Dependence on the industrial electronics and mechatronics industries and capital investment trends
First written in FY2017-Q1. 18 of 39 entries say "Restated". Latest entry: 2026-10-30.
Sun-Wa Technos moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 15 of 24 companies on the "Worse" side.
8 other companies' latest entry also says "Restated".
- FY2026Demand recovery, continued AI investment and labor-saving investmentAnnual report
「In the industrial electronics and mechatronics industries related to our Group, demand from each industry remained firm against a backdrop of the completion of declining capital investment and order adjustments through the previous fiscal year and increased AI-related capital investment. Meanwhile, investment in labor saving and efficiency improvements continued against a backdrop of worsening labor shortages, and demand for these investments is expected to remain resilient.」
The assessment of the environment changed from declining capital investment and order adjustments through the previous fiscal year to the completion of those adjustments, AI-related investment and firm demand. Investment in labor saving and efficiency improvements is expected to continue. - FY2026-H1RestatedAnnual report
「In the industrial electronics and mechatronics sectors related to our Group, declining capital investment and order adjustments continued amid weak market conditions, but demand began to recover, although conditions varied by industry. In addition, demand associated with investment to address labor shortages and for labor saving, and with the transition to next-generation technologies, is expected to continue expanding.」
The continuation of declining capital investment and order adjustments amid weak market conditions was reaffirmed, along with demand recovery by industry and expectations for expanding demand from investment to address labor shortages and for labor saving, and from the transition to next-generation technologies. - FY2025Continued weakness, partial demand recovery and concurrent AI-related investmentAnnual report
「Declining capital investment and order adjustments continued amid weak market conditions, but demand began to recover in some industries. In addition, new data centers were being built in Japan and overseas as AI became more widespread, and related investment in power infrastructure benefited some industries. However, production adjustments continued in the factory automation industry, our Group’s main market.」
Declining capital investment and order adjustments, as well as production adjustments in the factory automation industry, continued, while demand recovery in some industries, new data center construction accompanying the spread of AI, and related investment in power infrastructure were noted. - FY2025-H1Continued weakness, with recovery expected in some areasAnnual report
「Declining capital investment and order adjustments continued amid weak market conditions, but demand began to recover in some industries. In addition, capital investment to address labor shortages and for labor saving is expected to continue expanding.」
Declining capital investment and order adjustments continued amid weak market conditions, while demand recovery was seen in some industries and capital investment to address labor shortages and for labor saving is expected to expand going forward. - FY2024WorsenedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment related to renewable energy and labor saving remained firm, while semiconductor-related capital investment declined. In addition, as recent supply and demand tightness was resolved, customers continued to adjust orders due to excess inventories, and demand struggled to grow.」
Renewable energy and labor-saving investment remained firm, while demand struggled to grow due to declining semiconductor-related capital investment and order adjustments caused by excess customer inventories. - FY2024-Q2Strong demand in some sectors alongside inventory adjustmentsAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment for production automation remained firm as demand increased in automotive-related applications amid the shift to EVs and in response to rising labor costs and labor shortages. However, inventory adjustments were made as a reaction to advance ordering amid tight supply and demand, and demand across the manufacturing sector as a whole remained sluggish.」
Automotive-related demand associated with the shift to EVs and automation investment remained firm, while inventory adjustments following advance ordering took place and demand across the manufacturing sector as a whole became sluggish. - FY2024-Q1Strong automotive and factory automation demand, weak semiconductor-related machineryAnnual report
「In the industrial electronics and mechatronics industries related to our Group, automotive-related and factory automation-related businesses performed well against a backdrop of easing material shortages and increased corporate investment in labor saving. However, production machinery, particularly machinery for semiconductor applications, performed poorly due to weak semiconductor demand.」
Conditions varied across industries. Automotive-related and factory automation-related businesses performed well against a backdrop of easing material shortages and labor-saving investment, while production machinery performed poorly due to weak semiconductor demand. - FY2023-Q3High demand alongside order adjustments due to excess inventoriesAnnual report
「In the industrial electronics and mechatronics industries related to our Group, active capital investment was made in markets including semiconductors, automobiles and solar power, driven by the spread of 5G, the shift to electric vehicles (EVs), the review of manufacturing locations, and the installation of equipment for automation and labor saving to address labor shortages. Although some industries showed signs of order adjustments due to excess inventories, demand remained at a high level.」
Active capital investment continued and demand remained at a high level, while some industries experienced order adjustments due to excess inventories. - FY2023-Q2RestatedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, active capital investment was made in markets including semiconductors, automobiles and solar power, driven by the spread of 5G, the shift to electric vehicles (EVs), and growing interest in renewable energy. In addition, advance ordering continued in consideration of production impacts from shortages of semiconductors and other materials, and demand generally remained at a high level.」
The continuation of active capital investment and high demand was reaffirmed, along with continued advance ordering in consideration of production impacts from shortages of materials. - FY2023-Q1RestatedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment was active in markets including semiconductors, automobiles and electronic components. In addition, advance ordering was undertaken in consideration of production impacts from shortages of semiconductors and other materials, and demand generally remained at a high level.」
The industry environment was reaffirmed as one in which active capital investment and high demand continue alongside production impacts from shortages of materials. - FY2022RestatedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment was active, particularly in the semiconductor-related and industrial machinery industries. In addition, advance ordering was undertaken in consideration of production impacts from shortages of materials, and demand generally remained at a high level.」
The industry environment was reaffirmed as one in which active capital investment and high demand continue alongside production impacts from shortages of materials. - FY2022-Q3RestatedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment was active in markets including semiconductors, automobiles and electronic components. In addition, advance ordering was undertaken in consideration of production impacts from shortages of semiconductors and other materials, and demand generally remained at a high level.」
The industry environment was reaffirmed as one in which active capital investment and high demand continue alongside production impacts from shortages of materials. - FY2022-Q2High demand and supply shortagesAnnual report
「In the industrial electronics and mechatronics industries related to our Group, capital investment was active in markets including semiconductors, automobiles and electronic components. In addition, advance ordering was undertaken in consideration of production impacts from shortages of semiconductors and other materials, and demand generally remained at a high level.」
The environment changed from cautious capital investment and weak demand to active capital investment and demand remaining at a high level. Production impacts from shortages of materials were also noted. - FY2021-Q3MaterialisedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, the impact of COVID-19 remained significant, and difficult conditions continued due to manufacturers postponing capital investment and adjusting production. However, some segments of the semiconductor-related and industrial machinery industries showed signs of recovery.」
Postponed capital investment and production adjustments continued, and dependence on industry demand and capital investment trends continued to affect the business environment. At the same time, recovery was noted in some industries. - FY2021-Q2MaterialisedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, difficult conditions continued due to the impact of COVID-19, including lower operating rates at manufacturers’ factories and the postponement of capital investment.」
The dependence on industry demand and capital investment trends continued to affect the business environment through lower factory operating rates and postponed capital investment. - FY2021-Q1MaterialisedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
Amid continued dependence on industry demand and capital investment trends, first-quarter net sales declined 10.8% year on year, ordinary income declined 6.4%, and net income attributable to owners of the parent declined 18.2%. - FY2020MaterialisedAnnual report
「For the consolidated fiscal year under review, net sales were ¥137,943 million, down 5.1% year on year, operating income was ¥1,846 million, down 45.8%, ordinary income was ¥2,144 million, down 40.9%, and net income attributable to owners of the parent was ¥1,341 million, down 49.0%, resulting in declines from the same period of the previous year.」
With manufacturers continuing to take a cautious stance toward capital investment, full-year net sales, operating income, ordinary income and net income all fell below the same period of the previous year, reflecting the impact of dependence on industry demand and capital investment trends on full-year performance. - FY2020-Q3MaterialisedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
With manufacturers continuing to take a cautious stance toward capital investment, net sales were ¥99,866 million, operating income was ¥1,020 million, ordinary income was ¥1,243 million, and net income attributable to owners of the parent was ¥879 million, all below the same period of the previous year. Dependence on industry demand and capital investment trends was reflected in cumulative nine-month performance. - FY2020-Q2MaterialisedAnnual report
「For the cumulative second quarter of the fiscal year under review, net sales were ¥67,608 million, down 6.3% year on year, operating income was ¥909 million, down 57.3%, ordinary income was ¥1,036 million, down 55.2%, and net income attributable to owners of the parent was ¥689 million, down 58.3%, resulting in declines from the same period of the previous year.」
With manufacturers continuing to take a cautious stance toward capital investment, net sales, operating income, ordinary income and quarterly net income all fell below the same period of the previous year, reflecting the impact of dependence on industry demand and capital investment trends on quarterly performance. - FY2020-Q1MaterialisedAnnual report
「In the industrial electronics and mechatronics industries related to our Group, uncertainty about the global economy increased as US-China trade friction intensified, and manufacturers continued to take a cautious stance toward capital investment. Against this backdrop, our Group launched new initiatives under Sanwa Vision 2025, “Sanwa Technos Group Creating a Bright Future,” by formulating the 10th Medium-Term Management Plan, “NEXT 1800,” covering the 3-year period from the fiscal year ending March 2020 through the fiscal year ending March 2022. For the cumulative first quarter of the fiscal year under review, net sales were ¥31,292 million, down 8.7% year on year, operating income was ¥61 million, down 93.1%, ordinary income was ¥152 million, down 85.8%, and net income attributable to owners of the parent was ¥121 million, down 84.6%, resulting in declines from the same period of the previous year.」
With manufacturers continuing to take a cautious stance toward capital investment, net sales, operating income, ordinary income and quarterly net income all fell below the same period of the previous year, reflecting the impact of dependence on industry demand and capital investment trends on performance in the quarter. - FY2019MaterialisedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The structural dependence is reflected in full-year performance, with sales in the Electrical Equipment and Electronics divisions falling below the same period of the previous year due to slowing demand in the relevant industries and greater caution toward capital investment. - FY2019-Q3RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reaffirmed as a structural risk. - FY2019-Q2RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reaffirmed as a structural risk. - FY2019-Q1RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reaffirmed as a structural risk. - FY2018RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reaffirmed as a structural risk. - FY2018-Q3RestatedAnnual report
「Our Group is a technology trading company comprising an Electrical Equipment Division, which sells mechatronics products such as servo motors and linear motors used in general industrial machinery and equipment, semiconductor and LCD manufacturing equipment, and other applications; an Electronics Division, which sells electronic components used in the automotive, digital consumer electronics, personal computer, mobile information terminal and amusement equipment fields; and a Machinery Division, which sells semiconductor-related manufacturing equipment, clean robots for transporting LCDs and panels, and industrial robots. Because the main end markets for these products are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated as a structural risk. - FY2018-Q2RestatedAnnual report
「Our Group is a technology trading company comprising an Electrical Equipment Division, which sells mechatronics products such as servo motors and linear motors used in general industrial machinery and equipment, semiconductor and LCD manufacturing equipment, and other applications; an Electronics Division, which sells electronic components used in the automotive, digital consumer electronics, personal computer, mobile information terminal and amusement equipment fields; and a Machinery Division, which sells semiconductor-related manufacturing equipment, clean robots for transporting LCDs and panels, and industrial robots. Because the main end markets for these products are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated as a structural risk. - FY2018-Q1RestatedAnnual report
「Our Group is a technology trading company comprising an Electrical Equipment Division, which sells mechatronics products such as servo motors and linear motors used in general industrial machinery and equipment, semiconductor and LCD manufacturing equipment, and other applications; an Electronics Division, which sells electronic components used in the automotive, digital consumer electronics, personal computer, mobile information terminal and amusement equipment fields; and a Machinery Division, which sells semiconductor-related manufacturing equipment, clean robots for transporting LCDs and panels, and industrial robots. Because the main end markets for these products are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated as a structural risk. - FY2017RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated as a structural risk. - FY2017-Q3RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated. While domestic capital investment is showing signs of recovery, the industrial machinery industry is expected to continue facing a challenging order environment. - FY2017-Q2RestatedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on the industrial electronics and mechatronics industries and capital investment trends is reiterated as a structural risk. - FY2017-Q1First statedAnnual report
「Because the main end markets for this demand are the industrial electronics and mechatronics industries, the performance of our Group is affected by demand trends in these industries and by capital investment trends.」
The dependence on end-market demand and capital investment trends is described as a structural risk. In the quarter under review, net sales declined 11.1% year on year and operating income declined 89.7% year on year.