Expected Growth in Demand for 5G Communications and ADAS/Autonomous Driving
First written in FY2020-Q3. 2 of 12 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Other".
- FY2026Growing demand for AI and data centers, with recovery trends in other areasAnnual report
「Demand for generative AI-related applications and data centers has expanded further, while in other areas prolonged inventory adjustments have largely been completed and demand, particularly for capital investment, is showing signs of recovery.」
While demand outside AI and data-center applications had been weak in the first half, the full-year assessment of the operating environment identified expanding demand for generative AI and data centers, the largely completed inventory adjustments in other areas and a recovery in capital investment. - FY2026-H1Weak demand outside AI and data-center applicationsAnnual report
「In the electronics industry, demand related to AI and data centers remained firm, while inventory adjustments were prolonged and capital investment continued to be restrained in other areas, leaving demand sluggish.」
In addition to the previous expectation of demand for AI, EVs and digital transformation, the Company stated that demand for AI and data-center applications remained firm, while demand in other areas was weak because of inventory adjustments and restrained capital investment. - FY2025Weak demand excluding AI-related demandAnnual report
「In the electronics industry, demand remained generally weak worldwide, excluding AI-related demand, and inventory adjustments continued.」
In contrast to the previous expectation of demand related to AI, EVs and digital transformation, the Company stated that overall demand, excluding AI-related demand, was weak in the current fiscal year and that inventory adjustments continued. - FY2024-Q3RestatedAnnual report
「In the electronics industry, demand driven by the shift toward EVs and promotion of digital transformation remained, but inventory adjustments resulting from the backlash against the sharp increase in demand during the COVID-19 pandemic continued.」
While demand driven by the shift toward EVs and digital transformation continued, inventory adjustments resulting from the post-COVID-19 backlash also persisted. The market environment had shifted from the previous phase, centered on supply shortages, to one in which inventory adjustments continued. - FY2024-Q2RestatedAnnual report
「Although demand driven by the shift to EVs and promotion of digital transformation remained, inventory adjustments were being seen as a reaction to the sharp increase in demand during the COVID-19 pandemic.」
While demand driven by the shift toward EVs and digital transformation continued, inventory adjustments resulting from the post-COVID-19 backlash also continued. - FY2024-Q1Easing supply shortages and emerging inventory adjustmentsAnnual report
「Although strong demand continued in the electronics industry, driven by the shift to EVs and promotion of digital transformation, the prolonged tightness in semiconductor and electronic component supply and demand was easing for products other than some items, while inventory adjustments were being seen as a reaction to the sharp increase in demand during the COVID-19 pandemic.」
While strong demand driven by the shift toward EVs and digital transformation continued, supply shortages of semiconductors and electronic components eased except for some products, and inventory adjustments following the COVID-19 pandemic became apparent, the Company stated. - FY2023-Q3Supply shortages easing in some areas, but shortages continuingAnnual report
「Although replacement demand for tablets, smartphones and other devices showed signs of leveling off, the electronics industry as a whole remained firm, supported by strong demand stemming from the recovery in automobile production, the shift toward EVs and the promotion of digital transformation. Supply shortages of semiconductor products and electronic components have eased somewhat for certain products, but shortages remain and the situation has become prolonged.」
The Company explained that demand remained firm against a backdrop of recovering automobile production, the shift toward EVs and digital transformation, while supply shortages of semiconductors and electronic components had eased somewhat for some products but shortages and the prolonged situation continued. - FY2023-Q1Demand recovery and prolonged supply shortagesAnnual report
「Global supply shortages of semiconductor products and electronic components caused by strong demand have continued and are becoming prolonged.」
The Company stated that supply shortages of semiconductors and electronic components were becoming prolonged against a backdrop of continued demand recovery. - FY2022-Q2Demand recovery and prolonged supply shortagesAnnual report
「The electronics industry remained on a recovery track, supported by the recovery in production, particularly in the manufacturing sector, from the second half of the previous fiscal year and increased demand accompanying the resumption of economic activity. Supply shortages of semiconductor products and electronic components have continued for an extended period.」
While manufacturing output continues to recover and demand expands as economic activity resumes, supply shortages of semiconductor products and electronic components have persisted for an extended period. - FY2022-Q1Continued semiconductor supply shortagesAnnual report
「In the electronics industry, supply and demand for semiconductor products remained tight worldwide, owing to the continued recovery in market conditions and expansion in demand as production, particularly in the manufacturing sector, recovered from the second half of the previous fiscal year and lifestyles changed.」
The demand growth and tight supply-demand conditions in some areas identified in the previous fiscal year continued, and semiconductor supply shortages persisted worldwide against a backdrop of recovering manufacturing output and increased demand associated with new lifestyles. - FY2021-Q3Growing demand and tight supply-demand conditions in some areasAnnual report
「Although stagnation in the global economy continued as the spread of the novel coronavirus persisted in Japan and overseas, demand in the electronics industry grew for PCs used for telework and automotive electrical equipment, with supply and demand becoming tight in some areas.」
In contrast to the previous expectation of growing demand, the Company stated that demand for PCs used for telework and automotive electrical equipment had actually increased, resulting in tight supply-demand conditions in some areas. - FY2020-Q3First statedAnnual report
「Demand for 5G communications and automotive applications, particularly ADAS and autonomous driving, is expected to grow in the electronics industry, but challenging conditions are expected to continue against the backdrop of a global economic slowdown and a worldwide decline in IT demand.」
For the first time, the Company explicitly identified expected growth in demand for 5G communications and automotive applications, particularly ADAS and autonomous driving, as part of the outlook for the electronics industry. It also stated that difficult conditions are expected to continue because of the global economic slowdown and decline in IT demand.