Slowing Smartphone Market and Production Adjustments by Chinese Customers
First written in FY2016. 9 of 32 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-11-09.
Nihon Dempa Kogyo moved to the "Worse" side of this theme in 2017, 1 year before the typical company in this theme (2018).
The whole theme swung hardest in 2019: 12 of 17 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- 2026-11-09WorsenedResults
「Meanwhile, sales for mobile communications declined due to the impact of weak demand for Chinese smartphones.」
中華系スマートフォン向け需要の低迷が、移動体通信向け売上高の減少として中間期にも現れた。 - FY2027-H1WorsenedAnnual report
「Meanwhile, sales for mobile communications declined due to the impact of weak demand for Chinese smartphones.」
Regarding risks related to the smartphone market and Chinese customers, weak demand for Chinese smartphones emerged as a decline in sales to the mobile communications market. - 2026-05-14OtherRevision to earnings forecasts
「これに対し、スマートフォン向けを含む移動体通信向けおよび光学製品の売上高は前年同期比で減少いたしました。」
スマートフォンを含む移動体通信向けについて、通期売上高の前年同期比減少を確認した。 - FY2026-H1Decline in mobile communications sales and second-quarter recovery occurred concurrentlyAnnual report
「Sales to the automotive market, which accounts for approximately half of net sales, were flat year on year, while sales to the mobile communications market, including smartphones, declined year on year. However, second-quarter sales increased from the first quarter in both the automotive and mobile communications markets.」
Sales to the mobile communications market, including smartphones, declined year on year, but second-quarter sales increased from the first quarter. - FY2025Growth in sales to major smartphone manufacturers and Chinese mobile communications customers, alongside weak domestic demand in ChinaAnnual report
「In China, sales of crystal resonators for mobile communications, automotive applications and AI data centers increased from the previous fiscal year.」
Sales to the mobile communications market increased, led by major smartphone manufacturers, and sales to mobile communications customers in China also increased, while the property downturn and weak domestic demand continued in China. - FY2024Growth in mobile communications products in China and decline in consumer products occurred concurrentlyAnnual report
「In China, sales of crystal resonators for mobile communications increased, but sales of crystal resonators for consumer applications declined from the previous fiscal year.」
In smartphone-related products, sales of crystal resonators for mobile communications in China increased, while sales of crystal resonators for consumer applications declined from the previous fiscal year. - FY2024-Q3Steady demand from major smartphone manufacturers and declining overall demand occurred concurrentlyAnnual report
「In addition, demand for products from major smartphone manufacturers remained steady.」
Although demand for products from major smartphone manufacturers was described as steady, cumulative net sales declined 6.3% year on year due to lower demand for smartphones, base stations, personal computers and other products. - FY2024-Q2Weak smartphone demand and the start of production for new models occurred concurrentlyAnnual report
「In addition, production began for new models from major smartphone manufacturers. As a result, the Company's net sales for the second quarter of fiscal 2023 (July-September) increased from the first quarter of fiscal 2023 (April-June), mainly in the automotive and mobile communications markets. However, cumulative net sales for the second quarter (April-September) declined year on year in the mobile communications, industrial equipment and consumer markets because demand for smartphones, base stations, personal computers and other products remained sluggish.」
While production began for new models from major smartphone manufacturers and net sales increased in the second quarter, demand for smartphones, base stations, personal computers and other products remained sluggish on a first-half cumulative basis, resulting in lower sales for related applications year on year. - FY2024-Q1RestatedAnnual report
「In addition, global smartphone production remained sluggish, following the previous quarter (January-March).」
Global smartphone production remained sluggish, continuing the trend seen in the previous quarter. - FY2023-Q3Declining demand from Chinese manufacturers, the Zhengzhou lockdown and growth in high-end products occurred concurrentlyAnnual report
「Sales to the mobile communications market, which accounts for approximately 20% of net sales, were affected by lower demand from Chinese smartphone manufacturers and the lockdown in Zhengzhou. However, sales of 76.8 MHz crystal resonators with built-in thermistors and ultra-small crystal resonators for high-end smartphones increased, and the yen remained weak, resulting in sales growth of just under 10% year on year.」
While the effects of lower demand from Chinese smartphone manufacturers and the Zhengzhou lockdown continued, sales to the mobile communications market increased by just under 10% year on year due to higher sales of 76.8 MHz and ultra-small products for high-end smartphones, as well as the weaker yen. - FY2023-Q2Declining demand from Chinese manufacturers and growth in high-end products occurred concurrentlyAnnual report
「Although the mobile communications market was affected by lower demand from Chinese smartphone manufacturers, sales of 76.8 MHz crystal resonators with built-in thermistors and ultra-small crystal resonators for high-end smartphones increased, resulting in higher sales than in the same quarter of the previous year.」
While the risk of declining demand from Chinese smartphone manufacturers continued, sales to the mobile communications market increased year on year due to growth in high-end products. - FY2023-Q1Declining demand from Chinese smartphone manufacturers and growth in ultra-small products for other major manufacturers occurred concurrentlyAnnual report
「In the mobile communications market, sales of 76.8 MHz crystal resonators with built-in thermistors declined due to lower demand from Chinese smartphone manufacturers, but sales of ultra-small crystal resonators increased for other major smartphone manufacturers.」
Sales of 76.8 MHz products with built-in thermistors for 5G declined due to lower demand from Chinese smartphone manufacturers, while sales of ultra-small products increased for other major manufacturers. - FY2022Growth in high-frequency 5G products and decline in existing TCXO sales occurred concurrentlyAnnual report
「Sales of 76.8 MHz crystal resonators with built-in thermistors for 5G smartphones grew steadily, but a decline in TCXO sales left net sales up only slightly from the previous fiscal year.」
In conventional smartphone products, TCXO sales declined, while sales of high-frequency and small products for 5G grew. - FY2022-Q2Growth in small 5G products and decline in TCXO sales occurred concurrentlyAnnual report
「Mobile communications, which accounts for just under 20% of sales, saw increased sales of 76.8MHz crystal resonators with built-in thermistors and ultra-small crystal resonators for 5G smartphones as a result of investment to increase production. However, because TCXO sales declined, sales for the cumulative second quarter of the fiscal year increased only slightly year on year.」
In the smartphone market, sales of 76.8 MHz products with built-in thermistors and ultra-small products for 5G increased, but a decline in TCXO sales left first-half sales to the mobile communications market up only slightly. - FY2022-Q1Growth in 5G products and decline in TCXO sales occurred concurrentlyAnnual report
「Sales to the mobile communications market, which accounts for just under 20% of net sales, increased for 76.8 MHz crystal resonators with built-in thermistors for 5G smartphones, but declined for TCXOs (temperature-compensated crystal oscillators), leaving net sales up only slightly from the same quarter of the previous year.」
In the mobile communications market, sales of products for 5G smartphones increased, while TCXO sales declined, leaving net sales up only slightly year on year. - FY2021-Q3Export restrictions and growing 5G demand occurred concurrentlyAnnual report
「Although sales to a Chinese communications equipment manufacturer declined in the third quarter due to the impact of tighter U.S. export restrictions on Chinese communications equipment manufacturers, cumulative consolidated revenue for the first three quarters increased year on year for both industrial equipment and mobile communications applications.」
While sales to Chinese communications equipment manufacturers declined in the third quarter due to tighter US export restrictions, cumulative sales to the mobile communications market increased year on year on demand for 5G smartphones and other products. - FY2021-Q2MitigatedAnnual report
「For mobile communications, sales of small crystal resonators, including 1612-size crystal resonators with built-in thermistors, increased for 5G smartphones, and sales for the cumulative second quarter of the fiscal year increased year on year.」
Against the backdrop of continued weakness in the smartphone market, sales of small crystal resonators for 5G smartphones increased, as did sales to the mobile communications market year on year. - FY2020-Q3MitigatedAnnual report
「Sales to the mobile communications and IoT markets, which together account for slightly more than 20% of consolidated net sales, benefited from strong sales of new models by North American smartphone manufacturers, while Chinese smartphone manufacturers continued to produce at levels above expectations. As a result, supply and demand tightened for some crystal devices.」
The smartphone market is described as having benefited from strong sales of new models from North American manufacturers and production levels at Chinese smartphone manufacturers exceeding expectations, indicating some improvement from the previous weakness. - FY2020-Q2RestatedAnnual report
「Regarding the smartphone market, there has been information that the launch of new models from North American manufacturers has been strong recently, but overall conditions remained sluggish during the cumulative second-quarter consolidated period.」
Although some information indicated strong performance for new models from North American manufacturers, the smartphone market was generally sluggish over the cumulative period. - FY2020-Q1RestatedAnnual report
「Smartphone demand also remained sluggish.」
Continued weakness in smartphone demand is cited as part of the business environment. In terms of actual results, sales to the mobile communications market declined. - FY2019WorsenedAnnual report
「Smartphone shipments also fell below the previous fiscal year for the second consecutive year.」
The slowdown in the smartphone market and production adjustments by Chinese customers have worsened into a full-year result, with shipments declining for the second consecutive year. - FY2019-Q3WorsenedAnnual report
「Sales of 2018 smartphone models appear to have been weak.」
In addition to the delayed recovery from production adjustments in China, weak sales of 2018 models were newly identified as a factor behind the slowdown in the smartphone market. - FY2019-Q1WorsenedAnnual report
「Meanwhile, demand shifted, particularly among Chinese smartphone manufacturers, from TCXOs (temperature-compensated crystal oscillators) to crystal resonators with built-in temperature sensors, whose prices were declining, resulting in a year-on-year decrease in sales for mobile communications.」
For Chinese smartphone manufacturers, demand continued to shift from existing products to lower-priced products, and the associated risk persisted and intensified as lower sales in the mobile communications segment. - FY2018MaterialisedAnnual report
「Excess production in China's smartphone market during the previous consolidated fiscal year became apparent after the start of the current consolidated fiscal year, leading to a prolonged inventory adjustment.」
The previously described market slowdown and delayed recovery materialized as excess production in China's smartphone market, a prolonged inventory adjustment, a substantial downward revision to the sales outlook and a net loss. - FY2018-Q3WorsenedAnnual report
「Meanwhile, the smartphone market has taken longer than expected to recover from production adjustments in China.」
The recovery of the smartphone market from production adjustments in China has continued to be delayed, progressing from the delay and stagnation seen through the previous quarter to a state of being slower than expected. - FY2018-Q2WorsenedAnnual report
「The smartphone market remained sluggish as its recovery from production adjustments in China stalled. Although the Company had planned a full-scale increase in sales from the second quarter, sales to Chinese smartphone manufacturers ended well below plan.」
The recovery of the smartphone market from production adjustments in China stalled, and sluggish conditions continued. The previously delayed recovery has appeared in actual results as sales to Chinese smartphone manufacturers fell short of plan. - FY2018-Q1WorsenedAnnual report
「The smartphone market was slow to recover from production adjustments in China, and sluggish conditions continued.」
The delayed recovery from production adjustments in China and continued sluggishness in the smartphone market have materialized as weak sales to Chinese smartphone manufacturers and declining sales. - FY2017Chinese Manufacturers' Demand Increased Despite Slower GrowthAnnual report
「As growth in global smartphone shipments slowed, Chinese smartphone manufacturers increased their market share, and demand for crystal products increased.」
While growth in the overall smartphone market continued to slow, the disclosure describes expanding market share for Chinese smartphone manufacturers and rising demand for crystal products. - FY2017-Q3RestatedAnnual report
「Regarding the business environment surrounding the Company, the smartphone market is considered to have entered a mature phase, while demand in the crystal device market is growing for TCXOs (temperature-compensated crystal oscillators) used in smartphones and crystal resonators with built-in temperature sensors.」
The disclosure continues to describe the smartphone market as having entered a mature phase and demand for TCXOs and crystal resonators with built-in temperature sensors as growing. - FY2017-Q2WorsenedAnnual report
「Regarding the business environment surrounding the Company, the smartphone market is considered to have entered a mature phase,」
The description of the smartphone market has progressed from a slowdown in growth to a view that it has entered a mature phase, making the constraints on market growth more explicit. - FY2017-Q1RestatedAnnual report
「Although growth in the overall smartphone market has slowed,」
The slowdown in smartphone market growth continues to be described as part of the business environment. - FY2016First statedAnnual report
「The smartphone market slowed in the second half of the fiscal year.」
The disclosure states that the slowdown in the smartphone market in the second half of the fiscal year and production adjustments by customers in China in the first half affected sales and profit.