Weakness in the PC, Mobile Device and Gaming Equipment Markets
First written in FY2017-Q1. 10 of 30 entries say "Restated". Latest entry: 2026-08-13.
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2026-H1PC sales to educational institutions and mass retailers both improved.Annual report
「The PC sales business remained strong in the educational-institution channel, supported by an increase in unit sales. Sales to mass retailers also remained firm, as expanded product lineups from major PC manufacturers were supplemented by replacement demand ahead of the end of Windows 10 support.」
Previously, sales to educational institutions were described as strong and sales to mass retailers as sluggish, but this time sales to mass retailers were also described as firm, supported by expanded product lineups and replacement demand ahead of the end of Windows 10 support. - FY2025-H1Divergence in PC sales to educational institutions and mass retailersAnnual report
「The PC sales business remained strong in the educational-institution channel, but sales to mass retailers were sluggish, affected by reduced product lineups among major PC manufacturers.」
It states that sales to educational institutions remained strong, while sales to mass retailers were sluggish due to reduced product lineups at major manufacturers. - FY2024-Q2Weak demand for PCs and smartphones continued.Annual report
「Meanwhile, demand for PCs and smartphones remains sluggish, while the industrial equipment market remains in an adjustment phase, resulting in continued polarization in supply and demand.」
It states that sales of PCs to educational institutions remained firm in the Information Equipment business, while demand for PCs and smartphones remained sluggish across the industry. - FY2023MitigatedAnnual report
「Although PC sales to businesses and educational institutions struggled in terms of unit volume due to longer replacement cycles, sales of high-priced products contributed to strong performance on a value basis. Sales of PC peripherals such as security software also continued to perform well.」
Although PC sales struggled in terms of unit volume, sales of high-priced products and security software and other products resulted in strong performance on a value basis. Revenue in the information equipment business increased 10.3%, and segment profit increased 17.4%. - FY2023-Q3RestatedAnnual report
「In this business, sales of PCs, centered on high-priced products, to businesses and educational institutions remained firm. Sales of PC peripherals such as security software also continued to perform well.」
As in the previous quarter, sales of PCs and PC peripherals to businesses and educational institutions are described as firm. quantified=false、materialized=false - FY2023-Q2RestatedAnnual report
「In this business, sales of PCs to businesses and educational institutions remained firm, centered on high-priced products, while sales of PC peripherals such as security software continued to perform well.」
As in the previous quarter, sales of PCs and PC peripherals to businesses and educational institutions are described as firm or strong. - FY2023-Q1MitigatedAnnual report
「In this business, sales of PCs to businesses and educational institutions remained firm, while sales of PC peripherals such as security software continued to perform well.」
Although business PC sales had been described as weak through the previous fiscal year due to the plateauing of remote-work demand and supply constraints, this time both business and educational-institution sales are described as firm. - FY2022-Q3Added the plateauing of business PC demand and supply constraints.Annual report
「Sales of PC peripherals such as security software continued to perform well, but sales of PC products remained weak as business demand for remote work reached a plateau and product supply was constrained by electronic-component shortages.」
Compared with the previous strong demand for PCs and peripherals from educational institutions and other customers, business sales weakened as the plateauing of remote-work demand was compounded by supply constraints caused by electronic-component shortages. - FY2022-Q2Business PC demand reached a plateau and supply shortages added to the pressure, while demand from educational institutions remained strong.Annual report
「Business PC sales remained weak, affected by the plateauing of remote-work demand and difficulty supplying products due to electronic-component shortages. Sales of PCs and PC peripherals such as security software to educational institutions, however, continued to perform well.」
In addition to the decline following the peak in demand for remote-work PCs, product supply constraints caused by electronic-component shortages weighed on business sales, while strong sales of PCs and peripherals to educational institutions continued. - FY2022-Q1Education-related PC demand remained strong, but demand for remote-work PCs declined following the earlier surge.Annual report
「In this business, sales of PCs and PC peripherals such as security software to educational institutions continued to perform well, but revenue declined due to the negative reaction in PC sales for remote work and delays in construction schedules for LED installation services caused by customer circumstances.」
Regarding PC-related demand, which had previously been strong, demand from educational institutions continued to perform well, while PC sales for remote work declined following the earlier surge. - FY2021MitigatedAnnual report
「In the electronics industry, the adoption of telework and online classes expanded rapidly, substantially increasing demand related to PCs.」
The company states that demand in the previously sluggish PC-related market expanded substantially against the backdrop of the spread of telework and online classes. - FY2021-Q2MitigatedAnnual report
「Sales of home appliances for residential use remained weak, partly due to delivery-schedule adjustments by customers, but sales of PCs and PC peripherals performed well as remote work and online classes increased amid the COVID-19 pandemic. As a result, revenue was ¥23.192 billion, up 16.1% year on year, and segment profit was ¥1.160 billion, up 87.8%.」
The PC-related business, previously described as sluggish, continued to perform well on demand for remote work and online classes, with the improvement quantified through increases in revenue and segment profit. - FY2021-Q1Demand for PCs for remote work and online classes increased, while the gaming-machine market remained weak.Annual report
「Sales of home appliances for residential use declined, partly due to delivery-schedule adjustments by customers, but sales of PCs and PC peripherals performed well as remote work and online classes increased amid the spread of COVID-19.」
The PC-related market, previously described as sluggish, turned strong against the backdrop of increased remote work and online classes. Meanwhile, gaming-machine-related business was weak due to store closures, resulting in divergent trends by market and application. - FY2020-Q3RestatedAnnual report
「In this business, sales of PCs and PC peripherals to consumers, schools and educational institutions performed well.」
The company states that sales of PCs and PC peripherals to consumers, schools and educational institutions continued to perform well. - FY2020-Q2RestatedAnnual report
「In this business, sales of PCs and PC peripherals to consumers, schools and educational institutions performed well.」
Regarding PC sales, which had previously been described as sluggish, sales to consumers, schools and educational institutions are described as continuing to perform well. - FY2020-Q1MitigatedAnnual report
「In this business, sales of PCs and PC peripherals to consumers and educational institutions performed well, while sales of LED installation services for commercial facilities and home appliances for residential use declined, partly due to delivery-schedule adjustments by customers.」
Regarding PC sales, which had previously been described as sluggish, sales to consumers and educational institutions are described as having turned strong. - FY2019Demand for electronic components for smartphones slowed.Annual report
「Electronic components for mobile phones, which had previously performed well, slowed due to the maturing smartphone market and rising unit prices, while the automotive-related market, where electronics content is increasing, including electric vehicles and advanced driver-assistance technologies, remained firm.」
The smartphone-related business slowed due to market maturation and higher unit prices, while the automotive-related market remained firm, indicating a change in trends by market. This includes the actual occurrence of the risk, quantified=false、materialized=true. - FY2019-Q3Trends diverged between consumer and business PC sales.Annual report
「In PC sales, consumer demand remained firm, while business demand remained weak.」
The company describes differing trends by market and customer segment in PC sales: consumer demand was firm, while business demand was weak. - FY2019-Q2RestatedAnnual report
「PC and PC peripheral sales remained weak, affected by the sluggish market.」
The company continues to state that weakness in the PC and PC peripheral markets led to weak sales. - FY2019-Q1RestatedAnnual report
「PC and PC peripheral sales remained weak, affected by the sluggish market.」
The company continues to state that weakness in the PC market led to weak sales in the information equipment business. - FY2018-Q3RestatedAnnual report
「In the electronics industry, the PC and gaming-machine markets remained sluggish, while the smartphone market, supported by growing demand in emerging markets and the shift toward higher functionality, and the automotive-related market, where electronics content is increasing, remained firm. Related markets for new technologies such as IoT, big data and artificial intelligence also showed active movement and performed well.」
The company continues to state that, while the PC and gaming-machine markets remained sluggish, the smartphone, automotive, IoT, big data and artificial-intelligence-related markets remained firm or active. - FY2018-Q2PC sales recovered, while market weakness continued.Annual report
「In the information equipment business, products related to residential and commercial facilities performed well, and PC sales also recovered.」
While the PC market as a whole continued to stagnate, the information equipment business recorded a recovery in PC sales, indicating divergent trends between the market and the company's own sales. - FY2018-Q1Trends diverged by market.Annual report
「Although the PC and gaming-machine markets remained sluggish, the smartphone market and the automotive-related market, where electronics content is increasing, remained firm. New markets such as IoT, big data and artificial intelligence also continued to grow, resulting in strong performance overall.」
While the PC and gaming-machine markets remained sluggish, the smartphone market, previously described as a weak market, turned firm. - FY2017RestatedAnnual report
「Business conditions remained difficult, as markets for PCs, mobile devices such as smartphones, and gaming machines continued to stagnate.」
The company continues to cite weakness in the PC, mobile-device and gaming-machine markets. - FY2017-Q3RestatedAnnual report
「Business conditions remained difficult, as markets for PCs, mobile devices such as smartphones, and gaming machines continued to stagnate.」
The company continues to cite weakness in the PC, mobile-device and gaming-machine markets as business-environment risks. - FY2017-Q2RestatedAnnual report
「Business conditions remained difficult, as markets for PCs, mobile devices such as smartphones, and gaming machines remained sluggish.」
The company continues to cite weakness in the PC, mobile-device and gaming-machine markets as business-environment risks. - FY2017-Q1First statedAnnual report
「Business conditions remained difficult, as markets for PCs, mobile devices such as smartphones, and gaming machines remained sluggish.」
The company describes weakness in its main markets as a business-environment risk that actually occurred during the quarter.