Capturing Demand in the IoT Sector
First written in FY2016. 12 of 25 entries say "Restated". Latest entry: 2026-07-28.
No other company in this theme has enough history to compare yet.
- FY2025-H1Recovery in data center and tablet demandAnnual report
「In the Group's major markets, production of high-capacity hard disk drives (HDDs) for data centers and tablet devices exceeded expectations, increasing demand for the Group's products.」
For products for data centers, where demand had previously been weak, production of high-capacity HDDs and tablet devices exceeded expectations, and demand shifted to growth. - FY2024-Q3RestatedAnnual report
「Demand remained weak for products used in the production of semiconductors and electronic devices, although inventory adjustments had run their course.」
The company has reaffirmed its view that demand for products used in semiconductor and electronic device production remains weak even after inventory adjustments have run their course. - FY2024-Q2Demand remains weak even after inventory adjustments run their courseAnnual report
「Demand remained weak for products used in the production of semiconductors and electronic devices, although inventory adjustments had run their course.」
The company states that, although inventory adjustments for products used in semiconductor and electronic device production had run their course, demand remained weak. - FY2024-Q1RestatedAnnual report
「Meanwhile, demand declined for products for data centers and products used in the production of semiconductors and electronic devices due to deteriorating market conditions.」
The company has reaffirmed that demand continues to decline for products for data centers, semiconductors and electronic device production. - FY2023-Q3Decline in demand for semiconductors and data center applicationsAnnual report
「Demand declined for products for semiconductors and data centers, which had previously performed strongly, as customers moved to optimize inventory levels.」
For products for semiconductors and data centers, conditions changed from the previous trend of expanding and capturing demand to declining demand due to customer inventory adjustments. - FY2023-Q1RestatedAnnual report
「Production of semiconductors used in PCs, data centers and other applications increased, driving growth in the process materials used in their production.」
The company has reaffirmed its direction of capturing semiconductor- and data-center-related demand through process materials, together with growth achieved this quarter. - FY2022-Q3RestatedAnnual report
「In addition, semiconductor-related components and optical films for notebook PCs and tablet devices remained strong, while demand for automotive materials and general industrial components recovered from the impact of COVID-19.」
The company has reaffirmed its direction of capturing demand for semiconductor-related components and materials for PCs and tablets, together with evidence of steady demand. - FY2022-Q2RestatedAnnual report
「In addition, demand recovered from the impact of COVID-19 for automotive materials and general industrial components, while demand for semiconductor-related components increased.」
The company reports increased demand for semiconductor-related components, reaffirming its direction of capturing semiconductor-related demand. - FY2022-Q1RestatedAnnual report
「In addition, demand for components used in semiconductor manufacturing processes remained strong against the backdrop of increased semiconductor demand.」
The company has reaffirmed its direction and track record of capturing demand for components used in semiconductor manufacturing processes, against the backdrop of increased semiconductor demand. - FY2021-Q2Change in application mix due to telework demandAnnual report
「In the Group's major markets, against the backdrop of the expansion of telework and other factors, demand increased for components for notebook PCs and tablet devices, components used to assemble electronic devices such as smartphones, and process components used in semiconductor production.」
Against the backdrop of expanding telework, demand increased for components for notebook PCs and tablets, electronic device assembly and semiconductor manufacturing processes. - FY2021-Q1Change in demand mix due to telework demandAnnual report
「In the Group's major markets, demand increased for semiconductor-related components and components for notebook PCs and tablet devices, against the backdrop of the expansion of telework and other factors.」
Against the backdrop of expanding telework, demand increased for semiconductor-related components and components for notebook PCs and tablet devices. - FY2020RestatedAnnual report
「Demand for materials for electronic devices, semiconductor-related materials and electronic process materials is expected to expand through growth in the data center market and the spread of next-generation mobile communications systems (5G). We aim to generate results at an early stage by applying the adhesive, coating and polymer control technologies we have developed to date.」
The company has reaffirmed its policy of viewing data center and 5G growth as opportunities for demand expansion and applying existing technologies to generate results at an early stage. - FY2020-Q1Slowdown in semiconductor and electronic component demandAnnual report
「In Basic Functional Materials, demand for materials used in smartphone applications and in the manufacturing processes for semiconductors and electronic components slowed as economic conditions changed.」
The company reports a slowdown in demand, due to changes in economic conditions, for materials used in smartphone applications and in semiconductor and electronic component manufacturing processes. - FY2019AdvancedAnnual report
「For low-dielectric porous polyimide materials, we are developing circuit boards needed as the high-speed 5G communications market takes off and have entered the preparation stage for mass production.」
Development of circuit boards using low-dielectric porous polyimide materials for 5G progressed to the mass-production preparation stage. - FY2019-Q3Weakness due to semiconductor demand adjustmentsAnnual report
「Process materials were weak as demand for semiconductor manufacturing applications entered an adjustment phase.」
Although the company is focused on capturing demand for semiconductor manufacturing applications, process materials were weak this quarter due to the impact of demand adjustments. - FY2019-Q2RestatedAnnual report
「Printed circuits for high-capacity hard disk drives (HDDs) used in data centers remained strong. Process materials also performed steadily in semiconductor manufacturing applications.」
The company states that printed circuits for data-center HDDs and process materials for semiconductor manufacturing applications remained strong. - FY2019-Q1RestatedAnnual report
「Printed circuits and process materials performed steadily, responding to increased data processing volumes and demand for semiconductor manufacturing applications.」
The company has reaffirmed its direction of capturing increased data processing volumes and demand for semiconductor manufacturing applications through printed circuits and process materials. - FY2018ReframedAnnual report
「Currently, we are expanding our lineup of new technologies, including the development of ultra-low-dielectric polyimide, in anticipation of higher signal capacity, faster speeds and 5G communications, and are seeking to expand into a range of markets.」
The company has specified a shift in focus from the previous emphasis on capturing IoT demand to expanding its technology lineup in anticipation of higher-capacity, higher-speed communications and 5G. - FY2018-Q2Difference between demand results and outlookAnnual report
「Although process materials generated higher revenue year on year, they fell short of the high demand outlook initially anticipated based on growth in the semiconductor market.」
Process materials generated higher revenue year on year, but fell short of the initially high demand outlook based on growth in the semiconductor market. - FY2018-Q1RestatedAnnual report
「In Basic Functional Materials, process materials and filter materials for the IT industry, including components for smartphones, have continued to achieve high growth since the second half of the previous fiscal year and have expanded further.」
The company reports continued high growth in smartphone components and process and filter materials for the IT industry, reaffirming its direction of capturing related demand. - FY2017RestatedAnnual report
「Process materials achieved growth as orders remained at high levels alongside the expansion of semiconductor demand.」
The company has reaffirmed its business operations aimed at capturing demand for semiconductor-related process materials, together with full-year order and growth results. - FY2017-Q3RestatedAnnual report
「Process materials performed steadily by continuing to capture strong semiconductor demand for SSD applications in smartphones made by Chinese manufacturers.」
The company has reaffirmed its policy and track record of capturing demand for smartphone and SSD applications through semiconductor-related materials. - FY2016First statedAnnual report
「For semiconductor materials, printed circuits and process materials, we will rapidly capture demand by anticipating developments in the IoT field.」
The company plans to anticipate the evolution of IoT and capture demand through semiconductor materials, printed circuits and process materials.