Declining Selling Prices and Intensifying Competition Driven by the Rise of Emerging Players
First written in FY2016. 5 of 6 entries say "Worsened", first in FY2018. Latest entry: FY2025.
Torex Semiconductor moved to the "Worse" side of this theme in 2018, 7 years before the typical company in this theme (2025).
The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2025WorsenedAnnual report
「In addition, governments around the world are working to strengthen their semiconductor industries as a matter of national policy, and China is accelerating the domestic production of semiconductors on a nationwide basis more than ever. We will therefore closely monitor conditions among local companies and changes in the supply chain.」
In addition to improving capabilities among Chinese companies and competition centered on low-priced products, policies to strengthen the semiconductor industry in countries around the world and China's shift toward domestic production are cited as factors that will further intensify the competitive environment. - FY2024WorsenedAnnual report
「The development and production capabilities of Chinese semiconductor companies have improved year by year, and even in analog ICs and discrete semiconductors, intensifying competition, particularly in low-priced products, has become a factor contributing to lower profit margins.」
Improving capabilities among Chinese companies and intensifying competition centered on low-priced products have continued and have become more clearly established as factors contributing to lower profit margins. - FY2021WorsenedAnnual report
「The competitive environment is becoming increasingly challenging against a backdrop of advanced development of development and manufacturing technologies, new market entry by companies in emerging countries with competitive advantages in areas such as cost structures, M&A among competitors, and competition for semiconductor investment arising from tensions between the United States and China.」
It states that the competitive environment has become increasingly challenging against a backdrop of the entry of companies from emerging countries, M&A among competitors and competition for investment arising from tensions between the United States and China. - FY2020WorsenedAnnual report
「The competitive environment is becoming increasingly challenging due to the advanced development of development and manufacturing technologies, new market entry by companies in emerging countries with competitive advantages in areas such as cost structures, and M&A among competitors.」
It indicates that the competitive environment has become increasingly challenging, including due to the entry of companies from emerging countries and M&A among competitors. - FY2018WorsenedAnnual report
「The development and production capabilities of Chinese semiconductor companies have improved year by year, and even in analog ICs and discrete semiconductors, intensifying competition, particularly in low-priced products, has become a factor contributing to lower profit margins.」
Improving capabilities among Chinese companies and intensifying competition centered on low-priced products have emerged as specific factors contributing to lower profit margins. - FY2016First statedAnnual report
「In recent years, as our industry has matured, price competition has intensified due to the emergence of new market entrants and other factors.」
It states that customer requests for price reductions and price competition with rival companies could affect selling prices and sales opportunities.