Commoditization and Price Competition in Electronic Components and Pressure on Raw Material Suppliers to Offer Price Concessions
First written in FY2018. 9 of 14 entries say "Restated". Latest entry: FY2026-H1.
Nihon Seiko 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 2026: 41 of 85 companies on the "Worse" side.
34 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「Sales of metal powder for electronic components remained firm for high-end smartphones and the AI server market, but competition was intense in the low-end smartphone and automotive-related markets. Sales volume decreased by 134 tonnes year on year, or 23.6%, to 435 tonnes.」
Competition is intense in the low-end smartphone and automotive-related markets, and sales volume for electronic components declined 23.6% year on year. - FY2024-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
It states that there have been no new developments or material changes regarding price competition caused by the commoditization of electronic components or requests for price cooperation from raw-materials manufacturers. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no new business risks and no material changes to the business risks described in the securities report for the previous fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no new developments or material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2023-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no new developments or material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2021RestatedAnnual report
「At the same time, price competition is intensifying as the product becomes commoditized, and requests for price concessions from raw-materials suppliers are also becoming more stringent.」
The Company reaffirms the severity of commoditization and price competition in products for electronic components and requests for price concessions from raw-materials suppliers. - FY2021-Q3RestatedAnnual report
「During the nine-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2021-Q2RestatedAnnual report
「During the six-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2021-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2020-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The disclosure confirms that the situation continues by stating that there have been no material changes in price competition arising from the commoditization of electronic components or in requests for price concessions from raw-materials suppliers. - FY2019RestatedAnnual report
「At the same time, price competition is intensifying as the product becomes commoditized, and requests for price concessions from raw-materials suppliers are also becoming more stringent.」
The disclosure continues to describe price competition arising from the commoditization of electronic components and increasingly stringent requests for price concessions from raw-materials suppliers. - FY2019-Q3WorsenedAnnual report
「Sales of metal powder for electronic components decreased by 118 tonnes, or 11.1%, year on year to 942 tonnes. Demand related to smartphones remained solid, but sales for soft-magnetic materials were affected by intense competition with other companies.」
Competition with other companies remained intense in soft magnetic materials, and sales volume decreased 11.1% year on year. The decline widened from the previous quarter, and earnings pressure from price competition and commoditization continues. - FY2019-Q2WorsenedAnnual report
「Sales of metal powder for electronic components decreased by 58 tonnes, or 8.4%, year on year to 631 tonnes. Demand related to smartphones remained solid, but sales for soft-magnetic materials were affected by intense competition with other companies.」
Competition with other companies remained intense in soft magnetic materials, and sales volume for electronic components decreased 8.4% year on year. The decline narrowed from the previous quarter, but earnings pressure from competition continues. - FY2019-Q1WorsenedAnnual report
「Sales of metal powder for electronic components decreased by 52 tonnes, or 14.3%, year on year to 315 tonnes. Demand related to smartphones remained solid, but sales for soft-magnetic materials were affected by intense competition with other companies.」
Competition with other companies intensified in soft magnetic materials for electronic components, and sales volume decreased 14.3% year on year. - FY2018First statedAnnual report
「At the same time, price competition resulting from the commoditization of these products is intensifying, and requests for price cooperation from raw material suppliers are becoming more demanding.」
The Company first identified intensifying price competition due to commoditization and increasingly stringent requests for price cooperation from raw material suppliers as factors affecting the profitability of the metal powder business.