Market Fluctuations in Automotive, Electronic Components, Semiconductors, and Consumer Electronics
First written in FY2016. 19 of 33 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2027-H1.
Punch Industry moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 80 of 103 companies on the "Worse" side.
23 other companies' latest entry also says "Mitigated".
- FY2027-H1MitigatedAnnual report
「By industry, automotive-related sales were ¥9,027 million, up 1.1% year on year; electronic components and semiconductor sales were ¥4,174 million, up 17.7%; consumer electronics and precision equipment sales were ¥2,385 million, up 25.4%; and other sales were ¥7,585 million, up 22.6%.」
From the previous period, when all industries had reported lower revenue, all industries, including automotive, electronic components and semiconductors, consumer electronics and precision equipment, and other industries, returned to year-on-year revenue growth. - FY2026MitigatedAnnual report
「By industry, automotive-related sales were ¥17,784 million, up 3.4% from the previous fiscal year; electronic components and semiconductor sales were ¥7,199 million, up 3.0%; consumer electronics and precision equipment sales were ¥3,897 million, up 1.6%; and other sales were ¥13,218 million, up 3.3%.」
From the previous period, when all industries had reported lower revenue, all industries, including automotive, electronic components and semiconductors, consumer electronics and precision equipment, and other industries, returned to revenue growth. - 2026-05-13MitigatedRevision to earnings forecasts
「By industry, automotive-related sales were ¥17,784 million, up 3.4% from the previous fiscal year; electronic components and semiconductor sales were ¥7,199 million, up 3.0%; consumer electronics and precision equipment sales were ¥3,897 million, up 1.6%; and other sales were ¥13,218 million, up 3.3%.」
業種別売上高は全区分で前期比増収となり、前年同期に一部業種で減収となっていた状態から、市況変動の影響が広範に現れた状態は一時的に縮小している。 - FY2026-H1MitigatedAnnual report
「By industry, automotive-related sales were ¥8,929 million, up 5.0% year on year; electronic components and semiconductor sales were ¥3,547 million, up 4.0%; consumer electronics and precision equipment sales were ¥1,902 million, down 2.7%; and other sales were ¥6,185 million, up 1.1%.」
From the previous period, when all industries had reported lower revenue, automotive, electronic components and semiconductors, and other industries returned to revenue growth. Consumer electronics and precision equipment-related businesses continued to report lower revenue. - FY2025-H1Industry-specific recovery and lower revenue in electronic components and semiconductorsAnnual report
「By industry, automotive-related sales were ¥8,504 million, up 3.8% year on year; electronic components and semiconductor sales were ¥3,410 million, down 5.3%; consumer electronics and precision equipment sales were ¥1,955 million, up 4.7%; and other sales were ¥6,119 million, up 12.1%.」
From the previous period, when all industries reported lower revenue, automotive, consumer electronics and precision equipment, and other industries returned to revenue growth, while electronic components and semiconductor-related businesses reported lower revenue. - FY2024MaterialisedAnnual report
「Results by industry were below those of the previous fiscal year across all industries. Automotive-related sales were ¥16,537 million, down 8.5% from the previous fiscal year; electronic component and semiconductor-related sales were ¥6,930 million, down 11.9%; home appliance and precision equipment-related sales were ¥3,647 million, down 15.4%; and sales in Other were ¥11,229 million, down 10.4%.」
As in the previous quarter, all industries, including automotive, electronic components and semiconductors, consumer electronics and precision equipment, and other industries, reported lower full-year revenue. - FY2024-Q3RestatedAnnual report
「By industry, sales were below the same period of the previous year across all industries. Automotive-related sales were ¥12,331 million, down 9.8% year on year; electronic components and semiconductor sales were ¥5,276 million, down 13.5%; consumer electronics and precision equipment sales were ¥2,745 million, down 17.3%; and other sales were ¥8,346 million, down 13.1%.」
As in the previous quarter, sales declined year on year across all industries, including automobiles, electronic components and semiconductors, home appliances and precision equipment, and Other. - FY2024-Q2MaterialisedAnnual report
「By industry, sales were below the same period of the previous year across all industries. Automotive-related sales were ¥8,192 million, down 10.1% year on year; electronic components and semiconductor sales were ¥3,599 million, down 12.7%; consumer electronics and precision equipment sales were ¥1,867 million, down 15.7%; and other sales were ¥5,461 million, down 12.1%.」
The situation changed from one in which some industries had seen higher sales through the previous quarter, with sales declining year on year across all industries, including automobiles, electronic components and semiconductors, home appliances and precision equipment, and Other. - FY2024-Q1MaterialisedAnnual report
「By industry, automotive-related sales were ¥3,998 million, down 8.8% year on year; electronic components and semiconductor sales were ¥1,831 million, down 6.0%; consumer electronics and precision equipment sales were ¥935 million, down 11.3%; and other sales were ¥2,677 million, down 6.0%.」
Sales declined year on year across all industries, including automobiles, electronic components and semiconductors, home appliances and precision equipment, and Other, including industries that had seen higher sales or recovery through the third quarter of the previous fiscal year. - FY2023MaterialisedAnnual report
「By industry, automotive-related sales were ¥18,082 million, up 10.0% from the previous fiscal year; electronic component and semiconductor-related sales were ¥7,866 million, down 2.2%; home appliance and precision equipment-related sales were ¥4,312 million, up 2.9%; and sales in Other were ¥12,538 million, up 17.4%.」
Regarding industry demand, which had been recovering through the previous fiscal year, electronic component and semiconductor-related sales declined 2.2% from the previous fiscal year, with the impact of market conditions reflected in full-year results. Meanwhile, automobiles, home appliances and precision equipment, and Other generated higher sales. - FY2023-Q3MitigatedAnnual report
「By industry, automotive-related sales were ¥13,667 million, up 11.8% year on year; electronic components and semiconductor sales were ¥6,098 million, up 0.1%; consumer electronics and precision equipment sales were ¥3,321 million, up 6.1%; and other sales were ¥9,607 million, up 21.2%.」
Sales increased year on year across all industries, including electronic components and semiconductors, which had fallen below the same period of the previous year through the previous fiscal year. This indicates that the impact of changes in market conditions in major customer industries temporarily eased. - FY2023-Q2MaterialisedAnnual report
「By industry, automotive-related sales were ¥9,115 million, up 12.4% year on year; electronic components and semiconductor sales were ¥4,122 million, down 0.3%; consumer electronics and precision equipment sales were ¥2,213 million, up 7.4%; and other sales were ¥6,214 million, up 19.2%.」
As in the previous quarter, electronic component and semiconductor-related sales were below those of the same period of the previous year, while automobiles, home appliances and precision equipment, and Other generated higher sales, with differences in market conditions by industry reflected in actual results. - FY2023-Q1MaterialisedAnnual report
「By industry, automotive-related sales were ¥4,383 million, up 13.0% year on year; electronic components and semiconductor sales were ¥1,947 million, down 1.0%; consumer electronics and precision equipment sales were ¥1,055 million, up 6.8%; and other sales were ¥2,847 million, up 16.6%.」
From a situation in which all industries had exceeded the same period of the previous year through the previous fiscal year, electronic component and semiconductor-related sales declined 1.0% year on year, indicating that the impact of changes in market conditions by industry has materialized in some areas. - FY2022-Q3RestatedAnnual report
「Results also exceeded those of the same period of the previous year in every industry category. Automotive-related sales were ¥12,221 million (up 21.5% year on year), electronics components and semiconductor-related sales were ¥6,091 million (up 34.3%), home appliance and precision equipment-related sales were ¥3,131 million (up 9.9%), and sales in Other were ¥7,928 million (up 27.6%).」
Sales increased year on year across all industries, including automobiles, electronic components and semiconductors, home appliances and precision equipment, and Other, reaffirming the recovery trend by industry from the previous quarter. - FY2022-Q2RestatedAnnual report
「By industry, results exceeded those of the same period of the previous year across all industries. Automotive-related sales were ¥8,113 million, up 22.7% year on year; electronic component and semiconductor-related sales were ¥4,132 million, up 41.3%; home appliance and precision equipment-related sales were ¥2,062 million, up 13.7%; and sales in Other were ¥5,215 million, up 28.4%.」
Sales increased year on year across all industries, including automobiles, electronic components and semiconductors, home appliances and precision equipment, and Other, reaffirming the recovery trend by industry from the previous quarter. - FY2022-Q1MitigatedAnnual report
「By industry, automotive-related sales were ¥3,880 million, up 26.6% year on year; electronic components and semiconductor sales were ¥1,968 million, up 36.3%; consumer electronics and precision equipment sales were ¥988 million, up 13.0%; and other sales were ¥2,441 million, up 36.8%.」
The situation changed from all industries falling below the same period of the previous year to year-on-year sales growth across all industries. - FY2021-Q3MaterialisedAnnual report
「By industry, sales were below the same period of the previous year in all industries except electronic components and semiconductors, which were showing signs of recovery as demand for computer peripherals expanded with the spread of working from home. Automotive-related sales were ¥10,059 million, down 14.4% year on year; electronic components and semiconductor sales were ¥4,536 million, up 1.1%; consumer electronics and precision equipment sales were ¥2,848 million, down 13.8%; and other sales were ¥6,213 million, down 13.3%.」
Sales in automotive-related, home appliance and precision equipment-related, and Other businesses were below those of the same period of the previous year, while only electronic component and semiconductor-related sales increased, by 1.1% year on year. Changes in market conditions in major customer industries continued to be reflected in business performance. - FY2021-Q2WorsenedAnnual report
「By industry, the weakness in automotive-related business spread to other industries, resulting in performance below the same period of the previous year across all industries. Automotive-related sales were ¥6,610 million, down 16.2% year on year; electronic components and semiconductor sales were ¥2,924 million, down 0.3%; consumer electronics and precision equipment sales were ¥1,814 million, down 19.7%; and other sales were ¥4,063 million, down 17.3%.」
Weakness in the automotive-related business spread to other industries, resulting in year-on-year sales declines across all industries, including those that had previously been growing. - FY2021-Q1MaterialisedAnnual report
「By industry, automotive-related sales were ¥3,065 million, down 18.4% year on year; electronic components and semiconductor sales were ¥1,444 million, up 11.9%; consumer electronics and precision equipment sales were ¥874 million, down 28.2%; and other sales were ¥1,785 million, down 20.6%.」
Changes in market conditions in major customer industries materialized as declines in sales of automobiles, home appliances and precision equipment, and Other. Meanwhile, electronic component and semiconductor-related sales increased year on year. - FY2020-Q3MaterialisedAnnual report
「By industry, automotive-related sales were ¥11,753 million, down 13.8% year on year; electronic component and semiconductor-related sales were ¥4,485 million, down 24.1%; home appliance and precision equipment-related sales were ¥3,304 million, down 10.1%; and sales in Other were ¥7,169 million, down 9.9%.」
Changes in market conditions in major customer industries materialized as year-on-year sales declines across all industries, including automobiles, electronic components and semiconductors, and home appliances and precision equipment. - FY2020-Q2MaterialisedAnnual report
「By industry, automotive-related sales were ¥7,888 million, down 13.6% year on year; electronic component and semiconductor-related sales were ¥2,932 million, down 26.6%; home appliance and precision equipment-related sales were ¥2,259 million, down 8.5%; and sales in Other were ¥4,911 million, down 8.0%.」
Changes in market conditions in major customer industries materialized as declines in sales in automobiles, electronic components and semiconductors, home appliances and precision equipment, and other businesses. - FY2020-Q1MaterialisedAnnual report
「By industry, automotive-related sales were ¥3,755 million, down 18.6% year on year; electronic component and semiconductor-related sales were ¥1,290 million, down 34.8%; home appliance and precision equipment-related sales were ¥1,217 million, down 0.6%; and sales in Other were ¥2,248 million, down 11.0%.」
Changes in market conditions in major customer industries materialized as declines in sales in automotive-related, electronic component and semiconductor-related, and home appliance and precision equipment-related businesses, among others. - FY2019MaterialisedAnnual report
「By industry, automotive-related sales were ¥17,877 million, down 2.8% from the previous fiscal year; electronic component and semiconductor-related sales were ¥7,558 million, down 4.3%; home appliance and precision equipment-related sales were ¥4,837 million, up 1.0%; and sales in Other were ¥10,662 million, up 7.2%.」
Changes in market conditions in major customer industries materialized as declines in automotive-related and electronic component and semiconductor-related sales. - FY2019-Q3MaterialisedAnnual report
「In Japan, automotive-related business and electronic components and semiconductors weakened, leaving sales at approximately the same level as the same period of the previous year. In China, high-value-added strategic products grew, but automotive-related business and electronic components and semiconductors, which had remained firm through the second quarter of the previous fiscal year, began to slow in the third quarter. Sales for the nine-month consolidated period exceeded the same period of the previous year, but the growth rate slowed.」
Changes in market conditions in major customer industries materialized as weakness in Japan's automotive-related and electronic component and semiconductor-related businesses, and as a slowdown in China's automotive-related and electronic component and semiconductor-related businesses. - FY2019-Q2MaterialisedAnnual report
「In Japan, food and beverages and other new fields increased orders, but automotive-related business and electronic components and semiconductors weakened, leaving sales at approximately the same level as the same period of the previous year.」
Changes in market conditions in major customer industries materialized as weakness in the automotive-related and electronic component and semiconductor-related businesses, with Japan sales remaining at approximately the same level as in the same period of the previous year. - FY2019-Q1MaterialisedAnnual report
「In Japan, although the automotive-related business was weak, the electronic component and semiconductor-related business remained firm, and orders in new fields such as food and beverages grew, resulting in sales above those of the same period of the previous year.」
The risk of changes in market conditions in major customer industries materialized as weakness in Japan's automotive-related business. Meanwhile, increased orders in other industries drove total sales in Japan above those of the same period of the previous year. - FY2018-Q3RestatedAnnual report
「In Japan, sales exceeded the same period of the previous year due to steady performance in automotive-related products and increased orders for electronics components and semiconductor-related products, as well as the new food and beverage and medical fields. In China, automotive-related products and electronics components and semiconductor-related products continued to perform steadily, while high-value-added strategic products also grew significantly. In Other regions, sales remained strong, particularly in Europe, and exceeded the same period of the previous year.」
The situation in which the demand mix across major customer industries affects business performance continued. Orders and sales in automobiles, electronic components and semiconductors, food and beverages, and medical-related businesses were reported to have exceeded those of the same period of the previous year. - FY2018-Q2RestatedAnnual report
「In Japan, sales exceeded the same period of the previous year, as automotive-related sales grew and electronics components and semiconductor-related products, as well as the new food and beverage and medical fields, remained strong and helped lift sales. In China, automotive-related products and electronics components and semiconductor-related products continued to perform steadily. In the Southeast Asia Group, sales to Europe also remained strong and exceeded the same period of the previous year.」
While automobiles, electronic components and semiconductors, food and beverages, and medical-related businesses in major customer industries remained strong, the situation in which the demand mix by industry affects business performance continued. - FY2018-Q1MaterialisedAnnual report
「In Japan, consumer electronics remained weak, but automotive-related business grew significantly. Electronic components and semiconductors, as well as food and beverages, also remained strong and supported sales, resulting in sales above the same period of the previous year. In China, automotive-related business and electronic components and semiconductors continued to perform steadily, while newly developed high-value-added strategic products also grew, resulting in sales above the same period of the previous year.」
While changes in market conditions in major customer industries continued to materialize as weakness in the home appliance-related business, sales in Japan and China exceeded those of the same period of the previous year due to growth in automobiles, electronic components and semiconductors, and other businesses. - FY2017-Q3MaterialisedAnnual report
「In Japan, signs of increased orders emerged in the automotive-related business, but the home appliance-related business remained weak. As a result, sales were below those of the same period of the previous year.」
Changes in market conditions in major customer industries continued to materialize as weakness in the home appliance-related business and Japan sales falling below the same period of the previous year. - FY2017-Q2MaterialisedAnnual report
「In Japan, automotive-related sales increased only slightly from the same period of the previous year, partly due to slower production caused by the Kumamoto Earthquake and other factors. In addition, the home appliance-related business, which had remained firm in the previous consolidated fiscal year, weakened. As a result, sales were flat year on year.」
Changes in market conditions in major customer industries continued to materialize as sluggish growth in the automotive-related business, weakness in the home appliance-related business, and flat sales year on year. - FY2017-Q1MaterialisedAnnual report
「In Japan, automobiles and home appliances, which had remained firm in the previous consolidated fiscal year, weakened, resulting in sales below those of the same period of the previous year.」
The previously identified risk of changes in market conditions in major customer industries materialized as an actual decline in sales in Japan's automotive and home appliance sectors. - FY2016First statedAnnual report
「The industries to which these customers belong are primarily automotive-related, electronic component and semiconductor-related, and home appliance and precision equipment-related. Accordingly, market conditions, price trends, and intensifying competition in these industries may influence production trends and capital investment trends, affecting the performance of the Group.」
This indicates that changes in market conditions, prices, and competition in the industries served by major customers may affect production, capital investment, and business performance.