Dependence on Customer Company Performance and Demand Trends
First written in FY2016. 38 of 39 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-10-21.
Fdk moved to the "Worse" side of this theme in 2016, 3 years before the typical company in this theme (2019).
The whole theme swung hardest in 2019: 36 of 68 companies on the "Worse" side.
11 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「For the current consolidated fiscal year, battery business sales declined overall as lithium batteries increased in domestic security, smart-meter and residential fire-alarm applications, but nickel-metal hydride batteries declined in overseas home-appliance applications and the facilities-related business decreased. Electronics business sales declined overall as various modules decreased in mobility and tablet applications and also declined following the discontinuation of production resulting from a selective focus on liquid crystal display applications.」
Some lithium battery applications increased, while nickel-metal hydride batteries for overseas home-appliance applications, the facilities-related business, and modules for mobility and tablet applications declined, demonstrating the impact of dependence on customers and application markets on full-year results. - 2026-04-28MaterialisedFinancial results presentation
「Various modules declined for mobility and tablet applications, in addition to the decline for mobility applications.」
Declining demand in individual application markets appeared as lower full-year sales in the electronics business. - FY2026-H1MaterialisedAnnual report
「For the current interim consolidated accounting period, battery business sales declined overall as lithium batteries increased in domestic security, smart-meter and residential fire-alarm applications, but nickel-metal hydride batteries declined in overseas commercial and industrial applications and the facilities-related business decreased. Electronics business sales declined overall as various modules decreased in mobility and tablet applications and also declined due to the discontinuation of production of certain models following a selective focus on liquid crystal display applications.」
Demand diverged by customer and application market, with some lithium battery applications increasing while nickel-metal hydride batteries, the facilities-related business and modules declined. Dependence on customers and application markets was reflected in results. - FY2025MaterialisedAnnual report
「In the battery business, nickel-metal hydride batteries increased in domestic and overseas commercial and industrial applications and overseas automotive applications, while lithium batteries declined in overseas security and smart-meter applications. In the electronics business, toner declined due to lower sales of switching power supplies for semiconductor equipment applications and the impact of market inventory adjustments.」
Dependence on customer companies and application markets resulted in growth in some nickel-metal hydride battery applications, while lithium batteries for overseas security and smart-meter applications, switching power supplies for semiconductor equipment applications and toner declined. - FY2025-H1MaterialisedAnnual report
「By product, nickel-metal hydride batteries exceeded the previous interim consolidated accounting period due to increases in domestic and overseas commercial and industrial applications and overseas automotive applications, together with sales from BAOTOU FDK CO., LTD. and the benefit of the weaker yen. Various modules exceeded the previous interim consolidated accounting period due to firm performance in mobility and liquid crystal display applications. Switching power supplies fell below the previous interim consolidated accounting period as sales for semiconductor equipment applications declined.」
Commercial, industrial, automotive and mobility applications increased, while switching power supplies for semiconductor equipment applications and other products declined, demonstrating the divergence in performance by customer and application market. - FY2024MaterialisedAnnual report
「Electronics business sales declined overall as sales of various modules for mobility and tablet applications decreased and sales also declined following the transfer of the coil-device business during the previous consolidated fiscal year, despite an increase in switching power supplies.」
Sales of modules for mobility and tablet applications declined in response to trends at customer companies and in application markets, reducing annual electronics business sales to ¥14,947 million. - FY2024-Q3MaterialisedAnnual report
「For the cumulative consolidated third-quarter period of the current fiscal year, battery business sales increased overall as lithium batteries grew in domestic and overseas security and smart-meter applications, nickel-metal hydride batteries grew in overseas commercial and automotive applications, and the facilities-related business increased. Electronics business sales declined overall as sales of various modules for mobility and tablet applications decreased, and sales also declined following the transfer of the coil-device business during the cumulative consolidated third-quarter period of the previous fiscal year.」
Security and smart-meter applications, overseas commercial and automotive applications, and the facilities-related business increased, while modules for mobility and tablet applications and other products declined, demonstrating the impact of dependence on customers and application markets and the divergence in performance. - FY2024-Q2MaterialisedAnnual report
「Although nickel-metal hydride batteries benefited from a review of selling prices and the weaker yen, sales for domestic commercial and overseas industrial applications fell below the second-quarter consolidated cumulative period of the previous year due to inventory adjustments and lower requirements.」
Sales of nickel-metal hydride batteries for domestic commercial and overseas industrial applications actually declined due to inventory adjustments and lower requirements at customers. - FY2024-Q1MaterialisedAnnual report
「By product, nickel-metal hydride batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year as inventory adjustments and lower requirements for domestic commercial applications and overseas industrial applications outweighed sales price revisions and the benefit of the weaker yen.」
Sales of nickel-metal hydride batteries for domestic commercial and overseas industrial applications actually declined due to inventory adjustments and lower requirements at customers. - FY2023MaterialisedAnnual report
「By product, nickel-metal hydride batteries fell below the previous consolidated fiscal year as lower requirements for overseas commercial and industrial applications due to inventory adjustments and component procurement difficulties at customers outweighed sales price revisions and the benefit of the weaker yen.」
Inventory adjustments and component procurement difficulties at customers were reflected in lower requirements for batteries for overseas commercial and industrial applications, confirming dependence on customer demand. - FY2023-Q3MaterialisedAnnual report
「Although nickel-metal hydride batteries benefited from a review of selling prices and the weaker yen, sales for overseas commercial and industrial applications fell below the third-quarter consolidated cumulative period of the previous year due to inventory adjustments and lower requirements caused by customers' difficulty procuring components.」
Requirements for nickel-metal hydride batteries for overseas commercial and industrial applications actually declined due to component procurement difficulties at customers and inventory adjustments. - FY2023-Q2MaterialisedAnnual report
「Lithium batteries exceeded the cumulative consolidated second-quarter period of the previous fiscal year as firm performance in domestic and overseas security and smart-meter applications, together with sales price revisions and the benefit of the weaker yen, outweighed lower requirements caused by component procurement difficulties in Japan and overseas. Nickel-metal hydride batteries exceeded the cumulative consolidated second-quarter period of the previous fiscal year as firm performance in domestic commercial and industrial applications, together with sales price revisions and the benefit of the weaker yen, outweighed lower requirements caused by inventory adjustments and component procurement difficulties at customers in Japan and overseas.」
Requirements for lithium and nickel-metal hydride batteries declined due to component procurement difficulties at customers and inventory adjustments, but sales exceeded the year-earlier period due to firm demand by application, sales price revisions and the benefit of the weaker yen. - FY2023-Q1MaterialisedAnnual report
「By product, nickel-metal hydride batteries exceeded the cumulative first quarter of the previous fiscal year as overseas industrial applications remained firm. Alkaline batteries fell below the cumulative first quarter of the previous fiscal year because overseas sales and sales to domestic industry peers declined following the transfer of shares in an overseas manufacturing subsidiary in the fiscal year ending March 2021. Lithium batteries exceeded the cumulative first quarter of the previous fiscal year as security and smart meter applications in Japan and overseas remained firm.」
Overseas industrial applications and security and smart-meter applications remained firm, while alkaline batteries affected by the transfer of an overseas manufacturing subsidiary and sales to domestic industry peers declined, demonstrating the impact of dependence on customers, applications and business mix on results. - FY2022MaterialisedAnnual report
「By product, nickel-metal hydride batteries exceeded the previous consolidated fiscal year due to firm performance in overseas commercial and industrial applications. Alkaline batteries fell below the previous consolidated fiscal year due to lower sales resulting from the transfer of shares in an overseas manufacturing subsidiary during the previous consolidated fiscal year and weak domestic market conditions. Lithium batteries exceeded the previous consolidated fiscal year due to firm performance in domestic and overseas security and smart-meter applications.」
Overseas commercial and industrial applications and security and smart-meter applications grew, while alkaline batteries declined due to the transfer of an overseas manufacturing subsidiary and weak domestic market conditions, demonstrating the impact of dependence on customers, applications and business mix on results. - FY2022-Q3MaterialisedAnnual report
「By product, nickel-metal hydride batteries exceeded the cumulative first nine months of the previous fiscal year as overseas consumer and industrial applications remained firm. Alkaline batteries fell below the cumulative first nine months of the previous fiscal year due to lower sales following the transfer of shares in an overseas manufacturing subsidiary during the previous consolidated fiscal year. Lithium batteries exceeded the cumulative first nine months of the previous fiscal year as security and smart meter applications in Japan and overseas remained firm.」
Overseas commercial and industrial applications and security and smart-meter applications grew, while alkaline batteries declined due to the impact of the transfer of an overseas manufacturing subsidiary, demonstrating the impact of dependence on customers, applications and business mix on results. - FY2022-Q2MaterialisedAnnual report
「Battery business sales increased for nickel-metal hydride batteries, lithium batteries and the facilities-related business, but the business as a whole reported lower sales due to a decline in alkaline battery sales following the transfer of shares in an overseas manufacturing subsidiary during the previous consolidated fiscal year. Electronics business sales declined for various modules in liquid crystal display applications, but increased for mobility applications, resulting in higher sales for the business as a whole.」
Changes in customer, application and business mix, including the transfer of an overseas manufacturing subsidiary, a decline in liquid crystal display applications and growth in mobility applications, were reflected in increases and decreases in sales by product. - FY2022-Q1MaterialisedAnnual report
「By product, nickel-metal hydride batteries exceeded the cumulative consolidated first-quarter period of the previous fiscal year due to firm performance in overseas commercial and industrial applications. Alkaline batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year due to a decline in sales following the transfer of shares in an overseas manufacturing subsidiary during the previous consolidated fiscal year. Lithium batteries exceeded the cumulative consolidated first-quarter period of the previous fiscal year due to firm performance in domestic and overseas security and smart-meter applications.」
Overseas commercial and industrial applications and security and smart-meter applications remained firm, while alkaline batteries declined due to the impact of the transfer of shares in an overseas manufacturing subsidiary, resulting in differences in performance by customer, application and business mix. - FY2021-Q3MaterialisedAnnual report
「Various modules fell below the cumulative consolidated third-quarter period of the previous fiscal year as declines in industrial equipment and terrestrial digital broadcasting equipment applications outweighed growth in PC and tablet applications related to the promotion of telework, semiconductor manufacturing equipment applications and mobility applications, including automotive applications.」
Applications such as telework, semiconductor manufacturing equipment, and automotive and other mobility applications grew, while industrial equipment and terrestrial digital broadcasting equipment applications declined, demonstrating the impact of dependence on customers and application markets on results. - FY2021-Q2MaterialisedAnnual report
「Various modules exceeded the cumulative consolidated second-quarter period of the previous fiscal year as growth in PC and tablet applications related to the promotion of telework, medical equipment applications associated with the spread of COVID-19, and semiconductor manufacturing equipment applications was outweighed by declines in mobility applications, including industrial equipment and automotive applications, and terrestrial digital broadcasting equipment applications.」
Telework, medical equipment and semiconductor manufacturing equipment applications grew, while mobility applications, including industrial equipment and automotive applications, and terrestrial digital broadcasting equipment applications declined, demonstrating the impact of dependence on customers and application markets on results. - FY2021-Q1MaterialisedAnnual report
「Lithium batteries exceeded the cumulative consolidated first-quarter period of the previous fiscal year as growth in domestic security and smart-meter applications and PC applications related to the promotion of telework outweighed a decline in overseas security and smart-meter applications caused by factory closures associated with the spread of COVID-19.」
Changes on the customer and application-market side, including factory closures and the promotion of telework, caused overseas security and smart-meter applications to decline, while domestic applications in the same areas and PC applications grew. - FY2020MaterialisedAnnual report
「Sales increased for lithium batteries in the battery business and toner in the electronics business, but sales revenue fell below the previous consolidated fiscal year due to declines in liquid crystal display signal-processing modules and switching power supplies in the electronics business and alkaline and nickel-metal hydride batteries in the battery business.」
Sales declined for multiple products whose performance depends on demand trends at customer companies and for the equipment in which they are used, demonstrating the impact of dependence on customers and application markets on full-year performance. - FY2020-Q3MaterialisedAnnual report
「Orders for nickel-metal hydride batteries in industrial applications increased, but the batteries were broadly in line with the cumulative consolidated third-quarter period of the previous fiscal year as commercial applications in Japan and overseas declined. Alkaline batteries fell below the cumulative consolidated third-quarter period of the previous fiscal year as commercial applications in Japan and overseas declined, despite firm performance in industrial applications such as set-in applications. Lithium batteries exceeded the cumulative consolidated third-quarter period of the previous fiscal year as firm performance in domestic and overseas security and smart-meter applications outweighed a decline in domestic residential fire-alarm applications.」
Industrial applications and security and smart-meter applications remained firm, while commercial and residential fire-alarm applications declined, indicating continued divergence in performance by customer and application market. - FY2020-Q2MaterialisedAnnual report
「Nickel-metal hydride batteries were broadly in line with the cumulative consolidated second-quarter period of the previous fiscal year, as firm performance in industrial applications was offset by a decline in commercial applications in Japan and overseas. Alkaline batteries fell below the cumulative consolidated second-quarter period of the previous fiscal year as commercial applications in Japan and overseas declined, despite firm performance in industrial applications such as set-in applications. Lithium batteries were broadly in line with the cumulative consolidated second-quarter period of the previous fiscal year, as firm performance in domestic security and smart-meter applications was offset by a decline in residential fire-alarm applications in Japan and overseas.」
Sales of multiple battery products declined as demand for commercial and residential fire-alarm applications fell, while industrial applications and security and smart-meter applications remained firm, indicating continued divergence in performance by customer and application market. - FY2020-Q1MaterialisedAnnual report
「By product, nickel-metal hydride batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for commercial applications in Japan and overseas declined, despite firm performance in industrial applications. Alkaline batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year as commercial applications in Japan and overseas declined, despite firm performance in industrial applications such as set-in applications. Lithium batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for residential fire-alarm applications in Japan and overseas declined, despite firm performance in domestic security and smart-meter applications.」
Sales of multiple battery products, including commercial and residential fire-alarm applications, actually declined in response to trends in customer and application markets. Meanwhile, industrial applications and security and smart-meter applications remained firm. - FY2019MaterialisedAnnual report
「Lithium batteries fell below the previous consolidated fiscal year as replacement demand for residential fire-alarm applications in Japan and overseas was deferred and the market ramp-up for smart-meter applications was delayed.」
Sales of lithium batteries actually declined because replacement demand for residential fire alarms was deferred and the smart-meter market ramp-up was delayed. - FY2019-Q3MaterialisedAnnual report
「By product, nickel-metal hydride batteries fell below the cumulative consolidated third-quarter period of the previous fiscal year as sales for some overseas OEM applications and industrial applications declined, despite firm performance in commercial applications in Japan and overseas. In the electronics business, multilayer power inductors fell below the cumulative consolidated third-quarter period of the previous fiscal year as the smartphone market slowed and sales for integrated-circuit applications declined.」
Sales of individual products actually declined in response to trends in customer and application markets, including overseas OEM applications, industrial applications, the smartphone market and integrated-circuit applications. - FY2019-Q2MaterialisedAnnual report
「Nickel-metal hydride batteries fell below the cumulative consolidated second-quarter period of the previous fiscal year as declines in some overseas OEM sales applications and industrial applications outweighed firm performance in commercial applications in Japan and overseas. Coil devices exceeded the cumulative consolidated second-quarter period of the previous fiscal year as sales for automotive and industrial equipment applications remained firm.」
Sales declined in overseas OEM and industrial applications, while performance remained firm in domestic and overseas commercial applications, automotive applications and industrial equipment applications, indicating continued divergence in performance by customer and application market. - FY2019-Q1MaterialisedAnnual report
「Energy-storage systems fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for telecommunications equipment backup applications and other applications declined. Nickel-metal hydride batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for industrial applications declined, despite firm performance in commercial applications in Japan and overseas.」
Sales of multiple products, including telecommunications equipment backup applications and industrial applications, actually declined in response to trends in customer and application markets, while commercial applications and other applications remained firm. - FY2018MaterialisedAnnual report
「Battery business sales were firm for lithium batteries and energy-storage systems, but declined for alkaline and nickel-metal hydride batteries. Electronics business sales declined for DC-DC power modules, ceramic components, liquid crystal display signal-processing modules and other products, but remained firm for multilayer power inductors and coil devices.」
In response to trends in product applications and customer markets, sales of alkaline batteries, nickel-metal hydride batteries, DC-DC power modules and other products actually declined, while sales of other products increased. - FY2018-Q3MaterialisedAnnual report
「Battery business sales were firm for lithium batteries and energy-storage systems, but declined for alkaline and nickel-metal hydride batteries in the North American consumer market. Electronics business sales were firm for multilayer power inductors and coil devices, but declined for liquid crystal display signal-processing modules and DC-DC power modules.」
Sales of alkaline batteries, nickel-metal hydride batteries, liquid crystal display signal-processing modules, DC-DC power modules and other products actually declined as demand in the North American consumer market and demand by application fluctuated. Meanwhile, lithium batteries, energy-storage systems, multilayer power inductors and coil devices remained firm. - FY2018-Q2MaterialisedAnnual report
「Alkaline batteries fell below the cumulative consolidated second-quarter period of the previous fiscal year, despite firm performance in internet sales and private-label sales applications, as OEM sales applications declined and the benefits of newly launched renovated products took time to emerge. Liquid crystal display signal-processing modules fell below the cumulative consolidated second-quarter period of the previous fiscal year as sales for large LCD applications and other applications declined, despite firm performance in tablet applications.」
Sales of multiple products actually declined in response to trends in customer and application markets, including OEM sales and large LCD applications. Meanwhile, internet sales, private-label sales and tablet applications remained firm. - FY2018-Q1MaterialisedAnnual report
「Nickel-metal hydride batteries exceeded the cumulative consolidated first-quarter period of the previous fiscal year, as firm performance in industrial applications, including emergency-lighting backup applications, outweighed a decline in commercial applications in Japan and overseas. Liquid crystal display signal-processing modules fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for touch-panel and automotive applications and other applications declined, despite firm performance in industrial equipment applications. As a result, sales for the business as a whole decreased by ¥637 million from the cumulative consolidated first-quarter period of the previous fiscal year to ¥5,660 million, and the segment loss was ¥483 million, compared with a segment loss of ¥408 million in the cumulative consolidated first-quarter period of the previous fiscal year.」
In response to trends in customer and application markets, including commercial applications and touch-panel and automotive applications, electronics business sales decreased by ¥637 million and the segment loss widened. - FY2017MaterialisedAnnual report
「Liquid crystal display signal-processing modules fell below the previous consolidated fiscal year as sales for TV and PC applications and other applications declined, despite firm performance in industrial equipment applications.」
Sales for multiple applications, including TVs and PCs, digital cameras and industrial equipment, actually declined in response to trends at customer companies and in application markets. - FY2017-Q3MaterialisedAnnual report
「Nickel-metal hydride batteries fell below the cumulative consolidated third-quarter period of the previous fiscal year because declines in industrial and automotive applications in Japan and overseas outweighed growth in OEM sales in Japan and North America.」
Sales of multiple products actually declined in response to trends in customer and application markets, including industrial and automotive applications, large LCD TVs, smartphones and tablets. - FY2017-Q2MaterialisedAnnual report
「Nickel-metal hydride batteries increased production volume as OEM sales in Japan and North America grew, despite declines in industrial and automotive applications in Japan and overseas. Liquid crystal display signal-processing modules fell below the cumulative consolidated second-quarter period of the previous fiscal year as sales for large LCD TV applications and other applications declined.」
Sales of multiple products actually declined in response to trends in customer and application markets, including industrial, automotive and large LCD TV applications. - FY2017-Q1MaterialisedAnnual report
「Alkaline batteries fell below the cumulative consolidated first-quarter period of the previous fiscal year, despite growth in OEM sales for North America and internet sales applications, due to declines in domestic sales and OEM sales for Europe. Liquid crystal display signal-processing modules fell below the cumulative consolidated first-quarter period of the previous fiscal year as sales for large LCD TV applications and other applications declined.」
Sales of multiple products actually declined in response to trends in customer and application markets, including domestic and European OEM sales and large LCD TV applications. - FY2016First statedAnnual report
「Sales to these companies are significantly affected by the performance of those customer companies and by factors beyond the Group's control.」
This indicates dependence on customer-side factors, including the equipment in which the batteries are used, consumer purchasing trends and the performance of set manufacturers in the electronics business.