Exposure to demand trends in the electronic components and devices industry
First written in FY2016-Q3. 11 of 33 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-08-10.
Asaka Riken moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2018: 8 of 19 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
- 2026-08-10MitigatedEarnings
「前年同四半期比で貴金属の取扱い数量は増加いたしました。」
電子部品等の需要動向に関連する貴金属取扱数量が前年同四半期比で増加した。 - FY2025Weak smartphone and PC demand alongside expanding automotive and generative AI demandAnnual report
「Production by our major customers, electronic component and device manufacturers, has remained sluggish for smartphones and personal computers. On the other hand, production volumes are expected to increase as demand expands in the fields of automotive components and investment related to generative AI.」
A difference by sector was evident: production for smartphones and personal computers remained sluggish, while demand and production volumes were expected to increase in automotive components and generative AI-related investment. - FY2025-H1WorsenedAnnual report
「Although customers continued to reduce production in response to lower demand for electronic components, sales increased year on year due to higher gold and copper prices, while operating profit and ordinary profit also increased.」
The trend of customer production cuts resulting from lower demand for electronic components is continuing, and exposure to demand trends continues to appear in actual results. - FY2024-Q2RestatedAnnual report
「In addition, production volumes of electronic components at our customers are currently trending toward recovery, and the volume of precious metals handled by our company is expected to increase through the end of the fiscal year ending September 2024.」
Although the volume of precious metals handled in the current quarter was below the same quarter of the previous year, customer production of electronic components is trending toward recovery, and the outlook for an increase in handled volumes through the end of the fiscal year ending September 2024 remains unchanged. - FY2024-Q1Year-on-year decline in volumes alongside an outlook for recoveryAnnual report
「Production volumes of electronic components at our customers are currently trending toward recovery, and the volume of precious metals handled by our company is expected to increase through the end of the fiscal year ending September 2024.」
Although the volume of precious metals handled in the current quarter was below the same quarter of the previous year, production of electronic components by customers is currently trending toward recovery, indicating an outlook for an increase in handled volumes through the end of the fiscal year ending September 2024. - FY2023MaterialisedAnnual report
「For our Group, the volume of precious metals handled was below the previous fiscal year following significant production cuts by customers resulting from lower demand for electronic components, including semiconductor products used in consumer electronics and information and communications equipment.」
Significant customer production cuts resulting from lower demand for electronic components are appearing in full-year results as a year-on-year decline in the volume of precious metals handled. - FY2023-Q3MaterialisedAnnual report
「For our Group, the volume of precious metals handled was below the same quarter of the previous year in response to customer production cuts and other factors resulting from lower demand for electronic components, including semiconductor products used in consumer electronics and information and communications equipment.」
Lower demand for electronic components for consumer electronics and information and communications equipment, together with customer production cuts, is appearing in actual results as a decline in the volume of precious metals handled from the same quarter of the previous year. - FY2023-Q2MaterialisedAnnual report
「For our Group, the volume of precious metals handled was below the same quarter of the previous year in response to customer production cuts and other factors resulting from lower demand for electronic components, including semiconductor products used in consumer electronics and information and communications equipment.」
Lower demand for electronic components for consumer electronics and information and communications equipment, together with customer production cuts, is appearing in actual results as a year-on-year decline in the volume of precious metals handled. - FY2023-Q1MaterialisedAnnual report
「For our Group, the volume of precious metals handled was below the same quarter of the previous year, mainly due to customer production cuts resulting from lower demand for electronic components in the consumer electronics and communications equipment markets.」
Customer production cuts resulting from lower demand for electronic components in the consumer electronics and communications equipment markets are appearing in actual results as a decline in the volume of precious metals handled from the same quarter of the previous year. - FY2022WorsenedAnnual report
「Meanwhile, concerns over semiconductor shortages and supply chain disruptions caused by the impact of COVID-19 are expected to continue for the time being.」
Production by electronic component and device manufacturers is expected to remain firm, mainly for automobiles and industrial equipment, while it was stated that concerns over semiconductor shortages and supply chain disruptions would continue for the time being. - FY2022-Q3WorsenedAnnual report
「For our Group, the volume of precious metals handled was slightly below the previous fiscal year as customers reduced production due to the impact of China's lockdowns.」
Production cuts by customers resulting from China's lockdowns appeared as an actual year-on-year decline in the volume of precious metals handled, and exposure to demand for electronic components and devices has once again become apparent. - FY2022-Q2MitigatedAnnual report
「For our Group, the volume of precious metals handled exceeded the previous fiscal year as demand for electronic components, including semiconductors, expanded.」
The volume of precious metals handled exceeded the same quarter of the previous year on expanding demand for electronic components, including semiconductors, easing the impact of the year-on-year decline caused by exposure to demand trends. - FY2022-Q1MitigatedAnnual report
「For our Group, although some customers moved to adjust production due to the overseas spread of COVID-19, the volume of precious metals handled exceeded the same quarter of the previous year as demand for electronic components expanded in markets related to electric vehicles and other areas driven by decarbonisation.」
Despite production adjustments by some customers, the volume of precious metals handled exceeded the same quarter of the previous year on expanding demand for electronic components in markets related to electric vehicles and other areas. - FY2021-Q3MitigatedAnnual report
「For our Group, the volume of precious metals handled exceeded the previous fiscal year as customer production recovered in response to expanding demand in the consumer electronics-related market associated with lifestyle changes, including the shift to staying home and telework.」
The volume of precious metals handled exceeded the previous fiscal year on expanding demand in the consumer electronics-related market and the recovery in customer production. The impact of the year-on-year decline caused by exposure to demand in the electronic components and devices fields eased in the current quarter. - FY2021-Q2Expansion in consumer electronics demand alongside a year-on-year decline in handled volumesAnnual report
「For our Group, demand in the consumer electronics-related market has expanded as lifestyles have changed, including the shift to staying home and telework. However, as customers reduced production due to the impact of COVID-19, which continued from the end of the previous fiscal year, the volume of precious metals handled was slightly below the previous fiscal year.」
Demand in the consumer electronics-related market expanded against a backdrop of staying home and telework, while the volume of precious metals handled was slightly below the previous year due to production cuts by customers. - FY2021-Q1Recovery trend alongside a year-on-year decline in handling volumesAnnual report
「During the fiscal year under review, the 5G smartphone market was expanding and showing signs of recovery. However, the volume of precious metals handled was slightly below the previous period because of production cuts by business partners resulting from the impact of the novel coronavirus disease, which had continued since the previous period.」
While the 5G smartphone market was expanding and showing signs of recovery, production cuts by business partners caused by the novel coronavirus disease continued, and the volume of precious metals handled was slightly below the same period of the previous year. - FY2020-Q3WorsenedAnnual report
「In our Group, the volume of precious metals handled fell below the previous period because of production cuts by business partners resulting from the slowdown in the Chinese economy, US-China trade friction, and the aforementioned impact of the novel coronavirus disease.」
In addition to the slowdown in the Chinese economy and US-China trade friction, production cuts by business partners caused by the novel coronavirus disease were reflected in results, and the volume of precious metals handled fell below the previous year. - FY2020-Q2WorsenedAnnual report
「In our Group, production cuts by business partners caused by the slowdown in the Chinese economy, US-China trade friction, and other factors continued from the beginning of the fiscal year, and the volume of precious metals handled by our company was below the previous period. During the first six months of the consolidated fiscal year under review, there was no impact from the spread of the novel coronavirus disease. However, as its end remained unforeseeable, production cuts and temporary operating suspensions by electronic components and devices manufacturers, our Group's major business partners, were possible because of the decline in global automobile sales and stagnation in the electronic equipment market.」
Production cuts by major business partners continued, and the volume of precious metals handled fell below the previous year. It also indicates the possibility of further production cuts or operating suspensions caused by stagnation in the automobile and electronic equipment markets. - FY2020-Q1RestatedAnnual report
「Production by electronic components and devices manufacturers, our Group's major business partners, continued to be below the previous period because of production cuts that began in the previous period due to the slowdown in the Chinese economy, US-China trade friction, and other factors, and the volume of precious metals handled by our company was below the previous period.」
Against the backdrop of the slowdown in the Chinese economy and US-China trade friction, production cuts by major business partners, electronic components and devices manufacturers, and a year-on-year decline in the volume of precious metals handled have continued. - FY2019MaterialisedAnnual report
「Production by electronic components and devices manufacturers, our Group's major business partners, fell below the previous year because of production adjustments in the smartphone market, the slowdown in the Chinese economy, and other factors.」
The exposure to demand trends materialised in results as production by major business partners fell below the previous year because of production adjustments in the smartphone market and the slowdown in the Chinese economy. - FY2019-Q3RestatedAnnual report
「Production by electronic components and devices manufacturers, our Group's major business partners, fell below the previous year because of production adjustments in the smartphone market, the slowdown in the Chinese economy, and other factors.」
Production by major business partners has continued to fall below the previous year because of production adjustments in the smartphone market and the slowdown in the Chinese economy. - FY2019-Q2MaterialisedAnnual report
「Production by electronic components and devices manufacturers, our Group's major business partners, fell below the previous year because of production adjustments in the smartphone market, the slowdown in the Chinese economy, and other factors.」
The exposure to demand trends materialised in results as production by major business partners fell below the previous year because of production adjustments in the smartphone market and the slowdown in the Chinese economy. - FY2019-Q1MaterialisedAnnual report
「Production by electronic components and devices manufacturers, our Group's major business partners, fell below the previous year because of production adjustments in the smartphone market, the slowdown in the Chinese economy, and other factors.」
Production by our major business partners, electronic components and devices manufacturers, fell below the previous year because of production adjustments in the smartphone market and the slowdown in the Chinese economy, leading to a decline in the volume of precious metals handled. - FY2018MaterialisedAnnual report
「Production in the electronic components and devices industry, where our major customers operate, was overall above the previous period. However, some sectors saw production fall below the previous year because of the slowdown in overseas smartphone production.」
While the electronic components and devices sector overall recovered, production in some sectors fell below the previous year because of the slowdown in smartphone production. - FY2018-Q3MaterialisedAnnual report
「During the first nine months of the consolidated fiscal year under review, production in the electronic components and devices industry, where our major customers operate, was overall above the previous period. However, some sectors saw production fall below the previous year because of the slowdown in overseas smartphone production.」
Although the electronic components and devices industry overall was above the previous period, production in some sectors fell below the previous year because of the slowdown in overseas smartphone production, leading to a decline in the volume of gold handled. - FY2018-Q2MaterialisedAnnual report
「During the first six months of the consolidated fiscal year under review, production in the electronic components and devices industry, where our major customers operate, was overall above the previous period. However, the volume of gold handled by our main products was slightly below the previous period because of the slowdown in overseas smartphone production.」
While overall production in the electronic components and devices industry was above the previous period, the volume of gold handled was slightly below the previous period because of the slowdown in overseas smartphone production, again demonstrating the business's exposure to demand trends. - FY2018-Q1MaterialisedAnnual report
「As overseas smartphone production paused, domestic electronic component production fell below the previous year, and the volume of precious metals handled by our Group declined slightly.」
The exposure to demand trends materialised as domestic electronic component production fell below the previous year against the backdrop of a pause in smartphone production, resulting in a slight decline in the volume of precious metals handled. - FY2017RestatedAnnual report
「Production in the electronic components and devices industry, where our major customers operate, remained solid, supported by demand for smartphones and automobiles,」
It states that production in the electronic components and devices industry, where our major customers operate, remained solid during the fiscal year under review, supported by demand for smartphones and automobiles. - FY2017-Q3RestatedAnnual report
「Production in the electronic components and devices industry, where the major customers of this business operate, remained generally solid,」
It states that production in the electronic components and devices industry, where our major customers operate, remained generally solid during the cumulative period of the quarter under review. - FY2017-Q2RestatedAnnual report
「Production in the electronic components and devices industry, where the major customers of this business operate, remained generally solid,」
It states that production trends in the electronic components and devices industry, where our major customers operate, were generally solid this quarter as well. - FY2017-Q1RestatedAnnual report
「Production in the electronic components and devices industry, where the major customers of this business operate, remained generally solid.」
It states that production trends in the electronic components and devices industry, where the major customers of this business operate, were generally solid during the quarter, reflecting the industry's relevance to the business. - FY2016RestatedAnnual report
「Our Group's principal businesses are the precious metals business, which recovers precious metals generated during the manufacture of electronic components, and the environmental business, which recycles etching waste liquid and recovers copper. Although we seek to achieve stable business growth through strategic and planned operations, the wide fluctuations in supply and demand in the industries to which our major customers belong mean that our Group's performance may be significantly affected by developments in those industries.」
It explicitly identifies as a risk the structure in which large fluctuations in supply and demand in the electronic components and devices industry, where our major customers operate, affect our performance. - FY2016-Q3First statedAnnual report
「Production in the electronic components and devices industry, which includes our major customers, has remained solid, supported by demand for smartphones and automobiles.」
It shows a structure in which production trends in the electronic components and devices industry, where our major customers operate, are influenced by demand for smartphones and automobiles.