Recovery in demand from machinery and equipment manufacturers
First written in FY2018-Q1. 15 of 20 entries say "Restated". Latest entry: FY2025-H1.
Kanaden moved to the "Worse" side of this theme in 2024.
The whole theme swung hardest in 2024: 2 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Worsened".
- FY2025-H1WorsenedAnnual report
「The core factory automation field remained weak, with controller systems and drive-control equipment affected by lower demand due to slower growth in the Chinese economy and inventory adjustments.」
Demand in the FA segment had been improving against the backdrop of the recovery trend in capital investment in the manufacturing sector, but a decline in demand due to slower growth in the Chinese economy and inventory adjustments was reported. - FY2024-Q3RestatedAnnual report
「As capital investment in the manufacturing sector continued to recover, controller systems and drive control equipment, in particular, performed well.」
The recovery trend in capital investment in the manufacturing sector and the recovery in related FA demand have continued to be described. - FY2024-Q1RestatedAnnual report
「Against a backdrop of recovering capital investment in the manufacturing sector, performance was strong, centered on controller systems and drive control equipment.」
The recovery trend in capital investment in the manufacturing sector and the recovery in FA demand related to machinery and equipment manufacturers and others have continued to be described. - FY2023-Q3RestatedAnnual report
「Against a backdrop of recovering capital investment in the manufacturing sector, performance was strong, centered on drive control equipment and controller systems.」
The recovery trend in capital investment in the manufacturing sector and the solid performance of drive control equipment and controller systems have continued to be described. - FY2023-Q2RestatedAnnual report
「In the FA segment, longer delivery times due to the semiconductor shortage have continued to have an impact, but capital investment in the manufacturing sector has been recovering and drive control equipment performed well.」
The recovery in capital investment in the manufacturing sector and longer delivery times due to the semiconductor shortage have continued to coexist. - FY2023-Q1Recovery in demand coexisting with supply constraintsAnnual report
「Demand in the FA segment is increasing as capital investment gradually recovers, but the impact of longer delivery times caused by semiconductor shortages continues, and controllers and inverters performed weakly.」
While capital investment demand related to machinery and equipment manufacturers and others has increased, longer delivery times due to the semiconductor shortage have continued to weigh on product performance. - FY2022-Q1MitigatedAnnual report
「The factory automation field was driven by the rapid recovery of the Chinese economy and the semiconductor and LCD markets, with controllers and drive equipment performing steadily.」
Demand from machinery and equipment manufacturers, which had been sluggish against the backdrop of the downturn in the Chinese market, improved as related controllers and drive equipment became firm. - FY2021-Q3RestatedAnnual report
「Due to restrained capital investment by machinery and equipment manufacturers and customers in the automotive industry, among others,」
Continued restraint in capital investment by customers such as machinery and equipment manufacturers has been cited as the backdrop to sluggish demand. - FY2021-Q2RestatedAnnual report
「Due to restrained capital investment by machinery and equipment manufacturers and customers in the automotive industry, among others,」
Demand from machinery and equipment manufacturers has remained sluggish against the backdrop of restrained capital investment. - FY2020RestatedAnnual report
「As the downturn in the Chinese market continued, orders for drive equipment and controllers from machinery and equipment manufacturers remained sluggish.」
Demand from machinery and equipment manufacturers has remained sluggish against the backdrop of the downturn in the Chinese market, changing from the previous robust and strong performance. - FY2020-Q3RestatedAnnual report
「As the downturn in the Chinese market continued, orders for drive equipment and controllers from machinery and equipment manufacturers remained sluggish.」
Orders from machinery and equipment manufacturers have remained sluggish against the backdrop of the downturn in the Chinese market. - FY2020-Q2RestatedAnnual report
「As the downturn in the Chinese market continued, orders for drive equipment and controllers from machinery and equipment manufacturers remained sluggish.」
Orders from machinery and equipment manufacturers have remained sluggish against the backdrop of the downturn in the Chinese market. - FY2020-Q1WorsenedAnnual report
「Orders for drive equipment and controllers from machinery and equipment manufacturers declined as they remained sluggish amid the downturn in the Chinese market.」
Orders from machinery and equipment manufacturers changed from the previous description of being robust and strong to sluggish and declining, due to the downturn in the Chinese market. - FY2019-Q3RestatedAnnual report
「Orders for drive equipment from machinery and equipment manufacturers remained strong and increased.」
The strong orders for drive equipment from machinery and equipment manufacturers continued to be described. - FY2019-Q2RestatedAnnual report
「Drive equipment performed well on robust orders from machinery and equipment manufacturers, although」
The situation of robust orders for drive equipment from machinery and equipment manufacturers and its strong performance was reconfirmed. - FY2019-Q1RestatedAnnual report
「As in the previous period, drive control equipment performed well, with robust orders from machinery and equipment manufacturers.」
The robust orders from machinery and equipment manufacturers and the strong performance of drive control equipment were reconfirmed. - FY2018RestatedAnnual report
「Business with machinery and equipment manufacturers performed well as capital investment recovered across the manufacturing sector, led by the semiconductor manufacturing equipment industry.」
The strong performance of business with machinery and equipment manufacturers, supported by the recovery in capital investment, was reconfirmed. - FY2018-Q3RestatedAnnual report
「Machinery and equipment manufacturers performed well as capital investment recovered, and」
The strong performance of machinery and equipment manufacturers, supported by the recovery in capital investment, was reconfirmed. - FY2018-Q2RestatedAnnual report
「Machinery and equipment manufacturers performed well as capital investment recovered, and」
The recovery in demand from machinery and equipment manufacturers and their strong performance were reconfirmed. - FY2018-Q1First statedAnnual report
「Demand from machinery and equipment manufacturers recovered, and controllers and drive control equipment performed well.」
The recovery in demand from machinery and equipment manufacturers and the resulting strong performance of controllers and drive control equipment were described for the first time.