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Amada (6113) · FactSupported by data center and AI-related demand

Capturing Demand Related to 5G and Medical Equipment

First written in FY2021-Q3. . Latest entry: FY2026.

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ProgressHeldSoftenedWorseOtherFY2021-Q3 – FY20262021: 420212022: 420222023: 420232024: 220242025: 220252026: 12026
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Sales Development for Medical and Semiconductor Manufacturing EquipmentA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

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  1. FY2026Supported by data center and AI-related demandAnnual report

    「Revenue reached ¥437,372 million, up 10.3% year on year, benefiting from contributions from businesses acquired through M&A and data center-related investment associated with the spread of AI.」

    In addition to the existing demand related to 5G, medical equipment, semiconductors and EVs, data center investment associated with the spread of AI was explicitly identified as a factor supporting company-wide revenue.
  2. FY2026-H1Continued data center and AI-related demand, with weakness in industrial investmentAnnual report

    「In Japan, construction of customers' factories and related facility work has continued to be delayed because of labor shortages and higher material and construction costs, resulting in continued delays in working through the order backlog. By industry, demand for data center-related air-conditioning systems and distribution boards remained firm, while capital investment related to industrial machinery, special-purpose machinery and equipment, trucks, buses and special-purpose vehicles remained weak.」

    Data center-related demand remained firm, while factory construction delays caused by labor shortages and higher construction costs coincided with weakness in capital investment in industrial machinery and other areas.
  3. FY2025Expansion of demand into data centers, aerospace and other areasAnnual report

    「Demand related to data centers provided support in the United States. By industry, switchgear, distribution boards, racks, airflow systems and cooling systems for data centers performed well.」

    In addition to the existing demand related to e-mobility, medical equipment and semiconductors, demand related to data centers in North America and aerospace in India supported demand.
  4. FY2024Continued demand for e-mobility, automotive batteries and medical applicationsAnnual report

    「Investment in electrical and electronic components progressed against the backdrop of continued strength in the e-mobility market. In North America, demand related to automotive batteries expanded, while demand from the medical industry also remained strong.」

    Demand from e-mobility, electrical and electronic components, automotive batteries in North America and the medical industry supported the precision welding business.
  5. FY2024-Q3Continued demand for e-mobility, automotive batteries and medical applicationsAnnual report

    「Investment in electrical and electronic components progressed against the backdrop of continued strength in the e-mobility market. In North America, demand related to automotive batteries expanded, while demand from the medical industry also remained strong.」

    The company states that demand related to EVs and e-mobility, which has been expanding, continued through the first three quarters, including demand for electrical and electronic components, automotive batteries in North America and the medical industry.
  6. FY2024-Q2Continued demand for laser welding for EVs and medical equipmentAnnual report

    「As the EV market continued to grow across countries, laser welding equipment used to process electrical components, motors and batteries drove sales. Performance also remained strong in the medical-equipment sector in Europe and the United States.」

    In addition to the existing demand areas related to 5G, semiconductors and medical equipment, demand for EV-related electrical components, motors and batteries drove sales in all regions.
  7. FY2024-Q1EV-related demand drove sales across all regionsAnnual report

    「Laser welding equipment used to process EV-related electrical components, motors and batteries drove sales in all regions.」

    Demand for EV-related electrical components, motors and batteries drove sales of laser welding equipment in all regions.
  8. FY2023Expansion of demand for e-mobility, solar power generation and other areasAnnual report

    「The EV battery and EV-related components markets were active, resulting in higher revenue in all regions. North America performed particularly well, owing to strong demand for medical equipment and increased government incentives for EVs and infrastructure investment.」

    In addition to the existing demand related to 5G, semiconductors and medical equipment, EV batteries, EV-related components, and EV incentives and infrastructure investment in North America supported higher revenue in the precision welding business.
  9. FY2023-Q3Expansion of demand into e-mobility, solar power generation and other areasAnnual report

    「Electrical-component-related business remained strong against a backdrop of robust e-mobility market conditions, resulting in higher revenue in all regions. Demand for medical equipment and solar power generation-related applications expanded particularly in North America, while EV-related demand for motorcycles remained strong in India.」

    The company states that, in addition to the existing demand related to 5G, semiconductors and medical equipment, demand for e-mobility, solar power generation and EV-related products for motorcycles supported sales.
  10. FY2023-Q2Continued expansion of demand for EVs, medical equipment, semiconductors and other productsAnnual report

    「Sales expanded mainly overseas, including sales for automotive electrical components in Europe, including EV-related applications. In India, EV-related demand, particularly for motorcycles, remained strong. In addition, demand related to medical equipment increased significantly in North America, driving sales growth.」

    In addition to the existing demand related to 5G, semiconductors and medical equipment, demand related to EVs in Europe and India is explicitly identified, with the range of demand areas continuing to expand.
  11. FY2023-Q1Continued expansion of demand for 5G, semiconductors, medical equipment and other productsAnnual report

    「The company also saw a rapid recovery in demand across a broad range of industries, including semiconductor manufacturing equipment, 5G-related products such as server racks, medical equipment and other products.」

    The company states that the continued recovery in broad-based demand, including for 5G-related products, semiconductor manufacturing equipment and medical equipment, supported higher sales in Japan and overseas.
  12. FY2022Expansion of demand for semiconductors, EVs, medical equipment and other productsAnnual report

    「The company also saw orders expand across a range of industries, including general machinery such as semiconductor manufacturing equipment and industrial machinery, OA and computer equipment and communications equipment driven by the rollout of 5G, and other medical equipment, supported by subsidies.」

    In addition to the existing demand related to 5G and medical equipment, broad-based growth in demand for semiconductor manufacturing equipment, industrial machinery, communications equipment and other products contributed to an increase in orders.
  13. FY2022-Q3Continued demand for semiconductors, EVs, medical equipment and other productsAnnual report

    「The company saw increased demand across a range of industries, including general machinery such as semiconductor manufacturing equipment, machine tools and other industrial machinery, as well as OA and computer equipment, communications equipment and other medical equipment driven by 5G, supported by fiscal policy.」

    The company states that, in addition to the existing demand related to 5G and medical equipment, demand increased across a broad range of industries, including semiconductor manufacturing equipment, machine tools, communications equipment and general machinery.
  14. FY2022-Q2Recovery and expansion of demand for 5G, medical, semiconductor, EV and other productsAnnual report

    「The company also saw a rapid recovery in demand across a broad range of industries, including semiconductor manufacturing equipment, 5G-related products such as server racks, medical equipment and other products.」

    The company states that, in addition to the existing demand related to 5G and medical equipment, demand recovered rapidly across a broad range of industries, including semiconductor manufacturing equipment and server racks.
  15. FY2022-Q1Recovery and expansion of demand for 5G, medical equipment and other productsAnnual report

    「The company also saw a rapid recovery in demand across a broad range of industries, including semiconductor manufacturing equipment, 5G-related products such as server racks, medical equipment and other products.」

    The company states that demand recovered rapidly across a broad range of industries, including 5G-related products, medical equipment and semiconductor manufacturing equipment.
  16. FY2021Continued demand for 5G, medical equipment and other productsAnnual report

    「Demand remained firm, particularly for 5G-related investment, medical equipment related to COVID-19, outdoor-related products and logistics-related products. The rapid shift to web-based sales activities also proved effective, resulting in revenue of ¥44,581 million, down 17.4% year on year.」

    In addition to 5G and medical equipment, outdoor and logistics-related products are identified as areas with firm demand. However, revenue in the North American sheet-metal business declined 17.4% year on year.
  17. FY2021-Q3First statedAnnual report

    「Demand remained firm for 5G-related investment driven by capital spending associated with the return of manufacturing to the United States, supported by the government's economic measures, as well as for medical equipment related to COVID-19.」

    Descriptions of the domestic, North American and Chinese businesses state that demand for 5G-related products, medical equipment, semiconductor manufacturing equipment and other products was firm or strong. These demand areas have emerged together for the first time as areas supporting sales during the COVID-19 pandemic.
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Capturing Demand Related to 5G and Medical Equipment | AMADA CO.,LTD. (6113) | Komori