Labor-saving investment demand driven by labor shortages and growth in robot-related sales
First written in FY2019-Q1. 8 of 21 entries say "Advanced", first in FY2019-Q3. Latest entry: 2026-10-30.
The whole theme swung hardest in 2024: 3 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「In the Industrial Equipment Business, sales of control equipment and electronic components increased as investment in manufacturing showed signs of recovery against a backdrop of the reduced impact of semiconductor-related inventory adjustments and expanding labor-saving and automation demand resulting from labor shortages. As a result, net sales were ¥43,365 million, up 13.7% year on year.」
Sales of control equipment and electronic components increased against a backdrop of the reduced impact of semiconductor-related inventory adjustments and labor-saving and automation demand, resulting in a 13.7% full-year increase in revenue for the Industrial Equipment Business. - FY2026-H1AdvancedAnnual report
「In the Industrial Equipment Business, sales of electronic components remained sluggish because the impact of semiconductor-related inventory adjustments continued in some areas. However, investment in manufacturing showed signs of recovery against a backdrop of labor-saving and automation demand resulting from labor shortages, and sales of robots and control equipment increased. As a result, net sales were ¥18,720 million, up 3.9% year on year.」
Driven by labor-saving and automation demand resulting from labor shortages and the recovery in capital investment by manufacturers, sales of robots and control equipment increased, and the Industrial Equipment Business posted a 3.9% year-on-year increase in revenue. - FY2025MitigatedAnnual report
「In the Industrial Equipment Business, investment in manufacturing remained firm, supported by labor-saving and automation demand resulting from labor shortages. In addition, as the impact of semiconductor-related inventory adjustments began to run its course, sales of control equipment turned upward from the third quarter onward, putting the business on a growth trajectory. As a result, net sales were ¥38,144 million, up 0.5% year on year.」
As the impact of semiconductor-related inventory adjustments ran its course, control equipment sales turned upward from the third quarter onward, resulting in a 0.5% full-year increase in revenue for the Industrial Equipment Business. - FY2025-H1RestatedAnnual report
「In the Industrial Equipment Business, investment in manufacturing remained firm, supported by labor-saving and automation demand resulting from labor shortages. However, the impact of semiconductor inventory adjustments following the reactionary decline in stay-at-home demand during the COVID-19 pandemic continued, and sales of control equipment and electronic components declined. As a result, net sales were ¥18,018 million, down 6.7% year on year.」
While labor-saving and automation demand resulting from labor shortages and capital investment by manufacturers remained firm, sales of control equipment and electronic components declined because of the impact of semiconductor inventory adjustments. - FY2024Full-year revenue declineAnnual report
「In the Industrial Equipment Business, investment in manufacturing remained firm, supported by labor-saving and automation demand resulting from labor shortages. However, amid deteriorating digital-related supply and demand following the reactionary decline in stay-at-home demand during the COVID-19 pandemic, sales of control equipment and electronic components declined because of the impact of semiconductor-related production adjustments and restrained capital investment. As a result, net sales were ¥37,955 million, down 5.1% year on year.」
While labor-saving and automation demand and capital investment by manufacturers remained firm, the Industrial Equipment Business posted a 5.1% full-year decline in revenue owing to semiconductor-related production adjustments and restrained capital investment. - FY2024-Q3Revenue declines due to semiconductor-related production adjustments and restrained capital investmentAnnual report
「In the Industrial Equipment Business, investment in manufacturing remained firm, supported by labor-saving and automation demand resulting from labor shortages. However, amid deteriorating digital-related supply and demand following the reactionary decline in stay-at-home demand during the COVID-19 pandemic, sales of control equipment and electronic components declined because of the impact of semiconductor-related production adjustments and restrained capital investment. As a result, net sales were ¥28,686 million, down 2.9% year on year.」
While labor-saving and automation demand resulting from labor shortages and capital investment by manufacturers remained firm, the Industrial Equipment Business posted a 2.9% year-on-year decline in revenue owing to semiconductor-related production adjustments and restrained capital investment. - FY2024-Q2Labor-saving and automation demand re-emergesAnnual report
「In the Industrial Equipment Business, sales to semiconductor-related customers began to decline as digital-related supply and demand deteriorated following the contraction in stay-at-home demand during the COVID-19 pandemic. However, investment in manufacturing remained firm, supported by labor-saving and automation demand resulting from labor shortages, and sales of control equipment and other products increased. As a result, net sales were ¥19,311 million, up 4.5% year on year.」
Labor-saving and automation demand resulting from labor shortages, which had not been mentioned for a period, was reported again as a factor behind capital investment in manufacturing and increased sales of control equipment and other products. - FY2021-Q2DroppedAnnual report
「In the Industrial Equipment Business, sales to semiconductor-related customers remained firm against a backdrop of the full-scale expansion of investment in information infrastructure, but sales of control equipment declined because manufacturers postponed capital investment. As a result, net sales were ¥13,274 million, down 12.2% year on year.」
The increase in robot-related and AGV sales driven by labor shortages, which had been reported through the previous quarter, was not mentioned in the explanation of the Industrial Equipment Business for the second quarter. - FY2020-Q3RestatedAnnual report
「In the Industrial Equipment Business, sales of robot-related products and AGVs increased as labor shortages drove an expansion in labor-saving investment, but sales of control equipment and electronic components declined because capital investment, particularly semiconductor-related investment, was postponed. As a result, net sales were ¥22,802 million, down 5.7% year on year.」
The company continues to explain that sales of robot-related products and AGVs increased because of labor-saving investment driven by labor shortages, while sales of control equipment and electronic components declined because semiconductor-related capital investment was postponed. - FY2020-Q2RestatedAnnual report
「In the Industrial Equipment Business, sales of robot-related products and AGVs increased as labor shortages drove an expansion in labor-saving investment, but sales of control equipment and electronic components declined because capital investment, particularly semiconductor-related investment, was postponed. As a result, net sales were ¥15,120 million, down 2.4% year on year.」
The company continues to explain that sales of robot-related products and AGVs increased because of labor-saving investment driven by labor shortages, while sales of control equipment and electronic components declined because semiconductor-related capital investment was postponed. - FY2020-Q1RestatedAnnual report
「In the Industrial Equipment Business, sales of robot-related products and AGVs increased as labor shortages drove an expansion in labor-saving investment, but sales of control equipment and electronic components declined because capital investment, particularly semiconductor-related investment, was postponed. As a result, net sales were ¥7,542 million, down 2.7% year on year.」
The company continues to explain that sales of robot-related products and AGVs increased because of labor-saving investment driven by labor shortages, while sales of control equipment and electronic components declined because semiconductor-related capital investment was postponed. - FY2019RestatedAnnual report
「In the Industrial Equipment Business, although some semiconductor-related customers took a cautious stance toward capital investment and sales of electronic components declined, sales of robot-related products and AGVs increased in response to growing demand for labor-saving investment resulting from labor shortages. As a result, net sales were ¥32,014 million, up 0.6% year on year.」
The company continues to explain that sales of robot-related products and AGVs increased because of demand for labor-saving investment resulting from labor shortages. - FY2019-Q3AdvancedAnnual report
「In the Industrial Equipment Business, although some semiconductor-related customers took a cautious stance toward capital investment and sales of electronic components declined, sales of robot-related products and AGVs increased in response to growing demand for labor-saving investment resulting from labor shortages. As a result, net sales were ¥24,179 million, up 1.9% year on year.」
Driven by demand for labor-saving investment resulting from labor shortages, the company reported increased AGV sales in addition to the previously reported increase in robot-related sales, while net sales in the Industrial Equipment Business rose 1.9% year on year. - FY2019-Q2RestatedAnnual report
「In the Industrial Equipment Business, although some semiconductor-related customers took a cautious stance toward capital investment and sales of electronic components declined, robot-related sales increased in response to growing demand for labor-saving investment resulting from labor shortages. As a result, net sales were ¥15,494 million, up 0.0% year on year.」
The company continues to report demand for labor-saving investment resulting from labor shortages and increased robot-related sales. - FY2019-Q1First statedAnnual report
「In the Industrial Equipment Business, sales of control equipment increased against a backdrop of solid capital investment demand related to semiconductors, while robot-related sales rose substantially in response to growing demand for labor-saving investment resulting from labor shortages. As a result, net sales were ¥7,755 million, up 2.3% year on year.」
The company describes for the first time in specific terms the increase in demand for labor-saving investment resulting from labor shortages and the substantial increase in robot-related sales in response.