Expectations for Expansion of the Television, Smartphone and Tablet Markets
First written in FY2017-Q1. 11 of 35 entries say "Restated". Latest entry: FY2027-H1.
Ishii Hyoki moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
5 other companies' latest entry also says "Reframed".
- FY2027-H1ReframedAnnual report
「In the printed circuit board sector, demand for package substrates for AI-related semiconductors continues to increase. In the LCD-related sector, however, there has been no substantial recovery in demand for LCD panels. Attention is also required regarding the impact of a stronger yuan on local-currency-denominated assets held by the Chinese subsidiary and the deterioration in the performance of the Philippine subsidiary due to customers' production adjustments.」
The market theme was updated to reflect a bifurcated, region-specific structure: demand for AI-related semiconductor and package substrates continues to increase, while LCD demand remains sluggish, the Chinese subsidiary is affected by a stronger yuan, and the Philippine subsidiary is affected by production adjustments. - FY2026-H1WorsenedAnnual report
「In the printed circuit board field, recovery in semiconductor demand for consumer electronics such as smartphones and PCs has been delayed, and demand for package substrates remains stagnant. In the liquid-crystal-related field, no significant recovery in liquid-crystal panel demand has occurred, although demand for electronic component mounting in China continues to show signs of recovery.」
The company indicated delayed recovery in semiconductor demand, stagnant demand for package substrates, and the absence of a significant recovery in liquid-crystal panel demand. Meanwhile, demand for electronic component mounting in China has continued to show signs of recovery. - FY2025WorsenedAnnual report
「In the printed circuit board field, our group sells equipment for polishing and surface treatment in the printed circuit board manufacturing process. During the current consolidated fiscal year, sales declined compared with the previous consolidated fiscal year because semiconductor demand for consumer electronics such as smartphones and PCs showed signs of slowing, reducing demand for package substrates and capital investment in this field.」
The description shifted from a market theme including expectations for recovery in AI-related and semiconductor demand to slowing semiconductor demand for consumer electronics such as smartphones and PCs, along with lower demand for package substrates and capital investment. - FY2025-H1ReframedAnnual report
「In the printed circuit board field, semiconductor demand, led by AI-related applications, has expanded, and demand for semiconductor package substrates has begun to recover. In the liquid-crystal-related field, however, demand for liquid-crystal panels remains stagnant, while demand for electronic component mounting in China continues to be in an adjustment phase as the local economy continues to slow.」
The market theme has shifted to a polarized structure comprising recovery in semiconductor and package substrate demand, led by AI-related applications, and stagnant liquid-crystal demand and continued adjustment in demand for electronic component mounting in China. - FY2025-Q1WorsenedAnnual report
「In the printed circuit board field, demand for major consumer electronics, including PCs and smartphones, remained sluggish from the previous consolidated fiscal year, causing demand for semiconductor package substrates to stagnate. In the liquid-crystal-related field, demand for liquid-crystal panels also continued to decline, while demand for electronic component mounting in China remained in an adjustment phase amid the slowdown in the local economy.」
Weak demand for major consumer electronics, stagnating demand for semiconductor package substrates, declining demand for liquid-crystal panels, and the adjustment in demand for electronic component mounting in China have continued. - FY2024WorsenedAnnual report
「Demand for major consumer electronics, including PCs and smartphones, and data center investment slowed, resulting in lower demand for semiconductor package substrates and lower customer demand for capital equipment.」
The focus shifted from expanding demand for 5G products and package substrates to lower demand for package substrates and capital equipment accompanying the slowdown in demand for major consumer electronics and data center investment. - FY2024-Q3WorsenedAnnual report
「In the printed circuit board field, demand for major consumer electronics, including PCs and smartphones, and data center investment slowed, resulting in lower demand for semiconductor package substrates. In the liquid-crystal-related field, demand for liquid-crystal panels also continued to decline. In China, demand for electronic component mounting entered an adjustment phase as the local economy slowed.」
The company stated that demand for consumer electronics, data center investment, demand for semiconductor package substrates and demand for liquid-crystal panels continued to slow or decline, while demand for electronic component mounting in China entered an adjustment phase. - FY2024-Q2WorsenedAnnual report
「Demand for major consumer electronics, including PCs and smartphones, and data center investment also slowed, resulting in lower demand for semiconductor package substrates and a slowdown in orders for the company’s related equipment.」
Demand for consumer electronics such as PCs and smartphones and data center investment slowed, resulting in lower demand for semiconductor package substrates and a slowdown in orders for related equipment. - FY2024-Q1ReframedAnnual report
「In the printed circuit board field, demand for semiconductor package substrates, which had remained at a high level in the previous fiscal year, has recently slowed as stay-at-home demand for PCs, smartphones and other products has subsided, but the company successfully converted its high order backlog into revenue. In China, demand for electronic component mounting also remained strong, as it did in the previous fiscal year.」
The description shifted from the previous trend of expanding demand for semiconductor package substrates to a recent slowdown in demand as stay-at-home demand subsided. At the same time, the company indicated the conversion of its high order backlog into revenue and strong demand for electronic component mounting in China. - FY2023ReframedAnnual report
「Demand for semiconductor package substrates remained firm and capital investment in this field increased. In addition, following the lifting of the lockdown in Shanghai, Shanghai Saikoku Electronics Co., Ltd., our local consolidated subsidiary, normalized production and responded to increased demand for electronic component mounting accompanying the recovery of the Chinese economy. Together with the impact of foreign currency translation at overseas consolidated subsidiaries, these factors resulted in higher revenue and earnings than in the previous consolidated fiscal year.」
The focus of market expansion and earnings recovery broadened from 5G and package substrates to demand for electronic component mounting in China, production normalization after the lifting of lockdowns, and foreign currency translation effects. - FY2023-Q3RestatedAnnual report
「Although demand for 5G products and semiconductor package substrates remained firm and sales in this field increased, sales of production consumables in the liquid-crystal panel market continued to decline because of the impact of production cuts accompanying falling panel prices.」
While demand for 5G products and semiconductor package substrates remained firm and sales continued to increase, sales of production consumables continued to decline because of falling liquid-crystal panel prices and production cuts. - FY2023-Q2RestatedAnnual report
「Although demand for 5G products and semiconductor package substrates continued to expand and orders in this field increased, production was affected by difficulty procuring materials. The liquid-crystal panel market also continued to be affected by production cuts accompanying falling panel prices, resulting in lower sales of production consumables in this field.」
While demand for 5G products and semiconductor package substrates and orders continued to increase, sales of production consumables in the liquid-crystal panel market continued to decline because of falling prices and production cuts. - FY2023-Q1ReframedAnnual report
「Although demand for 5G products and semiconductor package substrates continued to expand and capital investment in this field increased, sales of production consumables in this field declined because production cuts occurred in the liquid-crystal panel market as panel prices fell.」
While demand for 5G products and semiconductor package substrates continued to expand, sales of production consumables declined in the liquid-crystal panel market because of falling prices and production cuts, creating a divergence in the market themes. - FY2022-Q3RestatedAnnual report
「Although our group continued to be affected by COVID-19, including stagnation in sales activities due to restrictions on domestic and international travel, results recovered compared with the same period of the previous year, owing to increased capital investment in this field as demand for 5G products and semiconductor package substrates expanded, as well as the expansion of the Chinese economy.」
The company continues to cite earnings recovery driven by expansion of the 5G market, demand for semiconductor package substrates and related capital investment, and expansion of the Chinese economy. - FY2022-Q2ReframedAnnual report
「Although COVID-19 continued to affect business activities, including stagnation in sales activities due to restrictions on domestic and international travel, results recovered compared with the same period of the previous year, owing to increased capital investment in this field as demand for 5G products and semiconductor package substrates expanded, as well as the expansion of the Chinese economy.」
The focus of market expansion and earnings recovery has broadened from 5G and the Chinese economy to demand for semiconductor package substrates and related capital investment. - FY2022-Q1ReframedAnnual report
「Although COVID-19 continued to affect our group’s business activities, including stagnation in sales activities due to restrictions on domestic and international travel, results recovered compared with the same period of the previous year, owing to increased capital investment in this field accompanying expansion of the 5G market and the expansion of the Chinese economy.」
The focus of expected market expansion has broadened from smartphones, IoT and related areas to capital investment accompanying expansion of the 5G market and the expansion of the Chinese economy. - FY2020-Q3RestatedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is expected to expand against the backdrop of demand for smartphones, IoT-enabled products and other items.」
The company continues to expect market expansion in the IT and digital fields, driven by demand for smartphones and IoT-enabled products. - FY2020-Q2SoftenedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is also expected to expand against the backdrop of demand for smartphones, IoT-enabled products and other items, although attention must be paid to the impact of US-China trade friction and other factors.」
Expectations for market expansion driven by smartphones and IoT-enabled products were maintained, while a caution regarding the impact of US-China trade friction was added. - FY2020-Q1RestatedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is expected to expand against the backdrop of demand for smartphones, IoT-enabled products and other items.」
The company continues to expect market expansion in the IT and digital fields, driven by demand for smartphones and IoT-enabled products. - FY2019-Q3RestatedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is expected to expand against the backdrop of demand for smartphones, IoT-enabled products and other items.」
The company continues to expect market expansion in the IT and digital fields, driven by demand for smartphones and IoT-enabled products. - FY2019-Q2ReframedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is expected to expand against the backdrop of demand for smartphones, IoT-enabled products and other items.」
The focus of expected market expansion has been specified and updated from smartphones and tablet devices to smartphones and IoT-enabled products. - FY2019-Q1ReframedAnnual report
「In the IT and digital fields of the electronics industry in which our group operates, the market is expected to expand against the backdrop of demand for smartphones, tablet devices and other products.」
Regarding expectations for market expansion, the previous reference to China’s television market is absent, and the current description focuses on demand for smartphones and tablets in the IT and digital fields. - FY2018-Q3RestatedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company continues to expect market expansion driven by television-related capital investment in China and strong demand for smartphones and tablets. - FY2018-Q2RestatedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company continues to expect market expansion driven by television-related capital investment in China and strong demand for smartphones and tablets. - FY2017RestatedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company continues to expect market expansion driven by television-related capital investment in China and demand for smartphones and tablets. - FY2017-Q3RestatedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company continues to expect market expansion driven by television-related capital investment in China and strong demand for smartphones and tablets. - FY2017-Q2RestatedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company continues to expect market expansion driven by television-related capital investment in China and strong demand for smartphones and tablets. - FY2017-Q1First statedAnnual report
「The television market is expected to expand on increased capital investment in China, while the markets for smartphones, tablet devices and other products are expected to expand against the backdrop of continued strong demand.」
The company identified television-related capital investment in China and strong demand for smartphones and tablets as factors driving market expansion.