Stable orders for components used in smartphones and automotive electronics
First written in FY2018-Q1. 11 of 35 entries say "Advanced", first in FY2018. Latest entry: FY2026.
The whole theme swung hardest in 2019: 3 of 8 companies on the "Worse" side.
2 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Demand for smartphone-related and semiconductor-related components increased, while demand for components for industrial machinery entered a recovery trend. Automotive electrical components also remained solid, resulting in higher sales and profit compared with the previous fiscal year.」
Demand for smartphone, semiconductor, industrial equipment and automotive electrical components improved or remained firm, resulting in a 24.5% increase in segment sales and a 25.5% increase in segment profit in the components segment. - FY2026-H1AdvancedAnnual report
「Demand for components for electronic equipment, mainly smartphone-related components and automotive components, increased, while industrial equipment and semiconductor-related components were on a recovery trend. Automotive electrical components also remained generally firm, resulting in higher revenue and profit year on year. As a result, revenue was ¥14,961 million, up 19.0% year on year, and segment profit was ¥3,009 million, up 15.5%.」
The situation changed from an unclear recovery in semiconductor-related demand and weak automotive electrical components in the previous interim period to increased demand for smartphone and automotive components, a recovery trend in industrial equipment and semiconductor-related components, and firm performance by automotive electrical components. Revenue in the Components segment increased 19.0% and segment profit increased 15.5%. - FY2025Demand for major components on a recovery trendAnnual report
「Within the Group, smartphone-related components, the mainstay of the Components segment, remained firm, while semiconductor-related components and components for industrial equipment were on a gradual recovery trend, and automotive electrical components generally performed in line with plan. In the Machinery and Equipment segment, both automated equipment and medical assembly remained firm.」
The company reported that, in addition to the strength of smartphone-related components, semiconductor-related components and components for industrial equipment were on a recovery trend, while automotive electrical components, automated equipment and medical assembly were also firm. - FY2025-H1Smartphones were generally firm, the outlook for recovery in semiconductor-related applications was unclear, industrial equipment applications were recovering, and automotive electrical applications were sluggish.Annual report
「Among components for electronic equipment, semiconductor-related components were weak, while components for industrial equipment recovered gradually and smartphone-related components remained firm. Although demand for automotive electrical components declined, revenue and profit increased year on year overall.」
Smartphone-related components were firm and industrial equipment components were on a recovery trend, while semiconductor-related components were weak and demand for automotive electrical components declined. - FY2024Smartphone demand improved from May, industrial equipment and semiconductor-related applications remained stalled, and automotive electrical applications remained firm.Annual report
「Although smartphone-related components, the mainstay of the electronic components business, generally lacked momentum, demand for components for new models began to recover from May. Industrial equipment and semiconductor-related components also showed signs of recovery, but remained sluggish, reducing production efficiency. Automotive electrical components remained firm overall, despite the impact of certification misconduct at certain automakers.」
Demand for smartphone-related components for new models increased from May, while industrial equipment and semiconductor-related components remained sluggish. Automotive electrical components were affected by certification misconduct at certain automakers but were considered firm overall. - FY2024-Q3Smartphone and automotive applications remain steady, industrial machinery and semiconductor applications recover slowly, while automotive electrical systems perform stronglyAnnual report
「Components for electronic equipment were sluggish because recovery in industrial equipment and semiconductor-related components was delayed, although smartphone-related components and automotive-application components remained firm. Demand for components for automotive electrical applications increased and remained strong, resulting overall in higher sales but lower profit year on year.」
Smartphone-related components changed from stagnant growth in the previous quarter to steady performance, and automotive applications also became steady. The delayed recovery in industrial machinery and semiconductor-related components continued, while automotive electrical components maintained strong performance on increased demand. - FY2024-Q2Stagnant growth in smartphone-related components and stalled recovery in industrial machinery and semiconductor applicationsAnnual report
「In components for electronic equipment, the recovery in industrial machinery and semiconductor-related components stalled, while smartphone-related components showed little growth. Automotive electrical components performed steadily, but overall sales and profit declined year on year.」
Smartphone-related components changed from generally steady performance in the previous quarter to stagnant growth, while industrial machinery and semiconductor-related components changed from a delayed recovery to stagnation. Automotive electrical components, meanwhile, remained steady. - FY2024-Q1Smartphone and automotive applications remain steady, automotive electrical systems recover, while industrial machinery and semiconductor applications recover slowlyAnnual report
「Components for electronic equipment, including smartphone-related and automotive applications, remained steady, but sales and profit declined year on year because the recovery in industrial machinery and semiconductor-related components was slower than expected. Components for automotive electrical systems, for which demand had declined, continued to recover.」
Smartphone and automotive applications remained steady and components for automotive electrical systems entered a recovery trend, while the delayed recovery in industrial machinery and semiconductor-related components resulted in lower sales and profit in the Components business. - FY2023Smartphone demand turns upward in the second half, while automotive electrical applications shift toward recoveryAnnual report
「Demand for smartphone-related components, the mainstay of electronic equipment, generally lacked strength but turned upward from May. Components for industrial machinery and semiconductor-related components underwent a major correction and slowed from the beginning of the year. Demand for automotive electrical components also slowed from the beginning of the year, but turned toward recovery from May.」
Smartphone-related components changed from weak performance to an upward trend from May, while automotive electrical components changed from a correction trend to recovery. Industrial machinery and semiconductor-related components, meanwhile, slowed. - FY2023-Q3Weak smartphone demand, with orders for industrial machinery and automotive electrical applications entering a correction trendAnnual report
「Within the Group, the mainstay smartphone-related components in the Components segment remained sluggish, while orders for components for industrial equipment and automotive electrical components, which had been strong through the cumulative second-quarter period, entered an adjustment trend in the third quarter.」
While weakness in smartphone-related components continued, orders for components for industrial machinery and automotive electrical systems also shifted into a correction trend, indicating a deterioration in the composition of component demand. - FY2023-Q2Smartphone demand falls short, while industrial machinery and automotive applications remain strongAnnual report
「Although demand for smartphone-related components declined, strong performance by components for industrial equipment and automotive applications increased overall production efficiency. Components for automotive electrical applications also remained firm.」
Demand for smartphone-related components shifted to falling below expectations, while electronic components for industrial machinery and automotive applications performed strongly and components for automotive electrical systems remained steady, indicating a change in the composition of demand. - FY2023-Q1Smartphone demand is stagnant, while industrial machinery and automotive applications are strongAnnual report
「Although demand for the mainstay smartphone-related components in the Components segment showed signs of stagnation, electronic components for industrial equipment and automotive applications performed strongly, and automotive electrical components entered a recovery trend.」
Smartphone-related components changed to a stagnant trend, while electronic components for industrial machinery and automotive applications performed strongly and automotive electrical components entered a recovery trend. - FY2022-Q3Slowing smartphone-related demand, strong industrial machinery and semiconductor demandAnnual report
「Components for electronic equipment saw demand for smartphone-related components decline from October onward, while demand for industrial equipment remained strong and automotive electrical components remained firm.」
Demand for smartphone-related components fell short of expectations, while electronic components for industrial machinery and semiconductors performed strongly and automotive electrical components remained steady. - FY2022-Q2Demand for smartphones and wearables fell short of expectationsAnnual report
「Components for electronic equipment saw demand for smartphones and wearables decline from October onward, while demand for industrial equipment remained strong and components for automotive electrical applications remained firm.」
Demand for smartphones and wearables changed from strong performance in the previous period to falling below expectations from October onward. Components for industrial machinery performed strongly, while those for automotive electrical systems remained steady. - FY2022-Q1RestatedAnnual report
「Orders for components for smartphones and wearables remained steady, but profit declined because of higher depreciation expenses for equipment used to manufacture automotive components. Components for automotive electrical systems performed strongly.」
Orders for smartphone and wearable components and demand for components for automotive electrical systems remained steady or strong, but the Components segment posted lower profit because of higher depreciation expenses for equipment used to manufacture automotive components. - FY2021AdvancedAnnual report
「Components for electronic equipment, including smartphones, wearables and semiconductors, continued to perform strongly, while demand for components for automotive electrical systems remained steady. Consequently, sales were ¥24.77 billion, up 17.5% year on year, and segment profit was ¥3.144 billion, up 82.6%.」
In addition to smartphones, components for wearables and semiconductors continued to perform strongly, while components for automotive electrical systems also performed steadily. Components segment sales increased 17.5%, and segment profit increased 82.6%. - FY2021-Q3AdvancedAnnual report
「Components for electronic equipment, including smartphones, wearables and semiconductors, performed steadily, while demand for components for automotive electrical systems remained strong, resulting in higher sales and profit. Consequently, sales were ¥18.175 billion, up 11.5% year on year, and segment profit was ¥2.486 billion, up 71.7%.」
In addition to smartphones, components for wearables and semiconductors also performed steadily, while strong demand for components for automotive electrical systems continued. Components segment sales increased 11.5%, and segment profit increased 71.7%. - FY2021-Q2AdvancedAnnual report
「Within the Group, demand for the mainstay smartphone-related components in the Components segment remained strong, and demand for automotive electrical components recovered to pre-pandemic levels.」
In addition to strong demand for smartphone-related components, demand for automotive electrical components recovered to pre-pandemic levels, indicating an improving order environment in the Components segment. - FY2021-Q1AdvancedAnnual report
「In the Components segment, demand for smartphone-related components, the mainstay of electronic components, remained strong, while demand for automotive electrical components, which had declined because of the spread of COVID-19, turned toward recovery.」
Demand for smartphone-related components remained strong, while demand for automotive electrical components, which had declined because of COVID-19, also turned toward recovery. - FY2020Smartphone-related components increased, while automotive electrical components declined because of COVID-19Annual report
「Demand for components for electronic equipment, including smartphone-related components, increased and performed strongly, while demand for components for automotive electrical systems declined from April onward because of the spread of COVID-19.」
Demand for smartphone-related components turned upward, while demand for automotive electrical components turned downward after the spread of COVID-19. - FY2020-Q3Smartphone demand remains firm, while automotive electrical components are slowingAnnual report
「Within the Group, demand for the mainstay smartphone-related components in the Components segment remained solid, while automotive electrical components entered a slowing trend.」
Demand for smartphone-related components changed from weak performance in the same period of the previous year to a firm trend, while automotive electrical components shifted from their previous steady performance to a slowing trend. - FY2020-Q2Smartphone-related demand exceeded expectations, while automotive electrical components slowedAnnual report
「Demand for smartphone-related components exceeded expectations and results surpassed plan, but components for automotive electrical systems lacked strength because of the slowdown in the Chinese economy.」
Smartphone-related components shifted to exceeding plan, while automotive electrical components, which had previously performed steadily, lacked strength because of the slowdown in the Chinese economy. - FY2020-Q1Weak smartphone-related demand and slowing momentum in automotive electrical componentsAnnual report
「In the Components segment, demand for smartphone-related components, the mainstay of electronic components, failed to grow and remained weak, while automotive electrical components lost momentum.」
The disclosure now notes slowing momentum even in components for automotive electrical systems, which had previously performed steadily. Together with the weakness in smartphone-related components, this indicates a change in the Components segment's stable-order environment. - FY2019MaterialisedAnnual report
「Demand for related components fell below plan because smartphone sales volumes stagnated, while components for automotive electrical systems performed steadily, although their momentum weakened in the second half because of the economic slowdown caused by US-China trade friction.」
The failure to meet the demand plan for smartphone-related components became evident in the full-year results. Components for automotive electrical systems remained steady, but were affected by the economic slowdown in the second half. - FY2019-Q3Continued decline in demand for smartphone-related componentsAnnual report
「Components for electronic equipment performed weakly as demand for smartphone-related components declined, while components for automotive electrical systems performed steadily.」
The previous description of stable orders has changed: smartphone-related components became weak because of declining demand. Meanwhile, the steady performance of components for automotive electrical systems continues. - FY2019-Q2Continued weakness in smartphone-related demandAnnual report
「Components for electronic equipment fell below plan as demand for new smartphone models failed to grow and remained weak. Components for automotive electrical systems, meanwhile, performed steadily.」
Smartphone-related components fell below plan because demand for new models failed to grow, while components for automotive electrical systems remained steady. - FY2019-Q1Smartphone-related demand turned weakAnnual report
「Orders for components for automotive electrical systems remained strong, but components for electronic equipment fell below plan as demand for smartphone-related components remained weaker than expected, resulting in year-on-year declines in sales and profit in the segment.」
While orders for components for automotive electrical systems remained strong, smartphone-related components fell short of plan because of weak demand, marking a change in the Components segment's stable-order environment. - FY2018AdvancedAnnual report
「In the electronic components industry in which the Group operates, demand expanded both in Japan and overseas. As a result, we secured orders for smartphone components, the mainstay of the Components segment, exceeding the previous year's results. Components for automotive electrical systems also performed steadily.」
Orders for smartphone components exceeded the previous year's results, while components for automotive electrical systems also performed steadily. - FY2018-Q3RestatedAnnual report
「In the core Components segment, orders for smartphone components exceeded forecasts despite some signs of slowing, while components for automotive electrical systems also performed steadily.」
Orders for smartphone components exceeded forecasts, while components for automotive electrical systems also performed steadily, and the policy of securing stable orders in the Components segment continues to be indicated. - FY2018-Q2RestatedAnnual report
「At the Group, supported by the economy's recovery trend, demand for smartphone components, the mainstay of the Components segment, remained strong, while components for automotive electrical systems also performed steadily, enabling us to secure stable orders.」
Continues to secure stable orders against a backdrop of strong demand for smartphone components and steady demand for components for automotive electrical systems. - FY2018-Q1First statedAnnual report
「In particular, in the Components segment, the Group secured stable orders because of strong demand for smartphone components and firm performance in components for automotive electrical systems.」
States that the Components segment secured stable orders against a backdrop of strong demand for smartphone components and steady performance in components for automotive electrical systems.