Restructuring the Business Portfolio Toward Power Modules, Power Devices and Sensors
First written in FY2021. 6 of 16 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-11-11.
The whole theme swung hardest in 2025: 2 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Other".
- 2026-11-11OtherEarnings presentation
「Power modules」
2027年3月期上期の製品別売上高は、パワーモジュール175億41百万円、パワーデバイス197億33百万円となり、前年同期比でパワーモジュールは減少、パワーデバイスは増加した。「その他」は当上期に売上高の表示がない。 - FY2026Changes in sales mix by productAnnual report
「Power modules 40,554 50.6 Power devices 38,056 47.5 Other 1,564 2.0」
Following deconsolidation, full-year sales were ¥40,554 million for power modules, ¥38,056 million for power devices and ¥1,564 million for other products. - 2026-05-13OtherEarnings presentation
「パワーモジュール 50,067 40,554 パワーデバイス 39,971 38,056 その他 31,580 1,564」
2026年3月期の製品別売上高は、パワーモジュール40,554百万円、パワーデバイス38,056百万円、その他1,564百万円となった。 - FY2026-H1Changes in sales mix by product following deconsolidationAnnual report
「Power modules 24,580 33.8 20,422 49.8 △4,158 △16.9 Power devices 20,145 27.7 19,048 46.4 △1,097 △5.4 Other 28,066 38.6 1,541 3.8 △26,524 △94.5」
Following the classification of Allegro products and other items as "Other," power module sales declined 16.9% year on year, power device sales declined 5.4%, and "Other" sales declined 94.5%. - FY2025Changes in sales mix by product following deconsolidationAnnual report
「Power modules 43,692 18.6 54,925 45.2 11,233 25.7 Power devices 99,609 42.3 48,377 39.8 △51,231 △51.4 Sensors and other 91,919 39.1 18,315 15.1 △73,603 △80.1」
Full-year sales by product rose 25.7% for power modules, while declining 51.4% for power devices and 80.1% for sensors and other products, showing the change in the sales mix following deconsolidation. - FY2025-H1Changes in sales mix by product following deconsolidationAnnual report
「Power modules 22,417 18.4 26,818 36.8 4,401 19.6 Power devices 50,369 41.5 28,385 39.0 △21,983 △43.6 Sensors 48,764 40.1 17,587 24.2 △31,176 △63.9」
In the interim period, power module sales rose 19.6% year on year, while power device sales fell 43.6% and sensor sales fell 63.9%. The figures include the impact of Allegro's deconsolidation. - FY2024-Q3Decline in power modules and growth in sensorsAnnual report
「Power modules 36,329 22.3 33,337 18.5 △2,991 △8.2 Power devices 69,895 42.8 75,716 42.1 5,821 8.3 Sensors 57,048 34.9 70,774 39.4 13,725 24.1」
Cumulative third-quarter sales by product showed an 8.2% year-on-year decline in power modules, an 8.3% increase in power devices and a 24.1% increase in sensors, with differing growth rates across the portfolio. - FY2024-Q2Changes in sales mix by productAnnual report
「Power modules 24,286 22.9 22,417 18.4 △1,869 △7.7 Power devices 45,690 43.1 50,369 41.5 4,679 10.2 Sensors 35,988 34.0 48,764 40.1 12,775 35.5」
In the cumulative second quarter, power module sales declined 7.7% year on year, while power device sales rose 10.2% and sensor sales rose 35.5%, resulting in differing growth rates across the product portfolio. - FY2024-Q1AdvancedAnnual report
「Power modules 11,111 22.4 11,341 18.9 229 2.1 Power devices 20,740 41.8 24,597 41.1 3,857 18.6 Sensors 17,781 35.8 23,967 40.0 6,185 34.8」
Sales by product for the quarter were ¥11,341 million for power modules, ¥24,597 million for power devices and ¥23,967 million for sensors, up 2.1%, 18.6% and 34.8% year on year, respectively. - FY2023AdvancedAnnual report
「Power modules 49,287 21.9 42,265 24.1 7,022 16.6 Power devices 96,438 42.8 77,314 44.0 19,124 24.7 Sensors 79,661 35.3 55,206 31.4 24,455 44.3」
Full-year sales were ¥49,287 million for power modules, ¥96,438 million for power devices and ¥79,661 million for sensors, with each product group increasing year on year. - FY2023-Q3AdvancedAnnual report
「Power modules 30,979 24.0 36,329 22.3 5,350 17.3 Power devices 56,104 43.5 69,895 42.8 13,790 24.6 Sensors 40,959 31.8 57,048 34.9 16,089 39.3」
Cumulative third-quarter net sales by product were ¥36,329 million for power modules, ¥69,895 million for power devices and ¥57,048 million for sensors, increases of 17.3%, 24.6% and 39.3% year on year, respectively. - FY2023-Q2AdvancedAnnual report
「Power modules 24,286 22.9 20,943 24.2 3,343 16.0 Power devices 45,690 43.1 37,375 43.3 8,315 22.2 Sensors 35,988 34.0 27,228 31.5 8,760 32.2」
Cumulative second-quarter net sales by product were ¥24,286 million for power modules, ¥45,690 million for power devices and ¥35,988 million for sensors, increases of 16.0%, 22.2% and 32.2% year on year, respectively. - FY2023-Q1AdvancedAnnual report
「Sensors 13,213 29.8 17,781 35.8 4,568 34.6」
Sales of sensors, one of the business portfolio segments in the 2021 Medium-Term Management Plan, rose 34.6% year on year to ¥17,781 million. Sales of power modules were ¥11,111 million, and sales of power devices were ¥20,740 million. - FY2022-Q3RestatedAnnual report
「Net sales by product Power modules 30,979 Power devices 56,104 Sensors 40,959 Other 875 Total 128,917」
Net sales by product for the cumulative third quarter were disclosed for the business portfolio of power modules, power devices and sensors set out in the 2021 Medium-Term Management Plan. - FY2022-Q1AdvancedAnnual report
「In addition, to implement the growth strategy, we carried out organizational reforms effective 1 April, established an organizational structure designed to achieve portfolio rebuilding, growth and profitability, and focused on strengthening our financial position.」
The rebuilding of the portfolio was translated into concrete measures through the organizational reforms effective 1 April 2021 and the establishment of an organizational structure designed to achieve growth and profitability. - FY2021First statedAnnual report
「"Rebuilding the business portfolio" Power modules, power devices, sensors」
The 2021 Medium-Term Management Plan explicitly stated for the first time that the business portfolio would be rebuilt around power modules, power devices and sensors.