Addressing New Applications Such as Artificial Intelligence and Autonomous Driving
First written in FY2016. 14 of 26 entries say "Restated". Latest entry: 2026-11-11.
C.Uyemura & moved to the "Worse" side of this theme in 2024.
1 other company's latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「In the electronics market, the Group's main market, demand for servers continued to expand, led by generative AI-related fields. In the automotive electronics field, demand for automotive power devices and ADAS-related products remained firm, supported by the electrification of automobiles and advances in autonomous driving technology.」
The Company continues to identify servers related to generative AI, automotive electrification and autonomous driving, and automotive power devices and ADAS as growth areas of demand. - 2026-08-07RestatedResults
「In the automotive electronics field, demand for automotive power devices and ADAS-related products remained firm, supported by the electrification of automobiles and advances in autonomous driving technology.」
生成AI関連サーバー、自動車の電動化・自動運転、車載用パワーデバイス・ADASを需要領域として継続して位置付けている。 - FY2026RestatedAnnual report
「In the electronics market, our Group's main market, server demand, led by generative AI-related fields, continued to drive the market. In the automotive electronics field, demand for automotive power devices and ADAS-related products remained firm as vehicle electrification and autonomous driving technologies advanced.」
Generative AI-related servers, vehicle electrification and autonomous driving, and power devices and ADAS continue to be positioned as new areas of demand. - FY2026-H1ReframedAnnual report
「In the electronics market, our Group's main market, server demand, led by generative AI-related fields, continued to drive the market. In the automotive electronics field, demand for automotive power devices and ADAS-related products remained firm as vehicle electrification and autonomous driving technologies advanced.」
The explanation of growth demand has become more specific, focusing on server demand related to generative AI and demand for power devices and ADAS associated with vehicle electrification and autonomous driving. - FY2025ReframedAnnual report
「In the electronics market, demand for advanced package substrates is expected to expand, particularly in AI-related fields, although concerns also exist over the impact of US tariff policy on the market.」
Advanced package substrates, particularly for AI-related fields, have newly been specified in the explanation of growth fields. The impact of US tariff policy on the market is also noted. - FY2025-H1ReframedAnnual report
「The decline in demand caused by inventory adjustments for semiconductors and electronic components used in PCs and data centres bottomed out and recovered gradually. In the automotive electronics sector, demand for automotive power devices and ADAS (advanced driver assistance systems) remained generally firm, supported by progress in vehicle electrification and autonomous driving.」
The explanation of growth demand has shifted to a format that combines the recovery in PC and data centre demand after inventory adjustments with demand for automotive electrification, autonomous driving and ADAS-related products. - FY2024-Q2RestatedAnnual report
「In the electronics market, which is the Group's main market, the automotive sector remained firm, supported by a recovery in vehicle production and the spread of electric vehicles (EVs). However, the overall market environment was challenging due to the decline in PC and smartphone demand and the impact of slower growth in the data centre market.」
The explanation continues to combine the firmness of automobile and EV-related demand, which had been treated as growth fields, with the slowdown in PC, smartphone and data centre-related demand. - FY2024-Q1ReframedAnnual report
「In the electronics market, which is the Group's main market, the automotive sector remained firm, supported by a recovery in vehicle production and the spread of electric vehicles (EVs). However, the overall market environment was challenging due to the decline in PC and smartphone demand and the impact of slower growth in the data centre market.」
The explanation of PCs, smartphones and data centres, which had been positioned as growth fields, has shifted to one that also notes declining demand and slower market growth. Automobile and EV-related demand, meanwhile, is described as firm. - FY2023-Q3ReframedAnnual report
「In the electronics market, which is the Group's main market, the automotive sector remained firm, supported by a recovery in vehicle production and the spread of electric vehicles (EVs). However, demand for semiconductors and electronic components for smartphones, PCs and data centres slowed.」
The explanation of growth demand has shifted to a format that combines the firmness supported by a recovery in automobile production and the spread of EVs with slowing demand for automobiles, smartphones and data centres. - FY2023-Q2ReframedAnnual report
「In the electronics market, which is the Group's main market, demand for semiconductors and electronic components remained at a high level, supported by the spread of technologies such as vehicle electrification and automation, IoT, AI and 5G, although some semiconductors remained in short supply.」
The explanation of growth demand explicitly includes IoT, AI and 5G, broadening the description of technology areas to include vehicle electrification and automation. - FY2023-Q1RestatedAnnual report
「In the electronics market, which is the Group's main market, demand for semiconductors and electronic components remained firm, driven by the electrification and automation of automobiles and the progress of DX (digital transformation), although some semiconductors remained in short supply.」
The explanation of growth demand continues to focus on demand for semiconductors and electronic components associated with vehicle electrification, automation and DX. - FY2022ReframedAnnual report
「In the electronics market, which is the Group's main market, demand for semiconductors and electronic components is expected to remain firm, driven by the electrification and automation of automobiles and the progress of DX (digital transformation), although some semiconductors remain in short supply.」
The explanation of growth demand has expanded beyond the previous focus on 5G, servers and automotive electronic components to include vehicle electrification, automation and DX. - FY2022-Q3RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
Server demand associated with the commercialisation of 5G and the spread of teleworking continues to be described as firm growth demand. - FY2022-Q2RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
Server demand associated with the commercialisation of 5G and the spread of teleworking continues to be described as firm growth demand. - FY2022-Q1RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
Server demand associated with the commercialisation of 5G and the spread of teleworking continues to be described as firm growth demand. - FY2021-Q3RestatedAnnual report
「Demand for servers remained firm, supported by the commercialisation of 5G (fifth-generation mobile communications) and the spread of teleworking.」
Server demand associated with the commercialisation of 5G and the spread of teleworking continues to be noted as growth demand. - FY2021-Q1ReframedAnnual report
「Markets for automobiles and smartphones stagnated due to the decline in personal consumption and the suspension of operations at production plants, while demand for servers remained firm, supported by the commercialisation of 5G (fifth-generation mobile communications) and the spread of teleworking.」
The description of new demand areas has expanded beyond the existing automotive and IoT applications to include server demand associated with the commercialisation of 5G and the spread of teleworking. - FY2020-Q3ReframedAnnual report
「Although the smartphone market continued to slow due to weak demand, demand was beginning to emerge ahead of the introduction of 5G (fifth-generation mobile communications).」
The description of new demand areas has shifted from the existing areas of IoT, automotive applications and data centres to the emergence of demand ahead of the introduction of 5G. - FY2018RestatedAnnual report
「The number of automotive components installed is expected to increase, including advanced driver assistance systems and power devices, to address environmental requirements and improve vehicle safety and convenience.」
Autonomous driving and automotive electronics continue to be positioned as sources of growth demand in new application areas. - FY2018-Q2RestatedAnnual report
「In addition, companies are actively developing and proposing new products in growth fields such as IoT, automotive applications and data centres.」
IoT, automotive applications and data centres continue to be highlighted as growth fields. - FY2018-Q1ReframedAnnual report
「Meanwhile, in growth fields such as IoT, automotive applications and data centres, companies are actively developing and proposing new products.」
Examples of new demand areas have shifted from artificial intelligence and autonomous driving to growth fields such as IoT, automotive applications and data centres. - FY2016First statedAnnual report
「Meanwhile, new application technologies such as artificial intelligence and autonomous driving have begun to emerge, and competition to develop technologies that capture new demand has begun.」
The view is that new areas of demand are emerging alongside mature markets.