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Imasen Electric Industrial (7266) · FactAdded regional divergence, with the US increasing and China and other markets declining

Resilient Overseas Automotive Markets and Recovery in Emerging Markets

First written in FY2017-Q2. 3 of 29 entries say "Restated". Latest entry: FY2025.

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ProgressHeldSoftenedWorseOtherFY2017-Q2 – FY20252016: 12017: 320172018: 420182019: 420192020: 420202021: 220212022: 420222023: 420232024: 220242025: 12025
Same theme, other companies
Firm and recovering automotive-related demand in the United States and ChinaA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's latest entry also says "Other".

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  1. FY2025Added regional divergence, with the US increasing and China and other markets decliningAnnual report

    「Although automobile sales increased in the United States as domestic demand expanded, the operating environment remained challenging due to continued increases in raw material prices and weak sales by Japanese manufacturers amid the rapid shift to EVs in the Chinese market.」

    Although automobile sales increased in the United States, weak sales by Japanese manufacturers continued in China amid the shift to EVs, widening differences in market trends by region.
  2. FY2025-H1Add production recovery resulting from supply chain recovery and intensifying competition in China and other Asian markets.Annual report

    「The automotive industry, one of the Group's principal business sectors, is showing signs of recovery in production activity as supply chains recover, including through the easing of semiconductor supply shortages. However, competition is intensifying as NEV markets expand in China and other Asian countries, while raw material prices continue to rise, leaving the operating environment challenging.」

    Although supply chain recovery was accompanied by signs of recovery in production activity, competition intensified as NEV markets expanded in China and other Asian countries, and raw material prices continued to rise.
  3. FY2024-Q3Add continued production declines in China and lower revenue and operating profit in Asia.Annual report

    「Due to a decline in automobile production in China, net sales were ¥21,777 million, down 9.4% year on year, and operating profit was ¥1,058 million, down 14.1%.」

    Automobile production in China continued to decline, while revenue and operating profit in Asia were below the year-earlier period.
  4. FY2024-Q2Add production recovery and intensifying competition in China's NEV market.Annual report

    「The automotive industry, one of the Group's principal business sectors, remains in a challenging operating environment. Production activity is gradually recovering as semiconductor supply shortages ease, but competition is intensifying as China's NEV market expands, while raw material prices continue to rise.」

    Although recovery in production activity resulting from easing semiconductor supply shortages was indicated, the industry was described as facing a challenging environment, with intensifying competition accompanying the expansion of China's NEV market and continued increases in raw material prices.
  5. FY2024-Q1Add production recovery resulting from easing semiconductor shortages and production declines in China.Annual report

    「The automotive industry, one of the Group's principal business sectors, remains in a challenging operating environment. Production activity is gradually recovering as semiconductor supply shortages ease, but raw material prices continue to rise.」

    The automotive industry was described as facing a challenging environment, with production activity gradually recovering as semiconductor supply shortages eased while raw material prices continued to rise. By region, automobile production declined in China.
  6. FY2023Add the automotive industry environment for FY2023.Annual report

    「The automotive industry related to the Group remained unstable due to reduced automobile production caused by the global semiconductor shortage, higher raw material prices and disruption to international logistics.」

    The automotive industry remained unstable due to production declines caused by the semiconductor shortage, higher raw material prices and disruption to international logistics.
  7. FY2023-Q3Add the automotive industry environment for the cumulative third quarter.Annual report

    「The automotive industry, one of the Group's principal business sectors, continues to face difficult conditions due to semiconductor supply shortages, higher raw material prices and disruption to international logistics.」

    The automotive industry continues to face a challenging environment due to the effects of semiconductor supply shortages, higher raw material prices and disruption to international logistics.
  8. FY2023-Q2Added the automotive market environment for the cumulative second quarterAnnual report

    「The automotive industry, one of the Group's principal business sectors, continues to face difficult conditions due to semiconductor supply shortages, higher raw material prices and disruption to international logistics.」

    The automotive industry continues to face a challenging environment due to semiconductor supply shortages, higher raw material prices and disruption to international logistics.
  9. FY2023-Q1Added the FY2023-Q1 automotive market environmentAnnual report

    「In the automotive industry, a major business area of the Group, automotive production volumes are expected to decline due to semiconductor supply shortages, while raw material prices are expected to remain high and international logistics are expected to remain disrupted, resulting in expectations of continued challenging operating conditions.」

    The automotive industry was described as facing a challenging environment, with production declines caused by semiconductor supply shortages, rising raw material prices and ongoing disruption to international logistics.
  10. FY2022Added the FY2022 full-year automotive market environmentAnnual report

    「In the automotive industry in which the Group operates, difficult and uncertain conditions continued due to factors including global semiconductor shortages and the resulting cuts in automotive production, soaring raw material prices, and disruption to international logistics.」

    Global semiconductor shortages, lower automotive production, soaring raw material prices and disruption to international logistics were cited as factors affecting the full-year automotive industry environment.
  11. FY2022-Q3Added the automotive market environment for the cumulative third quarterAnnual report

    「Although major customers increased automotive production compared with the same period of the previous year, the business was affected by parts supply shortages caused by the resurgence of COVID-19 and semiconductor supply shortages」

    Major customers increased production year on year, while the effects of parts supply shortages caused by the resurgence of the pandemic and semiconductor supply shortages continued.
  12. FY2022-Q2Added the automotive market environment for the cumulative second quarterAnnual report

    「In the automotive industry, a major business area of the Group, major customers increased automotive production compared with the same period of the previous year, when production was cut due to COVID-19, but difficult conditions have continued due to parts supply shortages caused by the resurgence of COVID-19 and semiconductor supply shortages.」

    Major customers increased production year on year, but difficult conditions have continued in the automotive industry due to parts supply shortages caused by the resurgence of the pandemic and semiconductor supply shortages.
  13. FY2022-Q1Added the recovery in production by major customers and the impact of the semiconductor shortage for FY2022-Q1Annual report

    「In the automotive industry, a major business area of the Group, automotive production volumes have been affected by a decline caused by semiconductor supply shortages, but major customers increased production compared with the same period of the previous year, when production was cut due to COVID-19.」

    The automotive market was affected by lower production due to semiconductor supply shortages, while major customers increased production from the same period of the previous year, when production was cut due to COVID-19.
  14. FY2021-Q2Added FY2021-Q2 cumulative results for the automotive parts-related businessAnnual report

    「In the automotive parts-related business, revenue was ¥34,739 million, down 36.2% year on year, due mainly to a decline in orders, particularly in Japan and Asia, resulting from the impact of COVID-19, and the operating loss was ¥2,004 million, compared with operating profit of ¥1,401 million in the same period of the previous year.」

    Orders in Japan and Asia declined due to the impact of COVID-19, and the automotive parts-related business turned from operating profit in the same period of the previous year to an operating loss.
  15. FY2021-Q1Added FY2021-Q1 results showing declining orders in Japan and ChinaAnnual report

    「In the automotive parts-related business, revenue was ¥18,340 million, down 31.2% year on year, due mainly to a decline in orders, particularly in Japan and China, resulting from the impact of COVID-19, and the operating loss was ¥1,442 million, compared with operating profit of ¥634 million in the same period of the previous year.」

    The decline in orders in Japan and China was identified as an impact of COVID-19, and the automotive parts-related business turned from operating profit in the same period of the previous year to an operating loss.
  16. FY2020Added FY2020 full-year regional automotive market trendsAnnual report

    「In the automotive industry in which the Group operates, global new-vehicle sales volumes turned negative year on year, partly because they fell below the previous fiscal year in the two major markets of China and North America and in Asia. In Japan, sales also turned negative year on year for the first time in 3 years, despite support from reduced automobile tax rates based on environmental performance.」

    New-vehicle sales volumes in China, North America and Asia fell below the previous fiscal year, causing global sales to turn negative year on year. Domestic sales also turned negative year on year for the first time in 3 years.
  17. FY2020-Q3Added production-cut conditions in North America and China for the cumulative third quarterAnnual report

    「In the automotive parts-related business, revenue was ¥81,259 million, down 6.6% year on year, due mainly to production cuts in North America and China, and operating profit was ¥2,061 million, down 35.1% year on year.」

    The automotive parts-related business posted lower revenue and lower profit in the cumulative third quarter due mainly to production cuts in North America and China.
  18. FY2020-Q2Added regional automotive market trends for the cumulative second quarterAnnual report

    「In the automotive parts-related business, revenue was ¥54,486 million, down 5.9% year on year, due mainly to production cuts in North America and China, and operating profit was ¥1,401 million, down 19.7% year on year.」

    In the cumulative FY2020-Q2 period, the automotive parts-related business posted lower revenue and lower profit due mainly to production cuts in North America and China.
  19. FY2020-Q1Added FY2020-Q1 regional automotive market trendsAnnual report

    「In the automotive industry, automotive production volumes in Japan exceeded those in the same period of the previous year, remained at approximately the same level in the US, and trended downward in China.」

    Automotive production in Japan exceeded the same period of the previous year, remained at approximately the same level in the US, and trended downward in China. Market and production trends diverged by region.
  20. FY2019Added FY2019 full-year regional automotive market trendsAnnual report

    「Globally, sales volumes exceeded the previous fiscal year as demand in the US and emerging countries remained solid, although sales volumes declined in China and Europe.」

    Sales volumes declined in China and Europe, while demand in the US and emerging countries remained solid, resulting in global performance exceeding the previous fiscal year.
  21. FY2019-Q3Added the trend of declining automotive production in ChinaAnnual report

    「In the automotive industry, automotive production volumes in Japan and the US remained at approximately the same level as in the same period of the previous year, while production in China trended downward.」

    Automotive production in Japan and the US remained at approximately the same level as in the same period of the previous year, while China entered a declining trend. Regional trends have changed from the previous quarter's coverage of resilience in the Chinese market.
  22. FY2019-Q2Added regional automotive market trends for the cumulative second quarterAnnual report

    「In the automotive industry, domestic new-vehicle sales volumes trended lower year on year, while markets in North America and China remained solid.」

    Domestic new-vehicle sales volumes continued to decline, while automotive markets in North America and China remained solid.
  23. FY2019-Q1Added the trend of decline in the domestic marketAnnual report

    「In the automotive industry, the domestic market trended downward as the effects of new-vehicle sales of standard and compact cars peaked, while markets in North America and China remained solid.」

    The domestic automotive market began to decline as the effect of new-vehicle sales of standard and compact cars faded, while markets in North America and China remained solid, indicating divergent regional trends.
  24. FY2018Added full-year results showing a decline in the US and resilience in China and EuropeAnnual report

    「Globally, sales volumes exceeded the previous fiscal year because demand in major markets such as China and Europe remained solid, although US sales volumes began to decline for the first time in 8 years.」

    The US market began to decline for the first time in 8 years, while demand in the major markets of China and Europe remained solid, resulting in global demand exceeding the previous fiscal year.
  25. FY2018-Q3Added the decline in the US market and resilience in China and emerging Asian marketsAnnual report

    「In the automotive industry, the domestic market remained on a recovery trend, supported by the effects of new-vehicle sales, while the US market began to decline and the Chinese and emerging Asian markets remained resilient.」

    In overseas automotive markets, the US began to decline, while China and emerging Asian markets remained resilient, indicating divergent regional trends.
  26. FY2018-Q1RestatedAnnual report

    「In the automotive industry, the domestic market showed signs of recovery, supported by the effects of new-vehicle sales, while markets in North America and China remained solid.」

    Continued coverage of a recovering domestic automotive market and resilient markets in North America and China.
  27. FY2017RestatedAnnual report

    「Globally, demand exceeded the previous fiscal year as demand in the two major markets of China and North America remained solid.」

    Continued coverage of resilient automotive markets in North America and China, with global demand reported to have exceeded the previous fiscal year.
  28. FY2017-Q3RestatedAnnual report

    「Overseas markets, including North America and China, remained resilient, and signs of market recovery were observed.」

    Continued coverage of the resilience of the overseas automotive markets in North America, China and elsewhere and signs of market recovery
  29. FY2017-Q2First statedAnnual report

    「In the automotive industry, domestic sales of mini vehicles continued to decline, while overseas markets remained resilient in North America and China, and signs of market recovery emerged in emerging countries such as India.」

    The regional market trends were first recorded as showing resilient automotive markets in North America and China and recovering emerging markets such as India, separate from the contraction in Japan's mini-vehicle market.
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Resilient Overseas Automotive Markets and Recovery in Emerging Markets | Imasen Electric Industrial Co.,Ltd. (7266) | Komori