Recovery in the Order Environment for LED Lead Frames
First written in FY2017-Q1. 19 of 39 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-08-10.
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- FY2026AdvancedAnnual report
「This product group primarily consists of LED lead frames. Although the market remained flat, production volumes increased substantially as mass production of high-end products for consumer equipment got fully underway. As a result, revenue from this product group was ¥5,190 million, up 53.9% year on year.」
The business has progressed from the previous inventory adjustment phase to a 53.9% year-on-year increase in full-year revenue, driven by the full-scale start of mass production of high-end products for consumer equipment. - FY2026-H1AdvancedAnnual report
「This product group mainly comprises lead frames for LEDs. Although the market has remained flat, production volume increased substantially as mass production of high-end products for consumer equipment got fully underway. As a result, sales of this product group were ¥2,310 million, up 57.3% year on year.」
The business has progressed from the previous inventory adjustment phase to higher production volumes and a 57.3% increase in revenue, driven by the full-scale start of mass production of high-end LED products for consumer equipment. - FY2025-H1AdvancedAnnual report
「Although overseas transportation infrastructure and large-display markets remained in an inventory adjustment phase, sales increased due to the start of mass production for existing orders. As a result, revenue from this product group was ¥1,470 million, up 6.9% year on year.」
While inventory adjustments continued in the overseas transportation infrastructure and large-display markets, optoelectronic lead-frame revenue increased 6.9% year on year due to mass production for existing orders. - FY2024WorsenedAnnual report
「This product group primarily consists of LED lead frames. Sales declined as overseas transportation infrastructure and large-display markets entered an inventory adjustment phase. As a result, revenue from this product group was ¥2,647 million, down 28.8% year on year.」
Inventory adjustments in overseas transportation infrastructure and large-display markets continued, and full-year optoelectronic lead-frame revenue declined 28.8% year on year. - FY2024-Q3RestatedAnnual report
「This product group primarily consists of LED lead frames. Sales declined as overseas transportation infrastructure and large-display markets entered an inventory adjustment phase. As a result, revenue from this product group was ¥2,022 million, down 27.6% year on year.」
The decline resulting from inventory adjustments in overseas transportation infrastructure and large-display markets continued, and optoelectronic lead-frame revenue declined 27.6% year on year. - FY2024-Q2RestatedAnnual report
「This product group primarily consists of LED lead frames. Sales declined as overseas transportation infrastructure and large-display markets entered an inventory adjustment phase. As a result, revenue from this product group was ¥1,374 million, down 29.1% year on year.」
The decline resulting from inventory adjustments in overseas transportation infrastructure and large-display markets continued, and optoelectronic lead-frame revenue declined 29.1% year on year. - FY2024-Q1WorsenedAnnual report
「This product group primarily consists of LED lead frames. Sales declined as overseas transportation infrastructure and large-display markets entered an inventory adjustment phase. As a result, revenue from this product group was ¥712 million, down 29.3% year on year.」
Due to inventory adjustments in overseas transportation infrastructure and large-display markets, optoelectronic lead-frame revenue declined 29.3% year on year. - FY2023-Q3SoftenedAnnual report
「This product group consists mainly of LED lead frames. There was a certain level of demand for overseas transport infrastructure and outdoor displays used for advertising, but sales were flat due to the impact of inventory adjustments stemming from the slowdown in the Chinese economy and other factors. As a result, sales of this product group amounted to ¥2.794 billion, up 0.8% year on year.」
Although there is steady demand for overseas transportation infrastructure and outdoor displays, sales remained flat due to inventory adjustments stemming from the slowdown in the Chinese economy, with revenue growth limited to 0.8% year on year. - FY2023-Q2RestatedAnnual report
「This product group consists mainly of LED lead frames. There was a certain level of demand for overseas transport infrastructure and outdoor displays used for advertising, but sales were flat due to a temporary inventory-adjustment phase. As a result, sales of this product group amounted to ¥1.940 billion, up 2.6% year on year.」
There was a certain level of demand for overseas transport infrastructure and outdoor displays, but the business was described as flat due to temporary inventory adjustments, with the weaker momentum from the substantial increase in the previous fiscal year continuing. - FY2023-Q1SoftenedAnnual report
「This product group consists mainly of LED lead frames. Demand for overseas transport infrastructure and outdoor displays used for advertising remained strong, but sales were flat due to a temporary inventory-adjustment phase. As a result, sales of this product group amounted to ¥1.008 billion, up 3.9% year on year.」
Demand for overseas transport infrastructure and outdoor displays remained strong, but the business was described as flat due to temporary inventory adjustments, indicating a loss of momentum from the substantial increase in the previous fiscal year. - FY2022AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand increased, mainly for overseas transport infrastructure and outdoor displays used for advertising. As a result, sales of this product group amounted to ¥3.686 billion, up 39.6% year on year.」
Demand for LED lead frames increased, mainly for overseas transport infrastructure and outdoor displays, and sales rose 39.6% year on year. - FY2022-Q3AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand increased, mainly for overseas transport infrastructure and outdoor displays used for advertising. As a result, sales of this product group amounted to ¥2.769 billion, up 51.8% year on year.」
Demand for LED lead frames increased, mainly for overseas transport infrastructure and outdoor displays, and sales rose 51.8% year on year. - FY2022-Q2AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand increased, mainly for overseas transport infrastructure and outdoor displays used for advertising. As a result, sales of this product group amounted to ¥1.891 billion, up 46.0% year on year.」
Demand for LED lead frames increased, mainly for overseas transport infrastructure and outdoor displays, and sales rose 46.0% year on year. - FY2022-Q1AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand for automotive components and components for large displays at public venues and other facilities declined in the first half of last year, but increased from the beginning of the year onward, mainly for overseas transport infrastructure. As a result, sales of this product group amounted to ¥969 million, up 42.8% year on year.」
Demand for LED lead frames, which had declined in the previous fiscal year, increased from the beginning of the year onward, mainly for overseas transport infrastructure, and sales rose 42.8% year on year. - FY2021WorsenedAnnual report
「This product group consists mainly of LED lead frames. In addition to automotive components, demand for components for large displays at public venues and other facilities declined. As a result, sales of this product group amounted to ¥2.639 billion, down 7.5% year on year.」
Following the inventory-adjustment phase through the previous fiscal year, demand for automobiles and large displays declined, and sales of lead frames for optical applications fell 7.5% year on year. - FY2021-Q3WorsenedAnnual report
「This product group consists mainly of LED lead frames. In addition to automotive components, demand for components for large displays at public venues and other facilities declined. As a result, sales of this product group amounted to ¥1.824 billion, down 14.1% year on year.」
Demand for automotive components and components for large displays at public venues and other facilities declined, and sales also fell 14.1% year on year. - FY2021-Q2WorsenedAnnual report
「Demand for automotive components and components for large displays declined. As a result, sales of this product group amounted to ¥1.294 billion, down 3.4% year on year.」
Demand for automotive components and components for large displays declined, and sales of lead frames for optical applications fell 3.4% year on year. The description has shifted from recovery through the previous quarter to declining demand. - FY2021-Q1AdvancedAnnual report
「This product group consists mainly of LED lead frames for equipment used for large displays, advertising and other applications. Sales of this product group amounted to ¥678 million, up 4.9% year on year.」
Sales of lead frames for optical applications increased 4.9% year on year, indicating a recovery in actual results from the decline caused by inventory adjustments through the previous fiscal year. - FY2020RestatedAnnual report
「Automotive components and components for equipment used for large displays, advertising and other applications, which had performed well in the previous consolidated fiscal year, entered an inventory-adjustment phase during the current consolidated fiscal year. As a result, sales of this product group amounted to ¥2.854 billion, down 2.4% year on year.」
The explanation that LED components for automobiles, large displays and advertising equipment are in an inventory-adjustment phase has continued, and sales of lead frames for optical applications declined 2.4% year on year. - FY2020-Q3RestatedAnnual report
「This product group consists mainly of LED lead frames. Automotive components and components for equipment used for large displays, advertising and other applications, which had performed well, entered an inventory-adjustment phase. As a result, sales of this product group amounted to ¥2.125 billion, down 7.5% year on year.」
The explanation that components for automobiles, large displays and advertising equipment are in an inventory-adjustment phase has continued, and sales of lead frames for optical applications declined 7.5% year on year. - FY2020-Q2RestatedAnnual report
「Automotive components and components for equipment used for large displays, advertising and other applications, which had performed well in the previous year, entered an inventory-adjustment phase from the end of last year. As a result, sales of this product group amounted to ¥1.340 billion, down 15.8% year on year.」
The explanation that components for automobiles, large displays and advertising equipment are in an inventory-adjustment phase has continued, and sales of lead frames for optical applications declined 15.8% year on year. - FY2020-Q1SoftenedAnnual report
「Automotive components and components for equipment used for large displays, advertising and other applications, which had performed well in the previous year, entered an inventory-adjustment phase from the end of last year. As a result, sales of this product group amounted to ¥646 million, down 17.1% year on year.」
Components for automobiles, large displays and other applications shifted from the recovery trend seen through the previous year to an inventory-adjustment phase from the end of last year, and sales of lead frames for optical applications declined 17.1% year on year. - FY2019-Q3AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand for automotive components and equipment used for large displays, advertising and other applications increased. As a result, sales of this product group amounted to ¥2.297 billion, up 1.1% year on year.」
Demand for automobiles, large displays and advertising equipment continued to increase, and sales of lead frames for optical applications rose 1.1% year on year. - FY2019-Q2AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand for automotive components and equipment used for large displays, advertising and other applications increased. As a result, sales of this product group amounted to ¥1.592 billion, up 8.6% year on year.」
Sales of lead frames for optical applications increased 8.6% year on year against a backdrop of higher demand for automotive components, large displays and advertising equipment. - FY2019-Q1AdvancedAnnual report
「This product group consists mainly of LED lead frames. Demand for automotive components and equipment used for large displays, advertising and other applications increased. As a result, sales of this product group amounted to ¥780 million, up 6.4% year on year.」
Sales of lead frames for optical applications increased 6.4% year on year against a backdrop of higher demand from the automotive, large-display and advertising-equipment markets. - FY2018AdvancedAnnual report
「The order environment for LED lead frames is showing signs of a gradual recovery.」
Shipment volume of LED lead frames increased, and sales also rose 2.5% year on year. However, selling prices declined due to the shift toward lower prices. - FY2018-Q3SoftenedAnnual report
「This product group consists mainly of LED lead frames. Automotive and lighting applications are the main markets, but sales declined due to the shift toward lower prices in the LED market. As a result, sales of this product group amounted to ¥2.271 billion, down 1.0% year on year.」
Sales declined due to the shift toward lower prices in the LED market, and sales of lead frames for optical applications also fell 1.0% year on year. Although the decline narrowed from the 8.2% year-on-year decrease in the previous quarter, the description does not retain the recovery trend. - FY2018-Q2SoftenedAnnual report
「Automotive and lighting applications are the main markets, but orders for low-priced models increased as the LED market shifted toward lower prices. As a result, sales of this product group amounted to ¥1.465 billion, down 8.2% year on year.」
Orders for low-priced models increased as the LED market shifted toward lower prices, and sales of lead frames for optical applications declined 8.2% year on year. This indicates further weakness in the earnings environment compared with the previous description of sales remaining at the prior-year level. - FY2018-Q1SoftenedAnnual report
「This product group consists mainly of LED lead frames. Automotive and lighting applications are its main markets, but there was no significant growth and orders remained at the previous year's level. As a result, sales of this product group amounted to ¥733 million, down 2.5% year on year.」
Although automotive and lighting applications remain the main markets, there was no significant growth, orders remained at the previous year's level, and sales declined 2.5% year on year. The description of a recovery trend used through the previous fiscal year has weakened. - FY2017RestatedAnnual report
「This product group consists mainly of LED lead frames. It entered a recovery trend as demand for automotive and lighting applications improved. As a result, sales of this product group amounted to ¥2.973 billion, up 2.9% year on year.」
The recovery trend for LED lead frames driven by improved automotive and lighting demand has been reaffirmed, together with full-year sales growth of 2.9% year on year. - FY2017-Q3AdvancedAnnual report
「This product group consists mainly of LED lead frames. It is on a recovery trend as demand for automotive and lighting applications has improved. As a result, sales of this product group amounted to ¥2.295 billion, up 7.1% year on year.」
The recovery trend continued against a backdrop of improved automotive and lighting demand, and sales of lead frames for optical applications increased 7.1% year on year. - FY2017-Q2AdvancedAnnual report
「This product group consists mainly of LED lead frames. It is on a recovery trend as demand for automotive and lighting applications has improved. As a result, sales of this product group amounted to ¥1.598 billion, up 6.1% year on year.」
The recovery trend continued against a backdrop of improved automotive and lighting demand, and sales of lead frames for optical applications increased 6.1% year on year. - FY2017-Q1First statedAnnual report
「The business had been sluggish since the second half of the previous fiscal year because orders for components for large displays in the Chinese market fell below expectations, but it is now on a recovery trend as demand for automotive and lighting applications has grown.」
It states that LED lead frames are on a recovery trend, driven by growth in automotive and lighting demand despite weak orders for large-display components for the Chinese market.