Right-sizing the HDD business required in a shrinking market
First written in FY2016. 18 of 25 entries say "Advanced", first in FY2017. Latest entry: 2026-10-30.
The whole theme swung hardest in 2019: 5 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Advanced".
- 2026-10-30Advancedgoogle.com
「TDK <[6762](/quote/6762)> ＝2027年3月期の連結業績予想（国際会計基準）を上方修正した。」
HDD部品の伸長を背景として、2027年3月期の連結業績予想が上方修正された。 - FY2026AdvancedAnnual report
「Sales volumes for nearline HDDs for data centers increased approximately 14% for HDD heads and approximately 35% for HDD suspensions, resulting in substantial increases in revenue and profit.」
Against the backdrop of a recovery in demand for nearline HDDs for data centers, sales volumes of heads and suspensions increased, expanding the Magnetic Applied Products segment's profit. - FY2026-H1AdvancedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market increased.」
For HDD heads and suspensions, which are subject to measures addressing the shrinking market, increased sales to the ICT market were reported as an interim-period result. - FY2025AdvancedAnnual report
「Demand for nearline HDDs for data centers increased approximately 1.5 times from the previous fiscal year, and both the HDD head and HDD suspension businesses returned to profitability. Sales volume of HDD heads increased approximately 30% from the previous fiscal year, while sales volume of heads for nearline HDDs in particular approximately doubled. Although volumes remained slightly below the post-structural-reform break-even level, the businesses returned to profitability due to an improved product mix and higher utilization rates.」
The head and suspension businesses returned to profitability due to the recovery in nearline HDD demand, higher sales volumes, an improved product mix and higher utilization rates. - FY2025-H1AdvancedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market increased.」
For HDD heads and suspensions, which are subject to measures addressing the shrinking market, increased sales to the ICT market were reported as a result for the interim period. - FY2024AdvancedAnnual report
「We implemented structural reforms, including right-sizing production capacity in light of the demand environment, and recorded ¥19.8 billion in one-time costs for the fiscal year.」
The disclosure quantified the implementation of structural reforms, including production-capacity right-sizing, based on an anticipated prolonged slump in HDD demand. - FY2023AdvancedAnnual report
「Anticipating that the recovery in HDD demand would take some time, we recorded ¥25.7 billion for the full year in impairment losses and one-time costs related to structural reforms across the entire head-related business, comprising heads and suspensions and suspension application products, including the ¥1.0 billion recorded for the third-quarter consolidated accounting period.」
In anticipation of a prolonged slump in HDD demand, the Company carried out impairment measures and structural reforms across the head and suspension-related businesses, with the amounts disclosed. - FY2023-Q1SoftenedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market declined.」
For the HDD business, where responses involving high-value-added products and data centers had been reported, a decline in sales to the ICT market was reported for the first quarter. - FY2022AdvancedAnnual report
「Demand for data-center servers began recovering from the start of the period. Sales volume of nearline HDD heads increased 1.9 times from the previous fiscal year, while the volume of HDD heads overall increased 33%, resulting in higher revenue and profit.」
In the shrinking HDD market, the shift toward the high-value-added data-center segment and the increase in volumes progressed further. - FY2022-Q2AdvancedAnnual report
「The Magnetic Applied Products segment consists of HDD heads, HDD suspensions and magnets, and revenue was ¥125,986 million (¥88,701 million in the same period of the previous year, up 42.0% year on year). Sales of HDD heads and HDD suspensions to the ICT market increased substantially.」
In the shrinking HDD market, sales of HDD heads and suspensions increased substantially, while revenue from magnetic applied products rose 42.0% year on year. - FY2022-Q1AdvancedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market increased substantially.」
Specific progress was reported in addressing the shrinking HDD market, with a substantial increase in head and suspension sales to the ICT market. - FY2021-Q3AdvancedAnnual report
「On 2 November 2020, the Company transferred part of the HDD suspension business of the Group.」
As a right-sizing measure for the shrinking HDD market, part of the HDD suspension business was transferred. - FY2021-Q2RestatedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market declined.」
While measures to address the shrinking HDD market are being advanced, the continued decline in sales of heads and suspensions to the ICT market has been reported. - FY2020AdvancedAnnual report
「As total HDD demand declined, the volume of HDD heads fell by approximately 4%. In addition, the discontinuation of some HDD assembly products resulted in an approximately 18% decline in revenue and lower profit for HDD heads and suspensions overall, although profitability improved from the previous fiscal year partly due to an increase in high-value-added products.」
Although volumes and revenue declined, profitability improved from the previous fiscal year due to a higher proportion of high-value-added products. - FY2020-Q2SoftenedAnnual report
「Sales of HDD heads and HDD suspensions to the ICT market declined.」
While response measures for the shrinking market were being advanced, a decline in sales of HDD heads and suspensions to the ICT market was reported. - FY2019AdvancedAnnual report
「Although shipment volumes of HDD heads and HDD suspensions decreased from the previous fiscal year, the proportion of high-value-added products for data centers increased, securing higher profit than in the previous fiscal year.」
Despite lower shipment volumes, higher profit was secured through a shift in the product mix toward high-value-added products for data centers. - FY2019-Q2AdvancedAnnual report
「Sales of HDD heads and HDD suspensions for data-center servers increased.」
The increase in head and suspension sales for data-center servers was specifically reported in the shrinking HDD market. - FY2018SoftenedAnnual report
「Recording devices consist mainly of HDD heads and HDD suspensions, and revenue was ¥237,865 million (¥242,287 million in the same period of the previous year, down 1.8% year on year).」
Compared with the previous description of increased head and suspension sales despite sluggish market conditions, recording-device revenue fell 1.8% year on year for the full year, weakening the expression of the results of the response measures. - FY2018-Q3RestatedAnnual report
「Recording devices consist mainly of HDD heads and HDD suspensions, and revenue was ¥180,861 million (¥179,255 million in the same period of the previous year, up 0.9% year on year).」
Revenue from recording devices, including HDD heads and suspensions, increased 0.9% year on year, indicating continued growth in sales of the HDD-related business. - FY2018-Q1RestatedAnnual report
「Sales of HDD heads and HDD suspensions increased despite sluggish HDD market conditions.」
An increase in head and suspension sales was also reported for the first quarter despite the sluggish HDD market. - FY2017AdvancedAnnual report
「Against this backdrop, revenue from HDD heads and HDD suspensions increased despite sluggish market conditions. In addition, securing the long-term profitability of the HDD head-related business, one of the core businesses of our Group, remains an important issue that we are addressing.」
Revenue from heads and suspensions increased in the shrinking HDD market, and securing long-term profitability has also become a focus of the response. - FY2016First statedAnnual report
「We aim to remain a “necessary presence” even in a shrinking market by right-sizing our production capacity and providing products and services based on advanced technology.」
The response measures are to right-size production capacity and provide products and services using advanced technology.