Decline in demand for electronic materials due to semiconductor market downturn
First written in FY2020-Q1. 5 of 21 entries say "Materialised", first in FY2020-Q2. Latest entry: 2026-08-07.
Daiichi Kigenso Kagaku-Kogyo moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2023: 44 of 69 companies on the "Worse" side.
7 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「半導体用途は、地政学的な不確実性の高まりを受けた末端需要の慎重姿勢を背景とし、一部顧客において半導体製造装置関連需要が弱含んだことから、売上高は前年同期比34.6％の減収となりました。」
半導体用途では地政学的不確実性と末端需要の慎重姿勢を背景に、半導体製造装置関連需要の弱含みを開示した。ただし、電子部品用途の増収により分野全体では増収となっている。 - FY2026WorsenedAnnual report
「For abrasives-related applications, changes in the position of our materials in the supply chain for SiC wafer abrasives occurred as the inflow of inexpensive Chinese-made SiC wafers into the market expanded. As a result, the decline in sales of our materials continued, and revenue declined 25.3% from the previous fiscal year.」
Although the semiconductor market overall remained strong, sales of abrasives-related applications declined 25.3% from the previous fiscal year due to the inflow of inexpensive Chinese-made SiC wafers and changes in their position in the supply chain. - 2026-05-14WorsenedEarnings
「For abrasives-related applications, changes in the position of our materials in the supply chain for SiC wafer abrasives occurred as the inflow of inexpensive Chinese-made SiC wafers into the market expanded. As a result, the decline in sales of our materials continued, and revenue declined 25.3% from the previous fiscal year.」
安価な中国製SiCウエハの流入拡大とサプライチェーン上の位置付けの変化により、研磨材関連の販売減少が継続した。 - FY2026-H1WorsenedAnnual report
「Although sales volumes for semiconductor applications were below the same period of the previous year, revenue declined 31% year on year as demand for our materials related to abrasives fell due to structural changes in the SiC wafer supply chain, despite firm performance in equipment-related applications.」
Regarding the semiconductor market and demand for electronic materials, equipment-related applications remained firm, while demand for abrasives-related applications declined due to structural changes in the SiC wafer supply chain, resulting in a 13.2% year-on-year decline in sales for the semiconductor and electronics fields overall. - FY2025-H1MitigatedAnnual report
「As a result, sales in the semiconductor and electronics fields for the current interim consolidated accounting period amounted to ¥986 million, up 36.8% year on year, representing progress of 47.0% against the ¥2,100 million earnings forecast.」
Regarding the semiconductor market and demand for electronic materials, sales in the semiconductor and electronics fields amounted to ¥986 million, up 36.8% year on year. - FY2024Expanded sales into new semiconductor applications alongside sluggish electronics demandAnnual report
「Although sales volumes for semiconductor applications were below the previous fiscal year, revenue increased as adoption in new applications progressed. For electronics applications, sales volumes were below the previous fiscal year amid sluggish demand for finished products such as telecommunications devices and home appliances.」
Revenue from semiconductor applications increased through adoption in new applications despite the shortfall in volume, while sales volumes for electronics applications fell below the previous fiscal year due to sluggish demand for telecommunications devices and home appliances. - FY2024-Q2RestatedAnnual report
「Although sales volumes for semiconductor applications were below the same period of the previous year, revenue increased as sales expanded into new applications. For electronics applications, sales volumes were below the same period of the previous year amid sluggish demand for finished products such as telecommunications devices and home appliances.」
Revenue from semiconductor applications increased through expanded sales into new applications despite the shortfall in volume, while sales volumes for electronics applications fell below the same period of the previous year due to sluggish demand for telecommunications devices and home appliances. - FY2024-Q1Higher-value-added products expanded while electronic applications declined in volumeAnnual report
「Although sales volumes for semiconductor applications were below the same period of the previous year, revenue increased as sales of higher-value-added products expanded. For electronics applications, sales volumes were below the same period of the previous year amid sluggish demand for finished products such as telecommunications devices and home appliances.」
For semiconductor applications, revenue increased through expanded sales of higher-value-added products, although sales volumes were below the same period of the previous year. For electronics applications, sales volumes were below the same period of the previous year amid sluggish demand for telecommunications devices and home appliances. - FY2023-Q3WorsenedAnnual report
「Sales volumes of electronic materials for electronic components, including piezoelectric devices and multilayer ceramic capacitors (MLCCs), and optical applications were below the same period of the previous year, reflecting the exhaustion of stay-at-home demand worldwide and the downturn in China's telecommunications device market.」
Electronic materials sales volumes fell below the same period of the previous year against a backdrop of exhausted stay-at-home demand and the downturn in China's telecommunications device market. Conditions deteriorated from the increase in sales in the previous quarter. - FY2023-Q2Below the same period of the previous year, but above pre-pandemic levelsAnnual report
「Although sales volumes of electronic materials for electronic component applications, including piezoelectric devices and multilayer ceramic capacitors (MLCCs), and optical materials were below the same period of the previous year, they remained above pre-pandemic levels.」
Although electronic materials sales volumes were below the same period of the previous year, they remained above pre-pandemic levels. The impact of risks from declining demand remains, but the recovery from historically depressed levels has been maintained. - FY2022MitigatedAnnual report
「Although electronic materials were affected by production adjustments for finished products due to shortages of semiconductors and other components, sales grew in electronic component applications, including piezoelectric devices and MLCCs, as well as in optical applications, driven by firm pandemic demand for medical equipment, home appliances and telecommunications equipment, the recovery in vehicle unit sales and the increasing use of electronic components in vehicles.」
Although the effects of semiconductor shortages and production adjustments remained, electronic materials sales increased against a backdrop of medical equipment, home appliance and telecommunications equipment demand, recovering vehicle sales and the increasing use of electronic components in vehicles. - FY2022-Q3MitigatedAnnual report
「Sales of electronic materials for piezoelectric devices, MLCCs and optical applications grew, driven by the recovery in vehicle unit sales as well as firm demand during the pandemic for medical equipment, home appliances and telecommunications equipment.」
It explains that sales grew against a backdrop of recovering medical equipment, home appliance, telecommunications equipment and vehicle sales, as demand for electronic materials had declined due to the downturn in the semiconductor market and the impact of COVID-19. - FY2022-Q2RestatedAnnual report
「Sales of electronic materials for piezoelectric devices, multilayer ceramic capacitors and optical applications grew, driven by the recovery in vehicle unit sales as well as firm demand during the pandemic for medical equipment, home appliances and telecommunications equipment.」
It explains that sales grew against a backdrop of recovering medical equipment, home appliance, telecommunications equipment and vehicle sales, as demand for electronic materials had declined due to the downturn in the semiconductor market and COVID-19. - FY2022-Q1MitigatedAnnual report
「Sales of electronic materials grew steadily as demand recovered from the decline caused by the spread of COVID-19.」
It explains that sales of electronic materials, for which demand had declined due to COVID-19, the downturn in the semiconductor market and other factors, grew as demand recovered. - FY2021MaterialisedAnnual report
「Electronic materials sales declined during the consolidated fiscal year amid industry-wide production adjustments in the electronic components industry due to the spread of COVID-19.」
Electronic materials sales declined throughout the fiscal year due to COVID-19 and production adjustments in the electronic components industry. - FY2021-Q3MaterialisedAnnual report
「Electronic materials sales declined in the cumulative third-quarter consolidated accounting period amid industry-wide production adjustments in the electronic components industry due to the spread of COVID-19. Secondary battery materials struggled to grow in the stationary energy storage system (ESS) market due in part to the end of support measures in South Korea.」
Electronic materials sales declined due to COVID-19 and production adjustments in the electronic components industry, while the ESS market struggled to grow for secondary battery materials due in part to the end of support measures in South Korea. - FY2021-Q1MaterialisedAnnual report
「Sales of electronic materials for piezoelectric devices and ceramic capacitor applications declined as the COVID-19 pandemic led to lower vehicle and smartphone unit sales and industry-wide production adjustments in the electronic components industry.」
The decline in vehicle and smartphone sales and production adjustments in the electronic components industry caused by COVID-19 actually occurred as a decline in sales of electronic materials for piezoelectric device and ceramic capacitor applications. - FY2020RestatedAnnual report
「Sales of electronic materials for piezoelectric devices and ceramic capacitor applications declined amid industry-wide production adjustments caused by lower semiconductor demand, sluggish smartphone sales and other factors, reflecting the impact of the slowdown in the Chinese economy.」
It explains that the decline in demand for electronic materials caused by the slowdown in the Chinese economy, lower semiconductor demand and sluggish smartphone sales continued throughout the fiscal year. - FY2020-Q3MaterialisedAnnual report
「Sales of electronic materials for piezoelectric devices and ceramic capacitor applications declined amid industry-wide production adjustments caused by lower semiconductor demand, sluggish smartphone sales and other factors, reflecting the impact of the slowdown in the Chinese economy.」
It states that production adjustments accompanying the slowdown in the Chinese economy, lower semiconductor demand and sluggish smartphone sales actually occurred as a decline in sales of electronic materials for piezoelectric device and ceramic capacitor applications. - FY2020-Q2MaterialisedAnnual report
「Although products for piezoelectric devices remained firm, sales of products for piezoelectric devices and ceramic capacitors declined amid industry-wide production adjustments caused by lower semiconductor demand, sluggish smartphone sales and other factors, reflecting the impact of the slowdown in the Chinese economy.」
It states that production adjustments accompanying the slowdown in the Chinese economy, lower semiconductor demand and sluggish smartphone sales actually occurred as a decline in sales of products for piezoelectric devices and ceramic capacitors. - FY2020-Q1First statedAnnual report
「Although products for piezoelectric devices remained firm, sales of products for ceramic capacitors and auxiliary materials declined amid industry-wide production adjustments caused by the slowdown in the Chinese economy, the downturn in the semiconductor market and other factors.」
It states that sales of products for ceramic capacitors and auxiliary materials declined due to industry-wide production adjustments accompanying the slowdown in the Chinese economy and the downturn in the semiconductor market.