Competition from Overseas Smartphone Manufacturers, Particularly Asian Manufacturers
First written in FY2016-Q2. 4 of 7 entries say "Restated". Latest entry: FY2022.
The whole theme swung hardest in 2025: 5 of 11 companies on the "Worse" side.
3 other companies' latest entry also says "Dropped".
- FY2022DroppedAnnual report
「1. Slower growth or contraction of the smartphone market 2. Fluctuations in performance resulting from changes in the business environment with major customers」
The specific competitive environment involving Chinese, South Korean and other Asian manufacturers is not stated in this filing; the risk is instead organized more broadly around dependence on the smartphone market and major customers. - FY2018RestatedAnnual report
「The smartphone market, one of the Group's main business areas, remained broadly steady despite slower growth, as sales by emerging manufacturers, particularly in China, continued to increase.」
Continues to describe the competitive environment in which emerging smartphone manufacturers, particularly Chinese manufacturers, are increasing sales. - FY2018-Q3RestatedAnnual report
「The smartphone market, one of the Group's main business areas, continued to see sales growth, led by Chinese manufacturers, despite slower growth, and remained firm overall.」
Acknowledges slower market growth while describing sales growth led by Chinese manufacturers and an overall firm market, with no substantive change in the competitive environment involving overseas manufacturers. - FY2018-Q1RestatedAnnual report
「The smartphone market, one of the Group's main business areas, continued to see slower growth, although Chinese manufacturers continued to increase unit sales.」
Continues to describe a competitive environment in which Chinese manufacturers increase unit sales while market growth slows. - FY2017RestatedAnnual report
「Models incorporating new devices and functions, including dual cameras, high-pixel-count front cameras, large organic EL displays and iris authentication, were launched one after another by various manufacturers and attracted attention, but unit sales remained sluggish because of the prolonged weakness in demand that began the previous year.」
Describes a competitive environment in which smartphone manufacturers continue launching models with new functions. - FY2017-Q1WorsenedAnnual report
「The smartphone market, one of the Group's main business areas, remained firm despite slower growth, with emerging Chinese manufacturers in particular increasing unit sales.」
The increase in unit sales by emerging Chinese manufacturers makes the competitive environment involving overseas Asian manufacturers more explicit. - FY2016-Q2First statedAnnual report
「In the camera-device business, as the smartphone market expanded, overseas smartphone manufacturers increased their share in both the Japanese and global markets, with Asian manufacturers, particularly those from South Korea and China, accounting for a significant share.」
Describes the expansion of the smartphone market and the growing share of overseas manufacturers, particularly Asian manufacturers from South Korea and China, as part of the business environment.