Komori
Tdk (6762) · InitiativeAdvanced

Expanding the Customer and Application Bases and Strengthening the Earnings Structure

First written in FY2019. 4 of 6 entries say "Advanced", first in FY2021. Latest entry: FY2024.

6entries
6years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020AdvancedFY2021 – FY20242019: 120192020: 120202021: 120212022: 120222023: 120232024: 12024
Same theme, other companies
Stable Orders and Demand Recovery for Smartphone and Automotive Electronic ComponentsA theme 10 companies write about · 3 as a headwind · 7 as a tailwind

The whole theme swung hardest in 2025: 4 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「Magnetic sensor sales increased for both smartphones and automobiles in the Hall sensor and TMR sensor businesses, resulting in higher revenue and profits.」

    In the sensor business, sales for automobiles and smartphones increased, and the expansion of the customer and application bases was reflected in full-year results.
  2. FY2023AdvancedAnnual report

    「For magnetic sensors, sales of new Hall sensor products for automobiles and smartphones expanded. TMR sensor sales to the automotive market remained solid, while adoption of TMR sensors for smartphones also expanded. Overall, magnetic sensor sales increased significantly, as did earnings.」

    In the sensor business, adoption and sales of new products for automobiles and smartphones expanded, and the expansion of the customer and application bases was reflected in the results.
  3. FY2022AdvancedAnnual report

    「TMR sensors achieved substantial increases in sales and profit, driven by increased demand from the ICT market and the broader adoption of the products by new customers. For MEMS sensors, the results of expanding the customer and application bases have begun to emerge steadily, with sales of motion sensors and MEMS microphones increasing significantly.」

    The effects of expanding the customer and application bases became evident in the sensor business, leading to sensor application products becoming profitable for the full year.
  4. FY2021AdvancedAnnual report

    「Although sales to the automotive market declined significantly in the first half, sales recovered sharply in the second half, driven by a recovery in demand in the automotive market and the effects of expanding the customer base and applications for strategic products. Consolidated net sales in the fourth quarter reached the highest quarterly level on record.」

    For sensor application products, the effects of expanding the customer base and applications for strategic products were described as contributing to the recovery in sales in the second half.
  5. FY2020RestatedAnnual report

    「To achieve growth, we recognize the acquisition and appropriate allocation of management resources as important issues, and will review our Group-wide business portfolio as appropriate.」

    The acquisition and allocation of management resources for growth, and the review of the business portfolio, were identified as continuing issues.
  6. FY2019First statedAnnual report

    「Even in this market environment, we will pursue steady growth in priority businesses by expanding our customer and application bases, while strengthening our overall earnings structure by reliably implementing measures to improve earnings that are less susceptible to economic conditions.」

    As a response to an economic slowdown, the combination of expanding the customer and application bases with earnings-improvement measures less susceptible to economic conditions was explicitly described for the first time.
Moved together

"Reforms in quality, procurement, energy efficiency and costs" moved the same way as this thread, in the same document, in 4 of its 6 moves.

443333★123456
  1. ★This thread
  2. 1Reforms in quality, procurement, energy efficiency and costs4×
  3. 2Market-specific R&D organization and product development4×
  4. 3Expansion of sensors and actuators, energy units and next-generation electronic components3×
  5. 4Right-sizing the HDD business required in a shrinking market3×
  6. 5Integration of energy-related businesses and establishment of the Energy Application Products segment3×
  7. 6Weak automotive sales, primarily in China3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tdk's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.