PC replacement demand driven by the end of Windows 7 support
First written in FY2020-Q2. 4 of 9 entries say "Restated". Latest entry: FY2026-H1.
1 other company's latest entry also says "Other".
- FY2026-H1Partial recovery on PC replacement demand; smartphone and server demand has not recoveredAnnual report
「In the semiconductor-related market, our Group's main market, demand has increased due to PC device replacements, but the recovery in smartphone and server demand remains unclear.」
PC replacement demand was identified as a new demand driver, replacing the previous drivers of remote work and stay-at-home demand. Meanwhile, the recovery in smartphone and server demand has still not emerged clearly. - FY2025-H1RestatedAnnual report
「In the semiconductor-related market, our Group's main market, memory prices rose year on year, but no clear recovery in PC and server demand, particularly, has emerged, and adjustments to component procurement and product inventories have continued.」
The market environment was reconfirmed as one in which PC and server demand has not clearly recovered and adjustments to component procurement and product inventories are continuing. - FY2024-Q3The focus shifted from remote-work demand to PC and server inventory adjustmentsAnnual report
「In the semiconductor-related market, our Group's main market, adjustments to component procurement and product inventories have continued, particularly as PC and server demand has slowed.」
The market environment has shifted from the previous explanation of remote-work and stay-at-home demand supporting PC demand to the current slowdown in PC and server demand and adjustments to component and product inventories. - FY2022-Q2RestatedAnnual report
「In addition to continued strong demand for PCs and other products driven by remote work and stay-at-home consumption, inquiries from customers, which had declined in the previous fiscal year due to the impact of the COVID-19 pandemic, have also recovered,」
PC demand driven by remote work and stay-at-home consumption, which had replaced Windows 7 replacement demand as the main driver, remained strong, and inquiries from customers also recovered. - FY2022-Q1RestatedAnnual report
「In addition to continued strong demand for PCs and other products driven by remote work and stay-at-home consumption, inquiries from customers, which had declined in the previous fiscal year due to the impact of the COVID-19 pandemic, have also begun to recover, resulting in sales and profit both exceeding the year-earlier period.」
PC demand driven by remote work and stay-at-home consumption, which had replaced Windows 7 replacement demand as the main driver, remained strong, and customer inquiries also recovered. - FY2021GIGA School demand added to remote-work demandAnnual report
「Meanwhile, demand for memory modules for personal PCs remained firm, driven by remote work, while demand related to the GIGA School Initiative also increased.」
The explanation of PC and memory demand expanded from Windows 7 replacement demand to demand for new ways of working and remote work, as well as demand related to the GIGA School Initiative. - FY2021-Q2RestatedAnnual report
「Demand for memory modules for personal PCs as remote-work-related products remained firm, and sales increased year on year.」
Replacing Windows 7 replacement demand, PC demand related to new ways of working and remote work continues to support memory module sales. - FY2021-Q1From Windows 7 replacement demand to demand for new lifestyles and remote workAnnual report
「Meanwhile, sales remained firm as demand increased for memory products for PCs and peripherals in response to new lifestyles and ways of working.」
As a new driver of PC-related demand, demand for adapting to new lifestyles and remote work was identified as replacing demand for PCs following the end of Windows 7 support. - FY2020-Q2First statedAnnual report
「Sales of DIMMs and SSDs to domestic PC manufacturers increased due to rising PC replacement demand following the end of Windows 7 support scheduled for January next year.」
For the first time, increased PC replacement demand triggered by the end of Windows 7 support was explicitly identified as a factor behind increased sales of DIMMs and SSDs to domestic PC manufacturers.