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Toba (7472) · InitiativeAutomotive weakness and strong AI semiconductor-related business updated

Proposals for FA and Control Equipment for Labor-Saving and Automation Facilities

First written in FY2016. 16 of 40 entries say "Restated". Latest entry: FY2027-H1.

40entries
11years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2020-Q1OtherFY2020-Q3 – FY2026-H12016: 320162017: 420172018: 220182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Expansion of the Motion Control and FA BusinessA theme 9 companies write about · 0 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2026: 1 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Other".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Automotive weakness and strong AI semiconductor-related business updatedAnnual report

    「The impact of US tariff policies and other factors led automotive companies to adopt a cautious stance toward capital investment, resulting in sluggish sales to customers related to automobiles and automotive components. Meanwhile, in the semiconductor sector, investment in data center expansion remained strong as generative AI became more widely adopted, driving increased demand for high-performance semiconductors (AI semiconductors).」

    Among the target applications for proposed factory automation equipment and related products, sales for capital investment related to generative AI, data centers and AI semiconductors were strong, while sales related to automobiles and automotive components remained sluggish.
  2. 2026-07-01AdvancedOther Disclosures

    「当社は、ニーズの高まっている協働ロボットを中心に、自動化FA機器での省人化、工程間搬送のワーク供給から排出までをイメージしたアイテムを開発・製造・生産技術の皆様に参考にして頂けるような展示を企画しております。」

    協働ロボットを中心とする自動化FA機器、省人化、工程間搬送を対象とした展示会出展を具体的に案内しており、省力化・自動化設備向けFA機器・制御機器の提案施策が具体化している。
  3. FY2026Weak automotive demand and steady demand for AI semiconductors and roboticsAnnual report

    「Capital investment by automotive companies remained weak amid uncertainty over the outlook due to slowing growth in the global EV (electric vehicle) market and US tariff policies, among other factors. As a result, sales to customers related to automobiles and automotive components fell sharply below the same period of the previous year. Overseas sales of industrial robots to customers related to electronic components for various devices remained steady, despite continued concern over a slowdown in the Chinese economy.」

    Among the target applications for proposed factory automation equipment and related products, demand from the automotive and automotive components sectors was weak, while domestic demand related to AI semiconductors and overseas industrial robot sales remained steady.
  4. FY2026-H1Decline in automotive demand and steady performance in semiconductors and roboticsAnnual report

    「Amid the impact of US tariff policies and the global slowdown in the EV market, companies, particularly in the automotive sector, showed a tendency to restrain capital investment, and sales to customers related to automobiles and automotive components fell below the same period of the previous year. Meanwhile, sales to customers related to semiconductor manufacturing equipment remained steady. Overseas sales of industrial robots to customers related to electronic components for various devices remained strong, despite the continued weakness in the Chinese economy.」

    Among the target applications for proposed factory automation equipment and related products, sales to the automotive sector fell below the same period of the previous year, while sales of semiconductor manufacturing equipment and overseas industrial robots were steady to strong.
  5. FY2025Strong sales to the automotive and factory automation equipment sectorsAnnual report

    「In the automotive industry, orders from customers related to automobiles and automotive components remained strong as hybrid vehicles and ADAS became more widely adopted. In addition, amid the shift toward automation and labor saving in response to rising labor costs and labor shortages, sales of factory automation equipment, including robots and automated systems, remained strong.」

    Orders related to automobiles and automotive components were strong against a backdrop of wider adoption of hybrid vehicles and ADAS, while sales of factory automation equipment, including robots and automated systems, were also strong amid rising labor costs and labor shortages.
  6. FY2025-H1Strong automotive orders and overseas robot salesAnnual report

    「Meanwhile, automobile production was on a recovery trend. In addition to the wider adoption of hybrid vehicles in Japan, the standard installation of ADAS (advanced driver-assistance systems) progressed, resulting in strong orders from customers related to automobiles and automotive components. Overseas sales exceeded the previous fiscal year, despite the continued weakness in the Chinese economy, as sales of industrial robots to customers related to electronic components for various devices increased.」

    Orders related to automobiles and automotive components were strong against a backdrop of recovering automobile production, wider adoption of hybrid vehicles and standard installation of ADAS, while overseas industrial robot sales also exceeded the previous fiscal year.
  7. FY2024RestatedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    We continue our growth policy of using the proposal capabilities of an FA Planner, high-value-added sales and differentiation from competitors.
  8. FY2024-Q3RestatedAnnual report

    「In addition, the shift toward factory automation driven by labor shortages accelerated, and sales of factory automation equipment, including collaborative robots, remained firm.」

    The company continues to promote factory automation driven by labor shortages and expand sales of factory automation equipment, including collaborative robots.
  9. FY2024-Q2Resilient automotive factory automation sales and weakness in semiconductor-related businessAnnual report

    「Sales to customers related to semiconductor manufacturing equipment remained sluggish due to the prolonged decline in demand for memory semiconductors and other products. Meanwhile, capital investment by automotive-related customers was robust, supported by easing shortages of automotive semiconductors and rising demand for EV- and HV-related batteries, and sales of related FA equipment remained solid.」

    Among the target applications for proposed factory automation equipment, demand for semiconductor manufacturing equipment remained weak, while strong capital investment in the automotive sector supported steady sales of related factory automation equipment.
  10. FY2024-Q1Sales performance diverged across target sectorsAnnual report

    「Sales of industrial robots and mounters (surface-mounting machines) to automotive customers remained firm, supported by easing shortages of semiconductors for automotive applications and continued capital investment related to electric vehicles.」

    Among target products for proposals, including factory automation equipment and industrial robots, sales of industrial robots and mounters remained firm, supported by easing shortages of automotive semiconductors and investment related to electric vehicles.
  11. FY2023RestatedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    We continue our growth policy of using the proposal capabilities of an FA Planner, high-value-added sales and differentiation from competitors.
  12. FY2023-Q3RestatedAnnual report

    「Sales of industrial robots and automated systems remained firm, supported by rising demand for automated equipment due to labor shortages and the strengthening of the sales structure.」

    We continue to strengthen sales of industrial robots and automated systems, supported by demand for automated equipment resulting from labor shortages.
  13. FY2023-Q2Firm automation and robot-related business and recovery in automotive businessAnnual report

    「Sales of industrial robots and related factory automation equipment remained firm, supported by capital investment in the 5G high-speed communications standard and rising demand for automated equipment due to labor shortages. Sales to automotive customers had been sluggish due to semiconductor shortages and higher raw material costs, but are gradually recovering.」

    The company stated that sales of industrial robots and factory automation equipment remained firm against a backdrop of 5G investment and labor shortages, while automotive-related sales are gradually recovering.
  14. FY2023-Q1Expansion of capital investment related to electric vehiclesAnnual report

    「Although the recovery in sales to automotive customers is slowing due to the impact of semiconductor shortages and other factors, capital investment related to electric vehicles is expanding.」

    The company stated that, among automotive-related target products for proposals of factory automation equipment and related products, sales recovery slowed while capital investment related to electric vehicles continued to expand.
  15. FY2022Full-year results for target sectors updatedAnnual report

    「In addition, as capital investment in automation equipment and machinery aimed at improving productivity expanded across all industries, sales to customers in the electrical and machinery equipment manufacturing sectors were significantly higher than in the previous fiscal year. Meanwhile, supply and demand for some products became tight due to semiconductor shortages and difficulties procuring components caused by supply chain disruptions, resulting in longer delivery times to customers.」

    Sales to the electrical and machinery equipment manufacturing sectors significantly exceeded the previous fiscal year's level as capital investment in automation equipment and machinery expanded, while delivery times for some products lengthened due to semiconductor shortages and other factors.
  16. FY2022-Q3Sales performance diverged across target sectorsAnnual report

    「Demand for automation equipment and machinery aimed at improving productivity expanded across all industries due to labor shortages, and sales to customers in the electrical and machinery manufacturing sectors were therefore significantly higher than in the same period of the previous year. Meanwhile, the recovery in automobile production has been delayed by semiconductor shortages and difficulties procuring components, and sales to customers involved in automobiles and automotive components have continued to struggle.」

    Sales to the electrical and machinery manufacturing sectors significantly exceeded the previous year's level against a backdrop of expanding demand for automation equipment and machinery, while sales to the automobile and automotive components sectors remained sluggish.
  17. FY2022-Q2Sales performance diverged across target sectorsAnnual report

    「The Group's domestic sales to customers producing semiconductors and semiconductor and LCD manufacturing equipment remained strong. Sales to customers related to electronic components such as smartphones also increased as companies continued to promote digital transformation and invest in 5G. However, capital investment by customers related to automobiles and automotive parts slowed due to the semiconductor shortage and parts shortages resulting from suspended overseas production during the COVID-19 pandemic, and sales remained below the previous year's level. Overseas, sales of industrial robots to customers related to electronic components for smartphones in China remained strong.」

    Among the target products for proposals, including factory automation and control equipment, semiconductor and manufacturing equipment-related business and DX, 5G and smartphone-related business were strong or increased, while automotive-related business slowed. Sales of industrial robots to China remained strong.
  18. FY2022-Q1Sales performance diverged across target sectorsAnnual report

    「The Group's domestic sales to customers producing semiconductors and semiconductor and LCD manufacturing equipment remained strong against a backdrop of the global semiconductor shortage. Investment in the next-generation 5G communications standard also continued, increasing sales to customers related to smartphones. However, capital investment by customers related to automobiles and automotive parts slowed from the previous year due to the semiconductor shortage, and sales to those customers remained below the previous year's level. Overseas, sales of industrial robots to customers related to electronic components for smartphones in China remained strong.」

    Among the target products for proposals, semiconductor and manufacturing equipment-related business and smartphone-related business were strong and increased, while automotive-related business slowed. Overseas sales of industrial robots remained strong.
  19. FY2021RestatedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    We continue our growth policy of using the proposal capabilities of an FA Planner, high-value-added sales and differentiation from competitors.
  20. FY2021-Q3Recovery and stagnation varied by target sectorAnnual report

    「The Group's domestic sales were supported by expansion in the semiconductor market resulting from investment in digitalization associated with the spread of telework and investment in 5G, and orders from customers related to semiconductors and semiconductor and LCD manufacturing equipment were recovering. Sales of equipment to some customers related to automobiles and automotive parts continued, but overall sales remained slightly below the previous year due to the impact of COVID-19. Overseas, sales of industrial robots to customers related to electronic components for smartphones in China stalled in the third quarter, although orders and inquiries remained strong.」

    Among the target products for proposals, including factory automation and control equipment, semiconductor-related orders recovered, automotive-related business was slightly below the previous year's overall level, and sales of industrial robots to China stalled, although orders and inquiries were strong.
  21. FY2021-Q2Recovery and strength varied by target sectorAnnual report

    「Orders from customers involved in semiconductors and semiconductor and LCD manufacturing equipment are gradually recovering. Although customers involved in automobiles and automotive components were affected by COVID-19 overall, equipment-related sales to some customers have continued at a pace exceeding the previous year's level. Overseas sales of industrial robots to customers in China involved in electronic components for smartphones also remained strong.」

    For target sectors for proposals of factory automation and control equipment and related products, the company reported a recovery in semiconductor-related orders, firm equipment sales to some automotive customers, and strong sales of industrial robots to China.
  22. FY2021-Q1Changes in sales to semiconductor and industrial robot customersAnnual report

    「The semiconductor market was beginning to regain momentum due to the recovery in data center investment and other factors, and sales to customers related to semiconductors and semiconductor and LCD manufacturing equipment began to recover. However, orders from customers related to automobiles and automotive components declined significantly due to the major impact of the COVID-19 pandemic. Overseas, demand for smartphones in China remained strong, and sales of industrial robots to customers involved in electronic components remained steady.」

    Among the target products for proposals, including factory automation equipment and industrial robots, sales to semiconductor-related customers recovered and overseas industrial robot sales remained firm, while automotive-related orders declined significantly.
  23. FY2020RestatedAnnual report

    「During the turbulent postwar period, we built our business primarily around sales of pneumatic equipment. In recent years, we anticipated latent demand for labor-saving and automated production at industrial manufacturing sites and focused on factory automation equipment centered on industrial robots. More recently, by proposing products that also consider the global environment, we have established a position as an “FA Planner” that consistently contributes to improving the efficiency of capital investment across Japan's industrial sector.」

    We continue our policy as an FA Planner of proposing labor-saving and automated production solutions, industrial robots, factory automation equipment and environmentally considerate products.
  24. FY2020-Q3RestatedAnnual report

    「Sales to customers related to automobiles and automotive components remained strong due to the introduction of next-generation automotive technologies (CASE). However, capital investment continued to decline, particularly among customers related to semiconductors, semiconductor and LCD manufacturing equipment, and electronic components, due to the slowdown in the semiconductor market and weak smartphone sales. As a result, the Group as a whole fell below the previous fiscal year.」

    Although sales related to next-generation automotive technologies were strong, capital investment by customers involved in semiconductors, LCD manufacturing equipment and electronic components continued to decline, prompting a renewed assessment of the market targeted for proposals of factory automation equipment and related products.
  25. FY2020-Q2WorsenedAnnual report

    「Although orders from customers related to automobiles and automotive components remained steady due to the introduction of next-generation automotive technologies, capital investment declined, particularly among customers related to semiconductors, semiconductor and LCD manufacturing equipment, smartphones and other electronic components, due to prolonged U.S.-China trade friction and slower growth in the semiconductor market. As a result, the Group as a whole fell below the previous fiscal year.」

    Although orders related to next-generation automotive technologies remained firm, the sales environment for factory automation equipment and related products deteriorated as capital investment by customers involved in semiconductors, LCD manufacturing equipment and electronic components declined.
  26. FY2020-Q1Mixed order and sales trends across target sectorsAnnual report

    「Orders from customers related to automobiles and automotive components remained strong due to the introduction of next-generation automotive technologies and the adoption of EVs and hybrid vehicles. However, sales to customers related to semiconductor and LCD manufacturing equipment and smartphones declined significantly due to the impact of U.S.-China trade friction and slower growth in the semiconductor market.」

    Orders related to next-generation automotive technologies, EVs and hybrid vehicles were strong, while sales of semiconductor and LCD manufacturing equipment and smartphone-related products declined.
  27. FY2019RestatedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    We continue to pursue a policy of proposing factory automation equipment and related products through the proposal capabilities of an FA Planner, high-value-added sales and differentiation from competitors.
  28. FY2019-Q3RestatedAnnual report

    「We actively expanded sales of control, factory automation and industrial equipment for capital investment by customers in our major sales markets: electronic components, semiconductor manufacturing equipment, precision equipment, and automobiles and automotive components.」

    We continue to promote sales of control, factory automation and industrial equipment for capital investment by major customer industries.
  29. FY2019-Q2RestatedAnnual report

    「We actively promoted sales of control, factory automation and industrial equipment.」

    We continue to actively promote sales of control, factory automation and industrial equipment, supported by capital investment demand in major customer industries.
  30. FY2019-Q1RestatedAnnual report

    「Against this economic backdrop, the Group actively expanded sales of control equipment, FA equipment and industrial equipment for capital investment by customers in its key markets: electronic components, semiconductor manufacturing equipment, precision equipment, and automobiles and automotive parts.」

    We continue to actively expand sales of control, factory automation and industrial equipment for capital investment by major customer industries.
  31. FY2018-Q2RestatedAnnual report

    「We actively expanded sales, focusing on customers involved in semiconductors and semiconductor manufacturing equipment, where demand related to the shift toward the Internet of Things was strong, and customers involved in automobiles and automotive components, where technology development for the adoption of ASVs (Advanced Safety Vehicles) is advancing.」

    We continue to actively expand sales in priority fields, supported by the shift toward IoT, semiconductors and semiconductor manufacturing equipment, and ASV technology development in automobiles.
  32. FY2018-Q1RestatedAnnual report

    「We pursued broad-based sales activities, focusing on customers involved in semiconductors and semiconductor manufacturing equipment, where business was strong due to demand related to the shift toward the Internet of Things across industries, as well as customers involved in automobiles and automotive components, where energy-saving and ASV (Advanced Safety Vehicle) technology development is continuing.」

    We continue broad-based sales of factory automation equipment and related products, supported by the shift toward IoT and energy-saving and ASV technology development in semiconductors and automobiles.
  33. FY2017ReframedAnnual report

    「Going forward, our Group will continue pursuing growth by differentiating itself from other companies through high-value-added sales initiatives, using its superior proposal capabilities as an “FA Planner” to achieve sustained business growth.」

    The focus is expanding from describing the business as selling factory automation equipment for labor-saving and automated production to differentiating the company and providing high-value-added sales as an “FA Planner” with strong proposal capabilities.
  34. FY2017-Q3RestatedAnnual report

    「Against a backdrop of solid capital investment demand for automation and labor saving even in Japan's sluggish manufacturing sector, we actively pursued broad-based sales of factory automation, control and industrial equipment, focusing not only on customers involved in domestic automobiles and automotive components and domestic and overseas smartphones and tablets, but also on customers involved in semiconductor manufacturing equipment, where signs of a recovery have emerged, and organic EL, whose practical application has begun.」

    We continue to sell factory automation, control and industrial equipment across multiple manufacturing sectors, supported by capital investment demand for automation and labor saving.
  35. FY2017-Q2RestatedAnnual report

    「The Company has also actively expanded sales of control equipment and industrial equipment, centered on FA equipment required for automation and labor-saving across manufacturing sites, both in Japan and overseas.」

    We continue to sell factory automation equipment, principally for automated and labor-saving production, as well as control and industrial equipment.
  36. FY2017-Q1RestatedAnnual report

    「As technological innovation for the Internet of Things advances across domestic and overseas industries, we have continued to expand sales of the latest factory automation, control and industrial equipment, which are essential for automation and labor saving at production sites across industries.」

    We continue to expand sales of the latest factory automation, control and industrial equipment against a backdrop of IoT innovation. No specific achievement milestones are stated.
  37. FY2016First statedAnnual report

    「We actively pursued sales, centered on factory automation and control equipment essential for introducing labor-saving and automated production facilities to reduce costs across domestic and overseas manufacturing industries facing continued labor-cost inflation, particularly among customers involved in digital consumer electronics, automobiles and automotive components in Japan and overseas.」

    Factory automation and control equipment are at the center of our sales efforts to address cost reduction in manufacturing, overseas cost competition and the aging of skilled workers.
Moved together

"Identifying promising products that contribute to the next generation" moved the same way as this thread, in the same document, in 3 of its 40 moves.

322222★123456
  1. ★This thread
  2. 1Identifying promising products that contribute to the next generation3×
  3. 2Strengthening and expanding sales capabilities2×
  4. 3Strengthening Overseas Strategy and Global Capabilities2×
  5. 4Risk of Declining Capital Investment by Customer Industries Due to Economic Fluctuations2×
  6. 5Protectionist Trade Policies, Trade Friction and Geopolitical Risks2×
  7. 6Developing sales channels in new growth sectors2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Toba's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Other Disclosures of 2026-07-01: "Advanced".
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Proposals for FA and Control Equipment for Labor-Saving and Automation Facilities | TOBA,INC. (7472) | Komori