FY2022-Q3WorsenedAnnual report
「In the PC industry, sales had been strong in the previous fiscal year due to increased telework and stay-at-home demand, but the resulting reaction created a difficult environment. According to data released by the Japan Electronics and Information Technology Industries Association (JEITA), shipments during the cumulative third quarter period (April to December 2021) decreased 37.8% year on year in units and 21.1% in value. In the third quarter accounting period alone (October to December 2021), shipments decreased 51.8% year on year in units and 21.9% in value, indicating that conditions had become even more difficult.」
Due to the reaction to the previous year's telework and stay-at-home demand, the declines in PC shipments by units and value widened, with shipments in the third quarter accounting period down 51.8% year on year in units and 21.9% in value. - FY2022-Q2RestatedAnnual report
「In the PC industry, shipments and unit sales have begun to decline due to the reaction to the previous year's demand supported by remote work and stay-at-home demand. In addition, shortages of components and higher prices have continued to slow unit sales because of insufficient store inventories and higher retail prices.」
The decline in shipments and unit sales due to the reaction to remote-work and stay-at-home demand, as well as product shortages and slower unit sales due to component shortages and higher prices, continued from the previous quarter. - FY2022-Q1WorsenedAnnual report
「In the PC industry, shipments and unit sales have begun to decline due to the reaction to the previous year's demand supported by remote work and stay-at-home demand. In addition, shortages of components and higher prices have continued to slow unit sales because of insufficient store inventories and higher retail prices.」
Shipments and unit sales turned down due to the reaction to the previous year's remote-work and stay-at-home demand, while shortages of components and higher prices led to product shortages, indicating worsening demand and sales conditions for PCs. - FY2021Demand remains high, but PC unit sales have pausedAnnual report
「Meanwhile, regarding the environment surrounding the PC industry, demand for PC purchases has risen due to remote work and online classes, and business has remained solid even amid the COVID-19 pandemic.」
While demand for purchases remained high against the backdrop of remote work and online classes, the item-by-item explanation states that stay-at-home demand had levelled off within approximately one year and that PC unit sales had declined. - FY2021-Q3MitigatedAnnual report
「However, in the PC industry, demand for PCs, webcams, headsets and other peripherals surged due to the promotion of telework and online education, and sales of PC-related products performed strongly. As a result, revenue from the PC business increased 9.6% year on year.」
Demand for PCs and peripherals surged against the backdrop of telework and online education, and PC business revenue increased 9.6% year on year. Demand conditions continued to mitigate the risk of declining demand due to the spread of smartphones and tablets. - FY2021-Q2MitigatedAnnual report
「In the PC industry, demand for PCs, webcams, headsets and other peripherals surged due to the promotion of telework and online education, and demand remained high. In addition, demand for gaming PCs increased as esports gained popularity, and PC sales performed strongly. As a result, revenue from the PC business increased 13.8% year on year.」
Demand for PCs and peripherals remained high against the backdrop of telework, online education and esports, and PC business revenue increased 13.8% year on year. - FY2021-Q1MitigatedAnnual report
「In the PC industry, demand for PCs, webcams, headsets and other peripherals has surged, and demand has remained high, due to the promotion of telework and online education, which are recommended for activities that avoid the Three Cs under the government-promoted “new lifestyle.”」
The company explains that, against the risk of declining demand due to the spread of smartphones and tablets, demand for PCs and peripherals surged against the backdrop of telework and online education. - FY2020MitigatedAnnual report
「In the PC industry, demand for PC purchases has remained high due to replacements following the end of Windows 7 support in January 2020, as well as recommendations to work and study from home.」
The company explains that demand has remained high due to replacements following the end of Windows 7 support, together with work-from-home and online learning, and that mitigation of the risk of declining demand has continued. - FY2020-Q3RestatedAnnual report
「In the PC industry, demand for PC purchases has continued to rise, driven by replacement demand following the end of Windows 7 support on 14 January 2020. In addition, PC demand has been increasing in various situations, including demand for gaming PCs as esports becomes more widely recognized, rising consumer demand due to the introduction of programming education, and increased corporate demand for PC additions and replacements to promote workplace reforms.」
The company has specified the date Windows 7 support ended and continues to explain rising PC demand driven by replacements, gaming PCs, programming education and corporate demand. - FY2020-Q2RestatedAnnual report
「In the PC industry, demand for PC purchases has continued to rise, driven by replacement demand following the scheduled end of Windows 7 support in January 2020. In addition, PC demand has been increasing in various situations, including demand for gaming PCs as esports becomes more widely recognized, rising consumer demand due to the introduction of programming education, and increased corporate demand for PC additions and replacements to promote workplace reforms.」
The explanation continues to be that PC demand is rising against the backdrop of the end of Windows 7 support, gaming PCs, programming education and corporate replacement demand. - FY2020-Q1RestatedAnnual report
「In the PC industry, demand for PC purchases has continued to rise, driven by replacement demand following the scheduled end of Windows 7 support in January 2020. In addition, PC demand has been increasing in various situations, including demand for gaming PCs as esports becomes more widely recognized, rising consumer demand due to programming education, and increased corporate demand for PC additions and replacements to promote workplace reforms.」
The explanation continues to be that PC demand is rising due to the end of Windows 7 support, gaming PCs, programming education and corporate replacement demand. - FY2019MitigatedAnnual report
「In the PC industry, replacement demand is rising ahead of the scheduled end of Windows 7 support in January 2020, and demand for PC purchases continues to increase. In addition, demand for gaming PCs is increasing as awareness of esports improves, consumer demand is rising partly due to programming education, and corporate demand is increasing as companies expand and replace their PC fleets to promote workplace reforms. PC demand is therefore rising in a variety of settings.」
Against the backdrop of replacement demand following the end of Windows 7 support, gaming PCs, programming education and corporate replacement demand, the explanation has shifted from conventional market contraction to rising demand. This does not indicate that the risk of declining demand has actually materialized. - FY2019-Q3MitigatedAnnual report
「Domestic PC shipments increased by 6.5% year on year, while shipment value also increased by 10.4% year on year, remaining firm.」
Both domestic PC shipments and shipment value increased year on year, indicating a solid recovery from the previous market contraction and decline in unit volume. - FY2019-Q2MitigatedAnnual report
「Domestic PC shipments during the cumulative second quarter increased by 3.8% year on year, while shipment value also increased by 6.9% year on year, indicating that the PC market is recovering.」
Both domestic shipments and shipment value increased year on year, and the company continues to describe a recovery rather than the previous market contraction and decline in unit volume. - FY2019-Q1MitigatedAnnual report
「Domestic PC shipments are trending upward, and further improvement is expected in the market, led by high-performance gaming PCs and highly portable mobile PCs.」
The description has shifted to indicate that domestic shipments are trending upward and that market improvement is expected, led by high-performance gaming PCs and mobile PCs. - FY2018RestatedAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments declined by 3.0% year on year, continuing to fall below the previous year’s level. However, shipment value increased by 0.5% year on year, showing improvement.」
The annual report also confirms the coexistence of declining domestic shipments in volume terms and higher shipment value. - FY2018-Q3RestatedAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments during the cumulative third quarter declined by 3.9% year on year, while shipment value edged up 0.6% year on year.」
While the decline in domestic PC shipments continues, shipment value has edged up, and the company continues to describe both lower volume and improvement in value terms. - FY2018-Q2Declining unit volume alongside higher shipment valueAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments during the cumulative second quarter declined by 4.8% year on year, but shipment value increased by 0.5% year on year due to higher average unit prices, and signs of a market bottom have emerged.」
While the decline in domestic shipments continues, shipment value increased due to higher average unit prices, and signs of a market bottom are also evident. The description now reflects both volume risk and improvement in value terms. - FY2018-Q1RestatedAnnual report
「In the PC industry, although shipments have finally begun to show signs of bottoming out, the market has contracted substantially over the past several years.」
While shipments show signs of bottoming out, the company continues to explain that the PC market has contracted substantially over the past several years. - FY2017RestatedAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments declined by 1.9% year on year and shipment value by 0.9%, marking the third consecutive year of decline. Although signs of a market bottom have emerged, difficult market conditions continue.」
While the market has continued to decline for the third consecutive year, the company also refers to signs of a market bottom, continuing to describe a market characterized by both decline and bottoming-out. - FY2017-Q3SoftenedAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments and shipment value during the cumulative third quarter declined by 0.3% year on year in both cases, but the market is gradually recovering.」
The decline in domestic shipments and shipment value was limited to 0.3% year on year, and the company’s description has shifted from the previous downward trend to a gradual recovery. - FY2017-Q2SoftenedAnnual report
「In the PC industry, according to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments and shipment value during the cumulative second quarter declined by 1.0% year on year in both cases, while signs of a market bottom have emerged.」
Although declines in shipment volume and value continue, the company explains that signs of a market bottom have emerged, representing a modest shift from its previous one-sided focus on declining demand. - FY2017-Q1RestatedAnnual report
「In the PC industry, the decline in shipments has yet to be brought under control, and unit sales continue to trend downward.」
The continued downward trend in PC shipments and unit sales is still being reported. - FY2016First statedAnnual report
「In the PC industry, demand continues to decline as smartphones and tablets become more widespread, and unit sales and shipments continue to fall worldwide. According to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments declined by 22.6% year on year and shipment value by 15.0%, marking substantial declines for the second consecutive year.」
The decline in industry shipments and sluggish PC sales by the company are reflected in the current period’s performance discussion.