Slowing Demand for Digital Products, Including Smartphones and PCs
First written in FY2023-Q2. 1 of 6 entries say "Worsened", first in FY2023-Q3. Latest entry: FY2026.
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
5 other companies' latest entry also says "Other".
- FY2026Strength in AI-related areas alongside cost and supply issues for IT productsAnnual report
「In the ICT sector, the video management system FlaRevo performed steadily, but was affected by higher costs for IT-related products resulting from soaring memory prices and supply issues.」
While FlaRevo remained firm in the digital-related business, higher costs caused by soaring memory prices and supply issues emerged, resulting in mixed performance within the sector. - FY2025Divergence in digital-related demand by areaAnnual report
「In the ICT sector, IT equipment-related products and high-value-added products such as video management systems remained solid.」
Following the previous year's description of lower FlaRevo and RFID sales and strong PC and server sales, the company explains that IT equipment and high-value-added products remained firm. - FY2024Decline in digital-related products and partial recoveryAnnual report
「In the ICT sector, sales of the video management system “FlaRevo” and RFID-related products declined, while sales of IT equipment, including PCs and servers, remained strong.」
Within digital-related businesses, sales of FlaRevo and RFID products declined, while sales of IT equipment such as PCs and servers were strong, resulting in divergent trends within the sector. - FY2023RestatedAnnual report
「Demand for digital products such as smartphones and PCs declined in the electronic components and semiconductor sectors as global inflation reduced purchasing appetite, but tight supply conditions continued in some areas, including products for automobiles and industrial equipment.」
The analysis continues to describe the coexistence of declining demand for digital products such as smartphones and PCs and tight supply of electronic components and semiconductors for automobiles and industrial equipment. - FY2023-Q3WorsenedAnnual report
「Demand for digital products such as smartphones and PCs declined in the electronic components and semiconductor sectors, but」
The wording changed from “began to show signs of weakening” in the previous period to “declined” for digital demand for smartphones, PCs and other products, indicating further weakness. - FY2023-Q2First statedAnnual report
「Demand for digital products such as smartphones and PCs began to show signs of weakening in the electronic components and semiconductor sectors, but」
The weakening of digital demand for smartphones, PCs and other products was identified for the first time as a standalone market theme.