Risk of declining demand due to customers’ restraint of manufacturing equipment investment
First written in FY2020-Q2. 5 of 9 entries say "Mitigated", first in FY2022-Q1. Latest entry: FY2026.
Takano moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 13 of 26 companies on the "Worse" side.
13 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「We anticipate firm medium-term demand for inspection equipment for the semiconductor manufacturing industry in the inspection and measurement equipment and industrial equipment fields, as well as for medical applications, and will promote business structure reforms to address this demand.」
The Company anticipated firm medium-term demand for inspection equipment and other products for the semiconductor manufacturing industry, identifying this as a mitigating factor against the risk arising from customers holding back on capital investment. - FY2024-Q2MitigatedAnnual report
「In response to continued firm demand related to semiconductors, we proceeded with measures including establishing a production structure and shifting our business structure.」
The Company identified continued firm demand related to semiconductors as a mitigating factor against the risk of declining demand due to customers holding back on capital investment. - FY2023MitigatedAnnual report
「In the inspection and measurement equipment industry, while capital investment by FPD manufacturers declined, demand for inspection equipment for the semiconductor manufacturing industry remained strong, and we will proceed with transforming our business structure to address this demand.」
While capital investment in FPDs declined, strong demand for inspection equipment for the semiconductor manufacturing industry provided a mitigating factor against the risk of declining demand. - FY2022-Q2MitigatedAnnual report
「While signs of a recovery were seen in corporate earnings and capital investment, particularly in the manufacturing sector」
Signs of a recovery in corporate earnings and capital investment in the manufacturing sector were noted, providing a mitigating factor against the risk of declining demand due to customers holding back on capital investment. - FY2022-Q1MitigatedAnnual report
「During the first quarter of the current consolidated cumulative period, Japan's economy remained challenging due to the impact of the COVID-19 pandemic, despite signs of improvement in manufacturing business conditions and a recovery in capital investment, as the third state of emergency was declared in some regions.」
Improving manufacturing business conditions and a recovery in capital investment were noted, providing some mitigation against the risk of declining demand due to customers holding back on capital investment in production facilities. Meanwhile, the impact of the pandemic continued. - FY2021-Q3WorsenedAnnual report
「In this segment, due to the impact of production adjustments at customer manufacturing plants and customers holding back on capital investment, revenue was ¥946 million, down ¥260 million, or 21.6%, year on year.」
Adjustments to production at customer manufacturing plants and customers holding back on capital investment continued, resulting in a 21.6% year-on-year decline in revenue in the machinery and tools business. - FY2020MaterialisedAnnual report
「Due to the impact of factors including declining customer appetite for capital investment in production facilities amid the economic slowdown, revenue was ¥1,543 million, down ¥87 million, or 5.3%, from the previous consolidated fiscal year.」
Customers' declining appetite for capital investment in production facilities in fact emerged as a factor behind the decline in revenue in the machinery and tools business. - FY2020-Q3MaterialisedAnnual report
「Due mainly to customers holding back on capital investment in production facilities, revenue was ¥1,207 million, down ¥54 million, or 4.3%, year on year.」
Customers continued to hold back on capital investment in production facilities, which in fact emerged as a factor behind the decline in revenue in the machinery and tools business. - FY2020-Q2MaterialisedAnnual report
「However, due mainly to customers holding back on capital investment in production facilities, revenue was ¥738 million, down ¥145 million, or 16.5%, year on year.」
Customers did in fact hold back on capital investment in production facilities, and this was identified as a factor behind the decline in revenue in the machinery and tools business.