Komori
Yamaha (7951) · InitiativeAdvanced

Transition from Semiconductor Manufacturer to Solutions Provider

First written in FY2016. 12 of 32 entries say "Advanced", first in FY2018. Latest entry: 2026-08-04.

32entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2016 – FY2018-Q3OtherFY2020-Q1 – FY2021-Q3OtherFY2024-Q1 – FY2025-H12016: 320162017: 120172018: 420182019: 420192020: 420202021: 420212022: 420222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies
Shift from Standalone LSI Sales to a Solutions BusinessA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

3 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04AdvancedEarnings presentation

    「Developed “Music:AI for Lighting”」

    The company disclosed development of a new technology that uses light to create an atmosphere inside vehicle cabins as part of its mobility audio business.
  2. FY2026AdvancedAnnual report

    「Although adoption by Japanese automakers expanded, sales to Chinese automakers declined, resulting in lower revenue as the business environment deteriorated due to intensifying competition.」

    The business was renamed from Electronic Devices, which had been its central positioning, to the Mobility Audio Equipment business and reclassified into the Audio Equipment business. Expanded adoption of automotive speakers and the development of new technologies advanced commercialization as an in-vehicle audio solution.
  3. FY2026-H1ReframedAnnual report

    「From the interim accounting period of the consolidated fiscal year, the name of the Electronic Devices business was changed to the Mobility Audio Equipment business, and it was reclassified from the Other business segment to the Audio Equipment business segment.」

    The Electronic Devices business was renamed the Mobility Audio Equipment business and reclassified from Other businesses to the Audio Equipment business. The segment structure was reorganized from its previous positioning centered on electronic devices to one that treats mobility audio as part of the Audio Equipment business.
  4. FY2025-H1Higher automotive audio revenue coexisted with lower revenue from other productsAnnual report

    「Electronic devices generated significant revenue growth due to strong automotive audio shipments. Automotive interior components, factory automation equipment and golf equipment generated lower revenue. Business profit increased by ¥28 million, or 1.7%, year on year to ¥1,698 million.」

    In Other businesses, strong automotive audio shipments led to significant revenue growth in electronic devices, while automotive interior components, factory automation equipment and golf equipment generated lower revenue. Business profit increased 1.7%.
  5. FY2024-Q3Higher electronic device revenue coexisted with lower revenue from factory automation equipment and golf equipment and lower profitAnnual report

    「Electronic devices generated higher revenue, while factory automation equipment and golf equipment generated lower revenue. Business profit decreased by ¥3,290 million, or 58.3%, year on year to ¥2,352 million.」

    In Other businesses, electronic devices generated higher revenue, while factory automation equipment and golf equipment generated lower revenue, and business profit decreased 58.3% year on year.
  6. FY2024-Q2Higher electronic device revenue coexisted with lower revenue from factory automation equipment and golf equipmentAnnual report

    「Electronic devices generated higher revenue, while factory automation equipment and golf equipment generated lower revenue. Business profit decreased by ¥1,746 million, or 51.1%, year on year to ¥1,670 million.」

    In Other businesses, electronic devices generated higher revenue, while factory automation equipment and golf equipment generated lower revenue, resulting in an 8.5% year-on-year decline in revenue and a 51.1% decline in business profit.
  7. FY2024-Q1Higher revenue from electronic devices and automotive interior components coexisted with lower revenue from factory automation equipmentAnnual report

    「By product, electronic devices and automotive interior components generated higher revenue, while factory automation equipment generated lower revenue. Business profit decreased by ¥96 million, or 5.3%, year on year to ¥1,709 million.」

    In Other businesses, electronic devices and automotive interior components generated higher revenue, while factory automation equipment generated lower revenue, and business profit decreased 5.3% year on year.
  8. FY2023-Q3AdvancedAnnual report

    「By product, electronic devices generated higher revenue, while factory automation equipment generated lower revenue. Golf equipment generated significant revenue growth. Business profit increased by ¥1,459 million, or 34.9%, year on year to ¥5,642 million.」

    Electronic devices and golf equipment generated higher revenue, while factory automation equipment generated lower revenue, and business profit in Other businesses increased 34.9%.
  9. FY2023-Q2Higher profit from increased golf equipment revenue coexisted with lower revenue from electronic devices and factory automation equipmentAnnual report

    「Revenue for the six months ended 30 September increased by ¥3,214 million, or 18.6%, year on year to ¥20,460 million. By product, electronic devices and factory automation equipment generated lower revenue. Golf equipment generated significant revenue growth. Business profit increased by ¥799 million, or 30.5%, year on year to ¥3,417 million.」

    In Other businesses, electronic devices and factory automation equipment generated lower revenue, while golf equipment generated significant revenue growth, resulting in an 18.6% increase in revenue and a 30.5% increase in business profit.
  10. FY2023-Q1Lower revenue by product coexisted with higher business profitAnnual report

    「Electronic devices, automotive interior components and factory automation equipment all generated lower revenue. Golf equipment generated higher revenue. Business profit increased by ¥149 million, or 9.0%, year on year to ¥1,805 million.」

    In Other businesses, electronic devices, automotive interior components and factory automation equipment generated lower revenue, while golf equipment generated higher revenue, and business profit increased 9.0%.
  11. FY2022AdvancedAnnual report

    「The developed Yamaha-branded automotive speaker system was adopted for Geely's (Greely) ZEEKR 001, marking its debut in the automotive market.」

    The automotive audio solution was adopted for a model from another Chinese automaker, advancing commercialization in the in-vehicle audio space.
  12. FY2022-Q3AdvancedAnnual report

    「By product, electronic devices and automotive interior components generated higher revenue as market conditions recovered, while factory automation equipment generated lower revenue. Business profit increased by ¥3,227 million, or 338.0%, year on year to ¥4,182 million.」

    Electronic devices and automotive interior components generated higher revenue as market conditions recovered, while factory automation equipment generated lower revenue, and business profit in Other businesses nevertheless increased 338.0% year on year.
  13. FY2022-Q2AdvancedAnnual report

    「By product, electronic devices, automotive interior components and factory automation equipment all generated higher revenue as market conditions recovered. Business profit increased by ¥2,906 million year on year to ¥2,618 million, compared with a loss of ¥288 million in the year-earlier period.」

    Electronic devices, automotive interior components and factory automation equipment all generated higher revenue as market conditions recovered, and business profit changed from a loss in the year-earlier period to a profit of ¥2,618 million.
  14. FY2022-Q1AdvancedAnnual report

    「By product, electronic devices, automotive interior components and factory automation equipment all generated higher revenue as market conditions recovered. Business profit increased by ¥1,954 million year on year to ¥1,656 million, compared with a loss of ¥297 million in the year-earlier period.」

    In Other businesses, electronic devices, automotive interior components and factory automation equipment all generated higher revenue as market conditions recovered, and business profit changed from a loss in the year-earlier period to a profit of ¥1,656 million. The text does not explicitly state a direct causal relationship with the transition to a solutions vendor.
  15. FY2021AdvancedAnnual report

    「In the electronic devices business, the Yamaha-branded automotive speaker system developed by the company was adopted as an original-equipment product for installation in the higher-grade version of the new MG5 from SAIC Motor Group's MG brand.」

    The company's automotive audio solution was adopted as an original-equipment product for a model of a Chinese automaker, and shipments began.
  16. FY2021-Q3Higher profit from increased factory automation equipment revenue coexisted with lower electronic device revenueAnnual report

    「By product, electronic devices generated lower revenue, while factory automation equipment generated higher revenue.」

    In Other businesses, electronic devices generated lower revenue, while factory automation equipment returned to revenue growth, resulting in a 109.1% year-on-year increase in business profit to ¥955 million.
  17. FY2021-Q2Recovery in factory automation equipment coexisted with lower revenue from electronic devicesAnnual report

    「By product, electronic devices generated lower revenue, while factory automation equipment generated higher revenue. Business profit decreased by ¥474 million year on year to a loss of ¥288 million.」

    Factory automation equipment returned to revenue growth, while electronic devices generated lower revenue, and Other businesses posted a business loss of ¥288 million.
  18. FY2021-Q1Lower revenue and profit due to delayed recovery in market conditions for factory automation equipmentAnnual report

    「Revenue for the three months ended 30 June decreased by ¥1,558 million, or 21.7%, year on year to ¥5,610 million. By product, electronic devices generated higher revenue, while factory automation equipment generated lower revenue as the recovery in market conditions was delayed. Business profit decreased by ¥363 million year on year to a loss of ¥297 million.」

    Other businesses posted a 21.7% year-on-year decline in revenue and a business loss of ¥297 million. Electronic devices generated higher revenue, while factory automation equipment generated lower revenue due to the delayed recovery in market conditions.
  19. FY2020Growth in automotive modules coexisted with deteriorating market conditions for factory automation equipmentAnnual report

    「In the Components and Equipment business, automotive-related modules in electronic devices grew as planned and products for the amusement sector performed steadily, but factory automation equipment recorded lower revenue due to reduced capital investment resulting from US-China trade friction and the impact of the spread of COVID-19.」

    While automotive-related modules continued to grow, business profit in Other businesses decreased 98.7% due to lower revenue from factory automation equipment.
  20. FY2020-Q3Continued lower revenue and profit due to weak market conditions for factory automation equipmentAnnual report

    「Revenue for the nine months ended 31 December decreased by ¥4,840 million, or 17.3%, year on year to ¥23,090 million. By product, sales of electronic devices recovered, but sales of factory automation equipment declined as weak market conditions continued. Business profit decreased by ¥2,499 million, or 84.5%, year on year to ¥456 million.」

    Although electronic devices recovered, weak market conditions for factory automation equipment continued, and Other businesses posted a 17.3% decline in revenue and an 84.5% decline in business profit.
  21. FY2020-Q2Continued lower revenue and profit due to weak market conditions for factory automation equipmentAnnual report

    「By product, electronic devices showed signs of recovery, but sales of factory automation equipment declined due to weak market conditions. Business profit decreased by ¥1,984 million, or 91.5%, year on year to ¥185 million.」

    In Other businesses, electronic devices showed signs of recovery, but weak market conditions for factory automation equipment caused revenue to decline 19.9% and business profit to decline 91.5%.
  22. FY2020-Q1Lower revenue and profit due to deteriorating market conditions for Components and EquipmentAnnual report

    「Revenue for the three months ended 30 June decreased by ¥2,720 million, or 27.5%, year on year to ¥7,169 million. By product, sales of factory automation equipment and electronic devices declined due to deteriorating market conditions. Business profit decreased by ¥1,375 million, or 95.5%, year on year to ¥65 million.」

    In Other businesses, sales declined due to deteriorating market conditions for factory automation equipment and electronic devices, resulting in a 27.5% decrease in revenue and a 95.5% decrease in business profit.
  23. FY2019AdvancedAnnual report

    「We will resolve a range of in-vehicle acoustic issues and establish our market position through technologies combining acoustics, voice and noise control.」

    The business has been defined more specifically as an area that resolves in-vehicle issues using acoustics, voice and noise control, rather than being described primarily in terms of semiconductors and electronic devices. Meanwhile, revenue in the Components and Equipment business fell below the year-earlier period due to a slowdown in electronic devices.
  24. FY2019-Q3Slowing sales and lower profit in the Components and Equipment businessAnnual report

    「By product, sales in the Components and Equipment business slowed, but cumulative sales exceeded the year-earlier period, partly because factory automation equipment and automotive interior components increased sales in the first half. Operating profit decreased by ¥205 million, or 6.3%, year on year to ¥3,064 million.」

    Although sales in the Components and Equipment business slowed, cumulative revenue exceeded the year-earlier period as factory automation equipment and automotive interior components grew in the first half. Meanwhile, operating profit in Other businesses decreased 6.3%.
  25. FY2019-Q2AdvancedAnnual report

    「By product, sales of factory automation equipment and automotive interior components performed well and increased. Operating profit increased by ¥126 million, or 6.0%, year on year to ¥2,236 million.」

    In Other businesses, sales of factory automation equipment and automotive interior components increased, with revenue up 5.9% and operating profit up 6.0%.
  26. FY2019-Q1AdvancedAnnual report

    「By product, factory automation equipment posted significant revenue growth, while sales of automotive interior components also increased. Operating profit increased by ¥109 million, or 7.9%, year on year to ¥1,504 million.」

    In Other businesses, sales of factory automation equipment and automotive interior components increased, and both revenue and operating profit rose 7.9% year on year.
  27. FY2018AdvancedAnnual report

    「The Components and Equipment business achieved double-digit growth year on year, driven by significant revenue growth in factory automation equipment and increased sales of automotive interior components in Japan and North America, among other factors.」

    The Components and Equipment business achieved double-digit growth, with factory automation equipment and automotive interior components showing growth. No direct causal relationship with the transition to a solutions vendor is stated.
  28. FY2018-Q3Significant revenue growth in factory automation equipmentAnnual report

    「Revenue for the nine months ended 31 December increased by ¥833 million, or 3.1%, year on year to ¥27,654 million. By product, factory automation equipment posted significant revenue growth, while golf equipment also performed well. Operating profit increased by ¥1,708 million, or 109.4%, year on year to ¥3,270 million.」

    In Other businesses, factory automation equipment generated significant revenue growth, and operating profit also increased 109.4% year on year. The text does not explicitly state a direct causal relationship with the initiative to transition to a solutions vendor.
  29. FY2017-Q3RestatedAnnual report

    「As the electronic components business has contracted, it has been removed from the reportable segments and included in Other.」

    The contraction of the electronic components business and its removal from the reportable segments are reconfirmed.
  30. FY2017-Q2RestatedAnnual report

    「As the electronic components business has contracted, it has been removed from the reportable segments and included in Other.」

    The contraction of the electronic components business and its removal from the reportable segments are reiterated. It does not state that the transition to a solutions vendor was either completed or withdrawn.
  31. FY2017-Q1Contraction of the electronic components businessAnnual report

    「As the electronic components business has contracted, it has been removed from the reportable segments and included in Other.」

    The disclosure describes a structural change in which the electronic components business was removed from the reportable segments. It does not state that the transition to a solutions vendor was either withdrawn or completed.
  32. FY2016First statedAnnual report

    「We will drive sales growth by transitioning from a semiconductor manufacturer to a solutions vendor and providing comfortable, reliable and safe solutions centered on audio technology in the automotive, home healthcare and industrial equipment fields.」

    Business model transition to establish a third pillar.
Moved together

"Improving Profitability in the Musical Instrument Business Through Expansion of High-Margin Products and Gross Margin Improvement" moved the same way as this thread, in the same document, in 11 of its 32 moves.

1188655★123456
  1. ★This thread
  2. 1Improving Profitability in the Musical Instrument Business Through Expansion of High-Margin Products and Gross Margin Improvement11×
  3. 2Technological Innovation in Audio Equipment and Strengthening Customer Support8×
  4. 3Share Buybacks as a Flexible Shareholder Return Measure8×
  5. 4Development of distinctive products6×
  6. 5Allocation of Funds to Capital Investment, Strategic Investment and Research and Development5×
  7. 6Expanding Customer Touchpoints and the Sales Network5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Yamaha's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation of 2026-08-04: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transition from Semiconductor Manufacturer to Solutions Provider | YAMAHA CORPORATION (7951) | Komori