Weakness in Electronic Component Demand Due to Smartphone Production Adjustments
First written in FY2017-Q2. 11 of 20 entries say "Mitigated", first in FY2018-Q2. Latest entry: FY2024-Q3.
Shin-Etsu Polymer moved to the "Worse" side of this theme in 2016, 2 years before the typical company in this theme (2018).
The whole theme swung hardest in 2022: 5 of 8 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- FY2024-Q3WorsenedAnnual report
「Sales of carrier-tape products declined as weak demand for semiconductors continued.」
Where recovery and strength had previously been reported in demand from the smartphone and automotive sectors, continued weakness in demand for semiconductors and declining sales of carrier tape were reported, indicating that pressure on demand for electronic components is intensifying again. - FY2023-Q3WorsenedAnnual report
「Shipments of connectors for electronic-component testing fell sharply, but strong shipments of automotive silicone-molded products and automotive wipers drove growth in sales of component-related products.」
Although demand related to electronic components had previously been described as recovering and strong, shipments of connectors for electronic-component testing fell sharply, and pressure on demand intensified again. Automotive silicone-molded products and automotive wipers, however, performed well. - FY2023-Q2WorsenedAnnual report
「Shipments for fine electronic components remained sluggish, and sales of carrier-tape products declined.」
Although demand for electronic components had previously been described as recovering and strong, shipments for fine electronic components remained sluggish, and pressure on demand re-emerged in the form of declining sales of carrier-tape products. - FY2022MitigatedAnnual report
「Shipments of components for electronic parts used in automobiles and smartphones remained strong, driving growth in sales of carrier-tape products.」
Demand for electronic components used in automobiles and smartphones remained strong throughout the fiscal year, and the risk of weak demand stemming from adjustments to smartphone production continued to be eased. - FY2022-Q3MitigatedAnnual report
「Demand for electronic components used in automobiles and smartphones remained strong, driving significant growth in sales of carrier-tape products.」
Demand for electronic components used in automobiles and smartphones remained strong, and sales of carrier-tape products grew significantly, further easing the risk of weak demand stemming from adjustments to smartphone production. - FY2022-Q2MitigatedAnnual report
「Demand for electronic components used in automobiles and smartphones remained strong, driving significant growth in sales of carrier-tape products.」
Demand for electronic components used in automobiles and smartphones remained strong, and sales of carrier-tape products grew significantly, further easing the risk of weak demand. - FY2022-Q1MitigatedAnnual report
「Demand for electronic components used in automobiles and smartphones remained strong, driving growth in sales of carrier-tape products.」
Demand for electronic components used in automobiles and smartphones remained strong, and sales of carrier-tape products grew, easing the risk of weak demand stemming from adjustments to smartphone production. - FY2021-Q2MitigatedAnnual report
「Demand for electronic components used in smartphones remained strong, and sales of carrier-tape products remained firm.」
The recovery and strength of demand for electronic components used in smartphones were sustained, and sales of carrier-tape products also remained firm, further easing the risk of weak demand. - FY2021-Q1MitigatedAnnual report
「Demand for electronic components used in smartphones and 5G base stations gradually recovered, and sales of carrier-tape products grew steadily.」
Demand for electronic components used in 5G base stations, in addition to smartphones, gradually recovered, driving growth in sales of carrier-tape products. - FY2020-Q3MitigatedAnnual report
「Demand for electronic components used in premium smartphones gradually recovered, but sales of carrier-tape products remained sluggish.」
Demand for electronic components used in premium smartphones changed from “no recovery” in the previous quarter to a gradual recovery, partly easing the risk of weak demand, although sales remained sluggish. - FY2020-Q2RestatedAnnual report
「Sales of carrier-tape products remained sluggish as demand for electronic components used in premium smartphones failed to recover.」
Demand for electronic components used in premium smartphones has not recovered, and sales of carrier-tape products remain sluggish. - FY2020-Q1WorsenedAnnual report
「Sales of carrier-tape products fell below the previous year as demand for electronic components used in premium smartphones failed to grow.」
Where the previous quarters had described a recovery in demand for smartphone components, this update described weak demand for electronic components used in premium smartphones and sales below the previous year. - FY2019-Q3MitigatedAnnual report
「Among component-related products, shipments of electronic-component testing connectors increased as demand for smartphone components recovered.」
As demand for smartphone components recovered, shipments of connectors for electronic-component testing increased, further easing the risk of weak demand. - FY2019-Q2MitigatedAnnual report
「Among component-related products, shipments of electronic-component testing connectors increased as demand for smartphone components recovered.」
As demand for smartphone components recovered, shipments of connectors for electronic-component testing increased, further easing the previous risk of weak demand. - FY2019-Q1MitigatedAnnual report
「Among component-related products, shipments of electronic-component testing connectors, the main product, increased as demand for smartphone components recovered, and other products also performed well.」
As demand for smartphone components recovered, shipments of electronic-component testing connectors increased, partially mitigating the previous risk of weak demand. - FY2018-Q3RestatedAnnual report
「Among component-related products, the core electronic-component testing connectors were affected by production adjustments for smartphone components, but sales were expanded into applications for other components.」
Although the impact of production adjustments for smartphone components remains, the Group is responding by expanding sales into other component applications. - FY2018-Q2MitigatedAnnual report
「Among component-related products, connectors for electronic-component testing were affected by production adjustments for components used in high-end smartphones, but signs of recovery have emerged.」
Although the impact of production adjustments for components used in high-end smartphones remains, signs of recovery in electronic-component testing connectors are noted. - FY2018-Q1MaterialisedAnnual report
「Among component-related products, connectors for electronic-component testing performed poorly, partly due to production adjustments for components used in high-end smartphones.」
Production adjustments for components used in high-end smartphones continue to be reflected in weak performance by electronic-component testing connectors. - FY2017-Q3MaterialisedAnnual report
「Among component-related products, connectors for electronic-component testing performed poorly, partly due to sluggish production growth for premium smartphones.」
Sluggish production of premium smartphones continues to be reflected in weak performance by electronic-component testing connectors. - FY2017-Q2MaterialisedAnnual report
「Among component-related products, connectors for electronic-component testing remained sluggish, partly due to smartphone production adjustments. Demand for carrier-tape-related products for the automotive electronics sector remained firm, but products for fine components such as ceramic capacitors for smartphones performed poorly.」
Smartphone production adjustments have materialized as weak demand for electronic-component testing connectors and products for fine components.