The Performance Of Japanese Component Manufacturers In 2018 Is Optimistic

Japan's radio news (Denpa) reported that the 2017 accounting year (2017/4~2018/3) of the 45 major Japanese electronic components have been published, of which 41 of them have increased revenue, 36 are profitable and even turned to profit, while 27 plants grow more than 10% in revenue, more than 10% for profit growth in 29 factories, and even for 17 manufacturers to grow more than 50%.

According to the radio news statistics, the total revenue of the 45 Japanese component factory's 2017 accounting year was 11 trillion and 800 billion yen (about 107 billion US dollars), up 16.5% compared to the 2016 accounting year; the total profit exceeded 1 trillion yen, grew 3.7% in the same period, and the net profit also had 720 billion yen, and grew 5.4% in the same period. The global semiconductor industry has enjoyed a good economic boom in the 2017.

As for the component market order, the 2017 accounting year's automobile, automation equipment, semiconductor equipment, and TV game machine related orders are all unobstructed throughout the year. Smart phones are optimistic in the summer and autumn of 2017, but the market is gradually declining with the mainland as the main customer. The performance is dismal.

The demand for cars and equipment is still strong, and the demand for electric cars and the Internet of things (IoT) is also expected. In the 45 component factories, 5 companies that do not announce or modify accounting methods are unable to compare, and the remaining 40 have 35 expected revenue will continue to grow, 29 profits will grow obviously, 25 net profit growth; and 40 manufacturers' statistics. 2018, revenue in the fiscal year is expected to grow by 5.1%, profit growth 18.1% and net profit growth 25.5%.

The reason why Japanese electronic component manufacturers remain optimistic about the prosperity of the 2018 fiscal year is that the factors that lead to the prosperity of semiconductors and components are no longer the only demand for PC and mobile phones, the demand for the Internet of things and cars has emerged, and the growth of the Internet of things and cars is relatively stable, but relatively stable, but relatively stable compared with consumer electronics. Certainly, the business cycle will not only be 3~5 years, but will be longer. The 2018 fiscal year is still on the rise.

However, there are no negative factors at the moment. For example, the number of smartphones that drive the electronic component industry in the past 10 years is likely to fall, which is not favorable to the mobile phone components industry; the American protectionist policy is becoming obvious, not only affecting the Japanese trade in the United States but also the economic relations between the United States and the mainland, and the indirect shadow. It is worth worrying about the mainland market that has invested a lot of Japanese factories.

But overall, Japanese electronics manufacturers are still optimistic about the 2018 fiscal year market.