Dependence on sales trends at major OEM customers
First written in FY2018. 6 of 11 entries say "Restated". Latest entry: 2026-07-10.
Optoelectronics moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2017: 4 of 15 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- 2026-07-10WorsenedEarnings
「In the United States in particular, sales declined sharply due to postponed deliveries to major customers and other factors.」
The Group's dependence on sales trends at major customers appeared as a decline in sales caused by postponed deliveries to major customers in the United States. - FY2026-H1WorsenedAnnual report
「In the Group, there had been signs of improvement in major customers' inventory adjustments in the previous consolidated fiscal year, including the beginning of orders from some domestic customers. However, during the current interim consolidated accounting period, deliveries to major customers were postponed, among other developments.」
Conditions changed from the previous fiscal year, when signs of improvement in major customers' inventory adjustments had emerged, and deliveries to major customers were postponed during the interim period, among other developments. - FY2024RestatedAnnual report
「The Company has maintained smooth, ongoing business relationships with major OEM customers, whose sales account for approximately half of domestic sales. A substantial reduction in transactions due to economic conditions in the industry, sales trends or operating conditions at OEM customers, the emergence of competitors, or other factors could affect the Company's operating results.」
The company continues to face the risk of an earnings impact from its structure, in which major OEM customers account for approximately half of domestic sales, and from a contraction in business with them. - FY2024-Q1RestatedAnnual report
「In Japan, business progressed mainly for module products, handheld scanner products and fixed-position scanner products, but sales declined year on year because major customers were affected by inventory adjustments.」
Major customers' inventory adjustments continue to be reflected in actual results as a factor behind the decline in domestic sales, reaffirming the company's dependence on the sales trends of major customers. - FY2023RestatedAnnual report
「The Company has maintained smooth, ongoing business relationships with major OEM customers, whose sales account for approximately half of domestic sales. A substantial reduction in transactions due to economic conditions in the industry, sales trends or operating conditions at OEM customers, the emergence of competitors, or other factors could affect the Company's operating results.」
The company continues to face the risk of an earnings impact from its structure, in which major OEM customers account for approximately half of domestic sales, and from a contraction in business with them. - FY2023-Q2RestatedAnnual report
「In Japan, business remained solid, mainly for handheld scanner products, despite the impact of inventory adjustments by customers and other factors.」
Customer inventory adjustments are said to continue affecting domestic sales, and the risk of dependence on major customers' sales trends continues to be reflected in actual results. - FY2023-Q1MaterialisedAnnual report
「In Japan, sales have been growing, led by the L-46X 2D scanner, which also supports OCR reading, but sales declined year on year due to the impact of inventory adjustments by business partners and other factors.」
Customer inventory adjustments actually emerged as a factor behind the decline in domestic sales, bringing the risk of dependence on major customers' sales trends to the fore. - FY2022MaterialisedAnnual report
「In addition, demand increased at a major customer in the previous fiscal year to secure inventory, and the resulting decline in sales to that customer was also a contributing factor.」
Dependence on the sales trends of major customers was identified, with lower sales to a customer due to a reversal in demand to secure inventory in the previous fiscal year cited as an actual cause of the decline in revenue. - FY2021RestatedAnnual report
「The Company has maintained smooth, ongoing business relationships with major OEM customers, whose sales account for approximately half of domestic sales.」
The company continues to disclose its structure, in which major OEM customers account for approximately half of domestic sales, and the risk of an earnings impact if business with them contracts. - FY2019RestatedAnnual report
「The Company has maintained smooth, ongoing business relationships with major OEM customers, whose sales account for approximately half of domestic sales.」
The company continues to disclose its structure, in which major OEM customers account for approximately half of domestic sales, and the risk of an earnings impact if business with them contracts. - FY2018First statedAnnual report
「The Company has maintained smooth, ongoing business relationships with major OEM customers, whose sales account for approximately half of domestic sales. A substantial reduction in transactions due to economic conditions in the industry, sales trends or operating conditions at OEM customers, the emergence of competitors, or other factors could affect the Company's operating results.」
The Company first explicitly disclosed its structure, in which major OEM customers account for approximately half of domestic sales, and the potential impact on operating results of a reduction in transactions.