Changes in ICT market demand due to partial adjustments to smartphone production
First written in FY2018-Q2. 12 of 30 entries say "Worsened", first in FY2019-Q3. Latest entry: 2026-10-30.
Tdk moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 6 of 12 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- 2026-10-30WorsenedRevisions to earnings forecasts
「当中間期において、スマートフォン等の ICT 関連製品の需要は低調だったものの、AI データセンター向け関連製品の需要は、前年同期を大幅に上回り堅調に推移しました。」
スマートフォン等のICT関連製品の需要低調が記載され、従来の需要変動リスクが再び示された。一方、AIデータセンター向け需要は前年同期を大幅に上回ったとされている。 - FY2026MitigatedAnnual report
「In the electronics market, production of ICT (information and communications technology)-related products remained firm compared with the previous fiscal period.」
For ICT-related products, which had remained weak through the previous fiscal year, production became firm year on year. Expansion of the AI-related market is also positioned as a new demand opportunity. - FY2026-H1MitigatedAnnual report
「Production of ICT (information and communications technology)-related products remained firm year on year.」
For ICT-related products, which had remained weak through the previous fiscal year, production became firm year on year. The disclosure also reported an improvement in market conditions concerning the risk of fluctuations in demand for smartphones, notebook PCs and tablets. - FY2025MitigatedAnnual report
「Production trends for ICT-related products remained weak compared with the previous consolidated fiscal year. Smartphone production volumes in the Chinese market remained above the level of the previous consolidated fiscal year from the third-quarter consolidated accounting period onward. Meanwhile, demand for notebook PCs and tablets declined.」
Overall ICT-related products remained weak and demand for notebook PCs and tablets declined, while Chinese smartphone production exceeded the previous fiscal year's level from the third quarter onward. - FY2025-H1MitigatedAnnual report
「Production trends for ICT (information and communications technology)-related products showed signs of recovery from the previous interim consolidated accounting period, due in part to replacement demand and the launch of new models. Demand for smartphones, notebook PCs and tablets remained firm.」
For ICT-related products, which had remained weak through the previous fiscal year, production trends began to recover, and demand for smartphones, notebook PCs and tablets was also reported as firm. - FY2024Update: recovery in Chinese smartphone production and weak device demandAnnual report
「Production trends for ICT-related products remained weak compared with the previous consolidated fiscal year. Smartphone production volumes in the Chinese market remained above the level of the previous consolidated fiscal year from the third-quarter consolidated accounting period onward. Meanwhile, demand for notebook PCs and tablets declined.」
Overall ICT-related products remained weak and demand for notebook PCs and tablets declined, while Chinese smartphone production exceeded the previous-year level from the third quarter onward. - FY2024-Q3Update: recovery in Chinese smartphone production and weak device demandAnnual report
「Production trends for ICT (information and communications technology)-related products remained weak compared with the same cumulative quarter of the previous year amid prolonged weakness in end demand. However, during the current third-quarter consolidated accounting period, smartphone production volumes in the Chinese market remained above the level of the same consolidated accounting period of the previous year. Demand for notebook PCs and tablets declined substantially.」
Production of ICT-related products remained weak and demand for notebook PCs and tablets declined substantially, while Chinese smartphone production in the third-quarter accounting period exceeded the level of the same period of the previous year. - FY2024-Q2RestatedAnnual report
「In particular, in the ICT market, smartphone production volumes fell below the level of the same cumulative quarter of the previous year, while demand for notebook PCs and tablets also declined substantially.」
The decline in smartphone production from the previous year and the substantial decline in demand for notebook PCs and tablets continued. - FY2024-Q1WorsenedAnnual report
「In particular, in the ICT market, smartphone production volumes fell below the level of the same cumulative quarter of the previous year, while demand for notebook PCs and tablets, which had been strong during the COVID-19 pandemic, also declined substantially.」
In addition to smartphone production falling below the previous year's level, demand for notebook PCs and tablets also declined substantially. - FY2023WorsenedAnnual report
「In the ICT market, smartphone production volumes fell well below the level of the previous consolidated fiscal year, but demand for some new models remained firm. Demand for notebook PCs and tablets, which had been strong during the COVID-19 pandemic, also declined substantially.」
Smartphone production fell substantially below the previous year's level, and PC and tablet demand also declined substantially. The firm demand for some new models was also noted. - FY2023-Q3WorsenedAnnual report
「In the ICT (information and communications technology) market, demand for notebook PCs and tablets, which had been strong during the COVID-19 pandemic, declined substantially. Smartphone production volumes also fell well below the level of the same cumulative quarter of the previous year, but demand for components for new models remained firm.」
Demand for notebook PCs and tablets declined substantially, while smartphone production fell well below the level of the same period of the previous year. The firm demand for components for new models was also noted. - FY2023-Q2WorsenedAnnual report
「In the ICT (information and communications technology) market, demand for notebook PCs and tablets, which had been strong during the COVID-19 pandemic, declined substantially from the same cumulative quarter of the previous year. Smartphone production volumes also fell well below the level of the same cumulative quarter of the previous year, but demand for components for new models remained firm.」
Demand for notebook PCs and tablets declined substantially, while smartphone production fell well below the level of the same period of the previous year. The firm demand for components for new models was also noted. - FY2023-Q1WorsenedAnnual report
「In the ICT (information and communications technology) market, demand for notebook PCs and tablets, which had remained strong during the COVID-19 pandemic, began to decline, while smartphone production volumes fell slightly below the level of the same cumulative quarter of the previous year, when production was weak. Demand also languished amid the economic deterioration caused by China's lockdowns.」
Demand for notebook PCs and tablets began to decline, while smartphone production fell below the same period of the previous year, when it was weak. Weak demand due to China's lockdowns was also reported. - FY2022-Q3WorsenedAnnual report
「The renewed spread of COVID-19 affected component procurement and demand for smartphones, and cumulative nine-month production volumes remained below the level of the same cumulative quarter of the previous year.」
Whereas the previous quarter's disclosure stated that smartphone production was at the same level as the same period of the previous year and below the initial forecast, the nine-month cumulative production was reported as being below the previous-year level, with the impact of renewed spread of infections on component procurement and demand continuing. - FY2022-Q2WorsenedAnnual report
「In the ICT (information and communications technology) market, smartphone production remained at the level of the same cumulative quarter of the previous year and fell below the initial forecast, due to shortages of semiconductors and other materials and the impact of renewed spread of infections.」
Whereas the previous quarter's disclosure stated that smartphone production had increased only slightly from the same period of the previous year, the current quarter's production was at the same level as the previous year and below the initial forecast. - FY2022-Q1Update: slower recovery in smartphone production and firm PC and tablet demandAnnual report
「In the ICT (information and communications technology) market, demand for notebook PCs and tablets remained firm, as in the previous consolidated fiscal year. Smartphone production increased only slightly from the previous consolidated fiscal year, due to semiconductor shortages and renewed spread of infections in India and Southeast Asia.」
PC and tablet demand remained firm, while the increase in smartphone production from the previous year was limited by semiconductor shortages and the renewed spread of infections in India and Southeast Asia. - FY2021MitigatedAnnual report
「In the ICT (information and communications technology) market, the adoption of telework and online classes progressed rapidly, substantially increasing demand for notebook PCs and tablets. Demand related to 5G (fifth-generation mobile communications systems) also remained firm, and smartphone production volumes recovered to the level of the previous consolidated fiscal year.」
After smartphone production remained below the previous year's level in the previous fiscal period, it recovered to that level in fiscal 2021, while demand for PCs, tablets and 5G-related products also expanded. - FY2021-Q3RestatedAnnual report
「In the ICT (information and communications technology) market, demand for notebook PCs and tablets expanded substantially year on year as the adoption of telework and online classes progressed. Demand for 5G base stations and 5G smartphones also remained firm.」
While fluctuations in ICT demand, including smartphones, continued, substantial growth in demand for devices driven by telework and online classes and firm 5G-related demand continued. - FY2021-Q2MitigatedAnnual report
「In addition, the adoption of telework and online classes progressed further, leading to a substantial increase in demand for notebook PCs and tablets. Demand for base stations for 5G and 5G smartphones also expanded.」
Although the risk of fluctuations in ICT demand, including smartphones, remains, the disclosure reported expanding demand for devices driven by telework and online classes, as well as for 5G-related products. - FY2021-Q1WorsenedAnnual report
「Production volumes of automobiles, smartphones, HDDs (hard disk drives) and other products were substantially below the level of the same cumulative quarter of the previous year.」
The adjustment in smartphone production that continued from the previous fiscal period was described as having resulted in production substantially below the same period of the previous year in the current quarter. - FY2020RestatedAnnual report
「In the ICT (information and communications technology) market, demand related to 5G (fifth-generation mobile communications systems) began to emerge, but smartphone production volumes fell below the level of the previous consolidated fiscal year.」
While the decline in smartphone production continued, the emergence of 5G-related demand was confirmed. - FY2020-Q3RestatedAnnual report
「In the ICT (information and communications technology) market, smartphone production was slightly below the level of the same cumulative quarter of the previous year, while demand related to 5G began to emerge.」
The disclosure continues to state that smartphone production was slightly below the level of the same period of the previous year, while 5G-related demand began to emerge. - FY2020-Q2WorsenedAnnual report
「In the ICT (information and communications technology) market, smartphone production was slightly below the level of the same cumulative quarter of the previous year, while demand related to 5G began to emerge.」
Smartphone production was slightly below the level of the same period of the previous year, and demand continued to fluctuate, while the emergence of 5G-related demand was also reported. - FY2020-Q1MitigatedAnnual report
「In the ICT (information and communications technology) market, production at some smartphone manufacturers slowed, but overall production was slightly above the level of the same cumulative quarter of the previous year.」
Although production at some smartphone manufacturers continues to slow, overall ICT market production was slightly above the level of the same period of the previous year. - FY2019WorsenedAnnual report
「In the ICT (information and communications technology) market, production volumes fell slightly below the level of the previous consolidated fiscal year, due in part to the lengthening replacement cycle for smartphones.」
Full-year smartphone production fell below the previous year's level, due in part to the lengthening replacement cycle. - FY2019-Q3WorsenedAnnual report
「In the ICT (information and communications technology) market, smartphone production volumes fell below the level of the same cumulative quarter of the previous year, due in part to major smartphone manufacturers revising down their production plans.」
Following the smartphone production adjustments through the previous quarter, production volumes fell below the level of the same period of the previous year, due in part to major manufacturers revising down their production plans. - FY2019-Q1MitigatedAnnual report
「In the ICT (information and communications technology) market, smartphone production exceeded the level of the same cumulative quarter of the previous year.」
In contrast to the partial adjustments to smartphone production reported through the previous fiscal period, production in the current first quarter exceeded the level of the same period of the previous year. - FY2018RestatedAnnual report
「Meanwhile, in the ICT (information and communications technology) market, some production adjustments were seen in smartphones.」
Partial adjustments to smartphone production continue to be reported in the full-year market-environment discussion. - FY2018-Q3RestatedAnnual report
「Meanwhile, in the ICT (information and communications technology) market, some production adjustments were seen in smartphones.」
Partial adjustments to smartphone production continue to be reported in the market-environment discussion for the first nine months. - FY2018-Q2First statedAnnual report
「Meanwhile, in the ICT (information and communications technology) market, some production adjustments were seen in smartphones.」
The disclosure first states that partial adjustments to smartphone production were actually observed in the ICT market.