Demand for electronic components for automotive and industrial equipment remains elevated
First written in FY2022-Q2. 5 of 12 entries say "Restated". Latest entry: FY2026-H1.
0 other companies' latest entry also says "Other".
- FY2026-H1Automotive and data center markets remain firm, while Chinese industrial equipment and consumer markets remain sluggishAnnual report
「In Japan, the automotive market generally remained firm and the data center market continued to perform well. However, customer inventory adjustments caused by the decline in China-bound industrial equipment remained prolonged, and the consumer-related market continued to stagnate overall, resulting in sluggish overall performance.」
The automotive and data center markets remained firm or strong, while prolonged customer inventory adjustments caused by the decline in industrial equipment demand for China and continued weakness in the consumer-related market resulted in divergent demand trends. - FY2025Automotive and AI-related demand remains firm alongside weak industrial equipment demandAnnual report
「In electronic components and semiconductors, demand for automotive power semiconductors and AI-related products remained firm, but inventory adjustments occurred in industrial equipment applications, while conditions in the Chinese market remained unstable and business remained sluggish.」
Automotive power semiconductors and AI-related products remained firm, while inventory adjustments in industrial equipment applications and instability in the Chinese market continued, resulting in divergent demand trends. - FY2025-H1Divergence in automotive and industrial equipment demandAnnual report
「In the industries in which the Group operates, electronic components and semiconductors followed a mixed course, affected by certification issues in Japan's automotive-related sector, the slowdown in the Chinese market for industrial equipment, and inventory adjustments resulting from customers holding excess inventory.」
Demand diverged: automotive-related demand in Japan was affected by certification issues, China's industrial equipment market by the economic slowdown, and customers by adjustments to excess inventories, while some areas, including automotive-related products for North America, remained firm. - FY2024Automotive business remains firm, while industrial equipment production in China is adjustedAnnual report
「In Japan, sales of SoCs (System-on-Chip) for infotainment equipment, memory and sensor ICs, among others, remained firm in the automotive market, despite inventory adjustments by some customers. In the industrial equipment market, sales of power devices and other products remained firm as production continued to fulfill customer order backlogs, but slowed in the second half of the fiscal year due to production adjustments resulting from China's economic slowdown.」
Sales of electronic components for automotive applications remained firm, while production adjustments occurred in the industrial equipment market in the second half of the fiscal year because of China's economic slowdown. - FY2024-Q3Automotive business remains firm, while orders for industrial equipment in China declineAnnual report
「In Japan, sales of SoCs (System-on-Chip) for infotainment equipment, memory and sensor ICs, among others, remained firm in the automotive market as automakers' production recovered. Although orders in the industrial equipment market, particularly in China, declined significantly, sales of power devices and other products remained firm as production continued to fulfill customers' order backlogs.」
Sales of electronic components for automotive applications and power devices for industrial equipment remained firm, while orders in the industrial equipment market, particularly in China, declined significantly, resulting in divergent demand trends. - FY2024-Q2RestatedAnnual report
「In Japan, sales of SoCs (System-on-Chip) for infotainment equipment, memory and sensor ICs, among others, remained firm in the automotive market as automakers' production recovered. In the industrial equipment market, sales of power devices and other products remained firm.」
It continued to report firm sales of automotive SoCs, memory and sensor ICs as automakers' production recovered, as well as firm sales of power devices for industrial equipment. - FY2024-Q1Recovery in automotive production and firm electronic component salesAnnual report
「In Japan, the automotive market was on a recovery track as the impact of the semiconductor shortage eased. Sales of SoCs (System-on-Chip) for infotainment equipment, memory and sensor ICs, among others, remained firm, as did sales of power devices and other products in the industrial equipment market.」
The impact of the semiconductor shortage eased, and the automotive market entered a production recovery phase. Sales of automotive SoCs, memory and sensor ICs, as well as power devices for industrial equipment, remained firm. - FY2023-Q3RestatedAnnual report
「In electronic components and semiconductors, digital demand for smartphones and PCs, among others, lost momentum, while supply remained tight in some areas, including automotive and industrial equipment applications.」
While digital demand lost momentum, supply of electronic components and semiconductors for automotive and industrial equipment applications remained tight. It continued to describe strong demand for automotive and industrial equipment applications. - FY2023-Q2RestatedAnnual report
「In electronic components and semiconductors, digital demand for smartphones and PCs, among other products, began to weaken, while supply remained tight for automotive and industrial equipment applications.」
While digital demand for smartphones and PCs, among others, began to weaken, tight supply of electronic components and semiconductors for automotive and industrial equipment applications continued. - FY2023-Q1RestatedAnnual report
「Investment in automation and labor saving remained active worldwide, and demand for industrial equipment and machine tools remained elevated.」
It continues to recognize that investment in automation and labor saving is active worldwide and that demand for industrial equipment and machine tools remains elevated. - FY2022-Q3RestatedAnnual report
「The industrial equipment market also generated higher revenue, as sales to semiconductor manufacturing equipment and machine tool customers remained strong amid growing semiconductor demand.」
Against a backdrop of growing semiconductor demand, it explains that sales to semiconductor manufacturing equipment and machine tool customers in the industrial equipment market remained strong. - FY2022-Q2First statedAnnual report
「In the industries served by our Group, demand for electronic components for automotive and industrial equipment remained elevated, and supply remained tight, including for materials.」
It independently identified, for the first time, the market condition of sustained elevated demand for electronic components for automotive and industrial equipment as a separate theme.