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Enomoto (6928) · FactMitigated

Growing Next-Generation Demand for Automotive, Medical and Industrial Equipment

First written in FY2017-Q1. 11 of 31 entries say "Advanced", first in FY2019-Q3. Latest entry: 2026-05-11.

31entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018AdvancedFY2022-Q3 – FY2024-Q1SoftenedFY2024-Q2 – FY2025-H12016: 120162017: 420172018: 220182019: 320192020: 420202021: 420212022: 420222023: 420232024: 220242025: 120252026: 2
Same theme, other companies
Expansion of next-generation demand in automotive, medical and industrial equipmentA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「Although the rush demand generated by US tariff policy for automotive-related components has subsided, medium- to long-term growth is expected, centered on components related to xEVs and ADAS.」

    Temporary rush demand caused by US tariff policy has subsided, while the medium- to long-term growth outlook centered on xEV- and ADAS-related components has been reaffirmed.
  2. FY2025-H1SoftenedAnnual report

    「The automotive business, which had remained relatively firm, also showed signs of slowing due to the sluggish overseas EV market and production stoppages by domestic manufacturers.」

    The explanation concerning automobiles, a key area of next-generation demand, has weakened from its previous description of firmness due to weakness in overseas EV markets and production stoppages by domestic manufacturers.
  3. FY2024-Q3SoftenedAnnual report

    「The electronic components industry in which our Group operates has seen relatively firm automotive demand as xEV adoption and vehicle electrification progress. However, inventory adjustments continue in consumer and industrial equipment, including smartphones, and a full-scale recovery is expected from the middle of the next fiscal year onward.」

    Automotive demand is described as relatively firm, while inventory adjustments in consumer and industrial equipment continue, with a full-scale recovery expected from the middle of the next fiscal year onward.
  4. FY2024-Q2SoftenedAnnual report

    「Demand for automobiles, where xEV adoption and vehicle electrification are progressing, has remained relatively firm, although some production instability due to inventory adjustments persists.」

    Automotive demand is described as relatively firm, while production remains somewhat unstable due to inventory adjustments, weakening the explanation of overall growth in next-generation demand.
  5. FY2024-Q1AdvancedAnnual report

    「This product group mainly comprises products for automobiles, industrial equipment and consumer equipment. In the automotive sector, it benefited from the shift to xEVs and the development and adoption of ADAS technologies, but growth slowed due to inventory adjustments for industrial and consumer equipment. As a result, sales of this product group were ¥3,164 million, up 17.9% year on year.」

    Demand for automobiles grew against a backdrop of progress in xEV adoption and ADAS, resulting in a 17.9% year-on-year increase in sales of lead frames for power semiconductors. It also notes weakness in the form of inventory adjustments in the industrial and consumer equipment sectors.
  6. FY2023AdvancedAnnual report

    「Demand has remained at a high level, supported in the automotive sector by the shift to xEVs and the development and adoption of ADAS technologies, and in other sectors by social innovation such as DX and GX. As a result, sales of this product group were ¥11,973 million, up 20.5% year on year.」

    The disclosure states that sales of lead frames for power semiconductors increased 20.5% as next-generation demand driven by xEVs, ADAS, DX and GX took shape.
  7. FY2023-Q3AdvancedAnnual report

    「Demand for power semiconductors has increased, supported in the automotive sector by accelerating electrification and the development and adoption of ADAS technologies, and in other sectors by social innovation such as DX and GX. As a result, sales of this product group were ¥8,859 million, up 21.6% year on year.」

    The disclosure provides the specific result of a 21.6% increase in sales, stating that power semiconductor demand related to automobiles and industrial equipment continues to increase against a backdrop of EVs, ADAS, DX and GX.
  8. FY2023-Q2AdvancedAnnual report

    「Demand for power semiconductors has increased, supported in the automotive sector by accelerating electrification and the development and adoption of ADAS technologies, and in other sectors by social innovation such as DX and GX. As a result, sales of this product group were ¥5,481 million, up 16.8% year on year.」

    The increase in power semiconductor demand driven by accelerating vehicle electrification, the development and wider adoption of ADAS, and DX and GX has been confirmed, with sales increasing 16.8% year on year.
  9. FY2023-Q1AdvancedAnnual report

    「Demand for power semiconductors has increased, supported by the acceleration of vehicle electrification and the development and wider adoption of ADAS in the automotive sector, as well as social innovations such as DX and GX in other fields, and business conditions have remained strong. As a result, sales of this product group amounted to ¥2.684 billion, up 12.7% year on year.」

    Power semiconductor demand increased against a backdrop of accelerating vehicle electrification, the development and wider adoption of ADAS, and DX and GX, resulting in a 12.7% year-on-year increase in sales of lead frames for power semiconductors.
  10. FY2022AdvancedAnnual report

    「Demand began to recover in the second half of the previous fiscal year and has remained strong since then, as demand for power semiconductors has increased, supported by the acceleration of vehicle electrification and the development and wider adoption of ADAS in the automotive sector, as well as social innovations such as DX and GX in other fields.」

    The disclosure specifically describes the increase in power semiconductor demand driven by EV adoption, ADAS, DX and GX, in addition to growth demand from the automotive and IoT sectors.
  11. FY2022-Q3AdvancedAnnual report

    「Demand began to recover in the second half of the previous comparable period and has remained strong since then, as demand for power semiconductors has increased, supported by the shift toward EVs and the development and wider adoption of ADAS in the automotive sector, as well as social innovations such as DX and GX in other fields.」

    The disclosure specifically describes the increase in power semiconductor demand driven by EV adoption, ADAS, DX and GX, in addition to next-generation demand from the automotive and industrial equipment sectors.
  12. FY2022-Q2RestatedAnnual report

    「Although the order environment for our Group's lead frames and connector components has been affected by the sharp recovery in demand since the second half of last year and supply concerns over semiconductors and raw materials caused by the impact of COVID-19, business conditions have generally remained strong, and medium- to long-term growth is expected to continue.」

    The order environment for lead frames and connector components, including those for automobiles and industrial equipment, has generally remained strong despite supply concerns, and the expectation of medium- to long-term growth has been reaffirmed.
  13. FY2022-Q1RestatedAnnual report

    「The electronic components industry in which our Group operates maintained a high overall level of demand, as the recovery in global demand for automobiles and industrial equipment and the improvement in consumer sentiment that began in the second half of last year continued.」

    The view that the electronic components industry as a whole is maintaining a high level of demand has been reaffirmed, with the recovery in demand for automobiles and industrial equipment and the improvement in consumer sentiment continuing.
  14. FY2021AdvancedAnnual report

    「Demand for automotive components for connector applications recovered in the second half, while demand for smartphone and wearable-device components also remained high. As a result, sales of this product group amounted to ¥12.384 billion, up 7.1% year on year.」

    Automotive demand recovered in the second half, demand for smartphone and wearable-device components remained high, and sales of connector components increased 7.1% year on year.
  15. FY2021-Q3Stronger demand recoveryAnnual report

    「The electronic components industry in which our Group operates is on a strong overall recovery trend, particularly as the automotive and production machinery sectors have recovered since last summer.」

    The explanation has been updated to state that the electronic components industry as a whole is on a strong recovery trend, driven by the recovery of the automotive and production machinery sectors.
  16. FY2021-Q2MitigatedAnnual report

    「Demand for automotive components is in the process of recovering, while demand for smartphone and wearable-device components remains at a high level.」

    It explains that automotive components, which had previously been soft, are showing signs of recovery, while components for smartphones and wearable devices continue to see strong demand.
  17. FY2021-Q1SoftenedAnnual report

    「Demand for smartphone components and wearable-device components has remained at a certain level, while demand for automotive components has declined.」

    While demand for wearable devices and other products remains at a certain level, demand for automotive components, previously considered firm, has declined, weakening the explanation of the automotive sector among next-generation demand areas.
  18. FY2020RestatedAnnual report

    「For connector components, demand for smartphone components from Chinese manufacturers remained generally firm. Although demand from North American manufacturers was affected by reported production cuts, the impact remained within expectations. Orders for automotive components also remained firm.」

    The company is reconfirming its view that demand for smartphone components from Chinese manufacturers and demand and orders for automotive components remain firm.
  19. FY2020-Q3AdvancedAnnual report

    「This product group mainly comprises products for automobiles and mobile devices. Demand for components for smartphones and wearable devices remained strong. As a result, sales of this product group were ¥8.579 billion, up 19.3% year on year.」

    Demand for components for smartphones and wearable devices remained strong, and sales of connector components rose 19.3% year on year. The company describes specific progress in results from new demand for wearable devices and other applications.
  20. FY2020-Q2RestatedAnnual report

    「This product group mainly comprises products for automobiles and mobile devices. Automotive components remained firm, while new demand for wearable devices and other applications increased. As a result, sales of this product group were ¥5.643 billion, up 28.1% year on year.」

    The company reconfirmed the strength of automotive component demand and the increase in new demand for wearable devices and other applications, and sales of connector components rose 28.1% year on year.
  21. FY2020-Q1AdvancedAnnual report

    「Automotive components remained firm, while new demand for wearable devices and other applications increased. As a result, sales of this product group were ¥2.813 billion, up 37.8% year on year.」

    In addition to conventional automotive demand, the company confirmed an increase in new demand for wearable devices and other applications, and sales of connector components rose 37.8% year on year.
  22. FY2019-Q3AdvancedAnnual report

    「Meanwhile, demand for components for wearable devices, including smartwatches, is increasing. Demand for automotive connector components remains firm.」

    In addition to conventional automotive and IoT-related demand, the company explicitly identifies increasing demand for components for wearable devices such as smartwatches. The strength of automotive connector components is also continuing.
  23. FY2018RestatedAnnual report

    「As demand for automotive components, particularly those related to autonomous driving technology, and sensor-related components supporting IoT is also expanding, the market continues to maintain a steady growth trend.」

    The company is reconfirming components for autonomous driving and sensor-related components supporting IoT as growth areas.
  24. FY2018-Q3RestatedAnnual report

    「The market for automotive components and sensor-related components supporting IoT continues to grow steadily.」

    The company is reconfirming its view that the market for automotive components and sensor-related components supporting IoT continues to grow steadily.
  25. FY2018-Q2RestatedAnnual report

    「The market for automotive components and sensor-related components supporting IoT is also growing steadily.」

    The company is reconfirming its view that the market for automotive components and sensor-related components supporting IoT is growing steadily.
  26. FY2018-Q1RestatedAnnual report

    「The market for automotive components and sensor-related components supporting IoT is also growing steadily.」

    The company is reconfirming its view that the market for automotive components and sensor-related components supporting IoT is growing steadily.
  27. FY2017RestatedAnnual report

    「Demand for automotive components, particularly those related to autonomous driving technology, and sensor-related components supporting IoT is also growing significantly.」

    The company explicitly identifies components for autonomous driving and sensor-related components supporting IoT as growth areas.
  28. FY2017-Q3RestatedAnnual report

    「Demand for automotive components, particularly those related to autonomous driving technology, is also growing steadily as another core pillar of the industry.」

    The company is reconfirming its explanation that demand for automotive components, particularly those related to autonomous driving technology, is growing steadily as a source of next-generation demand.
  29. FY2017-Q1First statedAnnual report

    「Demand for components for automobiles with increasing electrification, as well as demand in the medical and healthcare fields and for industrial equipment, is also increasing, and the market continues to grow.」

    In addition to automobiles, the company identifies medical and healthcare applications and industrial equipment as next-generation demand areas for the first time.
Moved together

"Demand for Automotive Components Driven by Vehicle Electrification" moved the same way as this thread, in the same document, in 12 of its 31 moves.

1288877★123456
  1. ★This thread
  2. 1Demand for Automotive Components Driven by Vehicle Electrification12×
  3. 2Stagnation in the Electronic Components Market Due to Inventory Adjustments in Certain Products8×
  4. 3Impact of Domestic and Overseas Economic Conditions on Business Performance8×
  5. 4Foreign-Exchange Volatility and Rising Interest Rates8×
  6. 5Capital Investment to Build an Efficient Production System7×
  7. 6Impact of COVID-19 on Business Continuity, Demand and the Supply Chain7×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Enomoto yet. It last moved in the Earnings presentation of 2026-05-11: "Mitigated".
News
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Growing Next-Generation Demand for Automotive, Medical and Industrial Equipment | ENOMOTO Co.,Ltd. (6928) | Komori