Sluggish sales of synthetic lubricating oil for high-temperature applications due to lower hard disk drive production
First written in FY2017-Q3. 13 of 31 entries say "Mitigated", first in FY2017. Latest entry: 2026-10-17.
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- 2026-10-17Mitigatedfinance.biggo.jp
「中国を除く拠点で自動車生産台数が増加し、ダイカスト用油剤をはじめ多くの油種で販売が伸びたほか、データセンター向けハードディスク表面潤滑剤など高付加価値製品の売り上げも増加した。」
データセンター向けハードディスク表面潤滑剤の売上増加により、HDD関連需要の低迷による影響がさらに緩和された。 - 2026-10-15MitigatedEarnings
「Sales of high-value-added products, including surface lubricants for hard disks used in data centers, increased.」
Sales of surface lubricants for hard disks used in data centers continued to increase, further mitigating the impact of weak HDD-related demand. - FY2027-H1MitigatedAnnual report
「Sales for the division as a whole exceeded the previous year due to higher sales of high-value-added products, including hard-disk surface lubricants for data centers.」
The increase in sales of high-value-added products, including hard-disk surface lubricants for data centers, partly mitigated the impact of weak demand related to HDDs. - 2026-07-09MitigatedEarnings
「Revenue for the division as a whole exceeded the previous year's level, also driven by higher sales of high-value-added products, including surface lubricants for hard disks used in data centers.」
Higher sales of high-value-added products, including surface lubricants for hard disks used in data centers, further offset the impact of weak HDD-related demand. - FY2026-H1MitigatedAnnual report
「Sales of hard disk surface lubricants increased substantially due to higher demand from major customers as investment in data centers recovered.」
Higher demand from major customers and the recovery in data center investment led to a substantial increase in sales of hard disk surface lubricants, further easing the impact of weak sales caused by the contracting HDD market and the shift to SSDs. - FY2025-H1MitigatedAnnual report
「Sales of hard disk surface lubricants increased substantially due to higher demand from major customers as investment in data centers recovered.」
Higher demand from major customers and the recovery in data center investment led to a substantial increase in sales of hard disk surface lubricants, further easing the impact of weak sales caused by the contracting HDD market and the shift to SSDs. - FY2025-Q1MitigatedAnnual report
「Although the specialty lubricants segment recorded lower sales of hydraulic fluids, cutting oils and other products, sales of thermal management media and other products remained firm, while sales of hard disk surface lubricants increased substantially due to a recovery in demand from major customers. As a result, both sales volumes and sales revenue for the segment exceeded the previous period.」
Sales of hard disk surface lubricants increased substantially due to a recovery in demand from major customers, temporarily easing the impact of weak HDD-related demand on sales. - FY2024WorsenedAnnual report
「Information by product and service: Synthetic lubricants; sales to external customers: ¥1,337 million」
Sales of synthetic lubricants to external customers declined from ¥1,703 million in the previous period to ¥1,337 million, reflecting weak demand, including demand related to hard disks, in the full-year results. - FY2023WorsenedAnnual report
「In the synthetic lubricants segment, volumes of both high-temperature lubricants and hard disk surface lubricants fell below the previous period, due to the impact of customer inventory adjustments and a slowdown in data center investment, respectively.」
The slowdown in data center investment was identified as a new factor behind lower demand for hard disk surface lubricants, with volumes falling below the previous period. - FY2023-Q3MitigatedAnnual report
「In the synthetic lubricants segment, sales of hard disk surface lubricants increased due to the weaker yen, while volumes of high-temperature lubricants declined due to lower automobile production.」
Sales of hard disk surface lubricants increased due to the weaker yen, temporarily easing the impact of weak HDD-related demand on sales. Meanwhile, volumes of high-temperature lubricants are declining due to lower automobile production. - FY2023-Q2MaterialisedAnnual report
「In the synthetic lubricants segment, sales of hard disk surface lubricants increased due to the weaker yen, while volumes of high-temperature lubricants declined due to lower automobile production.」
Although weaker yen increased sales of hard disk surface lubricants, the decline in automobile production was reflected in actual results as lower volumes of high-temperature lubricants. - FY2023-Q1MaterialisedAnnual report
「Meanwhile, sales of high-temperature lubricants declined due to customer inventory adjustments and lower demand in China.」
Customer inventory adjustments and lower demand in China resulted in lower sales of high-temperature lubricants. Weak demand for synthetic lubricants, including those related to hard disks, continues. - FY2022-Q3RestatedAnnual report
「Although demand for HDDs used in data centers is expected to increase over the medium term, sales of hard disk surface lubricants declined in the near term due to the impact of replacement by SSDs in the personal computer sector.」
Although HDD demand for data center applications is expected to increase over the medium term, the situation in which hard disk surface lubricant sales declined in the near term due to the replacement of HDDs by SSDs in the personal computer sector has been reaffirmed. - FY2022-Q2MaterialisedAnnual report
「Although demand for HDDs used in data centers is expected to increase over the medium term, sales of hard disk surface lubricants declined in the near term due to the impact of replacement by SSDs in the local storage sector.」
Although HDD demand for data center applications is expected to increase over the medium term, hard disk surface lubricant sales declined in the near term due to the replacement of HDDs by SSDs in the local storage sector. - FY2022-Q1MaterialisedAnnual report
「Although demand for HDDs used in data centers is expected to increase over the medium term, sales of hard disk surface lubricants declined in the near term due to the impact of replacement by SSDs in the local storage sector.」
Although HDD demand for data center applications is expected to increase over the medium term, hard disk surface lubricant sales declined in the near term due to the replacement of HDDs by SSDs in the local storage sector. - FY2021-Q3RestatedAnnual report
「Both hard disk surface lubricants and high-temperature lubricants recorded lower sales due to the impact of customer production adjustments and other factors.」
The situation in which customer production adjustments and other factors resulted in lower sales of both hard disk surface lubricants and high-temperature lubricants has been reaffirmed. - FY2021-Q2MaterialisedAnnual report
「Hard disk surface lubricant sales, which increased year on year in the first quarter against a backdrop of rising demand for data center hard disk drives, declined year on year in the second quarter due to the impact of customer production stoppages.」
Hard disk surface lubricant sales, which had increased in the first quarter due to data center demand, turned to a year-on-year decline in the second quarter as a result of customer production stoppages. - FY2021-Q1MitigatedAnnual report
「Sales of hard disk surface lubricants increased as demand for drives used in data centers trended upward. Shipments of high-temperature lubricants also remained firm, resulting in performance roughly in line with the year-earlier period.」
Increasing demand for data center drives led to higher sales of hard disk surface lubricants, temporarily easing the impact of weak sales caused by the contraction of the HDD market. - FY2020RestatedAnnual report
「Although demand for drives used in servers remains firm, the market environment is expected to remain challenging as solid-state drives (SSDs) become more widespread. We aim to maintain and expand our market share by launching new lubricants offering superior durability and cost performance while reducing film thickness.」
While recognizing the challenging environment caused by the contraction of the HDD market and the adoption of SSDs, the company has reaffirmed its policy of maintaining and expanding market share through high-performance lubricants for servers and next-generation recording technologies. - FY2020-Q3RestatedAnnual report
「Shipments of high-temperature lubricants for grease base oil used in automotive bearings declined due to lower customer exports to China, while sales of hard disk surface lubricants fell due to the contraction of the hard disk drive market, resulting in lower sales of both products.」
Lower exports to China and the contraction of the HDD market continue to be reflected as lower sales of high-temperature lubricants and hard disk surface lubricants. - FY2020-Q2RestatedAnnual report
「Shipments of high-temperature lubricants for grease base oil used in automotive bearings declined due to lower customer exports to China, while sales of hard disk surface lubricants fell due to the contraction of the hard disk drive market, resulting in lower sales of both products.」
The contraction of the HDD market has continued to be reflected in actual results as lower sales of hard disk surface lubricants, following the previous quarter. - FY2020-Q1MaterialisedAnnual report
「Shipments of high-temperature lubricants for grease base oil used in automotive bearings declined due to lower customer exports to China, while sales of hard disk surface lubricants fell due to the contraction of the hard disk drive market, resulting in lower sales of both products.」
The contraction of the hard disk drive market continues to be reflected in actual results as lower sales of hard disk surface lubricants. - FY2019MaterialisedAnnual report
「Meanwhile, as the hard disk drive market contracted, sales of hard disk surface lubricants began to decline, and total synthetic lubricant sales fell below the previous period.」
The contraction of the hard disk drive market has been reflected in actual results as lower sales of surface lubricants and total synthetic lubricant sales below the previous period. - FY2019-Q3MitigatedAnnual report
「Although exports of hard disk surface lubricants remained strong, as in the first half, lower domestic shipments limited sales growth to a slight increase from the year-earlier period.」
Although domestic shipments of hard disk surface lubricants declined, strong exports resulted in a slight year-on-year increase in sales, partially absorbing the impact of lower volumes. - FY2019-Q2MaterialisedAnnual report
「Sales of high-temperature lubricants for grease base oil used in automotive bearings exceeded the year-earlier period due to the recovery of customer exports and other factors, while sales of hard disk surface lubricants fell below the year-earlier period as domestic shipments declined despite a recovery trend in exports. As a result, sales in this segment were roughly in line with the year-earlier period.」
Although exports of hard disk surface lubricants recovered, domestic shipments declined and sales fell below the year-earlier period. Weak demand related to hard disks continues to be reflected in actual results. - FY2019-Q1MitigatedAnnual report
「Sales of high-temperature lubricants for grease base oil used in automotive bearings fell below the year-earlier period due to customer inventory adjustments and other factors, but sales for food and building materials remained strong. In addition, although shipments of hard disk surface lubricants declined, progress in the shift to higher-priced products resulted in both products recording results roughly in line with the year-earlier period.」
Although shipments of hard disk surface lubricants declined, the shift to higher-priced products kept sales roughly in line with the year-earlier period, mitigating the impact of lower volumes on sales. - FY2018-Q3MaterialisedAnnual report
「Meanwhile, due to the impact of declining hard disk drive shipments in recent years, sales of hard disk surface lubricants remained weak in the third quarter of the current consolidated fiscal year, resulting in total synthetic lubricant sales below the year-earlier period.」
The decline in hard disk drive shipments has been reflected in actual results as weak sales of hard disk surface lubricants and total synthetic lubricant sales below the year-earlier period. - FY2018-Q2MitigatedAnnual report
「Sales of both high-temperature synthetic lubricants and hard disk surface lubricants exceeded the year-earlier period, supported by strong exports of automotive bearing grease by our customers from the second half of the previous year onward and progress in the shift to higher-priced products, respectively.」
Sales of hard disk surface lubricants exceeded the year-earlier period due to the shift to higher-priced products, easing the impact of the weakness caused by inventory adjustments and other factors in the previous quarter. - FY2018-Q1MaterialisedAnnual report
「Sales of high-temperature synthetic lubricants increased as exports of automotive bearing grease by our customers remained strong from the second half of the previous year onward, while sales of hard disk surface lubricants fell below the year-earlier period due to inventory adjustments by customers and other factors.」
The impact of customer inventory adjustments and other factors has again been reflected in actual results as sales of hard disk surface lubricants fell below the year-earlier period. - FY2017MitigatedAnnual report
「Sales of high-temperature synthetic lubricants exceeded the previous fiscal year as exports of automotive bearing grease by our customers began to increase in the second half of the year, while sales of hard disk surface lubricants also exceeded the previous fiscal year as the shift to higher-value-added products progressed.」
Sales had been weak in the previous quarter due to lower hard disk drive production volumes and other factors, but sales of hard disk surface lubricants exceeded the previous period as a result of the shift to higher-value-added products. - FY2017-Q3First statedAnnual report
「Sales of high-temperature synthetic lubricants remained at roughly the same level as the year-earlier period for grease base oil used in automotive bearings, but sales of hard disk surface lubricants fell below the year-earlier period due to lower hard disk drive production volumes and a decrease in the yen-converted value of export sales denominated in foreign currencies.」
Lower hard disk drive production volumes and a decrease in the yen-converted value have been reflected in actual results as lower sales of hard disk surface lubricants.