Addressing next-generation themes such as ADAS, autonomous driving and IoT
First written in FY2017-Q1. 8 of 23 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2019: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Other".
- FY2027-H1Growth in the semiconductor test market accelerates on generative AI, servers, and other demandAnnual report
「The semiconductor test market, the segment’s principal market, showed strong overall growth as investment in advanced semiconductors became more active, driven by expanding demand related to generative AI.」
The company states that the semiconductor test market grew strongly as demand related to generative AI expanded and investment in advanced semiconductors became more active. - FY2026-H1Growth in the semiconductor testing market driven by generative AI, PC replacement demand and smartphone demandAnnual report
「The semiconductor testing market, one of this segment's key markets, is showing strong overall growth, driven by expanding generative AI-related demand, rising PC replacement demand and continued resilience in the smartphone market.」
In addition to existing generative AI-related demand, the company identifies market growth driven by PC replacement demand and the resilience of the smartphone market as a next-generation theme. - FY2025Expansion of advanced application areas such as EVs and generative AIAnnual report
「In the Group's key markets—the automotive, semiconductor testing, mobile communications device and advanced medical equipment markets—competition in product and technology development is intensifying as advanced application areas that could change industry structures and business models expand, including the growing share of clean vehicles such as EVs (electric vehicles) and PHVs (plug-in hybrid vehicles) in Europe, the United States, China and elsewhere, and the accelerating evolution of generative AI.」
The company describes the progress of clean vehicles and generative AI as next-generation themes and areas that could change market structures and business models. - FY2025-H1Semiconductor testing market gradually recovering on generative AI-related demandAnnual report
「Although the PC and smartphone markets remain weak and growth in industrial machinery and automotive applications has slowed, the semiconductor testing market, one of this segment's key markets, is continuing to recover gradually overall due to rising generative AI-related demand.」
While PC and smartphone applications remain weak and growth in industrial machinery and automotive applications has slowed, the company states that the overall market is continuing to recover gradually due to generative AI-related demand. - FY2023RestatedAnnual report
「Over the medium to long term, the Group's key markets—the automotive, semiconductor manufacturing and testing, mobile device and medical equipment-related markets—are expected to expand due to concentrated investment in next-generation technologies known as CASE (Connected/Autonomous/Shared/Electric) and the resulting expansion of the MaaS (Mobility as a Service) business model, which combines vehicles as hardware with software services such as integrated payment across multiple modes of transportation; the emergence of new semiconductor demand for next-generation high-speed, high-capacity communications represented by 5G and Beyond 5G (6G); the spread of next-generation products such as wearable devices; the penetration of minimally invasive medicine; and advances in genetic testing technology.」
CASE, MaaS, 5G and Beyond 5G, wearables, minimally invasive medicine and genetic testing continue to be identified as medium- to long-term growth themes. - FY2023-Q3WorsenedAnnual report
「The semiconductor testing market, one of this segment's key markets, is experiencing weak testing demand as semiconductor demand declines, particularly for PCs, tablets, smartphones and other electronic devices.」
The company states that testing demand in the semiconductor testing market weakened as semiconductor demand declined for PCs, tablets, smartphones and other electronic devices. - FY2023-Q2Declining demand for PCs and smartphones alongside resilient demand for servers and automotive applicationsAnnual report
「Although the semiconductor testing market, one of this segment's key markets, has been slowing due to declining demand for PCs, tablets, smartphones and other applications, testing demand remained firm, supported by resilient demand for servers and automotive applications and increased semiconductor manufacturers' production capacity to address semiconductor shortages.」
Compared with the previous quarter's description of strong testing demand, the company now explicitly notes a slowdown due to declining demand for PCs and smartphones. Meanwhile, overall testing demand is described as firm, supported by demand for servers and automotive applications and expanded production capacity. - FY2023-Q1Continued strong semiconductor testing demand and increased 5G-related ordersAnnual report
「In addition to increased demand for high-end PCs and servers accompanying the expansion of telework, semiconductor testing demand remains extremely strong due to tight supply and demand for semiconductors used in cloud services, smartphones and other electronic devices.」
Demand for semiconductor testing for high-end PCs, servers, cloud services, smartphones and other applications remains strong. The company also reports increased YPX orders for 5G-compatible smartphones. - FY2022RaisedAnnual report
「Over the medium to long term, the Group's key markets—the automotive, semiconductor manufacturing and testing, mobile device and medical equipment-related markets—are expected to expand due to the emergence of new semiconductor demand for next-generation high-speed, high-capacity communications represented by 5G and Beyond 5G (6G), the spread of new environmentally friendly vehicles such as plug-in hybrids and electric vehicles, advances in ADAS (advanced driver-assistance systems) and autonomous driving, the adoption of next-generation products such as wearable devices, the penetration of minimally invasive medicine, and advances in genetic testing technology.」
In addition to the existing themes of 5G, CASE, MaaS and ADAS, Beyond 5G (6G), environmentally friendly vehicles and genetic testing technology are identified as medium- to long-term growth markets and technology themes. - FY2022-Q3Semiconductor testing demand remains extremely strongAnnual report
「Although demand for PCs associated with the expansion of telework and online learning has been trending slower, semiconductor testing demand remains extremely strong due to tight supply and demand for semiconductors used in cloud services, smartphones and other electronic devices.」
The company states that, while PC demand has been trending slower, semiconductor testing demand remains extremely strong due to tight supply and demand for semiconductors used in cloud services, smartphones and other applications. - FY2021RestatedAnnual report
「In the Group's key markets—the automotive, semiconductor testing and mobile communications device markets—as products and services related to 5G (fifth-generation mobile communications systems) enter full-scale deployment, competition in product and technology development aimed at expanding the use of advanced applications such as CASE, MaaS, IoT and AI is intensifying, and conditions remain in place for the market structure to change rapidly.」
5G, CASE, MaaS, IoT and AI continue to be positioned as advanced themes that could change the market structure. - FY2021-Q35G-related demand trending toward recovery from the third quarter onwardAnnual report
「Although 5G-related demand temporarily declined due to stagnant investment, it has gradually been trending toward recovery since the third quarter.」
The company states that the decline in 5G-related demand reported through the previous quarter had gradually shifted to a recovery trend from the third quarter onward. - FY2021-Q2Declining 5G-related demand, while PC and server demand increasedAnnual report
「Against a backdrop including COVID-19 and U.S.-China trade friction, demand for PCs increased as telework expanded and server demand increased due to a sharp rise in Internet use amid restrictions on and voluntary curbs on going out. Meanwhile, demand for smartphones declined, as did 5G-related demand due to stagnant investment, in the Group's key semiconductor testing market.」
In the semiconductor testing market, PC and server demand increased due to expanded telework and greater Internet use, while demand for smartphones and 5G-related demand declined. - FY2021-Q1Rising demand for PCs and servers driven by increased telework and Internet useAnnual report
「Although demand for smartphones declined against a backdrop including COVID-19 and U.S.-China trade friction, the semiconductor testing market, one of this segment's key markets, remained firm due to higher PC demand as telework expanded and higher server demand resulting from a sharp increase in Internet use amid restrictions on and voluntary curbs on going out.」
The company states that PC and server demand increased against a backdrop of expanding telework and a sharp increase in Internet use, despite declining demand for smartphones. - FY2020RaisedAnnual report
「In the Group's key markets—the automotive, semiconductor testing and mobile communications device markets—as some 5G (fifth-generation mobile communications systems) applications begin practical deployment, competition in product and technology development aimed at expanding the use of advanced applications such as CASE, MaaS, IoT and AI is intensifying, and conditions remain in place for the market structure to change rapidly.」
In addition to the existing themes of 5G, ADAS, autonomous driving and IoT, CASE, MaaS and AI are identified as advanced applications that could change the market structure. - FY2020-Q3RestatedAnnual report
「Although demand for smartphones has declined against a backdrop including U.S.-China trade friction and the memory market in particular has remained weak among IC products, the semiconductor testing market, one of the Group's key markets, is expected to continue growing over the medium to long term due to rising demand in growth areas such as 5G, IoT, automotive, AI and big data.」
Despite weakness in the smartphone and memory markets, 5G, IoT, automotive, AI and big data continue to be identified as growth areas. - FY2020-Q2RestatedAnnual report
「Sales of semiconductor front-end inspection fixtures also exceeded the same period of the previous year, supported in part by orders won for the turnkey business, which provides one-stop solutions including peripheral equipment.」
The company reiterates its view that the semiconductor testing market will continue to grow over the medium to long term, driven by rising demand in growth areas such as IoT, automotive, big data and AI. - FY2019-Q2RestatedAnnual report
「1. ADAS and Autonomous Driving Project」
ADAS and autonomous driving are reiterated as priority initiatives for product innovation. - FY2019-Q1RestatedAnnual report
「1. ADAS and Autonomous Driving Project」
ADAS and autonomous driving are reiterated as priority initiatives for product innovation. - FY2018RaisedAnnual report
「In the Group's key markets—the automotive, semiconductor testing and mobile device markets—in addition to IoT, competition in product and technology development aimed at the practical deployment of ADAS and autonomous driving and 5G (fifth-generation mobile communications systems) is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」
The practical deployment of 5G has been added to the trend in next-generation product and technology development competition, alongside the existing themes of ADAS, autonomous driving and IoT. - FY2017-Q3RestatedAnnual report
「In the Group's key markets—the automotive, semiconductor testing and mobile device markets—in addition to advancing commoditization, competition in product and technology development targeting next-generation themes such as ADAS and autonomous driving, and the so-called IoT (Internet of Things), in which all kinds of devices are connected through networks, is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」
ADAS, autonomous driving and IoT are reiterated as trends in next-generation product and technology development competition in key markets. - FY2017-Q2RestatedAnnual report
「In the Group's key markets—the automotive, semiconductor testing and mobile device markets—in addition to advancing commoditization, competition in product and technology development targeting next-generation themes such as ADAS and autonomous driving, and the so-called IoT (Internet of Things), in which all kinds of devices are connected through networks, is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」
ADAS, autonomous driving and IoT are reiterated as trends in product and technology development competition in key markets. - FY2017-Q1First statedAnnual report
「Competition in product and technology development targeting next-generation themes such as ADAS and autonomous driving, and the so-called IoT (Internet of Things), in which all kinds of devices are connected through networks, is becoming a major trend, along with the emergence of new competitive relationships and industry realignment.」
The company identifies ADAS, autonomous driving and IoT as major trends in product and technology development competition in key markets.