Demand Volatility and Short Product Life Cycles in Consumer Electronics
First written in FY2016. 18 of 39 entries say "Worsened", first in FY2016-Q3. Latest entry: 2026-10-01.
Nissha moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- 2026-10-01Worseneds.kabutan.jp
「The factor was the lack of an expected recovery in demand for tablets in the second half in the Devices business.」
The lack of an expected recovery in demand for tablets in the second half was reported as a factor behind the downward revision to the earnings forecast. - FY2026-H1MaterialisedAnnual report
「During the six-month interim consolidated accounting period, tablet demand declined significantly, and sales decreased year on year.」
The significant decline in tablet demand was reflected in results, and the risk of volatility in consumer electronics demand re-emerged. - FY2025MaterialisedAnnual report
「During the current fiscal year, sales declined from the previous fiscal year due to lower demand for tablets.」
Tablet demand, which had recovered in the previous fiscal year, declined in the current fiscal year, with the risk of consumer electronics demand volatility reflected in results. - FY2025-H1MaterialisedAnnual report
「Although tablet demand exceeded expectations due to front-loaded demand ahead of the implementation of additional U.S. tariffs, it declined compared with the same period of the previous year, when demand was firm due to customers' new products.」
Tablet demand exceeded expectations at times due to front-loaded demand ahead of tariffs, but declined year on year, with consumer electronics demand volatility reflected in results. - FY2024MitigatedAnnual report
「During the current fiscal year, demand for tablets and business-use devices, which had been weak in the previous fiscal year, recovered.」
Regarding the risk of volatility in consumer electronics demand, the weakness in tablet and business-use device demand that emerged in the previous fiscal year recovered over the full fiscal year. - FY2024-Q1MitigatedAnnual report
「During the first quarter of the current fiscal year, demand for tablets, which had been sluggish in the previous fiscal year, entered its peak season, while demand for business-use devices, which had also been weak in the previous fiscal year, recovered.」
Regarding the weakness in tablet and business-use device demand that emerged in the previous fiscal year, the Company disclosed a transition into the peak demand season and a recovery in the current quarter, easing the near-term impact of demand volatility. - FY2023WorsenedAnnual report
「During the current fiscal year, demand for products for tablets and business-use devices, among others, declined significantly due in part to the end of COVID-related special demand, and sales and operating profit decreased from the previous fiscal year.」
Regarding the risk of volatility in consumer electronics demand, the significant decline in demand for tablets and business-use devices following the end of COVID-related special demand materialized over the full fiscal year. - FY2023-Q3WorsenedAnnual report
「During the first nine months of the current fiscal year, demand for products for tablets and business-use devices, among others, declined significantly due in part to the end of COVID-related special demand, and sales and operating profit decreased year on year.」
The significant decline in demand for tablets and business-use devices following the end of COVID-related special demand continued, and the risk of volatility in consumer electronics demand materialized. - FY2023-Q2WorsenedAnnual report
「During the first six months of the current fiscal year, demand for products for tablets and industrial devices, among others, remained sluggish due in part to the end of stay-at-home demand, and sales declined year on year.」
Weak demand for tablets and industrial devices continued as stay-at-home demand ran its course, and the risk of volatility in consumer electronics-related demand materialized. - FY2023-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, demand for products for tablets and industrial devices, among others, remained sluggish due to the end of stay-at-home demand, and sales declined year on year.」
As stay-at-home demand ran its course, weakness in demand for tablets and industrial devices became apparent, and the risk of volatility in consumer electronics-related demand continues. - FY2022WorsenedAnnual report
「In the Device business, demand for products for mobility applications and gas sensors, among others, is expected to expand, while demand for products for smartphones and tablets is expected to decline, reflecting an economic slowdown.」
The Company indicated that demand for smartphones and tablets is expected to decline, and the risk of volatility in consumer electronics demand, including that associated with an economic slowdown, continues. - FY2022-Q3WorsenedAnnual report
「During the first nine months of the current fiscal year, demand for products for industrial devices and gas sensors, among others, expanded, while demand for smartphone products contracted and demand for some products weakened due to supply constraints, including semiconductor shortages.」
Tablet demand recovered and increased as supply constraints, including semiconductor shortages, eased, while the contraction in smartphone demand and weakness in some products continued, causing the risk of volatility in consumer electronics demand to materialize. - FY2022-Q2WorsenedAnnual report
「During the first six months of the current fiscal year, demand for smartphone products contracted year on year, while demand for our tablet products weakened due to supply constraints, including semiconductor shortages.」
The contraction in smartphone demand and weakness in tablet demand caused by supply constraints, including semiconductor shortages, continued, and the risk of volatility in consumer electronics demand has re-emerged. - FY2022-Q1WorsenedAnnual report
「During the first 3 months of the fiscal year, smartphone product demand contracted year on year, while demand for the company’s products for tablets declined due to supply constraints, including semiconductor shortages.」
A contraction in smartphone demand and the impact of supply constraints, including semiconductor shortages, on tablet demand occurred at the same time, and volatility in consumer electronics demand has re-emerged. - FY2021-Q3WorsenedAnnual report
「During the first nine months of the current fiscal year, demand for smartphone products entered a declining phase in the second half, while strong demand continued for tablets and other products.」
Smartphone demand entered a declining phase in the second half and was partly offset by firm demand for tablets and other products, but volatility in consumer electronics demand has re-emerged. - FY2021-Q2MitigatedAnnual report
「During the first six months of the current fiscal year, demand for smartphone products remained firm without the usual seasonal sharp decline, while strong demand continued for tablets and industrial devices, among others.」
Smartphone demand did not experience a seasonal sharp decline, and demand for tablets and industrial devices also remained strong, easing the impact of demand volatility in the current quarter. - FY2021-Q1MitigatedAnnual report
「In the Device business, demand for products for IT equipment and industrial devices (logistics-related), among others, remained solid.」
The disclosure states that demand for IT equipment and industrial devices remained solid, easing the impact of demand volatility in the current quarter. - FY2020MitigatedAnnual report
「Demand for products for IT equipment in the Device business significantly exceeded expectations at the start of the year, while demand for products for game consoles and industrial devices remained firm.」
The weakness in demand for smartphones and other products that had emerged through the previous fiscal year eased in fiscal 2020, as demand for IT equipment exceeded initial expectations. However, smartphone demand is expected to slow in the next fiscal year. - FY2020-Q3MitigatedAnnual report
「During the first nine months of the current fiscal year, demand for our core smartphone and tablet products remained firm in the first half before entering the peak demand season in the second half. Demand for products for game consoles and industrial devices (logistics-related) also remained firm.」
Consumer electronics demand entered its peak season in the second half after remaining firm in the first half, while demand for game consoles and other products also remained firm. - FY2020-Q2MitigatedAnnual report
「During the first six months of the current fiscal year, demand for products for smartphones and tablets, as well as for game consoles and industrial devices (logistics-related), remained firm due to the impact of COVID-19.」
Regarding the risk of demand volatility in consumer electronics, the disclosure states that demand for smartphones, tablets and game consoles, among others, remained firm. It does not indicate that the structural risk of demand volatility has disappeared. - FY2020-Q1MitigatedAnnual report
「Although the impact of COVID-19 was seen in some areas, demand for our core smartphone and tablet products remained firm.」
Demand for smartphones and tablets remained firm, and the impact of COVID-19 was limited to some areas. - FY2019-Q3MitigatedAnnual report
「During the first 9 months of the fiscal year, product demand entered an expansion phase in the third quarter, but smartphone product demand fell short of initial expectations, weighing on business earnings.」
The near-term impact was partly eased as product demand expanded in the third quarter, but pressure on earnings from smartphone demand falling short of expectations continued. Overall, the risk of demand volatility remains. - FY2019-Q2WorsenedAnnual report
「During the first six months of the current fiscal year, demand for smartphone products fell below initial expectations, production utilization declined and business earnings came under pressure.」
Demand for smartphones continued to fall short of expectations, while lower production utilization continued to put pressure on business earnings, reflecting the risk of demand volatility. - FY2019-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, demand for products for smartphones and portable game consoles fell short of initial expectations, production utilization declined and business earnings came under pressure. As a result, consolidated net sales for the first quarter were ¥15.072 billion, down 3.9% year on year, EBITDA was negative ¥790 million, compared with negative ¥485 million in the same quarter of the previous year, and the segment loss (operating loss) was ¥1.545 billion, compared with a segment loss (operating loss) of ¥1.259 billion in the same quarter of the previous year.」
Demand for smartphones and portable game consoles fell short of expectations, and the Device business's loss widened from the same quarter of the previous year as lower utilization took effect. - FY2018-Q3MitigatedAnnual report
「During the first nine months of the current fiscal year, demand for our core smartphone products shifted to an expansionary trend from July onward, and business earnings improved as a result of strong production yields.」
Demand for smartphones, which had fallen sharply in the first and second quarters, shifted to an expansionary trend from July onward, easing the near-term impact of demand volatility. - FY2018-Q2WorsenedAnnual report
「During the first six months of the current fiscal year, demand for our core smartphone products fell sharply, causing production utilization to decline significantly and putting pressure on business earnings. As a result, consolidated net sales for the first six months were ¥32.012 billion, up 1.4% year on year, EBITDA was negative ¥1.598 billion, compared with positive ¥1.488 billion in the same period of the previous year, and the segment loss (operating loss) was ¥3.086 billion, compared with a segment loss (operating loss) of ¥819 million in the same period of the previous year.」
The sharp decline in smartphone demand and lower utilization continued, resulting in negative EBITDA for the Device business and a wider operating loss than in the same period of the previous year. - FY2018-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, production utilization fell sharply, putting pressure on business earnings, due in part to a steep decline in demand for our core smartphone products.」
A sharp decline in smartphone demand and lower production utilization materialized, with the deterioration of the demand-volatility risk in consumer electronics disclosed. - FY2017-Q3MitigatedAnnual report
「During the first six months of the current fiscal year, demand for products for smartphones, tablets and game consoles all remained firm.」
The disclosure states that demand for smartphones, tablets, including tablets where demand had previously been sluggish, and game consoles all remained firm. However, it does not indicate that the structural risk of demand volatility has disappeared. - FY2017-Q2MitigatedAnnual report
「During the first quarter of the current fiscal year, demand for products for tablets and game consoles remained firm.」
Demand for tablets, which had previously been sluggish, remained firm in the quarter along with demand for game consoles. However, the disclosure does not indicate that the structural risk of demand volatility has disappeared. - FY2017WorsenedAnnual report
「The Device business is our Group's core business, accounting for 60.9% of consolidated net sales. The segment primarily serves the consumer electronics (IT) market for products such as smartphones and tablets, but market trends and customer needs in this market change rapidly, and technology and product life cycles tend to become shorter.」
The Device business's reliance on the consumer electronics market accounted for 60.9% of the sales mix, increasing its exposure to demand volatility and short product life cycles. - FY2017WorsenedAnnual report
「During the current consolidated fiscal year, demand for products for portable game consoles remained firm, but demand for our core tablet-device products fell below expectations. As a result, consolidated net sales for the fiscal year were ¥47.835 billion, down 24.4% from the previous fiscal year, and the segment loss (operating loss) was ¥157 million, compared with segment profit (operating profit) of ¥14.341 billion in the previous fiscal year.」
Weak demand for tablet devices continued throughout the fiscal year, with Device sales down 24.4% and the segment swinging from profit to a loss of ¥157 million. - FY2016-Q4RestatedAnnual report
「During the first nine months of the current fiscal year, demand for products for portable game consoles remained generally firm, but demand for our core tablet-device products fell below expectations. As a result, consolidated net sales for the first nine months were ¥33.957 billion, down 27.8% year on year, and segment profit (operating profit) was ¥631 million, down 94.1% year on year.」
Demand for our core tablet-device products remained below expectations, with Device sales down 27.8% year on year and segment profit down 94.1%. - FY2016-Q3WorsenedAnnual report
「During the first six months of the current fiscal year, demand for our core capacitive touch sensors for tablet devices remained sluggish. As a result, consolidated net sales for the first six months were ¥19.698 billion, down 24.8% year on year, and the segment loss (operating loss) was ¥7 million, compared with segment profit (operating profit) of ¥5.197 billion in the same period of the previous year.」
Weak demand for tablet devices continued, causing the Device business to swing from operating profit in the previous year to an operating loss, while net sales fell 24.8% year on year. - FY2016-Q2MaterialisedAnnual report
「Demand for our core capacitive touch panels for tablet devices remained sluggish, partly due to seasonal factors. As a result, consolidated net sales for the first quarter of the current fiscal year were ¥8.233 billion, down 9.4% year on year, and the segment loss (operating loss) was ¥571 million, compared with segment profit (operating profit) of ¥414 million in the same quarter of the previous year.」
The risk of weak demand for tablet devices materialized, resulting in lower sales and an operating loss in the Device business. - FY2016First statedAnnual report
「In the consumer electronics field, where our Group's products are widely used, customer needs and market trends change rapidly, and technology and product life cycles tend to become shorter.」
Identified rapid changes in customer needs and market trends, together with shortening product life cycles, as external risks.