Capital investment demand driven by AI, IoT and CASE
First written in FY2020. 4 of 9 entries say "Raised", first in FY2022. Latest entry: 2026-05-15.
No other company in this theme has enough history to compare yet.
- 2026-05-15RaisedEarnings
「The semiconductor industry, aviation business, and industries related to EVs and HVs (hybrid vehicles), where demand is strong, among others」
The semiconductor, aviation, and EV/HV-related industries are explicitly identified as priority areas of demand growth for the next fiscal year. - FY2025Specified accelerated capital investment in HV, EV and autonomous driving technologiesAnnual report
「In particular, we expect the automobile industry to increase capital investment in hybrid vehicles (HV), EVs and autonomous driving technologies.」
In addition to AI, IoT, CASE and DX, among other factors cited previously, the Company specifically identifies increased capital investment in HVs, EVs and autonomous driving technologies as a source of growth demand. - FY2024Continued to cite increased demand for semiconductors, electrical equipment and other products as a sales driverAnnual report
「①Japan Sales increased, mainly due to higher demand for semiconductors, electrical equipment and other products. Net sales increased 8.2% year on year to ¥13.450 billion, and operating profit increased 17.8% to ¥369 million.」
Increased demand for semiconductors and other products is specifically cited as a factor behind the increase in revenue in the Japan segment during the current fiscal year. - FY2024-Q3Specified increased demand for semiconductors and other products as a sales driverAnnual report
「Meanwhile, revenue increased year on year, primarily because of sales efforts, increased demand for semiconductors and other products, and strong demand in India.」
Increased demand for semiconductors and other products is specifically cited as a factor behind the actual increase in revenue. - FY2024-Q2RestatedAnnual report
「The value of orders declined year on year because of lower capital investment demand.」
The decline in capital investment demand continues to be a factor behind the decrease in the value of orders. - FY2024-Q1Cited a decline in capital investment demandAnnual report
「The value of orders declined year on year because of lower capital investment demand.」
In contrast to the previous expectation of increased capital investment driven by AI, IoT and CASE, among other factors, the Company states that lower capital investment demand was a factor behind the decline in the value of orders during the current quarter. - FY2023Expanded the industries targeted by capital investment and the growth driversAnnual report
「Meanwhile, in response to rising global demand, we expect manufacturers and their suppliers in the automobile, construction machinery, office equipment, air-conditioning equipment and semiconductor industries, among others, which are the Group’s core users, to continue accelerating capital investment in related fields in Japan and overseas.」
In addition to AI, IoT, CASE and DX, the Company specifically identifies air-conditioning equipment and semiconductors among its core user industries and expects related capital investment to accelerate. - FY2022Expanded to include capital investment related to DX and EVsAnnual report
「Meanwhile, we expect manufacturers and their suppliers in the automobile, construction machinery and office equipment industries, among others, which are the Group’s core users, to continue increasing capital investment in related fields in Japan and overseas, against the backdrop of the promotion of DX and the development of CASE (Connected, Autonomous, Shared, Electric), in which companies from industries other than the automobile industry are also participating.」
In addition to the previously cited AI, IoT and CASE, the Company specifically identifies the promotion of DX as a driver of capital investment demand. - FY2020First statedAnnual report
「We expect manufacturers and their suppliers in the automobile, construction machinery and office equipment industries, among others, which are the Group’s core users, to increase capital investment in related fields in Japan and overseas going forward, against the backdrop of advances in new technologies such as AI and IoT and the development of CASE (Connected, Autonomous, Shared, Electric), in which companies from industries other than the automobile industry are also participating.」
The Company expects capital investment in related fields by its core users to increase going forward, driven by advances in AI, IoT and CASE.