Delayed recovery in ceramic package demand
First written in FY2017-Q2. 10 of 13 entries say "Restated". Latest entry: FY2022-Q3.
No other company in this theme has enough history to compare yet.
- FY2022-Q3Ceramic package demand strengthensAnnual report
「In the Electronics business, overall revenue declined due to the exclusion of Soshin Electric Co., Ltd. Group from the scope of consolidation, but demand for beryllium copper rolled products, piezoelectric microactuators for hard disk drives (HDDs) and ceramic packages remained strong.」
For ceramic packages, which had previously been described as sluggish and facing declining demand, the company stated that demand remained strong during the cumulative third quarter. - FY2021RestatedAnnual report
「In the Electronics business, demand for ceramic packages declined against a backdrop of stagnant investment in mobile base stations.」
Sluggish ceramic package demand against a backdrop of stagnant investment in mobile base stations has continued. - FY2021-Q2RestatedAnnual report
「In the Electronics business, demand for composite wafers for SAW filters and piezoelectric elements for HDDs increased with the progress of digitalization, but demand for ceramic packages declined against a backdrop of stagnant investment in mobile macro base stations in China.」
In contrast to higher demand for digital-related products, the decline in ceramic package demand against a backdrop of stagnant investment in mobile base stations in China has continued. - FY2021-Q1WorsenedAnnual report
「In the Electronics business, volumes of beryllium copper rolled products and ceramic packages declined due to deteriorating market conditions.」
The previously reported sluggish demand for ceramic packages continued in the first quarter, with volumes declining due to deteriorating market conditions. - FY2019RestatedAnnual report
「In the Electronics business, demand for ceramic packages declined against a backdrop of stagnant investment in mobile base stations in China.」
The decline in ceramic package demand against a backdrop of stagnant investment in mobile base stations in China has continued through the full year. - FY2019-Q3RestatedAnnual report
「In the Electronics business, demand for composite wafers for SAW filters and piezoelectric elements for HDDs increased, while package demand remained sluggish against a backdrop of stagnant investment in mobile base stations in China.」
Sluggish package demand against a backdrop of stagnant investment in mobile base stations in China has continued, while demand for composite wafers and piezoelectric elements for HDDs has also remained higher. - FY2019-Q2RestatedAnnual report
「In the Electronics business, demand for composite wafers for SAW filters and piezoelectric elements for HDDs increased, while package demand remained sluggish against a backdrop of stagnant investment in mobile base stations in China.」
The company disclosed continued sluggish package demand due to stagnant investment in mobile base stations in China, alongside higher demand for composite wafers and piezoelectric elements for HDDs. - FY2018RestatedAnnual report
「In electronic components, volumes of composite wafers and piezoelectric elements for HDDs increased, while demand for ceramic packages declined.」
The company disclosed continued lower demand for ceramic packages, while noting higher volumes of composite wafers and other products. - FY2018-Q3RestatedAnnual report
「In the Electronics business, volumes of ceramic packages declined as investment in mobile base stations in China remained sluggish, while volumes of ceramic products used in semiconductor manufacturing equipment increased on the higher stacking and miniaturization of semiconductors.」
The decline in ceramic package volumes against a backdrop of sluggish investment in mobile base stations in China, as well as the increase in volumes of ceramic products used in semiconductor manufacturing equipment, has continued. - FY2018-Q2RestatedAnnual report
「In the Electronics business, volumes of ceramic packages declined as investment in mobile base stations in China remained sluggish, while volumes of ceramic products used in semiconductor manufacturing equipment increased on the higher stacking and miniaturization of semiconductors.」
The decline in ceramic package volumes due to sluggish investment in mobile base stations in China has continued. - FY2017RestatedAnnual report
「Demand for ceramic packages for mobile base stations in China declined.」
The decline in ceramic package demand was confirmed for the full year as well. - FY2017-Q3RestatedAnnual report
「In the Electronics business, demand for ceramic products used in semiconductor manufacturing equipment increased as semiconductor manufacturers expanded capital investment for 3D-NAND flash memory and foundries, while demand for ceramic packages remained sluggish as its recovery was delayed.」
The delayed recovery in ceramic package demand, in contrast to higher demand for ceramic products used in semiconductor manufacturing equipment, continued through the cumulative third quarter. - FY2017-Q2First statedAnnual report
「In the Electronics business, demand for ceramic products used in semiconductor manufacturing equipment increased as semiconductor manufacturers expanded capital investment for 3D-NAND flash memory, while demand for ceramic packages remained sluggish as its recovery was delayed.」
In contrast to higher demand for ceramic products used in semiconductor manufacturing equipment, the delayed recovery and sluggish performance of ceramic package demand have been newly disclosed.