Lower surface-mount fuse volumes due to notebook-PC industry inventory adjustments
First written in FY2023-Q2. 2 of 5 entries say "Materialised", first in FY2023-Q3. Latest entry: FY2025.
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- FY2025MitigatedAnnual report
「Revenue and profit increased due to the end of inventory adjustments by major customers for power-tool products and the acquisition of new projects.」
It was stated that customer inventory adjustments, which had previously materialized as lower surface-mount fuse volumes and lower revenue and profit, had ended for major customers. - FY2024-Q1RestatedAnnual report
「During the three months ended the first quarter, in the optical film category, volumes of anti-reflection films and phosphor films declined due to inventory adjustments in the notebook PC and tablet markets, resulting in lower revenue.」
Inventory adjustments in the notebook PC and tablet markets continued during the quarter, materializing as lower volumes and lower revenue for antireflection films and phosphor films. - FY2023MaterialisedAnnual report
「Surface-mount fuses reported lower revenue and profit due to lower volumes for power tools and notebook PCs resulting from customer inventory adjustments.」
The impact of customer inventory adjustments for notebook PCs was confirmed for the full fiscal year as lower volumes and lower revenue and profit in surface-mount fuses. - FY2023-Q3MaterialisedAnnual report
「In the surface-mount fuse category, revenue and profit declined due to lower volumes for notebook PCs resulting from customer inventory adjustments.」
The inventory-adjustment risk in the notebook PC industry identified for the cumulative first 2 quarters materialized as lower customer volumes due to inventory adjustments and lower revenue and profit in surface-mount fuses. - FY2023-Q2First statedAnnual report
「Although volumes for notebook PCs declined due to industry inventory adjustments and other factors,」
Inventory adjustments in the notebook PC industry materialized in results for the cumulative first 2 quarters as a decline in surface-mount fuse volumes.