Dependence on the Device Business and Consumer Electronics Demand
First written in FY2016. 18 of 38 entries say "Materialised", first in FY2016-Q2. Latest entry: 2026-10-01.
Nissha moved to the "Worse" side of this theme in 2016, 6 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-10-01Materialiseds.kabutan.jp
「The factor was the lack of an expected recovery in demand for tablets in the second half in the Devices business.」
The impact on performance of dependence on consumer electronics demand was reflected in the earnings forecast as a lack of recovery in tablet demand in the second half. - FY2026-H1MaterialisedAnnual report
「As a result, consolidated net sales for the six-month interim period were ¥2,975.2 million, down 18.0% year on year, and segment profit (operating profit) was ¥109.7 million, down 41.4% year on year.」
Device sales fell 18.0% and operating profit declined 41.4%, with the impact of dependence on consumer electronics demand becoming evident in results. - FY2025MaterialisedAnnual report
「As a result, consolidated net sales for the fiscal year were ¥5,845.2 million, down 13.5% year on year, and segment profit (operating profit) was ¥213.0 million, up 18.5% year on year.」
In the Device Business, net sales declined 13.5% due to lower tablet demand, and the impact of dependence on consumer electronics demand on operating results actually materialized. Meanwhile, operating profit increased due to a review of the production structure. - FY2025-H1MaterialisedAnnual report
「As a result, consolidated net sales for the six-month interim period were ¥2,975.2 million, down 18.0% year on year, and segment profit (operating profit) was ¥109.7 million, down 41.4% year on year.」
The Device Business's net sales declined 18.0% and operating profit declined 41.4%, with the impact of dependence on consumer electronics demand on operating results actually materializing. - FY2024MitigatedAnnual report
「As a result, consolidated net sales for the fiscal year were ¥6,754.2 million, up 23.1% year on year, and segment profit (operating profit) was ¥179.8 million, compared with segment loss (operating loss) of ¥158.0 million in the previous fiscal year.」
Recovery in demand for the Device Business resulted in a 23.1% increase in net sales and a shift from operating loss in the previous fiscal year to operating profit. - FY2024-Q1MitigatedAnnual report
「As a result, consolidated net sales for the three months ended the first quarter were ¥1,656.9 million, up 11.9% year on year, and segment profit (operating profit) was ¥43.2 million, compared with segment loss (operating loss) of ¥86.8 million in the same period of the previous year.」
The Device Business moved from operating loss in the same period of the previous year to operating profit, while net sales increased 11.9%. The impact of dependence on consumer electronics demand on results for the quarter eased. - FY2023MaterialisedAnnual report
「As a result, consolidated net sales for the fiscal year were ¥5,486.2 million, down 31.4% year on year, and segment loss (operating loss) was ¥158.0 million, compared with segment profit (operating profit) of ¥828.6 million in the previous fiscal year.」
The Device Business's dependence on consumer electronics demand resulted in a 31.4% decline in net sales and a shift from operating profit in the previous fiscal year to operating loss. Meanwhile, the Device Business's share of consolidated net sales declined. - FY2023-Q3MaterialisedAnnual report
「As a result, consolidated net sales for the nine months ended the third quarter were ¥4,098.5 million, down 28.4% year on year, and segment loss (operating loss) was ¥152.5 million, compared with segment profit (operating profit) of ¥653.9 million in the same period of the previous year.」
The Device Business's dependence on consumer electronics demand resulted in a 28.4% decline in net sales and a shift from operating profit in the same period of the previous year to operating loss. - FY2023-Q2MaterialisedAnnual report
「As a result, consolidated net sales for the six months ended the second quarter were ¥2,783.9 million, down 17.2% year on year, and segment loss (operating loss) was ¥120.2 million, compared with segment profit (operating profit) of ¥368.3 million in the same period of the previous year.」
Dependence on consumer electronics demand caused the Device Business to shift from operating profit in the same period of the previous year to operating loss of ¥120.2 million, while net sales declined 17.2%. - FY2023-Q1MaterialisedAnnual report
「As a result, consolidated net sales for the three months ended the first quarter were ¥1,480.7 million, down 7.2% year on year, and segment loss (operating loss) was ¥86.8 million, compared with segment profit (operating profit) of ¥142.2 million in the same period of the previous year.」
The Device Business's dependence on consumer electronics demand resulted in a 7.2% year-on-year decline in net sales and a shift from operating profit to operating loss of ¥86.8 million. - FY2022MitigatedAnnual report
「As a result, consolidated net sales for the fiscal year were ¥7,995.1 million, down 17.5% year on year, and segment profit (operating profit) was ¥838.9 million, down 41.4% year on year.」
The Device Business's net sales declined from ¥9,695.5 million in the previous fiscal year to ¥7,995.1 million, and its share of consolidated net sales also declined from approximately 51.2% to approximately 41.2%. Meanwhile, the impact of shrinking demand on operating results actually materialized. - FY2022-Q3MaterialisedAnnual report
「As a result, consolidated net sales for the nine months ended the third quarter were ¥5,723.5 million, down 26.7% year on year, and segment profit (operating profit) was ¥659.4 million, down 48.0% year on year.」
The Device Business's dependence on consumer electronics demand resulted in substantial year-on-year declines in net sales and segment profit. - FY2022-Q2MaterialisedAnnual report
「As a result, consolidated net sales for the six months ended the second quarter were ¥3,359.0 million, down 36.0% year on year, and segment profit (operating profit) was ¥372.0 million, down 56.7% year on year.」
The Device Business's dependence on consumer electronics demand resulted in substantial year-on-year declines in net sales and segment profit. - FY2022-Q1MaterialisedAnnual report
「As a result, consolidated net sales for the three months ended the first quarter were ¥1,594.6 million, down 37.5% year on year, and segment profit (operating profit) was ¥144.0 million, down 62.7% year on year.」
The Device Business's dependence on consumer electronics demand resulted in substantial year-on-year declines in net sales and segment profit. - FY2021-Q3Tablet demand offset the decline in smartphonesAnnual report
「During the nine months ended the third quarter, demand for smartphone products entered a declining phase in the second half, while strong demand for products for tablets and other applications continued. Production leveling resulting from sustained product demand and improvements to the earnings structure bore fruit, and operating profit expanded substantially year on year.」
Although the Device Business faced a decline in smartphone demand, continued demand for tablets and other products and improvements to the earnings structure absorbed a certain degree of the impact of dependence on demand. - FY2021-Q2MitigatedAnnual report
「In the Device Business, strong demand for products, mainly IT equipment and industrial terminals, including logistics-related equipment, continued without seasonal fluctuations. In addition to firm product demand, improvements to the earnings structure pursued over time led to a substantial year-on-year improvement in operating profit.」
In the Device Business, operating profit improved substantially due to strong demand for IT equipment and industrial terminals and improvements to the earnings structure, easing the impact of demand dependence on results for the quarter. - FY2021-Q1MitigatedAnnual report
「During the three months ended the first quarter, demand for products for IT equipment such as smartphones and tablets, as well as industrial terminals, remained firm, and net sales increased year on year. In addition to increased product demand, the effects of production leveling and measures to strengthen earnings capacity implemented in the previous fiscal year contributed to a substantial year-on-year improvement in operating profit. As a result, consolidated net sales for the three months ended the first quarter were ¥2,552.1 million, up 30.6% year on year, and segment profit (operating profit) was ¥384.4 million, up 131.7% year on year.」
In the Device Business, demand for IT equipment and industrial terminals remained firm, and net sales and operating profit exceeded the same period of the previous year. The impact of demand dependence on results for the quarter had eased from the previous fiscal year. - FY2020MitigatedAnnual report
「Demand for products for IT equipment in the Device Business significantly exceeded expectations at the beginning of the year. Although temporary costs related to measures to strengthen earnings capacity were incurred in the first half, full-year operating profit improved substantially due to the effects of these measures, increased product demand and improved production efficiency resulting from the continuation of stable demand.」
The Device Business's share of the sales mix declined from 59.6% in the previous fiscal year to approximately 57.1% in the current fiscal year, while the business moved from operating loss of ¥1,176.9 million to operating profit of ¥1,013.1 million. The effects of business dependence and its impact on earnings eased in the current fiscal year. - FY2020-Q3MitigatedAnnual report
「As a result, consolidated net sales for the nine months ended the third quarter were ¥7,274.3 million, up 6.8% year on year, and segment profit (operating profit) was ¥604.7 million, compared with segment loss (operating loss) of ¥179.8 million in the same period of the previous year.」
In the Device Business, which remains dependent on consumer electronics demand, net sales increased and the business moved from operating loss in the same period of the previous year to operating profit. - FY2020-Q2MitigatedAnnual report
「As a result, consolidated net sales for the six months ended the second quarter were ¥7,716.4 million, up 3.7% year on year. In terms of earnings, operating loss was ¥124.2 million, compared with operating loss of ¥635.1 million in the same period of the previous year, and loss for the period attributable to owners of the parent was ¥24.5 million, compared with loss for the period attributable to owners of the parent of ¥679.9 million in the same period of the previous year.」
Despite dependence on consumer electronics, including the Device Business, consolidated net sales rose 3.7% year on year and operating loss narrowed substantially from the previous year. - FY2020-Q1MitigatedAnnual report
「As a result, consolidated net sales for the three months ended the first quarter were ¥1,953.6 million, up 16.4% year on year, and segment profit (operating profit) was ¥165.9 million, compared with segment loss (operating loss) of ¥210.9 million in the same period of the previous year.」
In the Device Business, which remains dependent on consumer electronics demand, net sales rose 16.4% year on year and the business moved from operating loss to operating profit. - FY2019-Q3MaterialisedAnnual 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 shortfall against expectations resulting from dependence on consumer electronics demand continues to appear in the form of pressure on business earnings. - FY2019-Q2WorsenedAnnual report
「During the six months ended the second quarter, demand for smartphone products fell below initial expectations, reducing operating rates in the production division and putting pressure on business earnings. As a result, consolidated net sales for the six months ended the second quarter were ¥3,346.6 million, up 4.5% year on year, EBITDA was negative ¥202.3 million, and segment loss (operating loss) was ¥350.7 million.」
The Device Business's dependence on consumer electronics demand resulted in lower operating rates and operating loss of ¥350.7 million, with the loss widening from the same period of the previous year. - FY2019-Q1MaterialisedAnnual report
「During the three months ended the first quarter, demand for products for smartphones, portable gaming consoles and other applications remained below initial expectations, reducing operating rates in the production division and putting pressure on business earnings.」
Downside from dependence on consumer electronics demand appeared in the form of lower operating rates and operating loss of ¥154.5 million in the Device Business. - FY2018MitigatedAnnual report
「Our group's core business is the Device Business, which accounts for 59.6% of consolidated net sales.」
The Device Business's share of the sales mix declined from 60.9% in the previous fiscal year to 59.6%. Dependence on consumer electronics remained substantial. - FY2018-Q2MaterialisedAnnual report
「During the six months ended the second quarter, demand for products for our mainstay smartphone applications fell sharply, substantially reducing operating rates in the production division and putting pressure on business earnings.」
Downside from the Device Business's dependence on consumer electronics demand appeared in the form of lower operating rates and operating loss of ¥308.6 million. - FY2018-Q1MaterialisedAnnual report
「As a result, consolidated net sales for the three months ended the first quarter were ¥1,568.7 million, up 13.0% year on year, EBITDA was negative ¥48.5 million, compared with positive ¥42.3 million in the same period of the previous year, and segment loss (operating loss) was ¥125.9 million, compared with segment loss (operating loss) of ¥78.8 million in the same period of the previous year.」
In the Device Business, the sharp drop in smartphone demand reduced the operating rate, resulting in negative EBITDA and segment loss of ¥125.9 million, with the effects of demand dependence appearing in operating results. - FY2017-Q3WorsenedAnnual report
「As a result, consolidated net sales for the six months ended the second quarter were ¥5,528.9 million, up 170.4% year on year, and segment profit (operating profit) was ¥191.6 million, compared with segment loss (operating loss) of ¥1.4 million in the same period of the previous year.」
The Device Business generated net sales of ¥5,528.9 million, accounting for approximately 58.2% of consolidated net sales of ¥9,501.5 million. Structural dependence increased from 41.3% in FY2017. - FY2017WorsenedAnnual report
「Our group's core business is the Device Business, which accounts for 60.9% of consolidated net sales.」
The Device Business's share of consolidated net sales rose from 41.3% in the previous fiscal year to 60.9%, increasing the business mix's dependence on consumer electronics. - FY2017MitigatedAnnual report
「Our group's core business is the Device Business, which accounts for 41.3% of consolidated net sales.」
The Device Business's share of consolidated net sales declined from 51.9% in the previous fiscal year to 41.3%, reducing its structural dependence in the business mix. - FY2016-Q4RestatedAnnual report
「Against this backdrop, our group is urgently working to establish a business platform capable of generating sustainable and stable earnings by expanding into business fields including automobiles, vapor-deposited paper and medical equipment in line with the strategy of the Fifth Medium-Term Management Plan, which began operating on 1 April 2015, and by increasing the overseas production ratio to build resilience to exchange-rate movements. However, current operating results fell below expectations due to sluggish product demand in existing fields and the effects of exchange-rate movements.」
The disclosure describes performance falling below expectations due to sluggish product demand in existing fields and exchange-rate movements, while reaffirming the policy of expanding the business portfolio. - FY2016-Q3WorsenedAnnual report
「Against this backdrop, our group's results fell below the initial forecast due to factors including a stronger-than-expected appreciation of the yen and sluggish product demand.」
Sluggish demand for consumer electronics products and the stronger yen resulted in performance below the initial forecast. - FY2016-Q2MaterialisedAnnual report
「Within our group, the Industrial Materials Business expanded in scale, driven in part by its contribution from the vapor-deposited paper field, while the Device Business fell below initial expectations due to factors including the rapid appreciation of the yen and sluggish product demand.」
Downside related to dependence on the Device Business and consumer electronics demand in the sales mix materialized as operating results below initial expectations. - FY2016First statedAnnual report
「Our group's core business is the Device Business, which accounts for 51.9% of consolidated net sales. As this segment primarily operates in the consumer electronics fields of tablet devices, smartphones and portable gaming consoles, significant changes in demand or pricing trends in these industries may affect our group's operating results and financial position.」
The Device Business accounts for 51.9% of consolidated net sales, indicating structural dependence on the business, while tablet device demand fell below expectations in the current fiscal year.