Komori
Morpho (3653) · InitiativeAdvancedLatest Earnings presentation (2026-09-11): "Cited as achieved"

Strengthening Sales to Overseas Smartphone and Semiconductor Manufacturers

First written in FY2016-Q2. 15 of 36 entries say "Advanced", first in FY2018-Q2. Latest entry: 2026-09-11.

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ProgressHeldSoftenedWorseRestatedFY2016-Q2 – FY2018-Q1AdvancedFY2018 – FY2020-Q3AdvancedFY2024-Q2 – 2026-06-122016: 220162017: 420172018: 420182019: 320192020: 320202021: 420212022: 420222023: 220232024: 220242025: 220252026: 62026
Same theme, other companies

0 other companies' latest entry also says "Cited as achieved".

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Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「To respond to this challenging environment, we continued to pursue new customer development and proposal activities targeting wearable-device manufacturers, including smart-glasses and action-camera manufacturers, which we regard as next-generation growth drivers.」

    In addition to developing Chinese smartphone and ODM manufacturers, the Group continues to develop and make proposals to specific wearable-device manufacturers, including smart-glasses and action-camera manufacturers.
  2. FY2025AdvancedAnnual report

    「In the smart-device area, we continued developing Chinese smartphone manufacturers, wearable-device manufacturers, and ODM manufacturers, contributing to growth in licensing revenue.」

    In addition to Chinese smartphone and ODM manufacturers, the Group continues to develop wearable-device manufacturers and states that this contributed to licensing-revenue growth.
  3. FY2025-H1RaisedAnnual report

    「In the smart-device area, we continued developing customers among Chinese smartphone and ODM manufacturers, contributing to sales growth. We are also pursuing the development of new customers among wearable-device manufacturers.」

    In addition to continuing to develop Chinese smartphone and ODM manufacturers, the Group has begun developing wearable-device manufacturers as new customers, broadening its customer-development targets in the smart-device area.
  4. FY2024AdvancedAnnual report

    「In the smart-device area, we continued developing new customers among Chinese smartphone and ODM manufacturers, contributing to sales growth. Royalty income from major customers also increased steadily. In addition, we were able to quickly reflect feedback from smartphone and PC manufacturers in company-wide development activities, which led to orders for large-scale projects and continued adoption. In addition to our existing collaboration with major semiconductor manufacturers, collaboration with technology partners that can capitalize on our strengths is beginning to create new revenue opportunities.」

    The disclosure states that developing new customers among Chinese smartphone and ODM manufacturers contributed to sales growth and led to higher royalty income from major customers, large-scale orders, and continued adoption. It also cites emerging revenue opportunities through collaboration with technology partners.
  5. FY2024-Q2AdvancedAnnual report

    「We were able to quickly reflect feedback from smartphone and PC customers in company-wide development activities, which led to orders for large-scale projects and continued adoption. In addition to our existing collaboration with major semiconductor manufacturers, collaboration with technology partners that can capitalize on our strengths is beginning to create new revenue opportunities.」

    Customer feedback from smartphone and PC customers was reflected in company-wide development, leading to large-scale orders and continued adoption. Collaboration with technology partners is also beginning to create new revenue opportunities.
  6. FY2023RestatedAnnual report

    「Going forward, we will pursue faster processing and lower power consumption through collaboration with companies possessing leading-edge semiconductor and sensor technologies, while recruiting global talent in our corporate functions and working to expand the scale of our business by accelerating overseas expansion.」

    Continues the policy of expanding the scale of the business through collaboration with leading-edge semiconductor and sensor companies, recruiting global talent, and accelerating overseas expansion.
  7. FY2023-Q2AdvancedAnnual report

    「In the smart-device area, we focused on developing and selling solutions for smartphones and PCs and were selected as an ecosystem partner for a new IT chipset announced by Qualcomm Technologies, Inc. in April 2023. We will continue to work with the company to provide customers with added value.」

    The disclosure cites concrete progress in smartphone and PC sales and solution development through selection as an ecosystem partner for Qualcomm Technologies, Inc.'s new IT chipset.
  8. FY2022ReframedAnnual report

    「① SD (smartphones and PCs): We will strengthen the development and sale of IP for overseas customers, primarily in China and the United States, and expand high-margin royalty income. We will also strengthen collaboration with major semiconductor manufacturers to optimize development investment.」

    The previous initiative of strengthening sales to overseas smartphone and semiconductor manufacturers has been developed into an SD strategy covering smartphone and PC IP in China and the United States, high-margin royalties, collaboration with major semiconductor manufacturers, and optimization of development investment.
  9. FY2022-Q3AdvancedAnnual report

    「In the smart-device area, we focused on developing and selling solutions for smartphones and PCs. We also focused on developing new customers, and our software was adopted for the business-support business-card management service SKYPCE, provided by Sky株式会社, in the business-card import function of its smartphone Android application.」

    In addition to sales activities for smartphones and PCs, the disclosure cites the specific adoption of the Company's software in SKYPCE, provided by the new customer Sky株式会社.
  10. FY2022-Q2RaisedAnnual report

    「In the smart-device area, we focused on developing and selling solutions for smartphones and PCs.」

    The focus has broadened from strengthening sales centered on smartphone and semiconductor manufacturers to developing and selling solutions, including for PCs.
  11. FY2022-Q1AdvancedAnnual report

    「In the smart-device area, we focused on sales activities targeting smartphone OEM manufacturers in Greater China, centered on our overseas subsidiaries, and on strengthening collaboration with overseas semiconductor manufacturers. We have also begun collaborating with Qualcomm Technologies, Inc., a major U.S. semiconductor company, to implement our AI and image-processing technologies on its Snapdragon® Compute Platform, which is scheduled for release.」

    In addition to sales to OEM manufacturers in Greater China and stronger collaboration with overseas semiconductor manufacturers through overseas subsidiaries, the Group has begun a specific collaboration with Qualcomm Technologies, Inc.
  12. FY2021RestatedAnnual report

    「Going forward, we will strengthen our technological development capabilities through collaboration with overseas companies possessing advanced technologies, recruit global talent in our corporate functions, and work to expand the scale of our business by accelerating overseas expansion.」

    Continues the policy of expanding the scale of the business through technical collaboration with overseas companies, recruiting global talent, and accelerating overseas expansion.
  13. FY2021-Q3RestatedAnnual report

    「As a Group, we will strengthen collaboration with semiconductor manufacturers whose products determine the functionality of smartphone cameras and continue to promote global business expansion.」

    Continues to strengthen collaboration with semiconductor manufacturers and promote global business expansion.
  14. FY2021-Q2RestatedAnnual report

    「Sales of our core smartphone-software licensing business have slowed, owing mainly to sluggish shipments of devices by our key customers as a result of the impact of the U.S.-China trade friction. As a Group, we will strengthen collaboration with semiconductor manufacturers whose products determine the functionality of smartphone cameras and continue to promote global business expansion.」

    Despite sluggish shipments by key customers, the Group continues to strengthen collaboration with semiconductor manufacturers involved in smartphone cameras and promote global expansion.
  15. FY2021-Q1RestatedAnnual report

    「As a Group, we will strengthen collaboration with semiconductor manufacturers whose products determine the functionality of smartphone cameras and continue to promote global business expansion.」

    Continues to strengthen collaboration with semiconductor manufacturers involved in smartphone cameras and promote global business expansion.
  16. FY2020RestatedAnnual report

    「In June 2020, we established Morpho Taiwan, Inc. in Taipei, Taiwan, as a wholly owned subsidiary in the smartphone-related business, which we regard as a core business area of the Group.」

    Confirms throughout the fiscal year the establishment of the Taiwanese subsidiary and the support structure for overseas customers and partners.
  17. FY2020-Q3AdvancedAnnual report

    「In June 2020, we established Morpho Taiwan, Inc. in Taipei, Taiwan, as a wholly owned subsidiary in the smartphone-related business, which we regard as a core business area of the Group.」

    The initiative progressed from the decision and announcement to establish the Taiwanese entity to its establishment in June 2020 and its inclusion in the scope of consolidation from the third quarter of the fiscal year.
  18. FY2020-Q2AdvancedAnnual report

    「In February 2020, we also announced the establishment of our wholly owned subsidiary Morpho Taiwan, Inc. in Taipei, Taiwan. Until then, we had provided various services to customers and partner companies in Taiwan through subsidiaries in Japan and neighboring regions. We decided to establish a local entity in order to strengthen efforts to expand the Group's business, including further strengthening those relationships and exploring new business opportunities. Going forward, we will provide prompt and flexible support locally.」

    Announced the establishment of a wholly owned subsidiary in Taipei, Taiwan, advancing the overseas structure for strengthening relationships with customers and partners, exploring new business opportunities, and providing local support.
  19. FY2019AdvancedAnnual report

    「Following the acquisition of the company as a subsidiary, our business in Europe, centered on consulting that leverages its strength in cutting-edge machine-learning expertise, has steadily expanded, including through deeper technical collaboration that had been under way for some time, accelerating our globalization.」

    Reports expansion of the European business using Top Data Science and increased sales contributed by overseas subsidiaries, indicating that overseas expansion is translating into business results.
  20. FY2019-Q2AdvancedAnnual report

    「In March, we announced Morpho Portrait Bokeh™, software that uses AI (artificial intelligence) to estimate the area occupied by people in images captured by a camera and blur the background. Adoption is progressing among smartphone manufacturers in Japan, China, the United States, Europe, and elsewhere.」

    Adoption of the new product is progressing among smartphone manufacturers in Japan, China, the United States, Europe, and elsewhere, making its rollout to global customers more concrete.
  21. FY2019-Q1RaisedAnnual report

    「We will also strengthen the organization of our overseas operations and collaboration with partner companies, build a Group structure capable of providing high-value-added products and services globally in a shorter period than competitors, and seek to further expand sales in overseas markets.」

    In addition to strengthening sales to overseas customers, the Group has broadened its initiatives to building a global delivery structure through overseas operations and partner collaboration and expanding overseas sales.
  22. FY2018AdvancedAnnual report

    「We established a local subsidiary in China, where we have business relationships with many smartphone manufacturers, to strengthen our ability to respond to customer needs from a location closer to the market than before, expand business with existing customers, and accelerate the development of new customers. We are steadily preparing to commence services through the local subsidiary.」

    The local subsidiary in China has been established, and preparations to commence services are under way to expand business with existing customers and develop new customers.
  23. FY2018-Q3SoftenedAnnual report

    「In the camera-device business, we worked to further expand our share of the smartphone market by continuing to strengthen sales activities and collaboration with emerging smartphone manufacturers. By strengthening our ability to respond to customer needs from a location closer to the market than before, we are seeking to expand business with existing customers and accelerate the development of new customers, and are proceeding with the establishment of a local subsidiary in China.」

    The policy of strengthening sales and collaboration and establishing a local subsidiary in China continues. However, the establishment and start-of-operations dates stated previously are not specified this time; the wording is that preparations are under way.
  24. FY2018-Q2AdvancedAnnual report

    「We have conducted business with many Chinese smartphone manufacturers in our Group's core camera-device business. We decided to establish a subsidiary in China to strengthen our ability to respond to customer needs by operating closer to the market, expand business with existing customers, and accelerate the development of new customers.」

    Resolved to establish a subsidiary in Shenzhen, close to the Chinese market, to provide sales, technical support, and marketing support. The plan specified establishment in July of Heisei 30 and the start of operations in September of the same year, creating a concrete structure for expanding business with existing customers and developing new customers.
  25. FY2018-Q1RestatedAnnual report

    「In the camera-device business, we worked to strengthen sales activities and collaboration with emerging smartphone manufacturers, with the aim of further expanding our share of the smartphone market.」

    Continues sales activities aimed at expanding smartphone-market share and explicitly identifies strengthening collaboration with emerging smartphone manufacturers as an initiative.
  26. FY2017RestatedAnnual report

    「Against this backdrop, in our Group's camera-device business, we actively pursued sales activities targeting emerging smartphone manufacturers and others, with the aim of further increasing our market share in the smartphone market.」

    Continues the initiative of increasing market share through sales activities targeting emerging smartphone manufacturers and others.
  27. FY2017-Q3RestatedAnnual report

    「Against this backdrop, in our Group's camera-device business, we actively pursued sales activities targeting emerging smartphone manufacturers and others, with the aim of further increasing our market share in the smartphone market.」

    Continues sales activities targeting emerging smartphone manufacturers and others with the aim of increasing smartphone-market share.
  28. FY2017-Q2RestatedAnnual report

    「Against this backdrop, in our Group's camera-device business, we actively pursued sales activities targeting emerging smartphone manufacturers and others, with the aim of further increasing our market share in the smartphone market.」

    Continues sales activities targeting emerging smartphone manufacturers and others with the aim of increasing smartphone-market share.
  29. FY2017-Q1RestatedAnnual report

    「Against this backdrop, in our Group's camera-device business, we actively pursued sales activities targeting emerging smartphone manufacturers and others, with the aim of further increasing our market share in the smartphone market.」

    Continues sales activities targeting emerging smartphone manufacturers and others with the aim of increasing smartphone-market share. No specific results or numerical targets are stated.
  30. FY2016RestatedAnnual report

    「Against this backdrop, in our Group's camera-device business, we stepped up sales activities targeting overseas smartphone and semiconductor manufacturers in global markets, generating results including the development of new customers and securing additional projects.」

    Continues to describe strengthening sales to overseas smartphone and semiconductor manufacturers, developing new customers, and securing additional projects.
  31. FY2016-Q3RestatedAnnual report

    「Against this backdrop, in our Group's core camera-device business, we stepped up sales activities targeting overseas smartphone and semiconductor manufacturers in global markets, generating results including the development of new customers and securing additional projects.」

    Continues to describe the previous initiatives of strengthening sales to overseas smartphone and semiconductor manufacturers, developing new customers, and securing additional projects.
  32. FY2016-Q2First statedAnnual report

    「Against this backdrop, we have stepped up our sales activities targeting overseas smartphone and semiconductor manufacturers in global markets, generating results including the development of new customers and securing additional projects.」

    Explicitly identifies sales activities targeting overseas customers, new customer development, and securing additional projects as growth initiatives.
Moved together

"Winning prototype projects in new business areas" moved the same way as this thread, in the same document, in 11 of its 36 moves.

1187555★123456
  1. ★This thread
  2. 1Winning prototype projects in new business areas11×
  3. 2Focused allocation of management resources, globalization, and strengthening of the management foundation under Vision20218×
  4. 3Revenue and Profit Growth7×
  5. 4Expanding and Stabilizing Mobility Development Revenue, Then Converting to Royalties5×
  6. 5Valuation impact of foreign-currency deposits and receivables due to yen appreciation5×
  7. 6Strengthening the Computer Vision and Deep Learning Business Through the Acquisition of Top Data Science as a Subsidiary5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Morpho yet. It last moved in the Earnings presentation of 2026-09-11: "Cited as achieved".
News
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