Slowdown in the industrial equipment market for semiconductor manufacturing equipment and renewable energy equipment
First written in FY2019-Q2. 6 of 19 entries say "Restated". Latest entry: 2026-07-31.
Tdk moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).
The whole theme swung hardest in 2023: 10 of 18 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- 2026-07-31SoftenedEarnings
「産業機器市場では設備投資需要が堅調に推移しました。」
従来の設備投資需要低調という表現から、第1四半期は堅調という記載に変化した。 - FY2026-H1SoftenedAnnual report
「In the industrial equipment market, demand related to renewable energy remained firm.」
While overall capital investment demand continued to be sluggish, demand for renewable energy applications was indicated to be resilient, reducing some of the risk of a slowdown in the industrial equipment market. - FY2025RestatedAnnual report
「Meanwhile, overall capital investment demand in the industrial equipment market remained sluggish.」
The view that overall capital investment demand in the industrial equipment market remains sluggish has continued. - FY2025-H1RestatedAnnual report
「Meanwhile, overall capital investment demand in the industrial equipment market remained sluggish.」
The view that overall capital investment demand in the industrial equipment market remains sluggish has continued. - FY2024RestatedAnnual report
「Overall capital investment demand in the industrial equipment market remained sluggish.」
The view that overall capital investment demand in the industrial equipment market remains sluggish has continued. - FY2024-Q3RestatedAnnual report
「Overall capital investment demand in the industrial equipment market remained sluggish.」
The view that overall capital investment demand in the industrial equipment market remains sluggish has continued. - FY2024-Q2WorsenedAnnual report
「Overall capital investment demand in the industrial equipment market remained sluggish.」
For the industrial equipment market, where demand had been described as firm in the previous fiscal year, overall capital investment demand became sluggish. - FY2023MitigatedAnnual report
「In the industrial equipment market, demand for renewable energy and residential energy storage systems expanded as energy prices surged.」
The expansion of demand for renewable energy and residential energy storage systems was reported, indicating partial mitigation of the risk of sluggish demand in the industrial equipment market. - FY2023-Q3MitigatedAnnual report
「Sales of aluminum electrolytic capacitors and film capacitors increased for the industrial equipment and automotive markets.」
For the industrial equipment market, which had been described as sluggish through the previous fiscal year, an increase in product sales for industrial equipment was reported. - FY2023-Q2MitigatedAnnual report
「Sales of aluminum electrolytic capacitors and film capacitors increased for the industrial equipment and automotive markets.」
For the industrial equipment market, which had been described as sluggish through the previous fiscal year, an increase in product sales for industrial equipment was reported. - FY2022MitigatedAnnual report
「In the industrial equipment market, demand for industrial equipment also remained firm, supported by strong capital investment demand.」
For the industrial equipment market, which had been described as sluggish and below the assumptions at the beginning of the fiscal year through the previous fiscal year, demand for semiconductor manufacturing equipment, renewable energy applications and other areas was described as remaining firm. - FY2021SoftenedAnnual report
「Demand for renewable energy applications increased in the industrial equipment market, and the recovery in demand related to EX became more pronounced.」
For the industrial equipment market, which had been described as sluggish and below the assumptions at the beginning of the fiscal year through the previous fiscal year, increased demand for renewable energy applications and a recovery in EX demand were indicated. - FY2021-Q3RestatedAnnual report
「Sales to the ICT market increased, while sales to the automotive and industrial equipment markets declined.」
The decline in sales to the industrial equipment market was also reflected in the performance of sensor application products, and the impact of sluggish demand continued. - FY2021-Q1WorsenedAnnual report
「Sales of aluminum electrolytic capacitors and film capacitors declined for the industrial equipment and automotive markets.」
Product sales to the industrial equipment and automotive markets continued to decline, and the impact of sluggish demand was reflected in product performance for the quarter. - FY2020WorsenedAnnual report
「Demand in the automotive and industrial equipment markets, which were heavily affected by U.S.-China trade tensions, remained sluggish and was substantially below the level assumed at the beginning of the fiscal year.」
From the quarterly stage, when signs of a partial recovery in semiconductor manufacturing equipment and other areas were noted, the full-year disclosure described demand in the automotive and industrial equipment markets as significantly below the assumptions at the beginning of the fiscal year. - FY2020-Q3SoftenedAnnual report
「Although some areas, such as semiconductor manufacturing equipment, showed signs of recovering demand, the industrial equipment market as a whole remained weak.」
Some areas, such as semiconductor manufacturing equipment, showed signs of recovering demand, indicating some improvement from the previously reported broad-based weakness through the preceding quarter, although the market as a whole was described as weak. - FY2020-Q2RestatedAnnual report
「Demand in the industrial equipment market remained weak.」
Continued weak demand in the industrial equipment market was noted. - FY2020-Q1WorsenedAnnual report
「In the industrial equipment market, the semiconductor market slowed because of U.S.-China trade tensions, and demand for related equipment remained weak.」
The semiconductor market slowed amid U.S.-China trade tensions, and demand for related equipment weakened. - FY2019-Q2MaterialisedAnnual report
「The industrial equipment market showed signs of slowing in areas serving semiconductor manufacturing equipment and renewable energy equipment, which had previously remained strong.」
A slowdown in the industrial equipment market serving semiconductor manufacturing equipment and renewable energy equipment was first identified as an actual market condition.