Komori
O-Well (7670) · FactAdvanced

Strong Sales of Automotive Modules

First written in FY2019-Q3. 14 of 29 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-08-06.

29entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q1 – FY2024-Q32019: 420192020: 420202021: 420212022: 420222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Shipment Trends for LED Power Supplies and Automotive Sensor ProductsA theme 6 companies write about · 0 as a headwind · 5 as a tailwind

O-Well moved to the "Worse" side of this theme in 2019.

3 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「In the Electronics-Related Business, net sales declined due in part to lower sales of software for car navigation systems and in-vehicle touch panels compared with the previous consolidated fiscal year. However, segment profit increased owing in part to higher orders for in-vehicle sensors and motor controllers.」

    The business progressed from a structure centered on software for car navigation systems to one in which growing orders for automotive sensors and motor controllers support profit growth.
  2. FY2026-H1ReframedAnnual report

    「In the electronics-related business, sales of software for car navigation systems and automotive touch panels declined compared with the previous interim consolidated accounting period, resulting in lower revenue. However, segment profit increased due in part to higher orders for automotive sensors and motor controllers.」

    The business mix changed from the previous structure of strong sales of car navigation software and other products to one in which lower software and touch-panel sales were offset by higher profit from increased orders for sensors and motor controllers.
  3. FY2025WorsenedAnnual report

    「In the electronics-related business, revenue declined due in part to lower domestic vehicle production in the automotive industry, our main customer. However, segment profit increased in the current consolidated fiscal year because the impact of one-time development costs for next-generation car navigation software, which had been recorded as costs in the previous consolidated fiscal year at our subsidiary ユニ電子㈱, was no longer present.」

    The business environment deteriorated from the previous trend of strong sales, with revenue declining due to lower domestic automotive production and other factors. Profit increased, however, because the impact of one-time software development costs ceased.
  4. FY2025-H1WorsenedAnnual report

    「In the electronics-related business, revenue increased despite a decline in domestic vehicle production by our main customer, the automotive industry, because the yen remained weak. However, profit declined because the average unit cost of inventory increased following revisions to purchase prices in the previous consolidated accounting period. As a result, revenue in the electronics-related business was ¥10,637 million, up 4.3% year on year, while segment profit was ¥327 million, down 20.3%.」

    Revenue in the electronics-related business increased due to the weaker yen, while segment profit declined 20.3% year on year because the average unit cost of inventory rose following revisions to purchase prices.
  5. FY2024-Q3AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥16,035 million, up 32.8% year on year, while segment profit was ¥488 million, up 23.7%.」

    Revenue and segment profit in the electrical and electronic components business increased due to higher vehicle production by automakers, a weaker yen, and strong sales of car navigation software by ユニ電子.
  6. FY2024-Q2AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥10,203 million, up 26.0% year on year, while segment profit was ¥410 million, up 86.2%.」

    Revenue and segment profit in the electrical and electronic components business increased due to higher vehicle production by automakers, a weaker yen, and strong sales of car navigation software by ユニ電子.
  7. FY2024-Q1AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥5,243 million, up 35.3% year on year, while segment profit was ¥242 million, up 65.2%.」

    Revenue and segment profit in the electrical and electronic components business increased due to higher vehicle production by automakers, a weaker yen, and strong sales of car navigation software by ユニ電子.
  8. FY2023AdvancedAnnual report

    「In the electrical and electronic components business, revenue increased due to additional sales from newly acquired automotive sensor customers, progress in passing higher purchase prices through to selling prices, and foreign exchange effects, among other factors. Segment profit also increased.」

    Due in part to the acquisition of new automotive sensor customers, revenue in the electrical and electronic components business was ¥17,935 million and segment profit was ¥517 million, both higher than in the previous fiscal year.
  9. FY2023-Q3AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥12,073 million, up 17.3% year on year, while segment profit was ¥395 million, up 81.6%.」

    The pass-through of higher purchase prices for Hall ICs to selling prices progressed, and the impact of foreign exchange also contributed to increases in revenue and segment profit in the electrical and electronic components business.
  10. FY2023-Q2AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥8,097 million, up 13.8% year on year, while segment profit was ¥220 million, up 77.3%.」

    Although shipment volumes of Hall ICs declined, strong sales of drive recorder software by ユニ電子株式会社 resulted in increases in revenue and segment profit.
  11. FY2023-Q1AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥3,875 million, up 3.4% year on year, while segment profit was ¥147 million, up 111.5%.」

    Although automakers produced fewer vehicles than initially planned, sales of drive recorder software by ユニ電子㈱ remained strong, resulting in increases in revenue and segment profit in the electrical and electronic components business.
  12. FY2022AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥15,013 million, up 11.6% from the previous consolidated fiscal year, while segment profit was ¥230 million, up 84.9%.」

    Revenue and segment profit in the electrical and electronic components business increased due to the global recovery in production and other factors.
  13. FY2022-Q3AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥10,289 million, up 11.7% year on year, while segment profit was ¥217 million, up 171.4%.」

    Although production was affected by difficulties in procuring components, the global recovery in production led to increases in revenue and segment profit in the electrical and electronic components business.
  14. FY2022-Q2AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥7,112 million, up 26.1% year on year, while segment profit was ¥124 million, up 2,567.8%.」

    Revenue in the electrical and electronic components business increased 26.1% year on year and segment profit increased 2,567.8%, improving from the declines recorded in the same period of the previous year.
  15. FY2022-Q1AdvancedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥3,747 million, up 35.0% year on year, while segment profit was ¥69 million, up 480.3%.」

    Revenue in the electrical and electronic components business increased 35.0% year on year and segment profit increased 480.3%, improving from the declines recorded in the same period of the previous year.
  16. FY2021WorsenedAnnual report

    「In the electrical and electronic components business, revenue was ¥13,450 million, down 11.6% from the previous consolidated fiscal year, while segment profit was ¥124 million, down 35.0%.」

    Revenue and segment profit in the electrical and electronic components business declined due to lower shipments of Hall ICs, automotive modules and other products.
  17. FY2021-Q3RestatedAnnual report

    「In the electrical and electronic components business, as in the coatings-related business, shipments of key products such as Hall ICs and automotive modules declined due to the spread of COVID-19, resulting in lower revenue. As a result, revenue in the electrical and electronic components business was ¥9,212 million, down 19.0% year on year, while segment profit was ¥80 million, down 42.6%.」

    The decline in shipments of Hall ICs, automotive modules and other products due to the spread of the infection, along with the 19.0% decline in revenue and 42.6% decline in segment profit, continues to be reported.
  18. FY2021-Q2WorsenedAnnual report

    「As a result, revenue in the electrical and electronic components business was ¥5,642 million, down 25.6% year on year, while segment profit was ¥4 million, down 96.1%.」

    Against a backdrop of production stoppages and cuts due to the spread of the infection, as well as lower shipments of Hall ICs and automotive modules, revenue declined 25.6% and segment profit declined 96.1%.
  19. FY2021-Q1WorsenedAnnual report

    「In the electrical and electronic components business, shipments of key products such as Hall ICs and automotive modules declined as the COVID-19 pandemic led to production stoppages at our main customers, automakers, and production cuts at customers in other industries. As a result, revenue declined. Revenue in the electrical and electronic components business was ¥2,774 million, down 23.9% year on year, while segment profit was ¥11 million, down 84.5%.」

    Shipments of Hall ICs and automotive modules declined following production stoppages at automakers and other effects of the spread of the infection, resulting in a 23.9% year-on-year decline in revenue and an 84.5% decline in segment profit.
  20. FY2020WorsenedAnnual report

    「Demand for the Company's main product, Hall ICs, declined in the Chinese market. In addition, shipments by the Company's subsidiary Yuni Denshi Co., Ltd. declined because automakers, the primary end users of its customers selling automotive modules, adjusted production. Sales of car-navigation software, however, remained strong.」

    Sales of car navigation software were strong, but shipments of automotive modules continued to decline due to production adjustments by automakers, and segment profit in the electrical and electronic components business fell 60.5% year on year.
  21. FY2020-Q3RestatedAnnual report

    「At our subsidiary ユニ電子株式会社, sales of car navigation software remained strong, but shipments of automotive modules declined due to the impact of US-China trade tensions.」

    Sales of car navigation software remain strong, while the decline in automotive module shipments due to US-China trade tensions continues to be reported.
  22. FY2020-Q2WorsenedAnnual report

    「At our subsidiary ユニ電子株式会社, sales of car navigation software remained strong, but shipments of automotive modules declined due to the impact of US-China trade tensions.」

    Shipments of automotive modules, whose sales were strong in the previous fiscal year, continue to decline due to the impact of US-China trade tensions.
  23. FY2020-Q1WorsenedAnnual report

    「Demand for the Company's main product, Hall ICs, declined in the Chinese market. In addition, shipments by the Company's subsidiary Yuni Denshi Co., Ltd. declined because automakers, the primary end users of its customers selling automotive modules, adjusted production. Sales of car-navigation software, however, remained strong.」

    Sales of automotive modules, which had been strong in the previous fiscal year, declined this quarter as customers' end users adjusted production, resulting in lower shipments. Meanwhile, car-navigation software sales remained strong.
  24. FY2019RestatedAnnual report

    「The automotive module and car-navigation software sales businesses of the Company's subsidiary Yuni Denshi Co., Ltd. performed well. The LED lighting business also received orders for lighting for plant factories, resulting in higher net sales.」

    The disclosure reaffirms strong automotive module sales and identifies car-navigation software and orders for plant-factory lighting as additional performance drivers.
  25. FY2019-Q3First statedAnnual report

    「Sales of automotive modules by the Company's subsidiary Yuni Denshi Co., Ltd. remained strong. As a result, the electrical and electronic components business reported net sales of ¥10,480 million and segment profit of ¥442 million.」

    The disclosure presents the status of the subsidiary's automotive module sales and the segment's net sales and profit.
Moved together

"Paint-related business performance driven by higher orders for large-scale painting equipment and increased sales to major customers" moved the same way as this thread, in the same document, in 19 of its 29 moves.

1917141097★123456
  1. ★This thread
  2. 1Paint-related business performance driven by higher orders for large-scale painting equipment and increased sales to major customers19×
  3. 2Cumulative third-quarter results for the fiscal year ending March 201917×
  4. 3Risk of fluctuations in the prices of securities held14×
  5. 4Expanding Opportunities for Shareholder Returns Through the Introduction of an Interim Dividend10×
  6. 5Decline in automobile manufacturers’ production9×
  7. 6Trade Issues, Policy Uncertainty and Financial Market Volatility7×

★ 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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Strong Sales of Automotive Modules | O-WELL CORPORATION (7670) | Komori