Sluggish Sales of Processed Electrical Materials and Electronic Component Materials Due to Adjustments in Smartphone-Related Demand
First written in FY2020-Q1. 9 of 18 entries say "Restated". Latest entry: 2026-08-07.
The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.
9 other companies' latest entry also says "Mitigated".
- 2026-08-07MitigatedEarnings
「In the metals business, semiconductor and information and communications materials markets remained at high levels against a backdrop of rising metal prices and expanding AI-related demand.」
The semiconductor and information and communications materials markets remained at high levels amid expanding AI-related demand, while the risk of weak sales due to an adjustment in demand for consumer electronic devices declined relatively. - FY2026-H1MitigatedAnnual report
「In the metals business, although the yen strengthened, the semiconductor and information and communications materials markets remained firm, supported by expanding AI-related demand.」
While adjustments in demand for consumer electronic devices such as smartphones posed a challenge, the semiconductor and information and communications materials markets were described as firm due to expanding AI-related demand. - FY2025MitigatedAnnual report
「As the supply chain normalized, sales volumes remained solid and increased year on year.」
Sluggish sales of semiconductor and electronic component materials due to inventory adjustments improved as the supply chain normalized and demand expanded. - FY2025-H1MitigatedAnnual report
「Earnings increased year on year, mainly due to higher sales volumes resulting from normalized inventories in the supply chain and expanded demand for high-performance semiconductors used in generative AI applications, as well as the weaker yen.」
Although sluggish sales due to lower demand for consumer electronic devices and inventory adjustments continued, the semiconductor materials business achieved higher sales volumes and earnings as inventories normalized, demand for high-performance semiconductors used in generative AI applications increased, and the yen weakened. - FY2024-Q3RestatedAnnual report
「In the semiconductor materials business, sales volumes for each product fell below those in the same period of the previous year and earnings declined, mainly due to lower demand for consumer electronic devices such as smartphones and PCs, despite increased demand for high-performance semiconductors used in generative AI applications.」
Although demand for high-performance semiconductors used in generative AI applications increased, sales volumes and earnings for semiconductor materials fell below those in the same period of the previous year due to lower demand for consumer electronic devices such as smartphones and PCs. - FY2024-Q2RestatedAnnual report
「In the semiconductor materials business, sales volumes for each product fell below those in the same period of the previous year and earnings declined, mainly due to lower demand for consumer electronic devices in the semiconductor market and the resulting inventory adjustments throughout the various supply chains.」
Declining demand for consumer electronic devices and supply-chain inventory adjustments have continued to weigh on semiconductor materials sales volumes and earnings. - FY2024-Q1RestatedAnnual report
「In the semiconductor materials business, sales volumes for each product generally fell below those in the same period of the previous year and earnings declined, mainly due to lower demand for consumer electronic devices in the semiconductor market and the resulting inventory adjustments throughout the various supply chains. In the information and communications materials business, sales volumes for each product fell below those in the same period of the previous year and earnings declined, mainly due to the prolonged economic slowdown caused by China's zero-COVID policy and other factors last year, and inventory adjustments throughout the various supply chains.」
Declining demand for consumer electronic devices in the semiconductor market, the prolonged economic slowdown in China and inventory adjustments in the supply chain have continued to weigh on sales volumes and earnings for semiconductor and information and communications materials. - FY2023WorsenedAnnual report
「In the Focus businesses, centered on the functional materials and thin-film materials businesses, sales volumes for each product generally fell below those in the previous consolidated fiscal year and earnings declined, mainly due to lower demand for consumer electronic devices in the semiconductor market, an economic slowdown caused by China's zero-COVID policy and other factors, and the resulting inventory adjustments throughout the various supply chains.」
The business turned from a recovery phase supported by increased high-performance IT demand to declining sales volumes and lower earnings due to weaker demand for consumer electronic devices, China's economic slowdown and inventory adjustments. - FY2023-Q3RestatedAnnual report
「In the functional materials and thin-film materials business, the sales environment for some products deteriorated due to China's zero-COVID policy and other factors, but profit increased as demand grew in high-performance IT fields such as servers and communications infrastructure, and the yen remained weak.」
Although some products faced a deteriorating sales environment due to the impact of Chinese policies, the sales environment and earnings have continued to improve against a backdrop of increased demand in high-performance IT fields. - FY2023-Q1MitigatedAnnual report
「In the functional materials and thin-film materials business, sales volumes of each product generally exceeded those in the same period of the previous year, mainly due to increased demand in high-performance IT fields such as smartphones, servers and communications infrastructure, resulting in higher profit.」
Sales volumes improved from sluggish sales caused by an adjustment in smartphone-related demand to exceed those in the same period of the previous year, with earnings also increasing against a backdrop of increased demand in high-performance IT fields. - FY2022-Q2RestatedAnnual report
「In the functional materials and thin-film materials business, sales volumes of each product generally exceeded those in the same period of the previous year, mainly due to increased demand in high-performance IT fields such as smartphones, servers and communications infrastructure, resulting in higher profit.」
Sales volumes of functional materials and thin-film materials products have continued to exceed those in the same period of the previous year against a backdrop of increased demand in high-performance IT fields. - FY2022-Q1RestatedAnnual report
「In the functional materials and thin-film materials businesses, sales volumes for each product generally exceeded those in the same period of the previous year, mainly due to increased demand in high-performance IT fields, including smartphones, servers and communications infrastructure.」
Following the adjustment in smartphone-related demand, sales volumes for functional materials and thin-film materials products have continued to exceed those in the same period of the previous year, against a backdrop of increased demand in high-performance IT fields. - FY2021MitigatedAnnual report
「Sales volumes for products in the functional materials and thin-film materials businesses generally exceeded those in the same period of the previous year, mainly due to increased demand in high-performance IT fields, including smartphones, servers and communications infrastructure, as teleworking became more widespread.」
Sales volumes improved from sluggish sales caused by an adjustment in smartphone-related demand to exceed those in the same period of the previous year, against a backdrop of increased demand in high-performance IT fields. - FY2021-Q3RestatedAnnual report
「In the functional materials and thin-film materials businesses, sales volumes for each product generally exceeded those in the same period of the previous year, mainly due to increased demand in high-performance IT fields, including smartphones, servers and communications infrastructure.」
Against a backdrop of increased demand in high-performance IT fields, sales volumes for functional materials and thin-film materials products have continued to exceed those in the same period of the previous year. - FY2021-Q1MitigatedAnnual report
「In the functional materials and thin-film materials businesses, sales volumes for each product generally exceeded those in the same period of the previous year, mainly due to the initial recovery in demand in high-performance IT fields, including smartphones, servers and communications infrastructure.」
Although sluggish sales due to an adjustment in smartphone-related demand continued, sales volumes for each product generally exceeded those in the same period of the previous year against a backdrop of recovering demand in high-performance IT fields, temporarily reducing demand risk. - FY2020-Q3RestatedAnnual report
「In the electrical materials processing business, sales volumes for many products remained sluggish, mainly due to an adjustment in smartphone-related demand.」
Sluggish sales volumes for electrical materials processing products due to an adjustment in smartphone-related demand continued through the cumulative third quarter. - FY2020-Q2RestatedAnnual report
「In the electrical materials processing business, sales volumes for many products remained sluggish, mainly due to an adjustment in smartphone-related demand.」
Sluggish sales volumes for electrical materials processing products due to an adjustment in smartphone-related demand continued into the first quarter. - FY2020-Q1First statedAnnual report
「In the electrical materials processing business, sales volumes for many products remained sluggish, mainly due to an adjustment in smartphone-related demand.」
The adjustment in smartphone-related demand materialized as sluggish sales volumes for electrical materials processing products.