Growth in Demand for Resin-Related Products and Electronic Components Driven by the Automotive and Electronic Equipment Markets

「日本国内の民生電子機器市場及び白物家電市場は、中国企業が急速にシェアを拡大しており、当社の主要顧客層である大手日系電機メーカーは、一部で事業売却を含む厳しい対応を余儀なくされる状況となっております。」

「In Japan’s consumer electronics and white-goods markets, Chinese companies are rapidly expanding their market share, leaving major Japanese electronics manufacturers, which make up the company’s main customer base, in some cases forced to take difficult measures, including selling businesses. The Devices business recorded higher revenue despite weak sales in Japan, owing to a recovery at overseas sites and differences in the exchange rates used for consolidated financial reporting. The Assembly business remained firm in digital consumer electronics, but revenue declined in board mounting for white goods, which was significantly affected by major customers’ efforts to bring production in-house and the growing adoption of Chinese EMS companies.」

「In Japan, Chinese companies rapidly expanded their share of the consumer electronic equipment and white goods markets, while major Japanese electronics manufacturers, which comprise our customer base, generally faced difficult conditions. In the Devices business, component inventories accumulated by major customers as a reaction to shortages of electronic components were being worked down, but sales declined due to differences in the exchange rates used for the consolidated accounts. In the Assembly business, sales declined because the digital camera-related business was sluggish and printed circuit board assembly for white goods remained weak for both products for the Japanese market and products for the ASEAN market.」

「In the Devices business, orders and sales increased, and profit rose, as shipments progressed from component inventories accumulated by major customers as a reaction to shortages of electronic components. Meanwhile, in the Assembly business, sales and profit also increased, although the white goods-related business remained weak, as orders in the digital camera-related business expanded from the previous year.」

「Although the domestic consumer electronic equipment and white goods markets remained difficult, orders and sales in the Devices business increased as shipments progressed from finished-product inventories accumulated across the market amid post-pandemic changes in consumer trends, and from component inventories accumulated by major customers as a reaction to shortages of electronic components. The Assembly business also posted higher sales, as the digital camera- and air conditioner-related businesses remained firm.」

「In the third quarter of fiscal 2023, sales and profit declined due to the significant impact of the global slowdown in the electronic equipment-related market accompanying changes in consumer trends after the pandemic, as well as the accumulation of finished-product and component inventories across the market. Consequently, total Electronic Devices segment sales were ¥11,227 million, down 18.0% year on year, and segment profit was ¥275 million, down 58.0%.」

「Revenue and profit declined due to the global slowdown in the electronic equipment-related market from the second half of 2022, compounded by the impact of the semiconductor supply problem that had continued for approximately 2 years being rapidly resolved, which led to an accumulation of component inventories across the market.」

「In the electronic equipment-related business, the domestic consumer electronic equipment market, a principal market, remained difficult, declining year on year for the third consecutive year, while the domestic white goods market turned positive year on year for the first time in 2 years and performed well. Although price competition in the market remained severe, sales and profit increased due to the expansion of new orders and the boost from the weaker yen.」

「In the electronic equipment-related business, the principal consumer electronic equipment and white goods markets are both showing signs of recovery from the previous year. Although price competition in the market remains severe, sales and profit increased due to the expansion of new orders and the impact of the weaker yen. Consequently, total Electronic Devices segment sales were ¥13,688 million, up 38.0% year on year, and segment profit was ¥656 million, up 53.4%.」

「In the electronic equipment-related business, both the consumer electronic equipment market and the white goods market, the principal markets, slowed from the previous year, but the company achieved an expansion in new orders and posted higher sales and profit. Consequently, total Electronic Devices segment sales were ¥8,410 million, up 26.0% year on year, and segment profit was ¥423 million, up 26.5%.」

「In the electronic equipment-related business, both the consumer electronic equipment market and the white goods market, the principal markets, slowed from the previous year, but the company achieved an expansion in new orders and posted higher sales and profit. Consequently, total Electronic Devices segment sales were ¥3,963 million, up 20.0% year on year, and segment profit was ¥246 million, up 43.7%.」

「In the electronic equipment-related business, market conditions are showing signs of recovery from the sharp downturn in the previous fiscal year caused by the expanding impact of the pandemic, resulting in increases in both sales and segment profit. Consequently, total Electronic Devices segment sales were ¥13,724 million, up 10.9% year on year, and segment profit was ¥571 million, up 25.1%.」

「In the electronic equipment-related business, market conditions are showing signs of recovery from the sharp downturn in the previous fiscal year caused by the expanding impact of the pandemic, resulting in increases in both sales and segment profit. Consequently, segment sales were ¥9,922 million, up 10.2% year on year, and segment profit was ¥427 million, up 18.6%.」

「In the electronic equipment-related business, market conditions recovered from the sharp downturn caused by the expanding impact of the pandemic, resulting in increases in both segment sales and segment profit. Consequently, segment sales were ¥6,672 million, up 14.6% year on year, and segment profit was ¥334 million, up 120.4%.」

「In the electronic equipment-related business, the recovery of the Asian market drove increases in both segment sales and segment profit for the Electronic Devices segment overall. Consequently, segment sales were ¥3,302 million, up 15.1% year on year, and segment profit was ¥171 million, up 322.2%.」

「The electronic equipment-related market is showing signs of recovery from the sharp downturn caused by the expanding global impact of the pandemic.」

「The textile-related, automotive-related and resin-related markets remain difficult due to the pandemic, while conditions in the electronic equipment-related market also remain difficult as the pandemic's impact has spread globally.」

「The textile-related, automotive-related and resin-related markets remain difficult due to the pandemic, while conditions in the electronic equipment-related market also remain difficult as the pandemic's impact has spread globally.」

「The textile-related, automotive-related and resin-related markets have also been materially affected by the pandemic, while the electronic equipment-related market has become extremely difficult as the pandemic's impact has spread globally.」

「The electronic equipment-related market remained weak globally, while the apparel market also remained weak.」

「Among the markets related to our business, the construction-related and electronic equipment-related markets continue to perform firmly.」

「Among the markets related to our business, the construction-related and electronic equipment-related markets continue to perform firmly.」

「Among the markets related to our business, the construction-related, electronic equipment-related and automotive-related markets continue to perform firmly.」

「Among the markets related to our business, the construction-related, electronic equipment-related and automotive-related markets continue to perform firmly.」

「Among the markets related to our business, the construction-related, electronic equipment-related and automotive-related markets continue to perform firmly.」

「Meanwhile, the automotive-related market in the resin-related business and the market in the electronic components-related business remained firm, increasing sales and resulting in higher sales for the Industrial Materials segment overall.」

「Meanwhile, in the resin-related and electronic components-related businesses, demand linked to firm conditions in the automotive-related and electronic components markets expanded, increasing sales and resulting in higher sales for the Industrial Materials segment overall.」

「Meanwhile, in the resin-related and electronic components-related businesses, demand linked to firm conditions in the automotive-related and electronic equipment markets expanded, increasing sales and resulting in higher sales for the Industrial Materials segment overall.」

「Meanwhile, in the resin-related and electronic components-related businesses, demand linked to firm conditions in the automotive-related and electronic equipment markets expanded, increasing sales and resulting in higher sales for the Industrial Materials segment overall.」