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Suzuden (7480) · FactMitigated

Growing demand for labor-saving solutions and productivity improvements

First written in FY2018-Q1. 11 of 28 entries say "Restated". Latest entry: FY2025.

28entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019-Q3 – FY2020RestatedFY2022-Q2 – FY2023-Q32017: 220172018: 420182019: 420192020: 420202021: 420212022: 220222023: 420232024: 320242025: 12025
Same theme, other companies
Corporate transformation and productivity improvement driven by labor shortagesA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

Suzuden moved to the "Worse" side of this theme in 2019.

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

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. FY2025MitigatedAnnual report

    「Although we expect the impact of inventory adjustments at major customers to gradually ease and production activity and capital investment to recover moderately, the outlook remains uncertain due to factors including the impact of policy developments in various countries concerning U.S. tariff policy.」

    Although we expect the impact of inventory adjustments at major customers to gradually ease and production activity and capital investment to recover moderately, uncertainty about the outlook remains.
  2. FY2025-H1RestatedAnnual report

    「Concerns also arose over the impact on earnings of surging resource prices accompanying prolonged global geopolitical risks and rapid exchange-rate fluctuations, and companies were seen taking a cautious stance toward production activity and capital investment.」

    Companies were seen taking a cautious stance toward production activity and capital investment, and weakness in the investment environment continued despite latent demand for labor-saving measures and productivity improvements.
  3. FY2024WorsenedAnnual report

    「We were affected by declining orders because accumulated inventories of production components had not been worked down, as well as declining demand due to a slowdown in capital investment by end users.」

    Although latent demand for labor-saving and automation measures remains, the decline in demand due to accumulated customer inventories and a slowdown in end-user capital investment continued throughout the fiscal year.
  4. FY2024-Q3WorsenedAnnual report

    「Regarding our group's results, although supply conditions at suppliers were recovering, the impact continued from declining orders because inventories of production components at the electrical equipment, electronic components and industrial machinery industries, our major sales destinations, had not been worked down, as well as declining demand due to a slowdown in capital investment by end users.」

    Although latent demand for labor-saving and automation measures and productivity improvements remains, the decline in demand due to accumulated customer inventories and a slowdown in end-user capital investment continues.
  5. FY2024-Q2RestatedAnnual report

    「The Group's results were affected by a recovery trend in the supply system from suppliers, but also by lower orders due to the continued accumulation of production-material inventories in the electrical equipment, electronic components and industrial machinery industries, which are its main customer sectors, and lower demand due to slower capital investment by end users.」

    Although latent demand for labor-saving and automation measures and productivity improvements remains, demand at major sales destinations continues to decline due to accumulated customer inventories and a slowdown in end-user capital investment.
  6. FY2024-Q1WorsenedAnnual report

    「The Group's results were affected by a recovery in the supply system for products in the electrical equipment, electronic components and industrial machinery industries, which are its main customer sectors, and performance exceeded initial expectations. However, the Group was also affected by a decline in orders due to accumulated inventories of production materials at major customers and a decline in demand resulting from an adjustment phase in capital investment by end users.」

    Although supply conditions have begun to recover, the previous tailwind from demand for labor-saving measures and productivity improvements is being offset by declining orders and demand due to accumulated inventories at major customers and adjustments to capital investment by end users.
  7. FY2023WorsenedAnnual report

    「At major customers, we expect a decline in orders due to accumulated inventories of production components, together with a decline in demand resulting from an adjustment phase in capital investment by end users.」

    Although latent demand for labor-saving measures and productivity improvements and recent firmness remain, we expect demand to decline due to slower semiconductor demand, accumulated customer inventories and an adjustment in end-user capital investment.
  8. FY2023-Q3Capital investment demand among semiconductor manufacturers enters an adjustment phaseAnnual report

    「Although capital investment demand among semiconductor manufacturers served by our major customer, semiconductor manufacturing equipment manufacturers, entered an adjustment phase and raised concerns about its impact, continued solid production activity also contributed to our operating results.」

    In addition to the previously strong demand related to semiconductors, the company now states that capital investment demand among semiconductor manufacturers, its customers, has entered an adjustment phase. Production activity, however, is described as remaining firm.
  9. FY2023-Q2RestatedAnnual report

    「This made a significant contribution to our results, particularly as manufacturers related to semiconductor manufacturing equipment continued to see firm production activity and growing demand for capital investment.」

    The company states that production activity and demand for capital investment among manufacturers related to semiconductor manufacturing equipment continued to grow and contributed to results.
  10. FY2022-Q3RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are the Group's main customer sectors, stagnant production activity and capital investment demand showed signs of a recovery from the second half of the previous fiscal year. In addition, front-loaded orders and increased production resulting from shortages of semiconductors, resin materials and other components contributed to generally strong conditions.」

    Production activity and demand for capital investment at major sales destinations continued to recover from the second half of the previous fiscal year, with brought-forward orders and increased production due to component shortages also cited.
  11. FY2022-Q2RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, production activity and demand for capital investment that had stagnated continued to recover from the second half of the previous fiscal year. In addition, orders and production increased as customers brought forward purchases due to shortages of components such as semiconductors and resin materials, and business remained strong.」

    The company states that the recovery in production activity and demand for capital investment at major sales destinations, which had stagnated through the previous fiscal year, continued from the second half of the previous fiscal year.
  12. FY2022-Q1MitigatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, production activity and demand for capital investment that had stagnated due to the impact of COVID-19 and other factors showed signs of recovery from the second half of the previous fiscal year.」

    The company states that production activity and demand for capital investment at major sales destinations, which had stagnated through the previous fiscal year, showed signs of recovery from the second half of the previous fiscal year.
  13. FY2021MitigatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are the Group's main customer sectors, stagnant production activity and capital investment demand showed signs of a moderate recovery in the third quarter.」

    Although capital investment had continued to stagnate despite latent demand for labor-saving and automation measures, a gradual recovery is described for the second half of the current fiscal year.
  14. FY2021-Q3MitigatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are the Group's main customer sectors, production activity and capital investment demand, which had stagnated, showed signs of a moderate recovery in the third quarter.」

    The description of the demand environment has shifted from stagnation in production activity and demand for capital investment through the previous quarter to a gradual recovery.
  15. FY2021-Q2RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, production activity and capital investment remained sluggish due to the economic slowdown caused by the spread of COVID-19. However, some customers related to semiconductor manufacturing equipment brought forward orders to secure components and avoid the impact of lockdowns in production countries. In addition, increased production and capital investment accompanying growing demand for semiconductors for 5G and data centers remained firm and contributed to sales and profit.」

    Although latent demand for labor-saving and automation measures exists, production activity and capital investment remained sluggish across major sales destinations. Growing demand contributed to results at some semiconductor-related customers.
  16. FY2021-Q1RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, production activity and demand for capital investment tended to stagnate due to the impact of the economic slowdown and the issuance of a state of emergency, among other factors.」

    Although latent demand for labor-saving and automation measures exists, production activity and demand for capital investment at major sales destinations continue to stagnate due to the economic slowdown and the impact of the state of emergency.
  17. FY2020WorsenedAnnual report

    「Although demand for investment in labor-saving measures to address labor shortages and improve productivity remained strong in the electrical equipment, electronic components and industrial machinery industries, which are the main customer sectors, capital investment remained sluggish throughout the year due to slowing exports and concerns over an economic slowdown.」

    Although demand for investment in labor-saving measures remains, capital investment was sluggish throughout the year due to slower exports and concerns over an economic slowdown, and weakening conditions have continued in place of the previous trend of expanding investment.
  18. FY2020-Q3WorsenedAnnual report

    「The electrical equipment, electronic components and industrial machinery industries, which are the main customer sectors, generally remained cautious about capital investment, and revenue remained sluggish.」

    Although recognition of the need for labor-saving measures and productivity improvements continues, major sales destinations remain cautious about capital investment, and weakening conditions have continued in place of the previous trend of expanding investment.
  19. FY2020-Q2WorsenedAnnual report

    「Our group continues to see a cautious stance toward capital investment in the electrical equipment, electronic components and industrial machinery industries, which are our major sales destinations.」

    Although demand and willingness to invest in labor-saving and automation measures remain, major sales destinations continue to take a cautious stance toward capital investment, and weakening conditions have continued in place of the previous trend of expanding investment.
  20. FY2020-Q1WorsenedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, willingness to invest in labor-saving and automation measures to address labor shortages and improve productivity remains high. However, companies have adopted a cautious stance toward capital investment as uncertainty surrounding economic conditions has increased.」

    Although willingness to invest in labor-saving and automation measures remains high, capital investment has become cautious against a backdrop of increased uncertainty surrounding economic conditions, marking a shift from the previous trend of expanding investment to weakening conditions.
  21. FY2019WorsenedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, business remained firm in the first quarter due to demand for capital investment related to measures addressing labor shortages and improving productivity. From the second quarter onward, however, production and capital investment plans in the semiconductor-related industry underwent a sharp slowdown due to weak investment demand for data centers and sluggish demand in the smartphone market.」

    Demand driven by labor-saving measures and productivity improvements was firm in the first quarter, but the demand environment weakened from the second quarter onward due to a sharp slowdown in semiconductor-related investment.
  22. FY2019-Q3WorsenedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, demand for capital investment in automation and labor-saving measures related to labor shortages and productivity improvements has continued, but is showing signs of slowing due to factors including the slowdown in the Chinese economy.」

    Although demand for capital investment in automation and labor-saving measures continues, it is described as showing signs of slowing due to factors including the slowdown in the Chinese economy, marking a shift from the previous trend of expanding demand to weakening conditions.
  23. FY2019-Q2RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, investment in automation and labor-saving production equipment to address labor shortages and improve productivity continued.」

    Continued investment in automation and labor-saving measures to address labor shortages and improve productivity is reconfirmed as a demand driver for major sales destinations.
  24. FY2019-Q1RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, demand for labor-saving and automation measures at production sites increased against a backdrop of labor shortages, and capital investment to improve productivity continued. As a result, net sales generally remained strong.」

    Continuing demand for labor-saving and automation measures against a backdrop of labor shortages, together with continued capital investment to improve productivity, is reconfirmed as a demand driver for major sales destinations.
  25. FY2018RestatedAnnual report

    「Although domestic economic growth is expected to slow, investment in labor-saving measures and productivity improvements is expected to continue increasing gradually in the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations.」

    The increase in investment in labor-saving measures and productivity improvements against a backdrop including labor shortages continues to be cited as a demand driver for major sales destinations.
  26. FY2018-Q3RestatedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are the Group's main customer sectors, capital investment increased due to stronger demand for labor-saving and automation measures against a backdrop of domestic economic expansion and intensifying labor shortages, and revenue remained generally healthy.」

    In addition to labor-saving demand arising from labor shortages, the company describes growing demand for automation and increased capital investment, continuing its explanation of the previous demand environment.
  27. FY2018-Q2AdvancedAnnual report

    「In the electrical equipment, electronic components and industrial machinery industries, which are our group's major sales destinations, investment in the maintenance and renewal of equipment and labor-saving investment in response to labor shortages increased, and net sales generally remained strong.」

    The increase in labor-saving investment due to labor shortages is specifically described, and net sales at major sales destinations generally remained strong.
  28. FY2018-Q1First statedAnnual report

    「Net sales generally remained firm, reflecting growing demand for labor-saving measures and productivity improvements in response to labor shortages.」

    Against a backdrop of labor shortages, growing demand for labor-saving measures and productivity improvements is cited for the first time as an independent theme, along with the fact that net sales at major sales destinations generally remained firm.
Moved together

"Dependence on Capital Expenditure, Manufacturing Demand, and Construction Demand" moved the same way as this thread, in the same document, in 14 of its 28 moves.

14108442★123456
  1. ★This thread
  2. 1Dependence on Capital Expenditure, Manufacturing Demand, and Construction Demand14×
  3. 2Production Recovery among Customers Related to Semiconductor and LCD Manufacturing Equipment10×
  4. 3Downside risks from political developments in Europe and the United States, delayed recovery in China and other Asian markets, and geopolitical risks8×
  5. 4Strengthening Governance by Transitioning to a Company with an Audit and Supervisory Committee4×
  6. 5Dependence on a Specific Customer in the Semiconductor Manufacturing Equipment Business4×
  7. 6Expansion of the Ubon Product Range and Production of High-Value-Added Products at the Yamato Plant2×

★ 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.

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Growing demand for labor-saving solutions and productivity improvements | SUZUDEN CORPORATION (7480) | Komori