Growing Demand for Electronic Components Driven by Energy and Digital Transformation
First written in FY2019. 8 of 23 entries say "Restated". Latest entry: 2026-10-30.
The whole theme swung hardest in 2019: 5 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Cited as achieved".
- FY2026ReframedAnnual report
「Because the penetration and expansion of AI throughout society are expected to drive growth across our various businesses, we define the broad market related to AI as the "AI ecosystem market."」
A new market concept, the "AI ecosystem market," encompassing AI data centers, edge AI devices, AI-equipped vehicles, and humanoid robots, was added to the previous framework identifying green and digital transformation, 5G, EVs, ADAS, and IoT as growth opportunities. - 2026-05-21ReframedGeneral Meetings of Shareholders
「Because the penetration and expansion of AI throughout society are expected to drive growth across our various businesses, we define the broad market related to AI as the "AI ecosystem market."」
従来のGX・DX、AI等の成長機会の記載が、AIエコシステム市場という市場定義と、成長領域への積極的投資という整理に組み替えられた。 - FY2026-H1RestatedAnnual report
「Meanwhile, in the automotive market, weak demand for BEVs continued, resulting in component demand falling below the level assumed at the beginning of the fiscal year.」
While demand for ICT-related products and renewable energy remained solid, weak BEV demand and lower-than-expected component demand continued to affect the growth opportunities related to green transformation and EVs. - FY2025SoftenedAnnual report
「In addition, demand for BEVs stagnated in the automotive market, resulting in component demand falling below the level assumed at the beginning of the fiscal year.」
While green transformation and EVs continue to be viewed as growth opportunities, the stagnation in BEV demand and the decline in component demand were noted in the automotive market. - FY2025-H1SoftenedAnnual report
「In addition, in the automotive market, signs of continued slowing in demand for BEVs remained apparent, resulting in component demand falling below the level assumed at the beginning of the fiscal year.」
The description that BEV demand was showing signs of slowing and that component demand fell below the assumptions made at the beginning of the fiscal year was added to the theme of green transformation and EVs as growth opportunities. - FY2024RestatedAnnual report
「The trends toward green transformation and digital transformation are expected to expand and create new markets in our Group's business areas. For example, in green transformation, the adoption of renewable energy and electric vehicles; in digital transformation, the transition from the current fifth-generation mobile communications system (5G) to Beyond 5G, a more advanced mobile communications system, the deployment of ADAS in automobiles, and the further adoption of IoT products, AI, and cloud services are viewed as major growth opportunities for our Group.」
Green transformation and digital transformation, renewable energy, EVs, Beyond 5G, ADAS, IoT, AI, and cloud services continue to be viewed as growth opportunities. Meanwhile, demand for automotive components fell below the assumptions made at the beginning of the fiscal year. - FY2024-Q3Updated: increased xEV production and weaker component demand due to customer inventory adjustmentsAnnual report
「In the automotive market, production of xEVs and other vehicles exceeded the level of the cumulative consolidated period of the previous year, but component inventory adjustments at some customers continued for an extended period, causing demand for components to fall below the level assumed at the beginning of the fiscal year.」
Production of xEVs, a growth opportunity related to energy transformation, exceeded the level in the same period of the previous year, but prolonged inventory adjustments by some customers caused demand for electronic components to fall below the assumptions made at the beginning of the fiscal year. - FY2024-Q2RestatedAnnual report
「Meanwhile, in the automotive market, production of xEVs and other vehicles exceeded the level of the cumulative consolidated period of the previous year, but changes were observed in customer demand for components, which fell below the level assumed at the beginning of the fiscal year.」
Although xEV production continued to increase, the situation in which demand for electronic components fell below the assumptions made at the beginning of the fiscal year was reconfirmed. - FY2024-Q1Updated: increased xEV production and weaker-than-expected component demandAnnual report
「Meanwhile, in the automotive market, production of xEVs and other vehicles exceeded the level of the cumulative consolidated period of the previous year, but changes were observed in customer demand for components, which fell below the level assumed at the beginning of the fiscal year.」
Production of xEVs, a growth opportunity related to energy transformation, exceeded the level in the same period of the previous year, but customers' demand for components fell below the assumptions made at the beginning of the fiscal year. - FY2023RestatedAnnual report
「For example, in energy transformation, the adoption of renewable energy and electric vehicles; in digital transformation, the adoption of 5G (fifth-generation mobile communications) and the transition to Beyond 5G, the deployment of ADAS (advanced driver assistance systems) in automobiles, and the further adoption of IoT products and cloud services are viewed as major growth opportunities for our Group.」
Renewable energy, xEVs, 5G and Beyond 5G, ADAS, IoT, and cloud services continue to be identified as growth opportunities related to energy and digital transformation. - FY2023-Q3RestatedAnnual report
「The number of components installed continued to increase as the shift toward xEVs progressed, and demand for components remained solid.」
As a growth opportunity related to energy transformation, the continued shift toward xEVs and the resulting solid number of electronic components installed and demand were reconfirmed. - FY2022AdvancedAnnual report
「Demand related particularly to digital and energy transformation expanded beyond the assumptions made at the beginning of the fiscal year. By responding promptly to strong orders, we achieved year-on-year increases of 8.5% in net sales and 14.0% in operating income, with both net sales and operating income reaching record highs.」
Demand related to energy and digital transformation expanded beyond the assumptions made at the beginning of the fiscal year, and responding to strong orders led to record-high net sales and operating income. - FY2021AdvancedAnnual report
「Demand related particularly to digital and energy transformation expanded beyond the assumptions made at the beginning of the fiscal year. By responding promptly to strong orders, we achieved year-on-year increases of 8.5% in net sales and 14.0% in operating income, with both net sales and operating income reaching record highs.」
Demand related to energy and digital transformation expanded beyond the assumptions made at the beginning of the fiscal year, and responding to strong orders led to record-high net sales and operating income. - 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.」
As growth opportunities related to digital transformation, a significant increase in demand for devices used for telework and online classes, along with continued solid demand for 5G base stations and smartphones, was confirmed. - FY2021-Q2Updated: expansion in telework- and 5G-related demandAnnual 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.」
As growth opportunities related to digital transformation, demand for devices used for telework and online classes, and demand for 5G base stations and smartphones, were specifically identified as expanding. - FY2021-Q1Emergence of telework- and 5G-related demandAnnual report
「Demand for notebook computers and tablets increased as telework and online classes gained wider adoption. In 5G (fifth-generation mobile communications), demand for base stations expanded significantly, particularly in China, which has been actively developing its infrastructure.」
Amid the COVID-19 pandemic, demand for devices used for telework and online classes, and demand for 5G base stations, particularly in China, became newly apparent. - FY2020RestatedAnnual report
「For example, in energy transformation, the adoption of renewable energy and electric vehicles; in digital transformation, the adoption of 5G, the deployment of ADAS (advanced driver assistance systems) in automobiles, and the further adoption of IoT and wearable products and cloud services are viewed as major growth opportunities for our Group.」
Renewable energy, EVs, 5G, ADAS, IoT and wearables, and cloud services were specifically identified as growth opportunities arising from energy and digital transformation. - 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 emergence of 5G-related demand continues to be identified as a growth opportunity. - FY2020-Q2Emergence of 5G demandAnnual 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 emergence of 5G-related demand was newly identified as a market trend related to digital transformation. - FY2019First statedAnnual report
「These major trends are expected to drive a significant expansion in demand for electronic components. We will seek to expand sales by providing market-driven solutions across our four main businesses: passive components, sensor application products, magnetic application products, and energy application products.」
Energy transformation and digital transformation were identified explicitly for the first time as growth opportunities underpinning demand capture and sales growth across the four main businesses.