Declining Demand and Deteriorating Profitability for AC Adapters, Chargers and Other Unit Products
First written in FY2019-Q1. 5 of 9 entries say "Worsened", first in FY2019-Q2. Latest entry: 2026-08-05.
Tamura moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2023: 9 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2026MitigatedAnnual report
「Chargers for power tools remained stable, while reactors for air conditioners and automotive reactors also maintained a certain level of demand.」
Chargers for power tools and other products, whose demand had been subdued due to inventory adjustments by major customers, maintained stable or steady demand. - FY2026-H1MitigatedAnnual report
「Sales of chargers for power tools increased, as the anticipated slowdown in demand due to inventory adjustments by major customers and the impact of U.S. government tariff measures did not materialize.」
Sales of chargers for power tools turned from subdued demand caused by inventory adjustments by major customers to growth. A slowdown in demand due to U.S. tariff measures had also not materialized by the end of the interim period. - FY2025MitigatedAnnual report
「Sales of chargers for power tools increased after inventory adjustments by major customers had run their course.」
Sales of chargers for power tools, which had remained subdued due to inventory adjustments by major customers, turned to growth after the adjustments had run their course. - FY2024-Q2WorsenedAnnual report
「Demand for chargers for power tools, transformers and reactors for industrial machinery, and reactors for air conditioners remained subdued due to inventory adjustments by major customers.」
Demand for chargers for power tools and other products that had previously been firm remained subdued due to inventory adjustments by major customers. - FY2021WorsenedAnnual report
「In addition, the transfer of charger production from the Shenzhen factory in China to a new factory in Suzhou in October 2020 coincided with a period of rapidly rising demand for chargers and other unit products. This reduced production efficiency and increased costs.」
The transfer of unit product production from Shenzhen to Suzhou coincided with a period of rising demand, resulting in lower production efficiency and higher costs. - FY2019-Q2WorsenedAnnual report
「In addition to lower sales of unit products such as AC adapters and chargers, shortages in the market supply of certain components led to higher market prices and delayed delivery, while rising labor costs and hiring difficulties in China resulted in higher costs and lower factory utilization. These factors reduced the profitability of the Electronic Components Business. As a result, net sales remained broadly in line with the previous year at ¥27,816 million, up 0.4% year on year, but segment profit fell sharply to ¥157 million, down 88.9%.」
Lower unit product sales, higher component prices, delayed delivery, and higher costs and lower factory utilization caused by rising labor costs and hiring difficulties continued, and segment profit in the Electronic Components Business fell 88.9% year on year. - FY2019-Q1First statedAnnual report
「In addition to lower sales of unit products such as AC adapters and chargers, shortages in the market supply of certain components led to higher market prices and delayed delivery, while rising labor costs and hiring difficulties in China resulted in higher costs and lower factory utilization. These factors reduced the profitability of the Electronic Components Business.」
Lower sales of unit products were compounded by higher component prices, delayed delivery, rising labor costs, and hiring difficulties in China, which increased costs and reduced factory utilization, lowering the profitability of the Electronic Components Business.