Rising cooling demand in information and communications, data centers, and factory automation

「Demand remained firm in the Group's major sales markets, including factory automation for communications equipment, robots and semiconductor manufacturing equipment, as well as markets related to generative AI.」

「Demand for San Ace products from the San Ace Company was strong for AI servers and network equipment. Segment revenue was ¥40,826 million, up 7.3% year on year, segment profit was ¥8,195 million, up 19.5%, and orders were ¥41,822 million, up 29.6%.」

「Demand for San Ace products from the San Ace Company was strong for AI servers and network equipment. Segment revenue was ¥20,304 million, up 12.3% year on year, segment profit was ¥3,845 million, up 30.9%, orders were ¥18,587 million, up 27.3%, and order backlog was ¥10,852 million, down 27.1%.」

「Demand for high-performance servers remained strong from the previous period. There were also signs of recovery in demand for medical equipment. Demand for new orders related to communications equipment, including wireless base stations, as well as factory automation applications such as robots and inverter drives, was weak. Orders were ¥14,597 million, up 8.3% year on year, and order backlog was ¥14,883 million, down 38.1%.」

「Demand for high-performance servers remained strong from the previous period. There were also signs of recovery in demand for medical equipment. Demand for new orders related to communications equipment, including wireless base stations, as well as factory automation applications such as robots and inverter drives, was weak. Orders were ¥14,597 million, up 8.3% year on year, and order backlog was ¥14,883 million, down 38.1%.」

「Revenue was ¥42,984 million, down 0.7% year on year, orders were ¥26,684 million, down 41.9%, and order backlog was ¥18,365 million, down 47.0%.」

「Demand for the cooling system product “San Ace” was strong for EV fast chargers and high-performance servers. Demand for communications equipment and general industrial equipment, however, was weak. Revenue was ¥33,428 million, up 5.5% year on year, orders were ¥19,894 million, down 49.1%, and order backlog was ¥21,131 million, down 46.3%.」

「Demand for the cooling system product “San Ace” was strong for EV fast chargers and high-performance servers. Demand for communications equipment and general industrial equipment, however, was weak due to the impact of customers’ production and inventory adjustments that had continued since the first quarter. As a result, revenue was ¥24,103 million, up 16.0% year on year, orders were ¥13,482 million, down 52.3%, and order backlog was ¥24,044 million, down 39.1%.」

「Demand for the cooling system product “San Ace” was strong for EV fast chargers and high-performance servers. Demand for communications equipment and general industrial equipment, however, was weak due to the impact of customers’ production and inventory adjustments. As a result, revenue was ¥12,967 million, up 30.3% year on year, orders were ¥8,134 million, down 46.7%, and order backlog was ¥29,832 million, down 20.1%.」

「Demand remained firm across a broad range of industries, including EV fast chargers, some power supply equipment, communications equipment such as 5G base stations, semiconductor manufacturing equipment, servers and storage. Revenue was ¥43,292 million, up 37.0% year on year, orders were ¥45,951 million, down 19.6%, and order backlog was ¥34,665 million, up 8.3%.」

「Demand for the cooling system product “San Ace” was firm for communications equipment, semiconductor manufacturing equipment and EV chargers. Demand for servers and storage, however, was weak. Revenue was ¥31,695 million, up 39.5% year on year, orders were ¥39,069 million, down 6.2%, and order backlog was ¥39,380 million, up 55.3%.」

「The cooling system product "San Ace" saw solid demand from communications equipment, control equipment and semiconductor manufacturing equipment. Demand for storage batteries and EV chargers also increased. As a result, revenue was ¥20,785 million, up 38.6% year on year, orders were ¥28,245 million, up 14.0%, and the order backlog was ¥39,466 million, up 143.5%.」

「The cooling system product "San Ace" saw significantly increased demand from communications equipment, servers and control equipment. Demand for semiconductor manufacturing equipment and energy storage and charging equipment also increased. As a result, revenue was ¥9,951 million, up 35.9% year on year, orders were ¥15,265 million, up 21.6%, and the order backlog was ¥37,321 million, up 220.1%.」

「The cooling system product "San Ace" saw significantly increased demand from communications equipment, servers, control equipment, fast chargers and power supplies. Demand from semiconductor manufacturing equipment, mounters and measuring instruments also increased. As a result, revenue was ¥22,718 million, up 35.6% year on year, orders were ¥41,649 million, up 136.2%, and the order backlog was ¥25,353 million, up 356.6%.」

「The cooling system product "San Ace" saw significantly increased demand from control equipment, semiconductor manufacturing equipment, fast chargers, air purifiers and air-conditioning equipment. Demand from communications equipment and servers also increased. As a result, revenue was ¥14,992 million, up 45.7% year on year, orders were ¥24,778 million, up 113.7%, and the order backlog was ¥16,209 million, up 171.2%.」

「The cooling system product "San Ace" saw significantly increased demand from communications equipment, fast chargers, air purifiers and air-conditioning equipment. Demand from factory automation, including control equipment and semiconductor manufacturing equipment, and from medical equipment also increased. As a result, revenue was ¥7,320 million, up 122.1% year on year, orders were ¥12,556 million, up 104.5%, and the order backlog was ¥11,659 million, up 55.0%.」

「The cooling system product "San Ace" saw increased demand from communications equipment and factory automation applications, including robots and semiconductor manufacturing equipment. Demand from medical equipment and air purifiers also increased significantly. Orders were ¥25,096 million, up 10.3% year on year, and the order backlog was ¥6,423 million, up 37.3%.」

「The cooling system product "San Ace" saw solid demand from communications equipment and medical equipment. Demand from factory automation, including robots and semiconductor manufacturing equipment, increased. Meanwhile, demand from office automation, including servers and printers, and from solar power generation equipment was weak. Revenue was ¥16,759 million, down 0.1% year on year, orders were ¥17,635 million, up 8.0%, and the order backlog was ¥5,552 million, up 52.6%.」

「The cooling system product "San Ace" saw strong demand from communications equipment and medical equipment. Meanwhile, demand for office automation applications, including servers and printers, and for solar power generation equipment was weak. Revenue was ¥10,291 million, down 6.6% year on year, orders were ¥11,592 million, up 7.5%, and the order backlog was ¥5,977 million, up 54.9%.」

「The cooling system product "San Ace" saw increased demand from communications equipment, power supplies and medical equipment. Demand from factory automation, including semiconductor manufacturing equipment and robots, remained solid. Meanwhile, demand for solar power generation equipment and office automation stagnated. In addition, as SANYO DENKI PHILIPPINES,INC. suspended operations from mid-March to mid-May 2020, as described above, the performance of this business segment declined significantly. As a result, revenue was ¥3,295 million, down 37.2% year on year, orders were ¥6,140 million, up 16.2%, and the order backlog was ¥7,521 million, up 82.4%.」

「Demand from servers and communications equipment remained solid. Demand from semiconductor manufacturing equipment and control equipment increased. Meanwhile, demand from factory automation, including robots, remained weak through the third quarter but began to increase from the fourth quarter.」

「The cooling system product "San Ace" saw increased demand from servers and power supplies. Demand from semiconductor manufacturing equipment, inspection equipment and printing equipment also increased. Meanwhile, demand from factory automation was weak due to the sharp slowdown in China's economy.」

「The cooling system product "San Ace" saw solid demand from control equipment, medical equipment and power supplies. Meanwhile, demand from data centers and for factory automation, affected by the slowdown in China's economy, declined.」

「The cooling system product "San Ace" saw solid demand from communications equipment, medical equipment and digital signage. Meanwhile, demand from data centers and for automation, affected by the slowdown in China's economy, declined.」

「The cooling system product "San Ace" saw solid demand from communications equipment and medical equipment. Meanwhile, demand from high-end servers and solar power generation declined.」

「The cooling system product "San Ace" saw solid demand from communications equipment and medical equipment. Meanwhile, demand from high-end servers and factory automation declined.」

「The cooling system product "San Ace" saw increased demand from factory automation, medical equipment and digital signage. Demand for communications equipment and high-end servers also remained solid. Meanwhile, demand for power conditioners for solar power generation declined.」

「The cooling system product "San Ace" saw increased demand from factory automation applications, including machine tools and semiconductor manufacturing equipment, and for servo amplifiers and factory automation inverters. Demand for data center servers also remained solid. As a result, revenue was ¥18,068 million, up 10.8% year on year, orders were ¥18,198 million, up 12.5%, and the order backlog was ¥3,710 million, up 21.4%.」

「The cooling system product "San Ace" saw increased demand for servo amplifiers and factory automation applications, including machine tools and semiconductor manufacturing equipment. Demand for data center servers also remained solid. Revenue was ¥12,121 million, up 10.6% year on year, orders were ¥12,226 million, up 14.2%, and the order backlog was ¥3,686 million, up 25.1%.」

「The cooling system product "San Ace" saw increased demand for data center servers. Demand for machine tools, semiconductor manufacturing equipment and servo amplifiers also remained solid. Revenue was ¥6,095 million, up 10.6% year on year, orders were ¥6,347 million, up 18.4%, and the order backlog was ¥3,834 million, up 26.0%.」

「The cooling system product "San Ace" saw increased demand for data center servers, while demand from information and communications also remained solid. Demand from the factory automation industry, including smartphone-related and semiconductor capital investment applications, was also solid. Revenue was ¥22,081 million, up 4.1% year on year, orders were ¥22,465 million, up 4.6%, and the order backlog was ¥3,581 million, up 12.0%.」

「The cooling system product "San Ace" saw particularly strong growth in capital investment demand related to smartphones from the factory automation industry, while demand from information and communications and for data center servers also remained solid. As a result, revenue was ¥16,309 million, up 1.3% year on year, orders were ¥16,169 million, up 0.4%, and the order backlog was ¥3,057 million, up 4.2%.」

「The cooling system product "San Ace" saw increased demand for information and communications applications, data center servers and the factory automation industry.」