Expansion of Orders for Components Used in Smartphones and Other Information Terminals
First written in FY2017-Q3. 13 of 29 entries say "Worsened", first in FY2020-Q1. Latest entry: 2026-09-09.
Mitsui High-tec moved to the "Worse" side of this theme in 2025, 1 year after the typical company in this theme (2024).
The whole theme swung hardest in 2019: 3 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2026-H1WorsenedAnnual report
「In the electronic components business, demand for automotive and information-device products declined, but sales were ¥28,753 million, up 2.3% year on year, supported by a temporary increase in demand for consumer products and the pass-through of higher prices for key raw materials. Operating income was ¥1,578 million, down 34.0% year on year, largely because of the impact of lower orders for automotive and information-device products.」
Demand and orders for automotive and information-device products declined, resulting in a 34.0% year-on-year decrease in operating income in the electronic components business. It states that a temporary increase in consumer demand and price pass-through supported sales. - FY2025-H1RestatedAnnual report
「In the semiconductor industry, the market as a whole is moving toward a gradual recovery, but recovery in end demand for some semiconductors has been delayed.」
While the semiconductor market as a whole moves toward a gradual recovery, delayed recovery in end demand for some semiconductors remains, as previously reported. - FY2024-Q3WorsenedAnnual report
「In the electronic components business, difficult conditions continued because of inventory adjustments and other factors accompanying weak end demand for semiconductors for consumer applications and information devices. As a result, sales were ¥42,720 million, down 21.7% year on year, and operating income was ¥4,344 million, down 57.9%.」
Weak end demand and continuing inventory adjustments for semiconductors for information devices continued, with electronic components sales down 21.7% year on year and operating income down 57.9%. - FY2024-Q1WorsenedAnnual report
「In the semiconductor industry, market conditions deteriorated further as demand for various semiconductors, including those for information devices, declined overall.」
Demand for various semiconductors, including those for information devices, declined overall, and market conditions deteriorated further. In the electronic components business, sales declined 26.3% year on year because lower orders resulting from continuing inventory adjustments. - FY2023WorsenedAnnual report
「In the electronic components business, although inventory adjustments occurred because of declining demand for semiconductors for information devices, the Company responded to firm demand for automotive semiconductors. In addition, efforts to improve profitability and a significant depreciation of the yen contributed to sales of ¥70,041 million, up 18.4% year on year, and operating income of ¥12,222 million, up 56.4%.」
While demand for semiconductors for information devices declined and inventory adjustments occurred, the electronic components business posted higher sales and operating income, supported by its response to automotive demand, improved profitability and the weaker yen. - FY2023-Q3WorsenedAnnual report
「In the electronic components business, although inventory adjustments occurred because of declining demand for semiconductors for information devices, the Company responded to strong demand for semiconductors for automotive and consumer applications.」
While demand for semiconductors for information devices declined and inventory adjustments occurred, the Company states that strong demand for automotive and consumer applications offset these effects. - FY2023-Q2WorsenedAnnual report
「In the semiconductor industry, conditions remained generally strong from the beginning of the period, but the effects of declining demand became evident recently, particularly for information-device equipment.」
For information-device equipment and other applications, conditions have changed from the previously reported recovery and strength in demand to a situation in which the effects of declining demand are now evident. - FY2023-Q1AdvancedAnnual report
「In the electronic components business, the Company responded to strong demand for various semiconductors. As a result, sales were ¥18,117 million, up 42.7% year on year. Operating income was ¥3,587 million, up 233.3% year on year, reflecting higher sales and efforts to reduce costs and take other measures.」
It states that responding to strong demand for various semiconductors resulted in electronic components sales increasing 42.7% and operating income increasing 233.3%. - FY2022AdvancedAnnual report
「In the electronic components business, the Company responded to strong demand for various semiconductors. As a result, sales were ¥59,144 million, up 48.2% year on year.」
It states that responding to demand for various semiconductors resulted in a 48.2% increase in electronic components sales and orders received of ¥64,919 million. - FY2022-Q2AdvancedAnnual report
「In the semiconductor industry, demand for various semiconductors, including those for smartphones, tablets and automotive applications, remained strong. In the electronic components business, the Company responded to strong demand for various semiconductors. As a result, sales were ¥26,782 million, up 38.9% year on year.」
Demand for various semiconductors, including those for smartphones and tablets, remained strong. Electronic components sales increased 38.9% year on year, while orders received increased 60.4% year on year. - FY2022-Q1AdvancedAnnual report
「In the electronic components business, the Company responded to strong demand for various semiconductors. As a result, sales were ¥12,700 million, up 34.2% year on year.」
Demand for various semiconductors, including those for information and communications equipment, remained strong. Electronic components sales increased 34.2% year on year, while orders received were ¥15,818 million, up 61.3% year on year. - FY2021AdvancedAnnual report
「In the electronic components business, the Company responded appropriately to expanding demand for semiconductors for information and communications equipment, 5G and automotive applications. As a result, sales were ¥39,895 million, up 9.4% year on year.」
Responding to semiconductor demand, including for information and communications equipment and 5G applications, translated into results: electronic components sales increased 9.4% year on year, while orders received increased 13.3%. - FY2021-Q3MitigatedAnnual report
「In the semiconductor industry, demand for semiconductors for information and communications equipment and 5G applications continued to expand, and some automotive semiconductors also showed signs of recovery, but the outlook for future demand was difficult to predict.」
In contrast to the previously reported sluggish demand for information devices, demand for semiconductors for information and communications equipment and 5G applications continues to expand, indicating some improvement in the environment. At the same time, the Company states that future demand trends are difficult to predict. - FY2020WorsenedAnnual report
「In the semiconductor industry, inventory adjustments that began with smartphone products spread to automotive applications, while actual demand also remained sluggish because consumers deferred smartphone purchases.」
Inventory adjustments expanded from smartphone applications to automotive applications, and sluggish actual demand due to consumers deferring smartphone purchases was also noted, further worsening the environment for expanding orders for information-device components. - FY2020-Q3WorsenedAnnual report
「Recovery in demand for semiconductors used in mobile devices such as smartphones and for consumer and automotive applications remained stalled. In the electronic components business, we worked to reduce costs and improve productivity, but orders declined amid weak market conditions in the semiconductor industry, resulting in a substantial decrease in revenue. As a result, sales were ¥27,213 million, down 16.3% year on year, and the operating loss was ¥1,181 million, compared with an operating loss of ¥191 million in the same period of the previous year.」
Recovery in semiconductor demand, including for information devices, remained stalled, and a significant decline in electronic components revenue and an operating loss due to lower orders are noted. - FY2020-Q2WorsenedAnnual report
「Against this backdrop, recovery in demand for semiconductors for portable devices such as smartphones, consumer applications and automotive applications remained stalled in the semiconductor industry, which is the main supply destination for the Group. In the electronic components business, the Company worked to reduce costs and improve productivity, but sales declined significantly because of lower orders resulting from the sluggish semiconductor market.」
Recovery in semiconductor demand, including for information devices, remained stalled, and a significant decline in electronic components revenue due to lower orders is noted. - FY2020-Q1WorsenedAnnual report
「Inventory adjustments that had continued since last year have been almost resolved, but demand for semiconductors for portable devices such as smartphones, consumer applications and automotive applications has declined.」
For semiconductors for information devices, inventory adjustments have almost been resolved, but declining demand is noted, indicating that the environment for expanding orders has deteriorated. - FY2019-Q3RestatedAnnual report
「Although operating expenses increased as the Company expanded production capacity for lead frames for portable devices such as smartphones and automotive applications, where demand is expected to grow, inventory adjustments for semiconductors for portable devices such as smartphones expanded, preventing the Company from filling its production capacity.」
It states that the Company continues to expand lead-frame production capacity in anticipation of growing demand for information devices, but is unable to fill the expanded capacity because inventory adjustments have intensified. - FY2019-Q2RestatedAnnual report
「However, although operating expenses increased as the Company expanded production capacity for lead frames for portable devices such as smartphones and automotive applications, where demand is expected to grow, inventory adjustments for semiconductors for portable devices such as smartphones continued, preventing the Company from filling its production capacity.」
The Company continues to expand production capacity in anticipation of growing demand for products for information devices, but explained that it was unable to fill the additional capacity because inventory adjustments continued. - FY2019-Q1RestatedAnnual report
「However, although operating expenses increased as the Company expanded production capacity for lead frames for information devices, including smartphones, and automotive applications, where demand is expected to grow, orders declined because of inventory adjustments for smartphone products, so the Company was unable to fill the additional production capacity.」
The Company continues to expand production capacity in anticipation of growing demand for products for information devices, but explained that orders declined during the quarter because of inventory adjustments for smartphone products. - FY2018RestatedAnnual report
「In the electronic components business, the Company expects restructuring in the semiconductor industry, intensifying price competition, increased component sourcing by overseas subcontractors, growing demand for LEDs and power semiconductors, and the need to respond to new technologies. To address these developments, the Company will increase production capacity at its domestic facilities, including by expanding the Aso Facility, in order to expand the supply of new automotive and environmentally oriented products expected to see future growth, as well as products for information devices, including smartphones.」
It continues to expand the supply of products for automotive, environmentally oriented and information-device applications, supported by increased production capacity through the expansion of the Aso Facility and other measures. - FY2018-Q3RestatedAnnual report
「In the Electronic Components Business, orders for products for automotive and environmentally friendly applications, as well as information devices including smartphones, which are expected to grow, remained solid.」
It continues to state that orders for products for information devices, including smartphones, remained firm. - FY2018-Q2RestatedAnnual report
「In the Electronic Components Business, orders for products for automotive and environmentally friendly applications, as well as information devices including smartphones, which are expected to grow, remained solid.」
The company continues to report that orders for products for information devices, including smartphones, remained steady. - FY2018-Q1RestatedAnnual report
「In the Electronic Components Business, orders for products for automotive and environmentally friendly applications, as well as information devices including smartphones, which are expected to grow, remained solid.」
The company continues to report expanding orders for products for information devices, including smartphones, alongside a steady order trend. - FY2017-Q3First statedAnnual report
「In the Electronic Components Business, the company worked to expand orders for products for automotive and environmentally friendly applications, as well as information devices including smartphones, which are expected to grow, while also improving productivity and reducing costs.」
The company identified, for the first time as a business objective, the expansion of orders for components for information devices, including smartphones, in the Electronic Components business.