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Ibiden (4062) · RiskMaterialisedLatest Occurring Fact (2026-05-11): "Worsened"

Intensifying price competition in the electronics and ceramics markets

First written in FY2016. 4 of 9 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-05-11.

9entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017-Q2 – FY2017MaterialisedFY2024 – 2026-05-112016: 220162017: 220172018: 020182019: 020192020: 020202021: 020212022: 020222023: 120232024: 120242025: 120252026: 2
Same theme, other companies
Materials Market Changes, New Product Development and Intellectual Property RisksA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Ibiden moved to the "Worse" side of this theme in 2016.

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

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. FY2025MaterialisedAnnual report

    「Operating profit declined from the previous consolidated fiscal year due in part to lower demand for high-performance IC package substrates for personal computers and general-purpose servers, intensified price competition, and a temporary decline in production utilization resulting from an order policy that prioritized profitability.」

    Declining demand for personal computers and general-purpose servers and intensifying price competition were reflected in the results as a 1.6% decline in electronics business operating profit.
  2. FY2024MaterialisedAnnual report

    「Meanwhile, revenue and operating profit from the core personal computer and general-purpose server businesses both declined from the previous consolidated fiscal year due in part to lower sales caused by declining demand and downward pressure on prices resulting from intensified competition.」

    In the electronics business, downward pressure on prices from intensifying competition was reflected in the results, together with declining demand, as a factor behind decreases in revenue and operating profit.
  3. FY2023RestatedAnnual report

    「The group continues to develop new products and technologies and improve existing technologies and manufacturing processes in order to avoid being drawn into price competition alone. However, if the trend of declining prices continues for an extended period and cost-improvement efforts fail to keep pace, or if the group is unable to ensure a stable supply of high-value-added products to the market, its operating performance and financial position may be materially affected.」

    The company continues to disclose intensifying competition and the risk of declining prices in the electronics and ceramics markets, while identifying the development of new products and technologies and improvements to existing technologies and manufacturing processes as countermeasures.
  4. FY2017WorsenedAnnual report

    「Although order volumes for diesel particulate filters (DPF) and catalyst-support retention and sealing materials (AFP) increased as the automotive market remained firm, combined revenue from the two businesses declined from the previous fiscal year due to changes in product mix and lower selling prices.」

    Even with the automotive market and order volumes remaining firm, changes in product mix and lower selling prices became factors behind the declines in revenue and profit in the ceramics business.
  5. FY2017-Q3WorsenedAnnual report

    「In addition to intensifying competition among companies due to the continued stagnation of the personal computer market and slower growth in the smartphone and tablet markets, the adoption of fan-out wafer-level packages (FO-WLP) in some high-end products caused electronics business revenue to decline 37.4% from the same period of the previous year to ¥74.215 billion.」

    Intensifying competition among companies and the adoption of FO-WLP, combined with the market slowdown, contributed to a substantial decline in electronics business revenue.
  6. FY2017-Q2WorsenedAnnual report

    「The electronics business market was affected by the continued stagnation of the personal computer market, slower growth in the smartphone and tablet markets, intensifying competition among companies, and declining CSP business revenue following the launch of fan-out wafer-level packages (FO-WLP). Electronics business revenue was ¥50.8 billion, down 33.9% from the same period of the previous year.」

    Intensifying competition among companies, together with the launch of FO-WLP and the market slowdown, contributed to the decline in electronics business revenue.
  7. FY2016First statedAnnual report

    「Competition in the markets served by the electronics and ceramics segments has intensified further. In addition to leading Japanese companies, Taiwanese and South Korean competing manufacturers have emerged in electronics products.」

    The company identifies declining prices outpacing cost improvements and an inability to ensure a stable supply of high-value-added products as factors affecting its results.
Moved together

"Declining profitability of fixed assets and impairment risk" moved the same way as this thread, in the same document, in 7 of its 9 moves.

744432★123456
  1. ★This thread
  2. 1Declining profitability of fixed assets and impairment risk7×
  3. 2Slowing PC and Smartphone Markets and the Impact of FOWLP on Electronic Business Sales4×
  4. 3Risk of Recovering Capital Investments Due to Demand Fluctuations4×
  5. 4Foreign-exchange fluctuation risk, including yen appreciation4×
  6. 5Deteriorating Performance Mainly in the Electronics Business3×
  7. 6Ceramics demand risk from automotive demand, emissions regulations, and alternative energy2×

★ 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.

When this could move next
Ibiden's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Occurring Fact of 2026-05-11: "Worsened".
News
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Intensifying price competition in the electronics and ceramics markets | IBIDEN CO.,LTD. (4062) | Komori