Demand for Automotive Components Driven by Vehicle Electrification
First written in FY2016. 16 of 38 entries say "Restated". Latest entry: 2026-08-10.
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「This product group mainly comprises products for automobiles, consumer equipment and industrial equipment. Demand for automotive products followed a gradual recovery trend, while the recovery in industrial equipment remained delayed after the inventory adjustment phase. As a result, sales of this product group were ¥5,150 million, down 4.5% from the same interim period of the previous year.」
While demand for automotive products returned to a gradual recovery trend, it also reports a delayed recovery in industrial equipment and a decline in sales for the product group. - 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.」
New signs of slowing have been identified in demand for automotive products, which had previously been considered relatively firm, due to the sluggish overseas EV market and production stoppages by domestic manufacturers. - FY2024-Q3RestatedAnnual report
「This product group mainly comprises products for automobiles, consumer equipment and industrial equipment. The automotive business remained firm due to the shift to xEVs and the development and adoption of ADAS technologies, but inventory adjustments continued in consumer and industrial equipment. As a result, sales of this product group were ¥8,513 million, down 3.9% year on year.」
While demand in the automotive sector remained firm against the backdrop of xEVs and ADAS, inventory adjustments continued in consumer and industrial equipment, resulting in a 3.9% year-on-year decline in sales for the product group as a whole. - FY2024-Q2RestatedAnnual 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 ¥5,996 million, up 9.3% year on year.」
While the tailwind from demand driven by the shift to xEVs and the advancement of ADAS in the automotive sector was reconfirmed, growth in industrial and consumer equipment slowed due to inventory adjustments. - 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 in the automotive sector, supported by the shift to xEVs and the advancement of ADAS, contributed to a 17.9% year-on-year increase in sales of leadframes for power semiconductors. Meanwhile, growth slowed in industrial and consumer equipment due to inventory adjustments. - 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.」
High demand for power semiconductors was confirmed against the backdrop of the shift to xEVs, ADAS, and DX and GX, with sales up 20.5% year on year. - 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.」
It describes increased demand for power semiconductors and strong performance against the backdrop of accelerating automotive electrification, the development and adoption of ADAS, and DX and GX, with sales up 21.6% year on year. - 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.」
Demand for power semiconductors continued to increase against the backdrop of accelerating automotive electrification, the development and adoption of ADAS, and DX and GX, driving a 16.8% year-on-year increase in sales. - FY2023-Q1ReframedAnnual report
「Beginning in the first quarter of the current fiscal year, the product group formerly classified as “Leadframes for ICs and Transistors” was reclassified as “Leadframes for Power Semiconductors” to more accurately reflect the products’ primary applications. This change in classification has no impact on historical information.」
The former “Leadframes for ICs and Transistors” classification has been renamed “Leadframes for Power Semiconductors” to more accurately reflect the products’ primary applications. It states that there is no impact on historical information. - FY2022AdvancedAnnual report
「Demand began to recover in the second half of the previous fiscal year and has remained strong since then, 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, which has increased demand for power semiconductors. As a result, sales of this product group were ¥9,929 million, up 36.2% year on year.」
Demand for power semiconductors increased against the backdrop of accelerating automotive electrification, the development and adoption of ADAS, and DX and GX, driving a 36.2% increase in sales of leadframes for ICs and transistors. - FY2022-Q3AdvancedAnnual report
「This product group mainly comprises products for automobiles, industrial equipment and consumer equipment. Demand began to recover in the second half of the previous year and has remained strong since then, supported in the automotive sector by the shift to EVs and the development and adoption of ADAS technologies, and in other sectors by social innovation such as DX and GX, which has increased demand for power semiconductors. As a result, sales of this product group were ¥7,283 million, up 41.0% year on year.」
Demand for power semiconductors increased against the backdrop of the shift to EVs, the development and adoption of ADAS, and DX and GX, driving a 41.0% year-on-year increase in sales of leadframes for ICs and transistors. - FY2022-Q2AdvancedAnnual report
「This product group mainly comprises products for automobiles, industrial equipment and consumer equipment. Demand shifted to a recovery trend from the second half of the previous year and has remained at a high level since then. As a result, sales of this product group were ¥4,690 million, up 44.2% year on year.」
Demand for leadframes for ICs and transistors, including those for automobiles, moved from a recovery trend to a high level, and sales rose 44.2% year on year. - FY2022-Q1MitigatedAnnual report
「This product group mainly comprises products for automobiles, industrial equipment and consumer equipment. Demand fell sharply in the first half of the previous year due to the impact of COVID-19, but shifted to a rapid recovery trend from the second half and has remained strong since then. As a result, sales of this product group were ¥2,380 million, up 37.1% year on year.」
It was explained that demand for automotive components and other products shifted to a recovery trend from the second half of the previous year, remained strong thereafter, and drove a 37.1% year-on-year increase in sales. - FY2021MitigatedAnnual report
「Automotive components were affected by declining vehicle sales, mainly overseas, in the first half, but demand shifted to a recovery trend from the second half.」
Although the impact of declining vehicle sales remained in the first half, it was explained that demand for automotive components shifted to a recovery trend from the second half. - FY2021-Q3MitigatedAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Automotive components were affected by declining vehicle sales, mainly overseas, but demand is on the path to recovery. As a result, sales of this product group were ¥5,163 million, down 7.2% year on year.」
Although the impact of declining vehicle sales, mainly overseas, remains, demand was described as being on the path to recovery, and the decline in sales narrowed to 7.2% year on year. - FY2021-Q2WorsenedAnnual report
「Automotive components were affected by declining vehicle sales, mainly overseas, and are still on the path to recovery. As a result, sales of this product group were ¥3,251 million, down 13.5% year on year.」
The impact of declining vehicle sales continued, with sales of automotive leadframes for ICs and transistors down 13.5% year on year. At the same time, it was explained that demand was on the path to recovery. - FY2021-Q1WorsenedAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Automotive components were affected by declining vehicle sales, mainly overseas. As a result, sales of this product group were ¥1,735 million, down 8.2% year on year.」
Declining vehicle sales affected automotive components, with sales of leadframes for ICs and transistors down 8.2% year on year. - FY2020WorsenedAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Automotive components were affected by declining vehicle sales, mainly overseas. As a result, sales of this product group were ¥7,485 million, down 0.3% from the previous fiscal year.」
Declining vehicle sales also affected annual sales of automotive components, with sales of leadframes for ICs and transistors down 0.3% year on year. - FY2020-Q3Slower demand growth due to declining vehicle salesAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Automotive components were affected by declining vehicle sales, mainly overseas.」
It states that, in addition to the previously firm demand resulting from greater automotive electrification, declining vehicle sales, mainly overseas, affected automotive components. - FY2020-Q2RestatedAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Demand for automotive components remained firm. As a result, sales of this product group were ¥3,760 million, up 1.1% year on year.」
The strength of demand for automotive components was reconfirmed, with sales of leadframes for ICs and transistors up 1.1% year on year. - FY2020-Q1RestatedAnnual report
「This product group mainly comprises products for automobiles and consumer equipment. Demand for automotive components remained firm. As a result, sales of this product group were ¥1,892 million, up 2.6% year on year.」
The strength of demand for automotive components was reconfirmed, with sales of leadframes for ICs and transistors up 2.6% year on year. - FY2019-Q3RestatedAnnual report
「Demand for automotive components remained firm, but sales were affected by lower orders for certain components for consumer equipment overseas.」
While the view that demand for automotive components remained firm was reconfirmed, it was explained that orders for certain components for consumer equipment overseas had declined. - FY2019-Q2RestatedAnnual report
「Demand for automotive components remained firm, but sales were affected by lower orders for certain components for consumer equipment overseas.」
While the strength of demand for automotive components was reconfirmed, it was explained that orders for certain components for consumer equipment overseas had declined. - FY2019-Q1RestatedAnnual report
「Demand for automotive components remained firm, but sales were affected by lower orders for certain components for consumer equipment overseas.」
While the view that demand for automotive components remained firm was reconfirmed, it was explained that orders for certain components for consumer equipment overseas had declined. - FY2018RestatedAnnual report
「The automotive electrification rate continued to rise, while demand for certain components for consumer equipment remained firm. As a result, sales of this product group were ¥7,870 million, up 9.8% year on year.」
The firm demand for leadframes for ICs and transistors driven by greater automotive electrification was reconfirmed, alongside a 9.8% increase in sales year on year. - FY2018-Q3RestatedAnnual report
「The automotive electrification rate continued to rise, while demand for certain components for consumer equipment remained firm. As a result, sales of this product group were ¥5,993 million, up 13.0% year on year.」
The continued rise in automotive electrification and firm demand for leadframes for ICs and transistors were reconfirmed, with sales up 13.0% year on year. - FY2018-Q2RestatedAnnual report
「The rising rate of vehicle electrification and demand for some components for consumer equipment remained firm. As a result, sales of this product group were ¥3,998 million, up 13.3% year on year.」
The rising rate of vehicle electrification and the continued strength of demand for components for consumer equipment were reaffirmed, and sales of lead frames for ICs and transistors rose 13.3% year on year. - FY2018-Q1RestatedAnnual report
「This product group mainly serves the automotive and consumer equipment markets. The rising rate of vehicle electrification and demand for some components for consumer equipment remained firm. As a result, sales of this product group were ¥1,997 million, up 9.9% year on year.」
The rising rate of vehicle electrification and the continued strength of demand for components for consumer equipment were reaffirmed, and sales of lead frames for ICs and transistors rose 9.9% year on year. - FY2017RestatedAnnual report
「Although there were periods of production adjustments, conditions remained firm due to the rising rate of vehicle electrification and increased demand for some components for consumer equipment.」
Despite the impact of production adjustments, the continued strength of demand driven by the rising rate of vehicle electrification was reaffirmed. - FY2017-Q3RestatedAnnual report
「Although there were periods of production adjustments, demand remained firm as the rate of vehicle electrification rose. As a result, sales of this product group were ¥5.3 billion, down 2.9% year on year.」
While production adjustments had an impact, the continued strength of demand driven by the rising rate of vehicle electrification was reported. - FY2017-Q2RestatedAnnual report
「Demand has continued to remain firm as the rate of vehicle electrification has risen. As a result, sales of this product group were ¥3,528 million, up 1.1% year on year.」
The continued strength of demand for lead frames for ICs and transistors driven by vehicle electrification was reaffirmed, and sales increased 1.1% year on year. - FY2017-Q1RestatedAnnual report
「Demand has remained firm as the rate of vehicle electrification has risen. As a result, sales of this product group were ¥1,816 million, up 3.2% year on year.」
The increase in demand for electronic components driven by vehicle electrification was reaffirmed, and sales of lead frames for ICs and transistors rose 3.2% year on year. - FY2016First statedAnnual report
「For automotive components, the quantity of electronic components used per vehicle has increased as the rate of vehicle electrification has risen, but growth in unit sales fell short of the company's expectations.」
It explains that the quantity of electronic components used per vehicle is increasing as vehicles become more electrified, while growth in unit sales has fallen short of expectations.