Strong Performance in Automotive Electronics and AI/IoT Semiconductor-Related Markets
First written in FY2019-Q1. 7 of 28 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-10-27.
The whole theme swung hardest in 2023: 6 of 24 companies on the "Worse" side.
5 other companies' latest entry also says "Advanced".
- 2026-10-27AdvancedRevision to earnings forecast
「In addition to expanding demand for next-generation high-speed communications in the information and communications business, demand for general-purpose memory applications in the semiconductor-related business recovered, while demand for new energy vehicles in the automotive-related business remained solid. As a result, revenue and all profit measures exceeded expectations.」
The company described changes in the three related markets: expanding demand for next-generation high-speed communications, recovery in general-purpose memory applications, and solid performance in new energy vehicles. - FY2026Market demand diverged in strengthAnnual report
「In the high-tech market, technological advances and more active investment were seen across a broad range of fields related to generative AI. Against this backdrop, market conditions weakened in the automotive-related business, and the recovery in general-purpose memory, which had been expected in the second half, was deferred in the semiconductor-related business, while next-generation high-speed communications remained at a high level and contributed to performance.」
While investment related to generative AI and next-generation high-speed communications remained strong, the automotive and semiconductor-related businesses weakened or saw their recoveries deferred, with diverging performance across markets continuing. - 2026-05-08AdvancedEarnings
「Demand for the next model for next-generation high-speed communications is expected to become even stronger in the information and communications business. To accommodate the substantial increase in demand, we will strengthen our production capacity at a new building at the Seto Plant.」
The company described its outlook for increased demand for next-generation high-speed communications and plans to strengthen production capacity through the new building at the Seto Plant. - FY2026-H1Polarisation of market demandAnnual report
「In the high-tech market, technological advances and more active investment were seen across a broad range of fields related to generative AI. Against this backdrop, next-generation high-speed communications remained at a high level for our group, while market conditions weakened in the automotive and semiconductor-related businesses.」
While technological advances and more active investment related to generative AI, as well as strong performance in next-generation high-speed communications, are noted, market conditions weakened in the automotive and semiconductor-related businesses, resulting in diverging performance across markets. - FY2025AdvancedAnnual report
「In the high-tech market, technological innovation and more active investment related to generative AI were seen.」
Technological innovation and more active investment related to generative AI are described as developments in growth markets in addition to the existing EV, communications and semiconductor manufacturing equipment markets. - FY2025-H1AdvancedAnnual report
「In the high-tech market, investment related to generative AI became more active. Against this backdrop, our group saw growth in performance related to next-generation high-speed communications in the information and communications business, while demand conditions improved across each business, including firm performance related to new-energy vehicles in the automotive business.」
In addition to more active investment related to generative AI, growth in performance related to next-generation high-speed communications, firm demand for new-energy vehicles and improving demand conditions across each business are noted. - FY2024AdvancedAnnual report
「Orders for new-energy vehicles and semiconductor manufacturing equipment remained firm, while performance in new markets expanded and expectations for further demand increased.」
In addition to the firmness of orders for new-energy vehicles and semiconductor manufacturing equipment, which are existing growth markets, expansion in performance for new markets is noted. - FY2024-Q3AdvancedAnnual report
「Orders for EVs and semiconductor manufacturing equipment remained generally firm, while orders for new markets increased, resulting in performance in line with our expectations.」
Against a backdrop of continued firm orders for EVs and semiconductor manufacturing equipment, an increase in orders for new markets is noted. - FY2024-Q2AdvancedAnnual report
「Meanwhile, activity increased globally toward the broad application of new technologies, including generative AI, across various markets.」
The view that activity toward the broad application of new technologies such as generative AI increased in global markets is noted. - FY2024-Q1Generative AI's development added as a new positive signAnnual report
「Meanwhile, positive signs were also seen, including the development of technologies such as generative AI that are expected to lead global markets in the future.」
In addition to the existing markets related to EVs, communications and semiconductor manufacturing equipment, the development of technologies such as generative AI is newly described as a positive sign expected to lead future markets. - FY2023-Q3RestatedAnnual report
「Primarily due to firm orders for EVs and semiconductor manufacturing equipment and continued proactive investment in capacity expansion at each ceramic components business in anticipation of future demand, net sales rose 11.2% year on year to ¥44,577 million, reaching a record high for the period.」
The view that orders for EVs and semiconductor manufacturing equipment remain firm is reiterated. - FY2023-Q2RestatedAnnual report
「Primarily due to firm orders for EVs and semiconductor manufacturing equipment」
The view that orders for EVs and semiconductor manufacturing equipment remain firm is reiterated. - FY2023-Q1RestatedAnnual report
「Even under these circumstances, demand has remained high in the EV, communications-related and semiconductor manufacturing equipment markets in which our group operates.」
The view that demand remains high in the EV, communications-related and semiconductor manufacturing equipment markets is reiterated. - FY2022Expansion of the EV, 5G and semiconductor markets specifiedAnnual report
「In the automotive market, investment shifted to EVs aligned with decarbonisation, accelerating the transformation of the market. In the information and communications market, the 5G-related market expanded substantially as demand for 5G infrastructure increased. In the semiconductor market, significant global investment was made in semiconductor manufacturing equipment against the backdrop of the worldwide semiconductor shortage.」
The shift in investment toward EVs, expansion of the 5G-related market and increased investment in semiconductor manufacturing equipment are described as specific growth trends in key markets. - FY2022-Q3Growth in growth markets specifiedAnnual report
「In global markets, our automotive-related business is growing rapidly as part of the EV market aligned with a decarbonised society. In information and communications-related markets, applications for communications technology are expanding, including through the growth of the next-generation high-speed communications market and the enhancement of information networks. In semiconductor-related markets, automobile production cuts and other developments occurred as the global semiconductor shortage continued, while semiconductor-related investment is expanding substantially in global markets at an unprecedented pace.」
Rapid growth in the EV market, expansion of next-generation high-speed communications and information networks, and substantial growth in semiconductor-related investment are described as specific developments in growth markets. - FY2022-Q1Investment expansion driven by faster EV adoption and the semiconductor shortageAnnual report
「In automotive-related markets, efforts by countries to achieve decarbonisation have accelerated the adoption of EVs beyond expectations. In semiconductor-related markets, significant investment is being made globally due to the semiconductor shortage. The markets targeted by our company have become a major opportunity.」
The acceleration of EV adoption and increased investment accompanying the semiconductor shortage are specified as growth opportunities in the automotive and semiconductor-related markets. - FY2021Growth demand related to EVs and decarbonisation addedAnnual report
「In addition, efforts by countries to achieve decarbonisation increased demand for smaller and higher-performance materials and electronic components, and these markets have come to be viewed as markets with medium- to long-term growth potential.」
In addition to the existing markets related to automotive electrification, AI, IoT and communications, the spread of EVs and decarbonisation are explicitly identified as growth drivers expected to boost demand for materials and electronic components. - FY2021-Q3Growth markets related to communications and decarbonisation specifiedAnnual report
「In the electronics market, demand in the semiconductor-related market increased as communications speeds rose, communications networks were enhanced and applications for information and communications technology expanded. In addition, efforts by countries to achieve decarbonisation increased demand for smaller and higher-performance materials and electronic components, and these markets have come to be viewed as markets with medium- to long-term growth potential.」
In addition to faster communications speeds and enhanced networks, efforts toward decarbonisation are described as growth drivers increasing demand for smaller and higher-performance materials and electronic components. - FY2021-Q2New demand coexisting with sluggish demand for automobiles and smartphonesAnnual report
「In the electronics market, new demand expected to drive future growth was stimulated by investment in next-generation high-speed communications and the expansion of communications networks accompanying changes in working styles resulting from the promotion of remote work. However, demand related to automobiles and smartphones remained sluggish, and overall market conditions continued to be difficult.」
While new demand related to next-generation high-speed communications and telework was stimulated, demand related to automobiles and smartphones remained sluggish, with the polarisation of the market continuing to be noted. - FY2021-Q1Polarisation of demand and emergence of new demandAnnual report
「In the electronics market, new demand expected to drive future growth was stimulated by investment in next-generation high-speed communications and the expansion of communications networks accompanying changes in working styles, including the promotion of remote work. Meanwhile, demand related to automobiles and consumer equipment remained sluggish and conditions continued to be difficult.」
The market is described as having two distinct aspects: demand for communications networks associated with next-generation high-speed communications and telework newly emerged, while demand for automobiles and consumer equipment remained sluggish. - FY2020Difficulty forecasting the market due to infectious diseases addedAnnual report
「In the electronics market related to the company, exports declined and capital investment remained restrained, making it difficult to forecast market conditions owing to the COVID-19 pandemic.」
In addition to the previous view that demand for growth markets remained firm, declining exports, restrained capital investment and the difficulty of forecasting the market due to infectious diseases are noted. - FY2020-Q3Strong demand in growth markets and restrained exports and capital investment both notedAnnual report
「In the electronics markets related to the Group, exports continued to decline and capital investment remained constrained, but demand for differentiated products for next-generation growth markets, including automotive electrification, automation, AI and IoT, and products designed for next-generation communications standards, remained solid.」
Although exports continued to decline and capital investment remained restrained, demand is described as firm for differentiated products related to automotive electrification, automation, AI and IoT, and next-generation communications standards. - FY2020-Q2Strong demand in growth markets and worsening business conditions both notedAnnual report
「In the electronics markets related to our business, concerns over worsening business conditions persisted as exports declined and capital investment remained restrained, but demand remained firm for high-value-added products targeting next-generation growth markets, including automotive electrification and products designed for next-generation communications standards.」
Concerns over worsening business conditions due to declining exports and restrained capital investment are noted alongside firm demand for high-value-added products related to automotive electrification and next-generation communications, indicating the two-sided nature of the market environment. - FY2020-Q1Weakness in consumption, exports and capital investment specifiedAnnual report
「Although weakness was seen in related exports and capital investment due to slowing consumption of smartphones and other products, demand remained generally firm for high-value-added products targeting next-generation growth markets, including automotive electrification, automation and labor-saving at production facilities, and AI and IoT.」
The previous view that demand in growth markets was firm is accompanied by slowing smartphone consumption and weakness in exports and capital investment, specifying the two-sided nature of the market environment. - FY2019Strong demand in growth markets and concerns over a slowdown both notedAnnual report
「Demand remained generally firm for high-value-added products targeting next-generation growth markets, including automotive electrification, automation and labor-saving at production facilities, and AI and IoT.」
While demand for high-value-added products related to automotive electrification, automation and labor-saving, and AI and IoT is described as firm, signs of slowing demand and weak orders also emerged in the ceramic components business. - FY2019-Q3Strong demand in growth markets and concerns over a slowdown both notedAnnual report
「Against this economic backdrop, demand in the electronics markets related to our business for high-value-added products targeting next-generation growth markets, including automotive electrification, automation and labor-saving at production facilities, and AI and IoT, remained generally firm. However, concerns increased that economic uncertainty stemming from the US-China trade friction would affect a slowdown in the real economies worldwide.」
While demand for high-value-added products related to automotive electrification, automation and labor-saving, and AI and IoT is described as firm, concerns increased over a slowdown in the real economy stemming from the US-China trade friction. - FY2019-Q2Expanded the scope of target growth marketsAnnual report
「Against this economic backdrop, the Group's electronics market remained generally firm, driven by next-generation growth markets related to automotive electrical systems, automation and labor-saving production equipment, AI and IoT, while products differentiated through the Company's proprietary material characteristics and core technologies also performed steadily.」
In addition to the existing markets related to automotive electronics, AI and IoT, automation and labor-saving at production facilities are identified as next-generation growth markets. - FY2019-Q1First statedAnnual report
「Within our group's electronics market, the automotive electrical equipment market and semiconductor-related markets such as AI and IoT remained strong,」
For the first time, states as a standalone theme the market view that the automotive electrical equipment market and semiconductor-related markets such as AI and IoT are performing strongly.