Increase in orders and order backlog in the Industrial Machinery segment

「In the Factory Equipment Division, capital investment demand in Japan was driven by semiconductor manufacturing equipment-related demand against a backdrop of expanding AI and data centre demand, as well as defence, shipbuilding and energy-related demand, including power-generation turbines. Demand for machine tools remained firm. Meanwhile, although some recovery was seen in the automotive-related industries, results varied across industries and companies.」

「In the Industrial Machinery segment, Japan's manufacturing sector showed signs of a gradual recovery, led by defense, shipbuilding and some semiconductor-related industries, although the automotive industry remained strongly in wait-and-see mode. In addition, machine-tool demand did not achieve a full-fledged recovery, partly because the effect of subsidy programs had run its course. Overseas, despite uncertainty over US trade policy, capital investment in locally produced aircraft components, air-conditioning equipment manufacturing and semiconductor-related equipment remained firm.」

「In the Industrial Machinery segment, capital investment demand in Japan remained sluggish, particularly in the automotive-related industries. Meanwhile, signs of recovery emerged mainly in semiconductor manufacturing equipment, aircraft and defense-related fields, and inquiries increased, but orders remained flat due to longer negotiations and other factors. Overseas, capital investment demand remained firm, particularly in South Asia.」

「Meanwhile, on the order front, difficult conditions continued in both domestic and overseas markets, but from the fourth quarter onward, signs of improvement finally emerged in the order environment, including large-scale projects in the semiconductor-related industries.」

「In the Industrial Machinery segment, capital investment demand in the automotive-related industries increased, particularly for EV-related components, and appetite for capital investment was also seen in the robotics, construction machinery and defense-related industries. Meanwhile, machine-tool demand in the semiconductor-related industries remained sluggish due to sufficient supply relative to demand. Overseas, although the Chinese market remained weak, economic conditions remained solid in the US and Southeast Asian countries.」

「In the Industrial Machinery segment, capital investment in the automotive-related industries remained firm, particularly for EVs, while business discussions related to aircraft increased and demand for automation and unmanned systems remained solid. Meanwhile, capital investment in semiconductors for PCs and smartphones remained sluggish, partly due to declining demand in the Chinese market. Overseas, efforts to source locally accelerated, particularly in ASEAN and India.」

「In the Industrial Machinery segment, related components such as EV motors performed strongly in the automotive-related industries. Demand also increased for carbon-neutral products and energy-saving systems as environmental awareness grew. Overseas, although raw material cost increases and other factors had an impact, economies were recovering, particularly in Southeast Asia, and large-scale projects increased in Thailand, Indonesia and Vietnam.」

「In the Industrial Machinery segment, supply chain disruptions affected production adjustments and extended lead times, particularly in the automotive-related industries. However, new machine-tool orders for semiconductor and industrial machinery applications remained firm due to subsidy policies. Overseas, raw material and transportation costs rose and the yen depreciated, but new projects increased in Southeast Asia and the US as economic activity resumed in earnest.」

「In the Industrial Machinery segment, production adjustments and other impacts resulted from parts shortages caused by supply chain disruptions. However, the semiconductor-related industries and automotive-related industries, particularly EVs, continued to perform strongly, and new machine-tool orders increased. Overseas, although lockdowns affected production activity, new projects increased in Southeast Asia and the US as economic activity resumed in earnest.」

「In the Industrial Machinery segment, although some factory shutdowns occurred in Japan due to the global semiconductor shortage and other factors, capital investment demand remained strong in the semiconductor-related industries and automotive-related industries, particularly for EVs and motor components, and machine-tool orders continued to increase.」

「In the Industrial Machinery segment, although factory shutdowns and other issues occurred in Japan's automotive-related industries, capital investment appetite remained firm, particularly in the semiconductor-related industries, and machine-tool orders increased. Overseas, capital investment demand continued to recover, particularly in North America, although demand stagnated in some Southeast Asian countries due to the resurgence of COVID-19.」

「In the Industrial Machinery segment, domestic machine-tool demand continued to recover, driven mainly by recovery in the semiconductor-related industries, including demand for 5G base stations and servers for data centers. Demand in the automotive-related industries also recovered, although production stagnated due in part to semiconductor supply shortages. Demand for robots expanded across a range of industries, while demand related to construction machinery also recovered, particularly for China. Overseas, although restrictions on sales activities continued due to the impact of the spread of COVID-19, machine-tool orders increased both in Japan and overseas as signs of a recovery in demand emerged in the US, China and Vietnam.」

「In the Industrial Machinery segment, demand for machinery used in semiconductor-related equipment, particularly 5G (fifth-generation mobile communications systems) base stations and servers for data centers, continued to recover in Japan, and production in the automotive-related industries also showed signs of recovery, although some production stagnation resulted from semiconductor shortages. Overall, however, capital investment appetite remained sluggish due to the impact of COVID-19, and the difficult order environment continued. Overseas, demand for automation equipment and other products showed signs of recovery in some regions, including China and Vietnam, but capital investment demand remained difficult amid restrictions on economic activity and other factors.」

「In the Industrial Machinery segment, although signs of a bottoming out emerged in some automotive and construction machinery-related industries in Japan, capital investment appetite remained sluggish. Meanwhile, firm demand was seen for medical equipment, semiconductor-related equipment such as 5G equipment, disaster-prevention products such as pumps and generators, and products related to vehicle electrification and automotive safety measures.」

「In the Industrial Machinery segment, the domestic order environment remained difficult, with factory shutdowns and postponements of planned equipment installations and new factory construction, particularly in the automotive and related industries. Meanwhile, demand for machinery used in medical equipment, food-related applications and ICT-related equipment, particularly 5G (fifth-generation mobile communications systems), remained strong. Overseas, capital investment demand was significantly affected as economic activity was restricted in various countries due to the global spread of COVID-19.」

「In the Industrial Machinery segment, companies in Japan remained cautious about capital investment in the automotive-related businesses, while the global spread of COVID-19 from the beginning of the year resulted in delays in acceptance inspections and deliveries, restrictions on overseas shipments and some cancellations. As a result, uncertainty about the outlook increased further across a range of industries, including semiconductors, electrical equipment and construction machinery, creating a difficult order environment.」

「In the Industrial Machinery segment, companies in Japan remained cautious about capital investment in the automotive-related industries, and the difficult order environment continued, although some areas, including EVs (electric vehicles), autonomous driving and safety measures, performed firmly. In addition, demand related to 5G (fifth-generation mobile communications systems) increased in the previously sluggish semiconductor-related industries. Overseas, although companies remained cautious about capital investment due to the impact of US-China trade frictions, demand remained firm in India, Vietnam and Indonesia, particularly in the motorcycle-related industries.」

「In the Industrial Machinery segment, capital investment showed weakness in Japan, particularly in the automotive and semiconductor-related industries, and the order environment remained sluggish. Meanwhile, orders for autonomous driving, EV-related applications, infrastructure-related fields such as railways, medical applications and food-related fields remained firm. Overseas, although China and North America showed caution toward capital investment due to the prolonged impact of US-China trade frictions, capital investment in the motorcycle-related industries in India, Vietnam and Indonesia remained firm.」

「In the Industrial Machinery segment, capital investment appetite showed weakness in some areas of the automotive-related industries in Japan, while machine-tool demand in the semiconductor-related industries, particularly for China, declined and the order environment remained sluggish. Overseas, although companies took a cautious approach to capital investment due to the impact of US-China trade frictions, demand remained firm in India, Vietnam and Indonesia, particularly in the motorcycle-related industries.」

「In the Industrial Machinery segment, orders in Japan for the automotive-related, battery and motor-related fields performed strongly against a backdrop of firm capital investment demand, while the robotics market maintained its growth supported by solid automation demand.」

「Overseas, although the impact of US-China trade frictions was evident, capital investment remained firm in emerging Asian countries such as Vietnam and India, resulting in continued strong orders and an increase in the order backlog both in Japan and overseas.」