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Amada (6113) · InitiativeEV market stagnation alongside data-center demand

Expansion of Welding Equipment Sales for EVs and Electronics

First written in FY2018-Q3. 17 of 27 entries say "Advanced", first in FY2018. Latest entry: FY2026.

27entries
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ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2024OtherFY2025-H1 – FY20262018: 420182019: 420192020: 420202021: 320212022: 320222023: 320232024: 320242025: 220252026: 12026
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Expansion of Laser Processing System Integration BusinessA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

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  1. FY2026EV market stagnation alongside data-center demandAnnual report

    「In Europe, the medical and aerospace sectors remained strong, and demand related to data centers drove sales in Asia. However, revenue declined from the previous fiscal year as battery-related investment was restrained amid stagnation in the global EV market.」

    While demand for EVs and batteries remained weak, demand related to medical applications, aerospace, and data centers in Asia provided some support.
  2. FY2026-H1EV investment restraint alongside China-related demandAnnual report

    「In Japan, EV-related business remained sluggish. Overseas, China remained firm in electronic components related to AI and automotive components and electrical components for EVs, while in the United States, investment in automotive batteries for EVs remained restrained and projects continued to be deferred amid uncertainty over the outlook for environmental policies. As a result, revenue declined year on year.」

    Welding equipment for EVs and electronic equipment was supported by AI- and EV-related demand in China, but domestic EV-related business and automotive battery investment in the United States remained weak. Revenue in the precision welding segment fell 15.7% year on year.
  3. FY2025Weak automotive-related demand offset by North American medical and aerospace demandAnnual report

    「In Japan and overseas, demand for electrical components, electronic components and motors for electrical equipment remained sluggish due to a delayed recovery in automotive-related markets and slower market conditions, resulting in weak revenue. In North America, however, the medical-equipment and aerospace sectors remained firm, with medical equipment in particular maintaining steady growth and supporting overall North American performance.」

    Demand for automotive-related products and electronic components remained sluggish in the precision welding segment, resulting in revenue of ¥31,959 million, down 6.4% from the previous fiscal year, while the medical-equipment and aerospace sectors in North America provided support.
  4. FY2025-H1Weak domestic market, contribution from automotive batteries in North AmericaAnnual report

    「In Japan, sales were below the year-earlier level due to the impact of customers remaining cautious about investment, although electronic components and motor-related applications have recently shown signs of recovery. In North America, automotive battery-related business contributed to sales.」

    While domestic precision welding sales fell below the year-earlier level, electronic-component and motor-related applications showed signs of recovery, and automotive battery-related business contributed to sales in North America.
  5. FY2024AdvancedAnnual report

    「In Japan, automotive electrical components and electronic components remained firm. Overseas, demand related to aerospace advanced in the United States and demand related to automotive batteries advanced in South Korea, while India, where automotive electrical components and other products grew, also remained firm.」

    The precision welding business captured demand for U.S. aerospace, South Korean automotive batteries and Indian automotive electrical components, among other applications. Segment revenue was ¥34,152 million, up 10.5% from the previous fiscal year.
  6. FY2024-Q3AdvancedAnnual report

    「Revenue was ¥24,467 million, up 6.1% year on year. Investment in electrical and electronic components continued to advance against a backdrop of strong e-mobility market conditions. Demand related to automotive batteries expanded in North America, where sales to the medical industry also remained strong.」

    Revenue in the precision welding segment rose 6.1% year on year. Investment in electrical and electronic components driven by the e-mobility market, demand related to automotive batteries in North America and demand from the medical industry supported sales.
  7. FY2024-Q2AdvancedAnnual 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.」

    Laser welding equipment for processing EV-related electrical components, motors and batteries drove sales across regions, while sales for medical equipment were also strong in Europe and the United States. Precision welding revenue was ¥15,379 million, up 5.0% year on year.
  8. FY2024-Q1AdvancedAnnual report

    「Laser welding equipment used to process electrical components, motors and batteries for EV-related applications drove sales in all regions. Revenue was ¥7,605 million, up 20.7% year on year.」

    Laser welding equipment for EV-related electrical components, motors and batteries drove sales in all regions, with precision welding revenue at ¥7,605 million, up 20.7% year on year.
  9. FY2023-Q3AdvancedAnnual 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.」

    Revenue in the precision welding segment increased in all regions, supported by e-mobility demand, medical equipment and solar power generation in North America, and EV demand for motorcycles in India. Segment revenue was ¥23,052 million, up 22.1% year on year.
  10. FY2023-Q2AdvancedAnnual 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 precision welding, overseas sales expanded by capturing EV-related demand in Europe and India and medical-equipment-related demand in North America. Revenue in the precision welding segment was ¥14,647 million, up 22.5% year on year.
  11. FY2023-Q1AdvancedAnnual report

    「Although sales declined in China and Japan, where delivery delays and other issues were seen partly due to lockdowns in China, sales in Europe and the United States increased significantly for medical-equipment-related and automotive-electrical-component-related applications.」

    In the precision welding segment, sales declined in China and Japan, while sales for medical-equipment-related and automotive-electrical-component-related applications increased in Europe and the United States. Segment revenue was ¥6,301 million, up 7.7% year on year.
  12. FY2022-Q3AdvancedAnnual report

    「Revenue increased in all regions, with strong sales of core lithium-ion battery-related products contributing particularly in South Korea and China. In North America, sales also increased in the medical-equipment sector in addition to automotive-related applications.」

    Revenue in the precision welding segment was ¥18,882 million, up 20.9% year on year. Increased sales related to lithium-ion batteries in South Korea and China and to automotive and medical equipment in North America contributed to growth, with revenue increasing in all regions.
  13. FY2022-Q2AdvancedAnnual report

    「While sales declined in Japan and North America due to lower automotive sales amid semiconductor shortages and other factors, sales increased in Europe, where systemized products tailored to local markets were introduced, as well as in Asian markets including South Korea and Taiwan, supported by strong lithium-ion battery-related demand.」

    Revenue in the precision welding segment was ¥11,954 million, up 17.7% year on year. Automotive demand weakened, while sales of systemized products and lithium-ion battery-related products increased in Europe, South Korea, Taiwan and other markets.
  14. FY2022-Q1AdvancedAnnual report

    「Sales of resistance welding machines for automotive electrical components and lithium-ion batteries increased in China, where economic growth was particularly strong, and sales in other parts of Asia rose significantly. Sales also increased in North America, Europe and Japan, mainly for electronic components.」

    Sales increased for resistance welding machines for automotive electrical components and lithium-ion batteries in China and for electronic components in North America, Europe and Japan. Precision welding revenue was ¥5,852 million, up 14.9% year on year.
  15. FY2021-Q3SoftenedAnnual report

    「In China, where the economy recovered ahead of other regions, demand conditions improved, including increased sales for batteries used in EVs and other applications. However, sales declined in North America, Europe and Japan due to restrained new capital investment in industries related to automotive components such as electrical components, which are major customers.」

    Demand for batteries used in EVs and other applications improved in China, while sales declined in North America, Europe and Japan due to restrained new capital investment in automotive components, resulting in only a limited recovery in the precision welding business.
  16. FY2021-Q2SoftenedAnnual report

    「In the precision welding segment, sales related to welding systems, including for computer equipment, declined relatively little, but revenue fell to ¥10,155 million, down 26.0% year on year, as sales of precision welding machines declined.」

    While sales related to welding systems declined relatively little, precision welding machine sales fell, resulting in a 26.0% year-on-year decline in segment revenue.
  17. FY2021-Q1SoftenedAnnual report

    「In the precision welding segment, sales of laser welding systems expanded for medical equipment and other applications, but revenue fell to ¥5,092 million, down 22.8% year on year, as sales of laser and resistance welding machines declined.」

    Although sales of laser welding systems for medical equipment and other applications expanded, precision welding revenue fell 22.8% year on year due to lower sales of laser and resistance welding machines.
  18. FY2020AdvancedAnnual report

    「In the precision welding segment, overseas revenue increased due to large laser welding system projects for medical equipment in North America and automotive batteries in Europe.」

    Despite the decline following projects through the previous quarter, large laser welding system projects for medical equipment in North America and automotive batteries in Europe contributed to full-year overseas revenue growth.
  19. FY2020-Q3AdvancedAnnual report

    「In the precision welding segment, a large laser welding system project for automotive batteries in Europe resulted in revenue of ¥22,639 million, up 3.8% year on year.」

    Although segment revenue had declined through the previous quarter due to the decline following large projects for resistance welding machines and mobile devices, a large laser welding system project for automotive batteries in Europe resulted in a 3.8% year-on-year increase in precision welding revenue for the first three quarters cumulatively.
  20. FY2020-Q2SoftenedAnnual report

    「In the precision welding segment, sales related to laser welding remained strong in Japan and overseas, but resistance welding machine sales were generally weak due to sluggish demand from the automotive sector. In addition, revenue declined to ¥13,716 million, down 7.1% year on year, partly due to the decline following the large projects for mobile devices such as smartphones that had contributed to the previous fiscal year's results.」

    Although laser welding-related sales were strong, resistance welding machine sales for automotive applications were weak, and the decline following large mobile-device projects continued. Precision welding revenue fell 7.1% year on year.
  21. FY2020-Q1SoftenedAnnual report

    「In the precision welding segment, laser welding machine sales remained strong in Japan and overseas, but resistance welding machine sales were generally weak. In addition, revenue fell to ¥6,596 million, down 12.8% year on year, due in part to a decline following the large projects for mobile devices such as smartphones that had contributed to the previous year's results.」

    Although laser welding machine sales were strong, weak resistance welding machine sales and the decline following large mobile-device projects resulted in a 12.8% year-on-year decline in precision welding revenue.
  22. FY2019AdvancedAnnual report

    「In the precision welding segment, sales of fiber laser welding machines for the battery industry, which continues to enjoy high market growth, remained strong. Sales of resistance welding machines, which command a high market share, also expanded steadily for automotive electrical components. Revenue was ¥29,630 million, up 13.8% from the previous fiscal year.」

    Sales of fiber laser welding machines for the battery industry and resistance welding machines for automotive electrical components expanded, with precision welding revenue up 13.8% from the previous fiscal year.
  23. FY2019-Q3AdvancedAnnual report

    「In the precision welding segment, sales of resistance welding equipment increased in Japan, China and Europe amid pronounced growth in the new-energy vehicle market, while sales of laser welding machines performed well in Asia, particularly ASEAN. Revenue was ¥21,801 million, up 11.8% year on year.」

    Sales of resistance welding equipment in Japan, China and Europe increased, while laser welding machine sales remained strong, mainly in ASEAN. Revenue in the precision welding segment rose 11.8% year on year.
  24. FY2019-Q2AdvancedAnnual report

    「In the precision welding segment, sales of resistance welding equipment increased in Japan and China, where growth in the new-energy vehicle market was particularly strong, while laser welding machine sales performed well in South Korea. Revenue was ¥14,760 million, up 13.4% year on year.」

    Sales of resistance welding equipment for new-energy vehicles increased in Japan and China, while sales of laser welding machines increased in South Korea. Revenue in the precision welding segment rose 13.4% year on year.
  25. FY2019-Q1AdvancedAnnual report

    「In the precision welding segment, sales of resistance welding equipment increased in Japan and China, where the new-energy vehicle market is expanding, while sales of laser welding machines increased in South Korea. Revenue was ¥7,564 million, up 24.0% year on year.」

    Sales of resistance welding equipment increased in Japan and China, where the new-energy vehicle market is expanding, while sales of laser welding machines increased in South Korea. Revenue in the precision welding segment rose 24.0% year on year.
  26. FY2018AdvancedAnnual report

    「In the welding segment, sales remained strong for electric-vehicle-related applications in China and medical-equipment-related applications, mainly in Europe and the United States. Revenue was ¥26,048 million, up 11.1% from the previous fiscal year.」

    Welding-segment sales expanded, mainly for electric-vehicle-related applications in China and medical-equipment-related applications in Europe and the United States, with revenue up 11.1% from the previous fiscal year.
  27. FY2018-Q3First statedAnnual report

    「In the welding segment, sales of laser and resistance welding equipment expanded as investment in electric-vehicle-related facilities increased in China and sales remained strong in South Korea and Taiwan. Revenue was ¥19,509 million, up 15.5% year on year.」

    Expansion of laser and resistance welding equipment sales, driven by electric-vehicle-related investment in China and demand in South Korea and Taiwan, was identified as a new business trend.
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"Automation business using robotics and software" moved the same way as this thread, in the same document, in 13 of its 27 moves.

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  1. ★This thread
  2. 1Automation business using robotics and software13×
  3. 2Higher Orders, Sales and Profit in the First Half13×
  4. 3Expansion of the laser business centered on fiber lasers10×
  5. 4Strengthening Pressworking Automation Solutions through the Acquisition of オリイメック10×
  6. 5Proposal for Flexible Production Through Tandem Operation9×
  7. 6Improving Capital Efficiency and Returning Value to Shareholders Through Treasury Share Repurchases and Cancellations8×

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Expansion of Welding Equipment Sales for EVs and Electronics | AMADA CO.,LTD. (6113) | Komori