Komori
Tamura (6768) · FactRestated

Steady Performance of Dual-Reflow Equipment for Automotive and Smartphone Applications

First written in FY2017-Q1. 11 of 30 entries say "Restated". Latest entry: FY2026-H1.

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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q1MitigatedFY2021-Q3 – FY2022ReframedFY2024-Q1 – FY2024-Q22016: 220162017: 420172018: 320182019: 320192020: 420202021: 420212022: 420222023: 320232024: 120242025: 22025
Same theme, other companies
Fluctuations in demand for reflow assembly equipment for automotive and smartphone applicationsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Meanwhile, equipment sales in the equipment business remained low as customers in Japan and overseas continued to take a cautious stance toward capital investment.」

    In the equipment business, customers in Japan and overseas continue to take a cautious stance toward capital investment, while equipment sales remain low.
  2. FY2025WorsenedAnnual report

    「In addition to the postponement of projects to upgrade audio equipment for broadcasters, the severe capital investment environment across the broadcasting industry continued. Sales were ¥2.865 billion, down 5.0% year on year, and the segment recorded a loss of ¥181 million, compared with segment profit of ¥474 million in the previous fiscal year.」

    As in the equipment business, customer capital investment projects were postponed in the information equipment business, which consequently swung from segment profit in the previous fiscal year to a loss.
  3. FY2025-H1WorsenedAnnual report

    「Meanwhile, sales in the Mounting Equipment business declined as customers in Japan and overseas canceled or postponed capital investment.」

    In the equipment business, sales declined as customers in Japan and overseas cancelled or postponed capital investment projects, in addition to the existing regional restrictions on capital investment.
  4. FY2024-Q2ReframedAnnual report

    「Although the Mounting Equipment business was affected by customers curbing capital investment in China, sales were broadly in line with expectations.」

    While customers continued to curb capital investment in China, sales in the Mounting Equipment business were broadly in line with expectations, indicating regional differences in conditions.
  5. FY2024-Q1ReframedAnnual report

    「Although the Mounting Equipment business was affected by customers canceling or postponing capital investment in China, sales increased in Japan and elsewhere in Asia.」

    The Mounting Equipment business showed regional divergence, with customers canceling or postponing capital investment in China while sales increased in Japan and elsewhere in Asia.
  6. FY2023-Q3RestatedAnnual report

    「In the Mounting Equipment business, sales, mainly to Japanese customers, remained on a gradual recovery trend.」

    The gradual recovery trend in the Mounting Equipment business, led by Japanese customers, has continued.
  7. FY2023-Q2MitigatedAnnual report

    「In the Mounting Equipment business, a full-scale increase in demand driven by the electrification and increased electronic content of automobiles is still awaited, but sales centered on Japanese automotive manufacturers remained on a recovery trend.」

    While the increase in demand driven by automotive electrification and increased electronic content has yet to fully materialize, sales to Japanese automotive manufacturers entered a recovery trend.
  8. FY2023-Q1ReframedAnnual report

    「In the Mounting Equipment business, some deliveries were postponed due to lockdowns in the Shanghai area following the resurgence of novel coronavirus infections, as the company's main production facilities are located in Suzhou, China. However, demand from major Japanese automotive manufacturers, its key customers, has been recovering, and the company is advancing initiatives for future expansion.」

    The Mounting Equipment business changed to a situation in which demand from Japanese automotive manufacturers was recovering, while deliveries were also being postponed due to lockdowns in the Shanghai area.
  9. FY2022MitigatedAnnual report

    「Mounting equipment, centered on reflow equipment, also remained on a recovery trend, led by sales to major Japanese automotive manufacturers, its key customers.」

    The Mounting Equipment business, which had been under pressure due to customer capital investment postponements, was confirmed to be on a recovery trend, led by Japanese automotive manufacturers.
  10. FY2022-Q3MitigatedAnnual report

    「The Mounting Equipment business has remained on a recovery trend, led by sales to major Japanese automotive manufacturers, its key customers, although some customers have been affected by delivery delays caused by the resurgence of novel coronavirus infections.」

    While the recovery trend has continued, led by sales to major Japanese automotive manufacturers, some customers have experienced delivery delays due to the resurgence of infections.
  11. FY2022-Q2AdvancedAnnual report

    「Demand from major Japanese automotive manufacturers, the Mounting Equipment business's key customers, has begun to recover, and the company is advancing initiatives for future expansion, including developing new models.」

    The recovery in demand from Japanese automotive manufacturers continued, with specific initiatives for new model development and future expansion identified.
  12. FY2022-Q1AdvancedAnnual report

    「Demand from major Japanese automotive manufacturers, the Mounting Equipment business's key customers, has begun to recover, and the company is advancing initiatives for future expansion, including reviewing equipment functions and strengthening maintenance and servicing activities.」

    Recovery in demand from major Japanese automotive manufacturers was indicated, along with specific measures including reviewing equipment functions and strengthening maintenance and servicing.
  13. FY2021AdvancedAnnual report

    「Orders have been gradually recovering from a trough in the third quarter as production activity in the electronics market has picked up.」

    Orders for mounting equipment were reported to have entered a recovery phase, bottoming out in the third quarter.
  14. FY2021-Q3MitigatedAnnual report

    「The Mounting Equipment business continued to post difficult sales as major Japanese manufacturers, its key customers, remained cautious about capital investment, although orders have recently begun to show gradual signs of recovery.」

    Sales remained difficult due to the cautious capital investment stance of Japanese manufacturers, but orders for mounting equipment showed gradual signs of recovery.
  15. FY2021-Q2WorsenedAnnual report

    「The Mounting Equipment business remains in a difficult situation due to customers postponing or curbing capital investment.」

    The Mounting Equipment business, previously regarded as firm, remains in a difficult situation due to customers postponing or curbing capital investment.
  16. FY2021-Q1WorsenedAnnual report

    「The Mounting Equipment business remains in a difficult situation due to customers postponing or curbing capital investment.」

    The difficult situation in the Mounting Equipment business has continued as customers postponed or curbed capital investment.
  17. FY2020WorsenedAnnual report

    「In the Mounting Equipment business, some customers had postponed capital investment amid the automotive market slowdown, but the spread of the novel coronavirus led to further postponements. At present, on-site equipment installation through customer visits has become difficult, making it difficult to secure sales.」

    In addition to the automotive market slowdown, the novel coronavirus led to broader capital investment postponements, making equipment installation difficult.
  18. FY2020-Q3WorsenedAnnual report

    「In the Mounting Equipment business, sales of automotive reflow equipment have not reached the planned level because customers postponed their capital investment plans against the backdrop of a slowdown in the automotive market.」

    Customer postponement of capital investment plans amid the automotive market slowdown caused sales of automotive reflow equipment to fall below the planned level.
  19. FY2020-Q2AdvancedAnnual report

    「Although sales in the Mounting Equipment business were somewhat difficult during the cumulative second-quarter period, orders from regions outside China, which are expected to contribute to sales from the third quarter onward against the backdrop of US-China trade friction, and orders for the new reflow system that significantly reduces contamination inside the furnace and contributes to higher productivity, have progressed.」

    In addition to continued orders for the new reflow system, orders from regions outside China progressed against the backdrop of US-China trade friction, reaching a stage where they are expected to contribute to sales from the third quarter onward.
  20. FY2020-Q1RestatedAnnual report

    「In the Mounting Equipment business, orders for a new reflow system that significantly reduces contamination inside the furnace and contributes to higher productivity have remained firm, although customers have also begun reviewing the regions in which equipment will be installed against the backdrop of US-China trade friction.」

    Orders for the new reflow system that contributes to higher productivity remain firm, but customers have also begun reviewing installation regions.
  21. FY2019-Q3AdvancedAnnual report

    「The company released a new reflow system that significantly reduces contamination inside the furnace and improves productivity, and firm orders have continued.」

    Orders have remained firm following the release of a new reflow system that reduces contamination inside the furnace and improves productivity.
  22. FY2019-Q1RestatedAnnual report

    「The Mounting Equipment business also continued to perform firmly, supported by strong demand from automotive-related customers and electronic component manufacturers, particularly for reflow equipment.」

    Strong demand and firm performance have continued for reflow equipment serving automotive-related customers and electronic component manufacturers.
  23. FY2018RestatedAnnual report

    「In the Mounting Equipment business, reflow equipment performed firmly on the back of strong demand from automotive-related customers and electronic component manufacturers.」

    The firm performance of reflow equipment for automotive-related customers and electronic component manufacturers has continued.
  24. FY2018-Q3RestatedAnnual report

    「In the Mounting Equipment business, reflow equipment for automotive-related customers and electronic component manufacturers continued to perform firmly.」

    The firm performance of reflow equipment for automotive-related customers and electronic component manufacturers has continued.
  25. FY2018-Q2RestatedAnnual report

    「The Mounting Equipment business also performed firmly, led by sales to electronic component manufacturers and automotive manufacturers.」

    The firm performance of the Mounting Equipment business, focused on electronic component and automotive manufacturers, has continued.
  26. FY2018-Q1RestatedAnnual report

    「In the Mounting Equipment business, sales expansion of reflow equipment to automotive-related customers and electronic component manufacturers progressed steadily.」

    Reflow equipment for automotive-related customers and electronic component manufacturers has continued to perform firmly.
  27. FY2017RestatedAnnual report

    「In the Mounting Equipment business, sales expansion of reflow equipment to automotive-related customers and electronic component manufacturers progressed.」

    Reflow equipment for automotive-related customers and electronic component manufacturers continues to be identified as a priority product.
  28. FY2017-Q3RestatedAnnual report

    「In the Mounting Equipment business, efforts progressed to expand sales of reflow equipment to automotive-related customers, electronic component manufacturers and EMS providers.」

    Reflow equipment for automotive applications, electronic component manufacturers and EMS providers remains a business priority.
  29. FY2017-Q2RestatedAnnual report

    「Dual reflow equipment for automotive and smartphone applications has remained relatively firm.」

    The firm performance of dual reflow equipment for automotive and smartphone applications has continued.
  30. FY2017-Q1First statedAnnual report

    「In the Mounting Equipment business, dual-reflow equipment for automotive and smartphone applications continued to perform steadily.」

    Dual-reflow equipment is described as performing steadily despite the market slowdown.
Moved together

"Expanding Sales of Reflow Equipment for Automotive, Electronic Component Manufacturers and EMS Customers" moved the same way as this thread, in the same document, in 17 of its 30 moves.

171110987★123456
  1. ★This thread
  2. 1Expanding Sales of Reflow Equipment for Automotive, Electronic Component Manufacturers and EMS Customers17×
  3. 2Slowing Market for the Electronic Chemicals Business, Centered on Smartphones11×
  4. 3Weakness in the Electronics Market, Including Smartphones10×
  5. 4Continued Deliveries of the NT Series Audio Consoles to Broadcasters9×
  6. 5Steady Performance of High-Reliability Materials for Automotive Applications8×
  7. 6Steady Performance in Power-Tool and Industrial-Machinery Applications7×

★ 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.

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