Uncertainty over Mobile-Related Orders Due to Slow Growth in the Smartphone Market
First written in FY2019. 13 of 26 entries say "Mitigated", first in FY2021-Q1. Latest entry: FY2027-H1.
Nakamoto Packs moved to the "Worse" side of this theme in 2019, 1 year after the typical company in this theme (2018).
The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.
9 other companies' latest entry also says "Mitigated".
- FY2027-H1MitigatedAnnual report
「Increased sales of mobile-related products, including smartphone applications, semiconductor-related products, and industrial materials resulted in net sales of ¥5,234 million, up 13.4% year on year, and gross profit of ¥1,504 million, up 45.3%.」
Against the backdrop of the sluggish demand for mobile-related products cited through the previous fiscal year, products for applications such as smartphones increased, resulting in higher revenue and profit in IT and industrial materials. - 2026-07-10MitigatedEarnings
「Increased sales in mobile-related applications, including smartphones, and semiconductor-related applications resulted in revenue of ¥2,355 million, up 4.4% year on year, and gross profit of ¥597 million, up 23.3%.」
Demand for mobile-related applications, including smartphones, and semiconductor-related applications increased after weakness through the previous fiscal year. - FY2026MitigatedAnnual report
「Firm performance in functional materials for electronic applications, smartphone applications, semiconductors, automotive interior materials and heavy-duty bags for manufacturers resulted in revenue of ¥9,329 million, up 3.8% year on year, and gross profit of ¥2,209 million, up 24.6%.」
Against the impact of weak market conditions and inventory adjustments for electronic component applications through the previous fiscal year, smartphone and semiconductor-related products and others remained firm, resulting in higher revenue and profit in IT and industrial materials. - FY2025MitigatedAnnual report
「Smartphone applications, electronic component packaging materials, semiconductor-related products and industrial materials remained strong, automotive interior materials continued to recover, and prototyping for next-generation batteries increased. As a result, net sales were ¥8,991 million, up 33.1% year on year, and gross profit was ¥1,773 million, up 18.8%.」
Against the weak market conditions for smartphones and electronic components through the previous fiscal year, smartphone applications and other products performed well, resulting in higher revenue and profit in IT and industrial materials. - FY2025-Q1MitigatedAnnual report
「As automotive interior materials continued to recover and orders increased for smartphone applications, some electronic component packaging materials and industrial materials, net sales were ¥1,938 million, up 18.7% year on year, and gross profit was ¥449 million, up 26.8%.」
Orders for smartphone applications and some electronic component packaging materials increased, partially easing the impact of the weak mobile-related demand seen through the previous fiscal year. - FY2024WorsenedAnnual report
「Due to weak market conditions, particularly in electronic component applications, and customer inventory adjustments, production volumes declined significantly, resulting in gross profit of ¥1,492 million, down 11.6%.」
Continued weak market conditions and inventory adjustments in mobile and electronic components significantly reduced production volume and affected full-year results, including an 11.6% decrease in gross profit. - FY2024-Q3WorsenedAnnual report
「Orders declined substantially due to weak market conditions, primarily for electronic component applications, and customer inventory adjustments. Although the Company continued its sales activities to win new business, revenue was ¥4,959 million, down 3.8% year on year, and gross profit was ¥1,111 million, down 16.4%.」
Continued weak market conditions for electronic components and customer inventory adjustments translated into actual impacts, including a substantial decline in orders and a 16.4% decrease in gross profit. - FY2024-Q2RestatedAnnual report
「Orders remained substantially sluggish due to weak market conditions, primarily for electronic component applications, and customer inventory adjustments.」
Weak market conditions for electronic materials and electronic components and customer inventory adjustments continue to weigh on orders. - FY2024-Q1RestatedAnnual report
「Orders remained substantially sluggish due to weak market conditions, primarily for electronic materials applications, and customer inventory adjustments. Although the Company undertook extensive prototyping and other measures to offset the decline, it was unable to recover,」
Weak market conditions for electronic materials applications and customer inventory adjustments continued. Although the Company sought to offset the impact through prototyping and other measures, orders did not recover. - FY2023Weak demand and new orders coexistAnnual report
「Related products declined due to continued weak market conditions for display, electronic materials, and semiconductor applications, but various processed films for electronic component packaging materials and some smartphone applications increased due to new orders and other factors.」
While weak market conditions for displays, semiconductors and other products continued, sales increased in electronic component packaging materials and some smartphone applications due to new orders. - FY2023-Q3MitigatedAnnual report
「Various processed films for smartphones and electronic component packaging materials increased due to new orders and other factors.」
Processed films for smartphones and electronic components increased due to new orders, further easing concerns over orders caused by the previous market downturn. Meanwhile, weak market conditions remain in some applications due to excess component inventories. - FY2023-Q2RestatedAnnual report
「Various processed films remained firm for electronic materials, smartphones, and electronic component packaging materials.」
Processed films for smartphones and electronic components remained firm, continuing the recovery in mobile-related demand from the previous fiscal year. Meanwhile, declines in some products due to the semiconductor shortage and China's lockdowns remain. - FY2023-Q1RestatedAnnual report
「Various processed films remained firm for smartphones and electronic component packaging materials.」
Processed films for smartphones and electronic components remained firm, continuing the recovery in mobile-related demand from the previous fiscal year. Meanwhile, some products declined due to the semiconductor shortage and China's lockdowns. - FY2022MitigatedAnnual report
「Films for electronic component manufacturing processes, packaging materials, and various processed films remained firm in fields serving smartphones, communications infrastructure, and automobile electrification. Materials for e-commerce also remained firm, while sales for automotive interior materials increased from the previous year, which had been affected by the global slump in automobile sales.」
The weak market conditions for smartphones and electronic components, which had been a factor behind declines in revenue and profit through the previous fiscal year, eased as related products remained firm. Revenue from IT and industrial materials increased 19.5% year on year. - FY2022-Q3MitigatedAnnual report
「Films for semiconductor and electronic component manufacturing processes and packaging materials, using technologies that impart functional properties to various films and metal foils in cleanrooms, increased in fields including high-end devices, communications infrastructure, and automobile electrification. In addition, contract processing projects for mobile devices and displays, as well as release films, particularly the Company's internally developed NS Separator, remained firm in Japan and China,」
Against the weak demand for mobile and semiconductor-related products through the previous fiscal year, demand for high-end devices, communications infrastructure, and automobile electrification increased, while mobile device-related products and NS Separator remained firm. - FY2022-Q2MitigatedAnnual report
「Films for manufacturing processes and packaging materials increased due to 5G-related demand and the electrification of automobiles. Release films, particularly the Company's internally developed NS Separator, also remained firm in Japan and China.」
Against the weak demand for smartphones and electronic components through the previous fiscal year, materials related to 5G and automobile electrification increased, while release films remained firm. - FY2022-Q1MitigatedAnnual report
「Films used in electronic component manufacturing processes and packaging materials increased due to 5G-related demand and the electrification of automobiles. Release films, particularly the Company's internally developed NS Separator, also remained firm.」
Against the weak demand for mobile and semiconductor-related products through the previous fiscal year, materials related to 5G and automobile electrification increased, while release films, particularly NS Separator, remained firm. The impact of the global semiconductor shortage, however, remains. - FY2021MitigatedAnnual report
「Films for electronic component manufacturing increased on the strength of 5G-related and semiconductor demand, while smartphone applications remained firm, supported by the acquisition of new projects and other factors.」
The smartphone market downturn, which had been a factor behind declines in revenue and profit through the previous fiscal year, eased as smartphone applications remained firm, supported by the acquisition of new projects and other factors. Revenue from IT and industrial materials increased 13.2%. - FY2021-Q3MitigatedAnnual report
「Films for electronic component manufacturing and smartphone applications remained firm. However, automotive interior materials were affected by the global slump in automobile sales, while attended trial production declined because visits to factories were restricted as a COVID-19 countermeasure. As a result, revenue was ¥2,085 million, down 5.9% year on year.」
Smartphone applications remained firm, and the weakness in mobile-related demand seen through the previous fiscal year has eased. Meanwhile, the slump in automobile sales and the decline in attended trial production remain. - FY2021-Q2RestatedAnnual report
「Films for electronic component manufacturing and smartphone applications remained firm. However, automotive interior materials were affected by the global slump in automobile sales, while attended trial production declined because visits to factories were restricted as a COVID-19 countermeasure. As a result, revenue was ¥2,085 million, down 5.9% year on year.」
Smartphone applications have remained firm, sustaining the recovery trend in mobile-related demand that began in the previous fiscal year. Meanwhile, the slump in automobile sales and the decline in attended trial production reduced revenue. - FY2021-Q1MitigatedAnnual report
「Sales of automotive interior materials declined due to the global slump in automobile sales. However, films for electronic component manufacturing were trending upward, and smartphone applications remained firm, resulting in a slight 0.4% year-on-year increase in revenue to ¥1,041 million.」
The smartphone market downturn, which had been a factor behind declines in revenue and profit through the previous fiscal year, eased this quarter as smartphone applications remained firm, resulting in a slight increase in overall IT and industrial materials. Meanwhile, sales of automotive interior materials declined. - FY2020MaterialisedAnnual report
「In addition to worsening smartphone market conditions, prolonged inventory adjustments for electronic components caused production across the industry to decline, resulting in lower orders for the Group. Although sales from prototypes of new projects increased, they could not offset the decline in mobile and semiconductor-related orders. Revenue was ¥4,323 million, down 9.2% year on year, and gross profit was ¥1,061 million, down 9.2%.」
Worsening smartphone market conditions and prolonged inventory adjustments for electronic components translated into full-year declines in revenue and profit in the mobile and semiconductor-related businesses. - FY2020-Q3MaterialisedAnnual report
「In addition to worsening smartphone market conditions, prolonged inventory adjustments for electronic components caused production across the industry to decline, resulting in lower orders for the Group. Although sales from prototypes of new projects increased, they could not offset the decline in mobile and semiconductor-related orders. Revenue was ¥3,294 million, down 13.3% year on year, and gross profit was ¥784 million, down 18.1%.」
Worsening smartphone market conditions and prolonged inventory adjustments for electronic components translated into actual business impacts, including lower mobile and semiconductor-related orders, a 13.3% decrease in revenue, and an 18.1% decrease in gross profit. - FY2020-Q2MaterialisedAnnual report
「Orders declined due to weak market conditions for smartphones and electronic components caused by US-China trade tensions and the Huawei issue, as well as customer inventory adjustments. Although the Company undertook extensive prototyping of new projects to offset the decline, it was unable to achieve efficient, planned production. Revenue was ¥2,215 million, down 15.6% year on year, and gross profit was ¥522 million, down 24.1%.」
Weak market conditions for smartphones and electronic components and inventory adjustments translated into actual business impacts, including a decline in orders, a 15.6% decrease in revenue, and a 24.1% decrease in gross profit. - FY2020-Q1MaterialisedAnnual report
「The smartphone market is stagnating ahead of the full-scale launch of 5G. Due partly to the impact of inventory adjustments resulting from the global downturn in the smartphone market, revenue was ¥1,037 million, down 19.5% year on year.」
The stagnation of the smartphone market translated into actual business impacts, including inventory adjustments and a 19.5% decline in revenue from IT and industrial materials. - FY2019First statedAnnual report
「As the smartphone market stagnated, the outlook for mobile-related orders became increasingly uncertain.」
The stagnation of the smartphone market was identified for the first time as a factor contributing to uncertainty over mobile-related orders.