Entry by Other LSI Manufacturers and Price Competition
First written in FY2017. 1 of 6 entries say "Restated". Latest entry: FY2026.
Axell moved to the "Worse" side of this theme in 2026, 1 year after 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".
- FY2026The sales ratio of the 2 core products rose to 84%Annual report
「In the fiscal year under review, sales of graphics LSIs and memory module products for this market accounted for approximately 84% of consolidated net sales (the fiscal year ending March 2026).」
The combined sales ratio of graphics LSIs and memory modules rose from approximately 82% in the previous fiscal year to approximately 84%, increasing dependence on specific products. - FY2025The sales ratio of 2 specific products declined to 82%Annual report
「In the fiscal year under review, sales of graphics LSIs and memory module products for this market accounted for approximately 82% of consolidated net sales (the fiscal year ended March 2025).」
The sales ratio of graphics LSIs and memory modules declined from approximately 85% in the previous fiscal year to approximately 82%, but dependence on specific products continues. - FY2023Disclosure that 2 specific products accounted for 85% of salesAnnual report
「In the fiscal year under review, sales of graphics LSIs and memory module products for this market accounted for approximately 85% of consolidated net sales (the fiscal year ended March 2023).」
The sales ratio of graphics LSIs and memory modules declined from approximately 89% in the previous fiscal year to approximately 85%, but dependence on specific products continues. - FY2022Disclosure that specific products accounted for 89% of salesAnnual report
「In the fiscal year under review, sales of graphics LSIs and memory module products for this market accounted for approximately 89% of consolidated net sales (the fiscal year ended March 2022).」
The document discloses that sales of the two core products accounted for approximately 89% of consolidated net sales in connection with the risks of competing products entering the market and price competition. - FY2019RestatedAnnual report
「However, if other LSI manufacturers or similar companies enter the market with products that outperform our products, or if circumstances arise in which we are forced to compete on price for other reasons, this may have a material impact on our results of operations.」
The document restates the risks of entry by other companies with superior-performing products and price competition. - FY2017First statedAnnual report
「However, if other LSI manufacturers or similar companies enter the market with products that outperform our products, or if circumstances arise in which we are forced to compete on price for other reasons, this may have a material impact on our results of operations.」
For our core graphics LSIs, the document identifies for the first time entry by competitors with superior-performing products and price competition as separate risks.