Maturation of the Optical Disc Market and Shift to Alternative Media
First written in FY2016. 14 of 30 entries say "Worsened", first in FY2017-Q3. Latest entry: 2026-05-14.
Almedio moved to the "Worse" side of this theme in 2017.
0 other companies' latest entry also says "Materialised".
- 2026-05-14MaterialisedEarnings
「断熱材事業については、連結子会社・阿爾賽（蘇州）無機材料有限公司及び阿爾美（蘇州）科技有限公司において、太陽光発電パネル製造向け拡散炉用ヒーターモジュール等の受注数の減少や、販売価格の下落により、前年同期の売上高を下回りました。」
光学・太陽光関連市場の需要減少と価格下落が、断熱材事業の減収として実績に現れている。 - FY2025-H1MaterialisedAnnual report
「The Archive Business, which had contributed to our earnings as a core business for many years, was increasingly likely to place pressure on earnings from the fiscal year ending March 2025 onward due to declining demand in the optical drive market and other factors. Accordingly, we ended production and related services as of 30 June 2024.」
The risk of declining demand in the optical drive market was recognized as increasingly likely to pressure earnings, leading to the concrete response of ending optical drive production and related services. - FY2024-Q3WorsenedAnnual report
「In Storage Solutions' sales of optical drives for industrial equipment, sales fell below the same quarter of the previous year due to timing shifts in sales for some models and declining demand, among other factors.」
The contraction in demand for optical discs and optical drives continued to emerge as lower year-on-year sales due to timing shifts in sales for some models and declining demand. - FY2024-Q2WorsenedAnnual report
「In Storage Solutions' sales of optical drives for industrial equipment, sales fell below the same quarter of the previous year due to continued inventory adjustments for some models sold in the United States and declining demand, among other factors.」
The impact of optical disc alternatives and shrinking demand continued to emerge as lower Storage Solutions sales due to inventory adjustments for some models sold in the United States and declining demand. - FY2024-Q1WorsenedAnnual report
「Sales to manufacturers of in-vehicle equipment, including car audio and car navigation systems, which are major customers, fell below the same quarter of the previous year due to lower use of test media. In addition, demand declined in the audio and video equipment and PC markets as the shift to media other than optical discs continued to progress. As a result, sales in the Industrial Solutions Business were ¥10 million, down 16.5% from the same quarter of the previous year.」
The shift to media other than optical discs and the decline in test media usage continued, resulting in a 16.5% year-on-year decline in sales in the Industrial Solutions Business. - FY2023WorsenedAnnual report
「The optical disc market continued to contract, while the markets for storage media that do not require test media, such as semiconductor media and high-capacity hard disk drives, continued to expand. If the extent of the optical disc market's decline increases or the decline occurs sooner than expected, this could adversely affect the performance of our Group.」
The continued contraction of the optical disc market and expansion of the market for alternative storage media were explicitly identified as structural dependency risks. - FY2023-Q3RestatedAnnual report
「Sales to manufacturers of in-vehicle equipment, including car audio and car navigation systems, which are major customers, fell below the same quarter of the previous year due to lower use of test media. In addition, demand declined in the audio and video equipment and PC markets as the shift to media other than optical discs continued to progress.」
The shift to media other than optical discs and the decline in demand for test media continued to be reported. - FY2023-Q2RestatedAnnual report
「In Storage Solutions' sales of optical drives for industrial equipment, sales to the United States increased as advance orders continued amid concerns over logistics disruptions and the impact of semiconductor shortages, among other factors, and sales exceeded those of the same quarter of the previous year.」
While structural declines in demand in the optical disc market continued, advance orders for the United States enabled Storage Solutions sales to exceed the previous year's results. - FY2022Decline in demand in Japan and East Asia offset by increases in sales to the United States and Europe and advance ordersAnnual report
「In Storage Solutions' sales of optical drives for industrial equipment, sales of Blu-ray drives to the United States increased year on year, and sales to the United States and Europe, where advance orders continued amid concerns over logistics disruptions, also increased. As a result, among other factors, sales exceeded the previous year's results and the plan for the current period.」
While the contraction of the optical disc market and regional declines in demand continued, the decline in sales to Japan and East Asia was offset by U.S. demand for Blu-ray drives and advance orders for the United States and Europe, enabling Storage Solutions in the Archive Business to exceed the previous year's results and plan. - FY2022-Q3Decline in demand in some regions offset by increases in other regions and advance ordersAnnual report
「In Storage Solutions' sales of optical drives for industrial equipment, sales to Japan and East Asia declined. However, demand for Blu-ray drives in the United States increased, and sales to the United States and Europe, where advance orders continued amid concerns over logistics disruptions, also increased. As a result, among other factors, sales exceeded those of the same quarter of the previous year and the plan for the current quarter.」
Although demand in Japan and East Asia declined, Storage Solutions exceeded the previous year's results and plan due to U.S. demand for Blu-ray drives and advance orders for the United States and Europe. - FY2022-Q1WorsenedAnnual report
「In Storage Solutions, sales fell below the same quarter of the previous year because demand for optical drives for industrial equipment declined in Japan and the United States, and special demand for certain models recorded in the same quarter of the previous year was absent, among other factors.」
The decline in domestic and U.S. demand for optical drives and the absence of the previous year's special demand emerged as lower sales in Storage Solutions. An increase in demand in Europe was also reported. - FY2021WorsenedAnnual report
「In Storage Solutions, signs emerged that the pace of decline in the adoption rate of optical drives for industrial equipment was accelerating, demand in Japan and the United States declined, and sales fell below the same period of the previous year.」
The impact of alternatives to optical discs emerged in full-year results as signs of an accelerating decline in the adoption rate of optical drives for industrial equipment and lower demand in Japan and the United States. - FY2021-Q3WorsenedAnnual report
「In Storage Solutions, signs emerged that the pace of decline in the adoption rate of optical drives for industrial equipment was accelerating, and sales fell below the same quarter of the previous year.」
The impact of alternatives to optical discs continues to be reflected in signs of an accelerating decline in the adoption rate of optical drives and lower year-on-year sales. The risk continues to materialize in results and is becoming more serious. - FY2021-Q2WorsenedAnnual report
「In Storage Solutions, signs emerged that the pace of decline in the adoption rate of optical drives for industrial equipment was accelerating, and sales fell below the same quarter of the previous year.」
The impact of alternatives to optical discs is reflected in signs of an accelerating decline in the adoption rate of optical drives for industrial equipment, with lower sales year on year. - FY2021-Q1WorsenedAnnual report
「In Storage Solutions, signs emerged that the pace of decline in the adoption rate of optical drives for industrial equipment was accelerating. Although special demand for certain models drove results above plan, demand did not reach the level of the same quarter of the previous year, and sales fell below that quarter's level.」
The impact of alternatives to optical discs is reflected in signs of an accelerating decline in the adoption rate of optical drives for industrial equipment, with demand continuing to decline. - FY2020WorsenedAnnual report
「In Storage Solutions, signs emerged that the pace of decline in the adoption rate of optical drives for industrial equipment was accelerating, while demand in Japan and North America declined and sales fell below the same period of the previous year.」
The impact of alternatives to optical discs has materialized as signs of an accelerating decline in the adoption rate of optical drives and lower demand in Japan and North America. - FY2020-Q3WorsenedAnnual report
「In addition, in the audio and video equipment and PC markets, demand declined as the shift to media other than optical discs continued to progress. In Testing, the number of contracted projects declined as a result of the shrinking optical disc market.」
In addition to the decline in demand caused by the shift to media other than optical discs, the decline in the number of contracted Testing projects was explicitly identified, and the impact of the shrinking market continued to emerge in results. - FY2020-Q2RestatedAnnual report
「We do not expect demand to contract sharply over the medium term. Over the long term, however, our operating results could be affected if the market for semiconductor media and other alternatives to optical discs or online distribution of music and video expands, or if the spread of BD fails to progress and the production trends of consumer electronics manufacturers are materially affected.」
The risk of contraction in the optical disc market due to the shift to semiconductor media and online distribution continues. - FY2020-Q1RestatedAnnual report
「We do not expect demand to contract sharply over the medium term. Over the long term, however, our operating results could be affected if the market for semiconductor media and other alternatives to optical discs or online distribution of music and video expands, or if the spread of BD fails to progress and the production trends of consumer electronics manufacturers are materially affected.」
The risk of contraction in the optical disc market due to the shift to semiconductor media and online distribution continues. - FY2019RestatedAnnual report
「Meanwhile, storage media that do not require test media, such as semiconductor media and high-capacity hard disk drives, are also expanding their market presence. If technological innovation in semiconductor media and other alternatives or the online distribution of music and video accelerates sharply in the future and the optical disc market contracts substantially, this could adversely affect the performance of our Group.」
The risk of contraction in the optical disc market due to the shift to semiconductor media and other alternatives and the expansion of online distribution continues. - FY2019-Q3RestatedAnnual report
「In addition, in the audio and video equipment and PC markets, demand declined as the shift to media other than optical discs continued to progress.」
The shift to media other than optical discs and the resulting decline in demand continued in the audio and video equipment and PC markets. - FY2019-Q2RestatedAnnual report
「In addition, in the audio and video equipment and PC markets, demand declined as the shift to media other than optical discs continued to progress.」
The shift to media other than optical discs and the resulting decline in demand continued in the audio and video equipment and PC markets. - FY2019-Q1RestatedAnnual report
「In addition, in the audio and video equipment and PC markets, demand declined as the shift to media other than optical discs continued to progress.」
The shift to media other than optical discs and the resulting decline in demand continued in the audio and video equipment and PC markets. - FY2018-Q3WorsenedAnnual report
「In Testing, sales were below the same quarter of the previous year because the number of contracted projects declined as a result of the shrinking optical disc market.」
The contraction of the optical disc market continued to emerge as a decline in the number of contracted Testing projects and lower year-on-year sales. - FY2018-Q1RestatedAnnual report
「Meanwhile, in the audio and video equipment and PC markets, sales were below the same quarter of the previous year as the shift to media other than optical discs progressed.」
The shift to media other than optical discs in the audio and video equipment and PC markets, and the resulting decline in sales, continued. - FY2017WorsenedAnnual report
「Storage Solutions benefited from the yen's shift to depreciation from the third quarter of the fiscal year, but the substantial impact of sales erosion caused by the yen's appreciation from the beginning of the year continued. In addition, orders slowed as uncertainty over the outlook for the global economy persisted, demand remained sluggish both in Japan and overseas, and the optical disc market contracted. In Testing, sales were below the previous year because the number of contracted projects declined as a result of the shrinking optical disc market.」
The contraction of the optical disc market emerged in full-year results as slower orders for Storage Solutions and a decline in the number of contracted Testing projects. - FY2017-Q3WorsenedAnnual report
「Meanwhile, in the audio and video equipment and PC markets, demand for test media declined as the shift to media other than optical discs progressed, and sales were below the same quarter of the previous year.」
The shift to media other than optical discs is directly identified as causing a decline in demand for test media, which has emerged as lower sales. - FY2017-Q2RestatedAnnual report
「Meanwhile, in the audio and video equipment and PC markets, demand for test media declined gradually as the shift to media other than optical discs progressed, and sales were below the same quarter of the previous year.」
The shift to media other than optical discs and the gradual decline in demand for test media continued, resulting in sales below the same quarter of the previous year. - FY2017-Q1RestatedAnnual report
「Meanwhile, in the audio and video equipment and PC markets, demand for test media declined gradually as the shift to media other than optical discs progressed, and sales were below the same quarter of the previous year.」
The shift to media other than optical discs and the resulting gradual decline in demand for test media continued during the quarter. - FY2016MaterialisedAnnual report
「Demand for test media declined gradually as in-vehicle equipment, PC peripherals, and audio and video equipment increasingly shifted to media other than optical discs.」
The shift to semiconductor media and online distribution is identified as a long-term risk, which has emerged during the period as a gradual decline in demand for test media.