Demand expansion driven by the adoption of automotive electronics and ADAS
First written in FY2016. 10 of 38 entries say "Restated". Latest entry: 2026-11-04.
Cmk moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2020: 16 of 32 companies on the "Worse" side.
7 other companies' latest entry also says "Other".
- FY2026WorsenedAnnual report
「Although sales to major European customers declined due to uncertainty over EV demand and a shift back toward PHVs, consolidated net sales totaled ¥100.202 billion, up 4.9% year on year, as sales to major Japanese customers remained solid.」
While sales to major European customers declined due to uncertainty over EV demand and a shift back toward PHVs, sales to major Japanese customers remained solid, indicating increasing divergence in automotive demand by region and customer. - 2026-05-14OtherResults
「当社グループ主力の車載分野においては、当社主要顧客からの受注動向は現在のところ順調に推移しております。」
主要顧客の受注は順調とする一方、欧州主要顧客の販売減少やEV需要からPHVへの揺り戻しも記載され、需要動向は一様ではない。 - FY2026-H1Signs of demand recovery coexist with weak ordersAnnual report
「Under these circumstances, although signs of a recovery in automotive demand have emerged in some regions, demand remains weak in others, and orders have continued to be sluggish in our group’s core automotive business.」
Although signs of a recovery in vehicle demand are visible in some regions, demand remains weak in others, and orders in the automotive sector continue to be sluggish. - FY2025WorsenedAnnual report
「Under these conditions, in the Group's core automotive sector, orders remained sluggish due in part to the slow recovery in vehicle demand in various countries.」
The company stated that, even after the impact of semiconductor shortages and supply chain disruptions had eased, the slow recovery in vehicle demand in various countries meant that automotive orders remained sluggish. - FY2025-H1WorsenedAnnual report
「Under these circumstances, orders remained sluggish in our group’s core automotive business due to stagnating vehicle production in Japan amid vehicle certification issues and other factors, as well as the slow recovery in automotive demand in Asia and Europe amid the economic slowdown, including China’s slowing economy.」
Orders in the automotive sector remained sluggish due to stagnant vehicle production volumes, the slowdown in the Chinese economy, and the slow recovery in demand in Asia and Europe. - FY2024RestatedAnnual report
「In the Group's core automotive sector, the impact of semiconductor shortages and supply chain disruptions eased, and orders recovered moderately.」
The company continues to recognize that the impact of supply constraints has eased and that orders have recovered. - FY2024-Q3Easing impact of supply constraints and recovery in ordersAnnual report
「Under these circumstances, the impact of semiconductor shortages and supply chain disruptions eased in our group’s core automotive business, and orders recovered moderately.」
The company stated that the impact of semiconductor shortages and supply chain disruptions had subsided and that orders had recovered moderately. This indicated a shift from the weak conditions caused by supply constraints through the previous period to a phase of easing impacts and recovery. - FY2024-Q1Reduced impact of supply constraints and recovery in ordersAnnual report
「Under these circumstances, the impact of automakers’ production cuts caused by semiconductor shortages and supply chain disruptions gradually diminished in our group’s core automotive business, and orders recovered moderately.」
The company stated that the impact of vehicle manufacturers' production cuts due to semiconductor shortages and supply chain disruptions had gradually diminished and that orders had recovered moderately. - FY2023Expected easing of supply constraintsAnnual report
「Although semiconductor shortages and supply chain disruptions are expected to gradually ease, uncertainty about the outlook remains. Over the medium to long term, demand is expected to expand as the shift toward automotive electronics advances against the backdrop of structural changes driven by new CASE trends, including connectivity, autonomous driving and electrification.」
Regarding semiconductor shortages and supply chain disruptions, the company added the outlook that, although difficult conditions would continue, the situation would gradually ease. - FY2023-Q3WorsenedAnnual report
「Under these conditions, the Group's core automotive sector faced a challenging business environment, as vehicle manufacturers continued to reduce production due to semiconductor shortages and supply chain disruptions.」
Unlike the previous quarter, no mention was made of a recovery trend in global production volumes. Instead, the company described a challenging environment in which vehicle manufacturers continued to reduce production due to semiconductor shortages and supply chain disruptions. - FY2023-Q2Recovery and supply constraints coexistAnnual report
「Although global production is showing signs of recovery, our group’s core automotive business faced a difficult operating environment as automakers continued to reduce production due to the semiconductor shortage and supply chain disruptions.」
Compared with the previous quarter's view that global vehicle sales were sluggish, the company described a situation in which recovery in production volumes coexisted with continued production cuts by vehicle manufacturers due to semiconductor shortages and supply chain disruptions. - FY2023-Q1WorsenedAnnual report
「Under these circumstances, global vehicle sales remain sluggish in our group’s core automotive business, as automakers continue to reduce production due to the semiconductor shortage and supply chain disruptions.」
The situation deteriorated from the previous year's recovery in global vehicle sales and strong orders, as vehicle manufacturers continued to reduce production due to semiconductor shortages and supply chain disruptions, leaving vehicle sales sluggish. - FY2022AdvancedAnnual report
「Under these circumstances, although the impact of shortages of semiconductors and other components remains uncertain, global vehicle sales recovered and orders remained strong in our group’s core automotive business.」
While supply constraints continued, the company progressed to a phase in which global vehicle sales were recovering and orders in the automotive sector were performing strongly. - FY2022-Q3RestatedAnnual report
「Under these circumstances, although the impact of shortages of semiconductors and other components remains uncertain, global vehicle sales recovered and orders remained strong in our group’s core automotive business.」
Even amid uncertainty over the impact of parts shortages, the company reported a recovery in global vehicle sales and strong orders in the automotive sector. - FY2022-Q2RestatedAnnual report
「In the Group's core automotive sector, global vehicle sales recovered and orders performed strongly, although the business was affected by the semiconductor shortage and other factors.」
While recognizing the constraints caused by the semiconductor shortage, the company described the recovery in global vehicle sales and strong orders in the automotive sector as a continuation of its view of demand driven by automotive electronics and ADAS. - FY2022-Q1AdvancedAnnual report
「Under these circumstances, although our group’s core automotive business was affected by the semiconductor shortage and other factors, global vehicle sales recovered and orders remained strong.」
The company stated that the market had progressed from the previous period of weak global vehicle production and sales to a phase in which global vehicle sales were recovering and orders in the automotive sector were performing strongly. - FY2021ReframedAnnual report
「Over the medium to long term, demand is expected to expand as the shift toward automotive electronics advances against the backdrop of structural changes driven by new CASE trends, including connectivity, autonomous driving and electrification.」
The company reorganized its previous view of demand for ADAS, PHVs and EVs and the shift toward automotive electronics as structural changes under CASE, including connectivity, autonomous driving and electrification. - FY2021-Q3RestatedAnnual report
「In the automotive sector, the Group's core business, vehicle sales in China have shifted toward recovery, but remained sluggish globally.」
The company continues to believe that vehicle sales are recovering in China, while remaining sluggish globally. - FY2021-Q2RestatedAnnual report
「Under these circumstances, although signs of a recovery in vehicle sales emerged in China, our group’s core automotive business continued to face a difficult operating environment, with vehicle production and sales still depressed worldwide.」
While signs of recovery are visible in China, the company indicated that the decline in global vehicle production and sales is continuing, maintaining its previous view of the demand environment in the automotive sector. - FY2021-Q1WorsenedAnnual report
「Under these circumstances, our group’s core automotive business faced a difficult operating environment, including a sharp decline in vehicle production and sales.」
Against the previous structural view of increasing automotive electronics content and expanding automotive demand, the company stated that vehicle production and sales fell sharply due to the spread of COVID-19. - FY2020-Q3WorsenedAnnual report
「Under these circumstances, although global vehicle sales have declined, vehicle electrification is progressing in our group’s core automotive business.」
In addition to the previous view that demand in the automotive market would expand, the company has explicitly cited declining global vehicle sales as a factor worsening market conditions. Meanwhile, the shift toward automotive electronics continues to advance. - FY2020-Q2WorsenedAnnual report
「Under these circumstances, although the market slowdown in our group’s core automotive business has become more pronounced due to uncertainty surrounding the global economy, vehicle electrification is progressing.」
In addition to the previous view that demand in the automotive market would expand, the company has indicated that the market slowdown has intensified due to uncertainty in the global economy. Meanwhile, the shift toward automotive electronics continues to advance. - FY2020-Q1WorsenedAnnual report
「Under these circumstances, although the market slowdown in our group’s core automotive business has become more pronounced due to uncertainty surrounding the global economy, vehicle electrification is progressing.」
In addition to the previous view that demand in the automotive market would expand, the company has recognized that the market slowdown has intensified due to uncertainty in the global economy. Meanwhile, the shift toward automotive electronics is continuing. - FY2019RestatedAnnual report
「In our Group's core market for automotive printed wiring boards, demand continues to grow steadily as the increasing use of electronics in automobiles, including the adoption of PHVs and EVs driven by tighter environmental regulations, progresses.」
The company continues to recognize expanding demand for automotive printed wiring boards against a backdrop of increasing automotive electronics, including the adoption of PHVs and EVs. - FY2019-Q3RestatedAnnual report
「Demand in our group’s core automotive business continues to expand, driven by the increasing electrification of gasoline-powered vehicles, the adoption of advanced driver-assistance systems (ADAS) amid heightened safety awareness, and an accelerating shift to PHVs and EVs due to tighter environmental regulations.」
The company continues to report expanding demand in the automotive field against a backdrop of increasing electronic content in gasoline-powered vehicles, ADAS adoption, and a shift toward PHVs and EVs. - FY2019-Q2RestatedAnnual report
「Demand in our group’s core automotive business continues to expand, driven by the increasing electrification of gasoline-powered vehicles, the adoption of advanced driver-assistance systems (ADAS) amid heightened safety awareness, and an accelerating shift to PHVs and EVs due to tighter environmental regulations.」
The company continues to report expanding demand in the automotive field against a backdrop of increasing electronic content in gasoline-powered vehicles, ADAS adoption, and a shift toward PHVs and EVs. - FY2019-Q1AdvancedAnnual report
「Under these circumstances, demand in our group’s core automotive business continues to expand, driven by the increasing electrification of gasoline-powered vehicles, the adoption of advanced driver-assistance systems (ADAS) amid heightened safety awareness, and an accelerating shift to PHVs and EVs due to tighter environmental regulations.」
In the automotive field, demand continues to expand against a backdrop of increasing electronic content in gasoline-powered vehicles, ADAS adoption, and a shift toward PHVs and EVs, leading to higher automotive sales in each region. - FY2018RestatedAnnual report
「Demand in our group’s core automotive printed circuit board market continues to expand, driven by the increasing electrification of gasoline-powered vehicles, the adoption of advanced driver-assistance systems (ADAS) amid heightened safety awareness, and an accelerating shift to PHVs and EVs due to tighter environmental regulations.」
The company expressed its recognition that demand for automotive boards continues to expand against a backdrop of the rising rate of electronic equipment in gasoline-powered vehicles, ADAS adoption, and an accelerating shift toward PHVs and EVs. - FY2018-Q3AdvancedAnnual report
「Against this backdrop, demand for printed wiring boards continues to expand in our Group's core automotive market, driven by the rising rate of electronic equipment in gasoline-powered vehicles, the spread of advanced driver assistance systems (ADAS) as safety awareness increases, and an accelerating shift toward PHVs and EVs as environmental regulations tighten.」
Demand for automotive printed wiring boards continues to expand against a backdrop of the rising rate of electronic equipment in gasoline-powered vehicles, ADAS adoption, and an accelerating shift toward PHVs and EVs. - FY2018-Q2AdvancedAnnual report
「In the automotive printed circuit board market, the core market for our group, market expansion continues due to increases in global new-vehicle sales and the adoption of PHVs, EVs and advanced driver-assistance systems (ADAS), while our orders have continued to increase since last year.」
The company reported that the automotive printed wiring board market continues to expand, driven by higher new-vehicle sales and the adoption of PHVs, EVs, and ADAS, with orders also trending upward. - FY2018-Q1AdvancedAnnual report
「In our Group's core automotive field, the market continues to expand as a result of higher global new-vehicle sales, the adoption of PHVs and EVs, and the spread of advanced driver assistance systems (ADAS).」
The company reported that the automotive market continues to expand, driven by higher new-vehicle sales and the adoption of PHVs, EVs, and ADAS. - FY2017AdvancedAnnual report
「In the consolidated fiscal year, our Group's net sales increased substantially in the automotive field, supported by the growing adoption of advanced driver assistance systems (ADAS) and the increasing use of electronics in automobiles.」
Sales in the automotive field increased substantially against a backdrop of ADAS adoption and the increasing use of electronics in automobiles. - FY2017-Q3AdvancedAnnual report
「During the nine months ended [third quarter], sales increased significantly in the automotive field, including advanced driver-assistance systems (ADAS), where market expansion is expected.」
The company reported a substantial increase in sales in automotive fields, including ADAS. - FY2017-Q2AdvancedAnnual report
「Sales of our related products for advanced driver assistance systems (ADAS), where demand is expected to expand rapidly, are also steadily increasing.」
The company reported steady growth in sales of ADAS-related products. - FY2017-Q1RestatedAnnual report
「However, the number of electronic components installed in vehicles is trending upward as the adoption of safety equipment expands, and we are also focusing on securing orders.」
The company reiterated its recognition that the number of electronic components installed in vehicles is trending upward against a backdrop of expanding adoption of safety equipment. - FY2016First statedAnnual report
「The spread of advanced driver assistance systems (ADAS), including automatic emergency braking, provided a tailwind, and sales of our core automotive-related products increased.」
The company recognized a structural trend toward an increase in the number of electronic components installed in vehicles as ADAS adoption expands.