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Ibiden (4062) · InitiativeAdvanced

Supplementing Electronics Business Orders by Developing New Customers and Business Areas

First written in FY2016. 24 of 31 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-10-02.

31entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q2 – FY2023-Q1AdvancedFY2025-H1 – FY2026-H12016: 120162017: 420172018: 320182019: 420192020: 420202021: 220212022: 120222023: 220232024: 320242025: 220252026: 52026
Same theme, other companies
Customer and Product Diversification through Expansion into New Customers and Growth AreasA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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

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. FY2026AdvancedAnnual report

    「In the Electronics business, orders for servers used for generative AI remained generally firm. Although PC demand fell short of expectations, demand for high-performance IC package substrates for general-purpose servers followed a gradual recovery trend, and the effect of manufacturing cost reduction initiatives at the Philippine plant also contributed to year-on-year increases in both sales and operating profit.」

    Orders for servers used for generative AI, a recovery in demand for general-purpose servers, and cost reduction initiatives at the Philippine plant resulted in a 23.4% increase in Electronics sales and a 68.5% increase in operating profit.
  2. FY2026-H1AdvancedAnnual report

    「In the Electronics business, orders for servers used for generative AI remained strong. In addition, demand for high-performance IC package substrates for PCs and general-purpose servers followed a gradual recovery trend, although the recovery lacked strength, and the effect of manufacturing cost reduction initiatives at the Philippine plant also contributed to year-on-year increases in both sales and operating profit.」

    Strong orders for servers used for generative AI, a gradual recovery in demand for PCs and general-purpose servers, and manufacturing cost reduction initiatives at the Philippine plant drove a 15.6% increase in Electronics sales and a 41.4% increase in operating profit.
  3. FY2025AdvancedAnnual report

    「In the Electronics business, sales increased from the previous fiscal year as orders for servers used for generative AI remained firm. However, operating profit declined from the previous fiscal year due to lower demand for high-performance IC package substrates for PCs and general-purpose servers, as well as a temporary decline in production utilization resulting from an order policy focused on profitability amid intensifying price competition.」

    By capturing orders for servers used for generative AI, the Electronics business increased sales by 3.4%. As demand for traditional PCs and general-purpose servers declined, the company also indicated that it was pursuing an order policy focused on profitability.
  4. FY2025-H1AdvancedAnnual report

    「In the Package (PKG) business, sales declined year on year due to lower demand for high-performance IC package substrates for PCs and general-purpose servers. Operating profit increased year on year as the proportion of high-value-added products for servers used for generative AI remained firm.」

    Although demand for traditional PCs and general-purpose servers declined, the solid product mix of high-value-added products for servers used for generative AI contributed to higher operating profit in the PKG business.
  5. FY2024RestatedAnnual report

    「In the Package (PKG) business, orders for servers used for generative AI remained firm, but sales and operating profit both declined year on year as demand for the company's mainstay PCs and general-purpose servers remained sluggish.」

    Although orders for servers used for generative AI remained firm, sluggish demand for the company's mainstay PCs and general-purpose servers resulted in lower full-year sales and profit in the PKG business.
  6. FY2024-Q3Generative AI orders remain firm, but PKG sales and profit declineAnnual report

    「In the Package (PKG) business, orders for servers used for generative AI remained firm, but sales and operating profit both declined year on year as demand for the company's mainstay PCs and general-purpose servers remained sluggish.」

    Although orders for servers used for generative AI remained firm, sluggish demand for the company's mainstay PCs and general-purpose servers resulted in lower sales and profit in the PKG business.
  7. FY2024-Q2AdvancedAnnual report

    「In the package (PKG) business, although orders for servers used for generative AI remained firm, revenue and operating profit both declined from the same period of the previous year after production volumes were adjusted in response to the slowdown in PC demand continuing from the second half of the previous fiscal year and the weakness of the data center server market.」

    The company indicated that, in addition to developing the traditional data center and server fields, orders for servers used for generative AI remained firm. Meanwhile, production volumes were adjusted in response to weakness in existing markets.
  8. FY2023RestatedAnnual report

    「By proceeding with construction of the Kawama and Ono plants as planned, we will expand our share in high-value-added products in which we have traditionally been strong.」

    The company is reaffirming its growth strategy for the Electronics segment: expanding high-value-added products to supplement traditional markets and constructing the Kawama and Ono plants.
  9. FY2023-Q1AdvancedAnnual report

    「In the package (PKG) business, both revenue and operating profit increased from the same period of the previous year as PC demand remained firm and Phase 1 and Phase 2 investments at the Ogaki-Chuo plant continued stable mass production. In the motherboard and printed wiring board (MLB) business, both revenue and operating profit increased as sales to high-end smartphones rose and module board sales remained firm. As a result, Electronics segment revenue was ¥61.046 billion, up 16.4% from the same period of the previous year. Operating profit was ¥15.171 billion, up 27.2%.」

    Phase 1 and Phase 2 investments at the Ogaki-Chuo plant continued stable mass production, while MLB sales to high-end smartphones and module board sales also increased. Electronics segment revenue rose 16.4% and operating profit rose 27.2%.
  10. FY2022-Q1AdvancedAnnual report

    「In the package (PKG) business, revenue increased from the same period of the previous year as PC demand remained strong and the latest IC package substrate manufacturing equipment at the Ogaki-Chuo plant (Phase 1 investment), which began mass production last fiscal year, moved into stable mass production.」

    The Phase 1 facility at the Ogaki-Chuo plant moved into stable mass production, supporting the capture of PC demand and higher PKG revenue.
  11. FY2021AdvancedAnnual report

    「In the package (PKG) business, revenue increased from the previous consolidated fiscal year as PC demand remained strong and the latest IC package substrate manufacturing equipment at the Ogaki-Chuo plant (Phase 1 investment) began stable mass production as planned.」

    In addition to PC demand, the start of stable mass production at the Phase 1 facility at the Ogaki-Chuo plant advanced efforts to capture demand from traditional markets and data processing.
  12. FY2021-Q2AdvancedAnnual report

    「In the package (PKG) business, revenue increased from the same period of the previous year as demand for PC package substrates remained strong amid the rapid global adoption of teleworking. In the motherboard and printed wiring board (MLB) business, revenue increased as firm module board sales more than offset lower sales to high-end smartphones. As a result, Electronics segment revenue was ¥74.095 billion, up 18.0% from the same period of the previous year. Operating profit was ¥13.231 billion, up 150.1%, primarily due to the effect of higher PKG revenue.」

    The Electronics segment reported an 18.0% increase in revenue and a 150.1% increase in operating profit, driven by teleworking-related demand for PC PKG substrates and higher module board sales.
  13. FY2021-Q1AdvancedAnnual report

    「In the package (PKG) business, although the overall PC market contracted year on year, the decline was mitigated by stronger teleworking demand. In addition, demand for server IC package substrates used in data centers progressed steadily as data volumes increased with the advancement of information and communications technology (ICT), resulting in higher revenue from the same period of the previous year. As a result, Electronics segment revenue was ¥34.744 billion, up 6.1%.」

    The PKG business and the Electronics segment as a whole reported higher revenue by capturing teleworking demand and demand for server IC package substrates for data centers.
  14. FY2020AdvancedAnnual report

    「In the package (PKG) business, revenue increased from the previous consolidated fiscal year as replacement demand for PCs remained firm and demand for server IC package substrates used in data centers progressed steadily, driven by higher data volumes accompanying the advancement of information and communications technology (ICT). As a result, Electronics segment revenue was ¥132.170 billion, up 14.0% from the previous consolidated fiscal year.」

    The Electronics segment captured growing demand for server IC package substrates, increasing annual revenue by 14.0%. Annual results showed progress in supplementing traditional markets through new fields and customers.
  15. FY2020-Q3AdvancedAnnual report

    「As a result, Electronics segment revenue was ¥97.909 billion, up 11.4% from the same period of the previous year. Operating profit was ¥9.953 billion, up 747.8%, as the company pursued business selection and concentration through higher PKG revenue and reduced production of unprofitable products.」

    Against a backdrop of increased demand for server IC package substrates and firm sales of server module boards, Electronics segment revenue increased 11.4% year on year. The results of business expansion, including into new fields and servers, were reflected in a 747.8% increase in operating profit.
  16. FY2020-Q2AdvancedAnnual report

    「In the package (PKG) business, revenue increased from the same period of the previous year as demand for server IC package substrates used in data centers progressed steadily, driven by higher data volumes accompanying the advancement of ICT, in addition to signs that the PC market had bottomed out. In the motherboard and printed wiring board (MLB) business, revenue declined from the same period of the previous year as lower sales to high-end smartphones outweighed generally firm sales of module boards for servers.」

    The PKG business reported higher revenue due to increased demand for server IC package substrates, while the MLB business also remained firm in servers. Efforts to supplement the Electronics segment through the development of new fields and customers continue.
  17. FY2020-Q1AdvancedAnnual report

    「As a result, Electronics segment revenue was ¥32.733 billion, up 14.0% from the same period of the previous year. Operating profit was ¥2.871 billion, compared with an operating loss of ¥517 million in the same period of the previous year, as the company pursued business selection and concentration through growth in the PKG business and reduced production of unprofitable products, resulting in a return to profitability.」

    The Electronics segment increased revenue by 14.0% and returned from an operating loss to operating profit of ¥2.871 billion through growth in the PKG business, reduced production of unprofitable products, and business selection and concentration.
  18. FY2019AdvancedAnnual report

    「In the PC package (PKG) business, although the overall PC market continued to contract year on year, revenue increased from the previous consolidated fiscal year as sales to new fields and customers, particularly for servers, grew. In the motherboard and printed wiring board (MLB) business, although the smartphone market contracted, revenue increased from the previous consolidated fiscal year as sales of server boards remained firm.」

    Annual results showed higher revenue in both the PKG and MLB businesses, driven by higher sales to new fields and customers and increased sales of server boards.
  19. FY2019-Q3AdvancedAnnual report

    「In the PC package (PKG) business, although the overall PC market contracted year on year, revenue increased from the same period of the previous year as sales to new fields and customers grew. In the motherboard and printed wiring board (MLB) business, revenue increased as shipments of thin, high-density wiring boards for high-end smartphones rose and sales of server boards grew. As a result, Electronics segment revenue was ¥87.922 billion, up 4.6% from the same period of the previous year. Operating profit was ¥1.174 billion, up 163.5%.」

    The Electronics segment reported a 4.6% increase in revenue and a 163.5% increase in operating profit, driven by higher sales to new fields and customers and increased sales of thin, high-density wiring boards and server boards.
  20. FY2019-Q2AdvancedAnnual report

    「In the PC package (PKG) business, although the overall PC market contracted year on year, revenue increased from the same period of the previous year as sales to new fields and customers grew. In the motherboard and printed wiring board (PWB) business, revenue increased as shipments of thin, high-density wiring boards for high-end smartphones rose and sales of server boards grew. As a result, Electronics segment revenue was ¥60.156 billion, up 8.4% from the same period of the previous year. Operating profit was ¥972 million, up 113.2%.」

    The Electronics segment reported an 8.4% increase in revenue and a 113.2% increase in operating profit, driven by higher sales to new fields and customers and increased sales of thin, high-density wiring boards and server boards.
  21. FY2019-Q1AdvancedAnnual report

    「In the PC package (PKG) business, revenue increased from the same period of the previous year due to a partial recovery in the PC market and efforts to develop new fields and customers. In the motherboard and printed wiring board (PWB) business, revenue increased as shipments of thin, high-density wiring boards for high-end smartphones rose.」

    The PKG business reported higher revenue through the development of new fields and customers, while the PWB business also reported higher revenue due to increased shipments of thin, high-density wiring boards.
  22. FY2018-Q3AdvancedAnnual report

    「In the PC package (PKG) business, although the overall PC market continued to contract year on year, revenue increased from the same period of the previous year due to efforts to develop new fields and customers. In the motherboard and printed wiring board (PWB) business, revenue also increased as adoption of new thin, high-density wiring boards for high-end smartphones progressed.」

    The PKG business reported higher revenue through the development of new fields and customers, while the PWB business also reported higher revenue as adoption of new thin, high-density wiring boards progressed.
  23. FY2018-Q2AdvancedAnnual report

    「In the PC package (PKG) business, although the overall PC market continued to contract year on year, revenue was approximately in line with the previous year due to efforts to develop new fields and customers. In the motherboard and printed wiring board (PWB) business, revenue increased year on year as adoption of new thin, high-density wiring boards for high-end smartphones progressed.」

    Revenue in the PKG business was maintained at approximately the previous year's level through the development of new fields and customers, while the PWB business reported higher revenue as adoption of new thin, high-density wiring boards progressed.
  24. FY2018-Q1RestatedAnnual report

    「To restore earnings, in addition to expanding our share in cutting-edge fields where we have traditionally been strong, we will continue to actively develop new customers and expand into new fields such as IoT, automotive applications and data centers, using the thin, high-density technologies, quality and development capabilities cultivated in the PC and smartphone markets.」

    The company continues to pursue share expansion in cutting-edge fields, the development of new customers, and expansion into IoT, automotive applications and data centers as measures to restore earnings in the Electronics segment.
  25. FY2017RestatedAnnual report

    「To restore earnings, we are actively developing new customers and new products in fields expected to grow, drawing on the thin, high-density technologies, quality and development capabilities cultivated in the PC, smartphone and tablet markets.」

    The company is reaffirming its strategy of expanding into growth fields through the development of new customers and new products.
  26. FY2017-Q3AdvancedAnnual report

    「The semiconductor and electronic components market for smartphones and tablets grew moderately overall, but growth in the high-end product market was slowing. The PC market continued to contract year on year, and the business environment surrounding our Electronics segment remained difficult. At the same time, development and proposals for new products targeting new growth fields, including data centers, IoT and automotive applications, were active. To restore earnings, we have been actively undertaking new product development in fields expected to grow, drawing on the thin, high-density technologies, quality and development capabilities cultivated in the PC, smartphone and tablet markets.」

    Data centers, IoT and automotive applications are identified as areas to offset the slowdown in traditional markets, and the company explicitly states that it has begun developing new products to restore earnings.
  27. FY2016First statedAnnual report

    「We will develop new customers and new fields to make up for the decline in orders.」

    This is stated as a specific measure to offset the expected decline in Electronics segment orders.
Moved together

"Capital investment to expand production capacity" moved the same way as this thread, in the same document, in 14 of its 31 moves.

141410776★123456
  1. ★This thread
  2. 1Capital investment to expand production capacity14×
  3. 2Structural reform of the electronics segment and review of the production system14×
  4. 3Establishing other businesses as the third source of revenue10×
  5. 4Sustainable growth and stable profits under the medium-term management plan7×
  6. 5Slowing PC and Smartphone Markets and the Impact of FOWLP on Electronic Business Sales7×
  7. 6Building new business pillars alongside the 3 existing businesses6×

★ 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 Governance of 2026-10-02: "Advanced".
Supplementing Electronics Business Orders by Developing New Customers and Business Areas | IBIDEN CO.,LTD. (4062) | Komori