Slowing Production in the Semiconductor and Electronic Components Industries and Contraction of the Photographic Materials Market
First written in FY2017-Q1. 8 of 32 entries say "Restated". Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- FY2026Gradual recovery driven by demand from AI data centersAnnual report
「Although the automotive market remained sluggish, growth in demand for AI data centers provided support, and production of semiconductors and electronic components overall remained on a gradual recovery trend in the electronic device sector of the electronics industry, a major customer of this business.」
Generative AI-related demand became evident in demand for AI data centers, and overall production entered a gradual recovery trend, while the automotive market was described as sluggish. - 2026-05-13MitigatedRevision to earnings forecast
「自動車向けが低調に推移したもののAIデータセンター向け需要の拡大が牽引し、半導体・電子部品の生産は総じて緩やかな回復基調で推移しました。」
自動車向けは低調としつつ、AIデータセンター向け需要を背景に半導体・電子部品生産が緩やかな回復基調へ変化している。 - FY2026-H1Growing demand for AI servers and data centers, but sluggish automotive demandAnnual report
「Demand for AI servers and data centers continued to expand and remained strong, while automotive demand struggled to grow, including due to sluggish EV production, leaving production of semiconductors, electronic components and other products in a gradual recovery at best.」
While growth in generative AI-related demand became evident in demand for AI servers and data centers, the document describes weak automotive demand, including sluggish EV production, and a situation in which semiconductor and electronic component production has remained in only a gradual recovery. - FY2025-H1Growing generative AI demand, but no overall recoveryAnnual report
「The electronic device sector of the electronics industry, a major customer of this business, saw signs of growing demand for generative AI applications, but overall demand recovery failed to progress as demand for smartphones and automotive applications struggled to grow, and production of semiconductors, electronic components and other products remained stagnant.」
While recognizing growing demand for generative AI applications, sluggish demand for smartphones and automotive applications and stagnant production of semiconductors and electronic components continue. - FY2024-Q3Signs of AI demand, but overall stagnation continuesAnnual report
「The electronic device sector of the electronics industry, a major customer of this business, faced challenging market conditions as overall production remained stagnant, despite signs of new demand associated with artificial intelligence (AI) technology and other factors.」
While signs of new demand associated with AI technology emerged, stagnating production in the electronic device sector overall and challenging market conditions continue. - FY2024-Q2RestatedAnnual report
「The electronic device sector of the electronics industry, a major customer of this business, faced generally challenging market conditions as production recovery failed to progress due to lower demand for smartphones, personal computers and other products, despite firm demand for automotive applications.」
While demand for automotive applications remained firm, challenging market conditions continue due to lower demand for smartphones and personal computers and the delayed recovery in production. - FY2024-Q1WorsenedAnnual report
「The electronic device sector of the electronics industry, a major customer of this business, faced generally challenging market conditions as inventory adjustments and lower production activity resulting from sluggish demand for smartphones, personal computers and other products continued from the second half of the previous fiscal year, despite firm demand for automotive applications.」
While demand for automotive applications remained firm, the document specifically cites sluggish demand for smartphones and personal computers, inventory adjustments and lower production activity, indicating deteriorating market conditions in the electronic device sector. - FY2023Firm demand for automotive and industrial equipment applications, but production declined from the third quarter onwardAnnual report
「Although demand for consumer electronics remained sluggish, production activity remained firm through the second quarter, supported by demand for automotive and industrial equipment applications, but declined from the third quarter onward as demand decreased.」
Production activity changed from being firm through the second quarter, supported by automotive and industrial equipment applications, to declining from the third quarter onward due to lower demand. - FY2023-Q3WorsenedAnnual report
「Production activity in the semiconductor and electronic device sectors remained firm through the second quarter, supported in part by strong data center demand, but entered a downward trend in the third quarter as the semiconductor shortage began to ease and demand for various electronic components used in personal computers and smartphones declined.」
Production activity changed from being firm through the previous quarter to entering a downward trend in the third quarter due to declining demand for electronic components used in personal computers and smartphones. - FY2023-Q2Production remains firm despite the semiconductor shortage and China's zero-COVID policyAnnual report
「The electronics industry, a major customer of this business, experienced stagnation in automobile and smartphone production due to the semiconductor shortage and China's zero-COVID policy, but production activity in the semiconductor and electronic device sectors remained firm, supported by strong demand, including strong data center demand.」
While automobile and smartphone production showed signs of stagnation due to the semiconductor shortage and China's zero-COVID policy, production activity was described as firm against a backdrop of data center demand. - FY2023-Q1Demand remains strong despite the semiconductor shortage and China lockdownsAnnual report
「The electronics industry, a major customer of this business, experienced stagnation in automobile and smartphone production due to the semiconductor shortage and lockdowns in China, but production activity in the semiconductor and electronic device sectors remained strong, supported by robust demand, including strong data center demand.」
While automobile and smartphone production showed signs of stagnation due to the semiconductor shortage and lockdowns in China, production activity overall was described as strong against a backdrop of data center demand. - FY2022-Q3RestatedAnnual report
「Although production in the automotive market and elsewhere declined due to the semiconductor shortage, production activity in the electronic components and devices sector entered a recovery trend, driven by the recovery of the smartphone market and the expansion of communications infrastructure accompanying the rollout of 5G.」
While there are concerns about lower production in the automotive market and elsewhere due to the semiconductor shortage, we have reconfirmed the trend toward production recovery against a backdrop of the recovering smartphone market and 5G-related demand. - FY2022-Q2Production recovery trend despite semiconductor shortage concernsAnnual report
「Although there were concerns about lower production in the automotive market and elsewhere due to the semiconductor shortage, production activity in the electronic components and devices sector entered a recovery trend, driven by the recovery of the smartphone market and the expansion of communications infrastructure accompanying the rollout of 5G.」
While concerns about lower production in the automotive market and elsewhere due to the semiconductor shortage were added, production activity was described as being on a recovery trend against a backdrop of the recovering smartphone market and 5G-related demand. - FY2022-Q1MitigatedAnnual report
「Compared with the decline in the same quarter of the previous year due to the COVID-19 pandemic, production activity in the electronic components and devices sector recovered significantly, driven by the recovery of the automotive and smartphone markets and the expansion of communications infrastructure accompanying the rollout of 5G.」
Although declining production and challenging conditions had continued due to COVID-19, trade issues and other factors, production activity recovered significantly against a backdrop of recovery in the automotive and smartphone markets. - FY2021-Q3Production activity on a gradual upward trendAnnual report
「Despite the impact of COVID-19, the electronics industry, a major customer of this business, recorded a gradual increase in production activity in the electronic components and devices sector.」
Although the impact of COVID-19 remains, the assessment has changed from declining production and challenging conditions to recognition of a gradual increase in production activity in the electronic components and devices sector. - FY2021-Q1WorsenedAnnual report
「The electronics industry, a major customer of this business, faced challenging conditions overall, with restrictions and voluntary restraints related to the spread of COVID-19 causing plant shutdowns and production cutbacks, as well as declining production in the electronic components and devices sector.」
The deterioration in conditions in the major customer industries became more specific, shifting from declining production due to trade issues and other factors to COVID-19-related plant shutdowns and cutbacks, together with declining production of electronic components and devices. - FY2020-Q3Signs of recovery, but challenging conditions continueAnnual report
「The electronics industry, a major customer of this business, remained in challenging conditions due to factors including the impact of US-China trade friction, despite signs of a recovery in production in the electronic components and devices sector.」
While signs of a recovery in production emerged in the electronic components and devices sector, challenging conditions continue due to factors including the impact of US-China trade friction. - FY2020-Q2RestatedAnnual report
「The electronics industry, a major customer of this business, faced challenging conditions, including a year-on-year decline in production in the electronic components and devices sector.」
Challenging business conditions, including declining production in the electronic components and devices sector, are continuing. - FY2020-Q1WorsenedAnnual report
「The electronics industry, a major customer of this business, faced challenging conditions, including a decline in production in the electronic components and devices sector, partly due to trade issues.」
Risk recognition has deteriorated, shifting from slowing growth in the electronic components and devices sector to declining production and challenging conditions amid the impact of trade issues. - FY2019WorsenedAnnual report
「Although strength in automotive-related areas was maintained, conditions became challenging in the semiconductor and electronic device sectors, with signs of a slowdown due to sluggish smartphone demand and data center demand reaching a plateau.」
Risk recognition has become more specific, shifting from the previous description of overall strength with slowing growth to a slowdown in the semiconductor and electronic device sectors, accompanied by sluggish smartphone demand and data center demand reaching a plateau. - FY2019-Q3RestatedAnnual report
「The electronics industry, a major customer of this business, maintained overall strength, although growth in the electronic components and devices sector slowed.」
While growth in the electronic components and devices sector slowed, we have reconfirmed that the electronics industry overall remains strong. - FY2019-Q2Overall strong despite slower growthAnnual report
「The electronics industry, a major customer of this business, remained generally strong, although growth in the electronic components and devices sector slowed.」
While growth in the electronic components and devices sector slowed, we continue to assess the electronics industry overall as strong. - FY2019-Q1RestatedAnnual report
「The electronics industry, a major customer of this business, remained firm, particularly in the electronic components and devices sector.」
We have reconfirmed that the major customer industries, centered on the semiconductor and electronic device sectors, remain firm. - FY2018Production in electronic components turned strong.Annual report
「Production remained strong, particularly in the semiconductor and electronic devices sectors.」
The wording has changed from describing slowing and stagnant production to describing strong production in the semiconductor and electronic device sectors. - FY2018-Q3RestatedAnnual report
「Production in the electronics industry, the main customer industry for this business, continued to remain strong, particularly in the semiconductor and electronic devices sectors.」
The disclosure reconfirms that production in the semiconductor and electronic devices sectors remained strong. - FY2018-Q2RestatedAnnual report
「Production in the electronics industry, the main customer industry for this business, remained strong, particularly in the semiconductor and electronic devices sectors.」
The disclosure reconfirms that production in the semiconductor and electronic devices sectors remained strong. The contraction of the photographic materials market is not mentioned in the main text for this quarter. - FY2018-Q1Electronic components production is strong, but contraction of the photographic materials market continues.Annual report
「Production in the electronics industry, the main customer industry for this business, generally remained strong, particularly in electronic components and devices. Although sales volume of silver products declined due in part to contraction of the photographic materials market,」
While production in the electronic components and devices sector turned strong, contraction of the photographic materials market remains a factor behind the decline in silver product sales volume. - FY2017-Q3Partial recovery, but risks continueAnnual report
「Although production in the electronic components and devices industry, the main customer industry for this business, showed signs of recovery, the industry as a whole had not yet recovered, while contraction of the photographic materials market also continued.」
Although production in the electronic components and devices industry showed some recovery, the industry as a whole had not recovered, and contraction of the photographic materials market continued. - FY2017-Q2RestatedAnnual report
「Production activity among the semiconductor and electronic components industries, the main customers for this business, showed no growth either domestically or overseas, while contraction of the photographic materials market also continued.」
Stagnant domestic and overseas production in the semiconductor and electronic components industries and contraction of the photographic materials market are cited as continuing business-environment risks. - FY2017-Q1First statedAnnual report
「Production activity among the semiconductor and electronic components industries, the main customers for this business, generally slowed, while contraction of the photographic materials market also continued.」
The disclosure states that slower production in major customer industries and contraction of the photographic materials market continue.