Recovery in Machine Tool Demand Driven by Expanding Capital Investment
First written in FY2022-Q2. 6 of 12 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2026-H1Firm investment in decarbonization, heat mitigation and labor shortages, with FA inventory adjustments continuingAnnual report
「The industries related to transactions with the Group remained resilient in areas such as decarbonisation, heat mitigation and investment addressing labor shortages. However, inventory adjustments continued in factory automation-related areas, while demand in the electronics-related sector varied by application and field and remained generally sluggish both in Japan and overseas.」
Investment in decarbonisation, heat mitigation and labor shortages remained solid, while inventory adjustments continued in factory automation-related areas and demand differences by application and field persisted in the electronics-related sector. - FY2025Divergence in capital investment demand by application and regionAnnual report
「In the factory automation sector, NC-related business in the Chinese market remained strong. However, demand in China from the domestic machine tool and semiconductor manufacturing equipment manufacturers that are the company’s main customers remained sluggish, as it failed to recover.」
Although NC-related business in the Chinese market was strong, demand in China from domestic machine tool and semiconductor manufacturing equipment manufacturers did not recover, and capital investment demand remained divided. - FY2025-H1Growth in energy-saving, labor-saving and generative AI-related areas, and a slowdown in ChinaAnnual report
「Even in the factory automation sector, performance diverged between areas that grew, such as energy-saving, labor-saving and generative AI-related fields, and areas affected by the slowdown in China.」
While demand for capital investment related to energy saving, labor reduction and generative AI grew, some areas were affected by the slowdown in China, indicating that the previous polarisation in capital investment demand had expanded to include new areas of demand. - FY2024Polarisation in capital investment demandAnnual report
「The industries related to transactions with the Group remained resilient, despite signs of inventory adjustments in parts of the industrial equipment market and the emergence of labor shortages at construction and production sites, supported by capital investment such as labor-saving investment, the recovery in automobile production, the recovery of supply chains and rebound demand.」
Demand was supported by labor-saving investment, the recovery in automobile production and the recovery of supply chains, while inventory adjustments in the industrial equipment market and labor shortages continued. - FY2024-Q3Polarisation in capital investment demandAnnual report
「Sales to the machine tool and semiconductor manufacturing equipment sectors remained sluggish, but supply of products, mainly to general industrial equipment manufacturers and control-panel manufacturers, progressed as supply chains recovered. In addition, sales remained strong as the company focused on securing capital investment projects related to automation, labor reduction and digital transformation in manufacturing.」
Although demand for capital investment and machine tools, previously considered resilient, was sluggish in the machine tool and semiconductor manufacturing equipment sectors, demand related to general industrial equipment, automation, labor reduction and digital transformation in manufacturing was strong. - FY2024-Q2RestatedAnnual report
「In addition to capital investment, including labor-saving investment, and automotive production remaining on a recovery track, supply chains also recovered」
Capital investment, including labor-saving investment, and automobile production are on a recovery trend, while the recovery of supply chains is also supporting demand for machine tools and general industrial equipment. - FY2024-Q1RestatedAnnual report
「Sales to machine tool and general industrial equipment customers remained strong as the domestic economy recovered and manufacturers increased production volumes amid the recovery of supply chains.」
Against a backdrop of supply chain recovery and higher manufacturer production volumes, sales to machine tool and general industrial equipment customers continued to be strong. - FY2023-Q3RestatedAnnual report
「Investment in labor saving and decarbonization supported demand for industrial equipment and machine tools.」
In addition to labor-saving investment, decarbonization-related investment was cited as a factor supporting demand for industrial equipment and machine tools. - FY2023-Q2RestatedAnnual report
「Demand for automation and labor-saving equipment in industrial equipment and machine tools remained strong.」
Demand for automation and labor-saving equipment remained strong, continuing to demonstrate the resilience of demand for industrial equipment and machine tools. - FY2023-Q1RestatedAnnual report
「Investment in automation and labor saving remained active worldwide, and demand for industrial equipment and machine tools remained elevated.」
Demand for industrial equipment and machine tools continued to recover and remain firm on the back of capital investment in Japan and overseas, while also being affected by supply constraints. - FY2022-Q3RestatedAnnual report
「Capital investment, particularly in industrial equipment and machine tools, became more active and demand remained firm, although」
It explains that more active capital investment, particularly in industrial equipment and machine tools, and firm demand continued, while production adjustments caused by supply shortages also continued. - FY2022-Q2First statedAnnual report
「Demand for machine tools recovered as capital investment expanded across a wide range of industries in Japan and overseas.」
It independently identified, for the first time, the market condition of recovering machine tool demand amid broader capital investment across a wide range of industries in Japan and overseas as a separate theme.