Komori
Shin-Etsu Chemical (4063) · RiskMaterialised

Slowing demand for optical fiber

First written in FY2019-Q3. 5 of 10 entries say "Restated". Latest entry: FY2024.

10entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2024-Q22019: 420192020: 220202021: 120212022: 020222023: 120232024: 22024
Same theme, other companies

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「Within the synthetic quartz products of the electronic materials business segment, ¥15,157 million was recognized for optical-fiber preforms, covering part of the business. The breakdown includes ¥10,811 million in impairment losses on fixed assets.」

    In connection with slowing demand and deteriorating market conditions for optical-fiber preforms, ¥15,157 million in restructuring costs covering part of the business and ¥10,811 million in impairment losses on fixed assets were recognized for the full fiscal year.
  2. FY2024-Q3MaterialisedAnnual report

    「Within the electronic materials business segment’s synthetic quartz products, ¥15,112 million was recognized for optical-fiber preforms, covering part of the business. The breakdown includes ¥10,595 million in impairment losses on fixed assets.」

    Regarding slowing optical-fiber demand and deteriorating market conditions, the disclosure states that ¥15,112 million in restructuring costs covering part of the business was recognized, including ¥10,595 million in impairment losses on fixed assets.
  3. FY2024-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative consolidated period for the second quarter. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there were no new developments or material changes regarding the risk of slowing optical-fiber demand.
  4. FY2021-Q3RestatedAnnual report

    「Optical-fiber preforms continued to face challenging conditions due to the impact of deteriorating market conditions.」

    The disclosure continues to state that optical-fiber preforms face challenging conditions due to deteriorating market conditions.
  5. FY2021-Q1RestatedAnnual report

    「Optical-fiber preforms faced challenging conditions due to deteriorating market conditions, while photomask substrates for large panels performed solidly.」

    While challenging conditions due to deteriorating market conditions continued for optical-fiber preforms, photomask substrates for large panels were described as solid.
  6. FY2020-Q3RestatedAnnual report

    「Optical-fiber preforms faced difficult conditions due to the deterioration of market conditions.」

    Challenging conditions due to slowing optical-fiber demand and deteriorating market conditions continue. ※quantified=false、materialized=true
  7. FY2020-Q2RestatedAnnual report

    「Optical-fiber preforms faced difficult conditions due to the deterioration of market conditions.」

    The disclosure states that optical-fiber preforms continue to face challenging conditions due to deteriorating market conditions.
  8. FY2020-Q1WorsenedAnnual report

    「Optical-fiber preforms faced challenging conditions due to the sharp deterioration in market conditions.」

    The wording has intensified from the “signs of a slowdown” in optical-fiber demand disclosed for FY2019-Q3 and FY2019 to “challenging conditions due to the sharp deterioration in market conditions.”
  9. FY2019MaterialisedAnnual report

    「For optical-fiber preforms, signs of a slowdown in optical-fiber demand emerged, but sales by the Chinese joint venture remained solid.」

    Signs of slowing optical-fiber demand were also disclosed in the full-year business results, indicating that the risk of slowing demand has continued as an actual business condition.
  10. FY2019-Q3First statedAnnual report

    「For optical-fiber preforms, demand for optical fiber began to slow around October last year, but sales at the Chinese joint venture remained firm.」

    For optical-fiber preforms, this is the first disclosure that signs of a slowdown in optical-fiber demand emerged around October 2018.
Moved together

"Risk of business performance fluctuations due to the global economy, declining demand and price competition" moved the same way as this thread, in the same document, in 3 of its 10 moves.

3322★1234
  1. ★This thread
  2. 1Risk of business performance fluctuations due to the global economy, declining demand and price competition3×
  3. 2Inventory adjustments in certain applications of rare-earth magnets3×
  4. 3Building a Strong Business Foundation through Global Sales and Manufacturing Sites and Raw-Material Procurement2×
  5. 4Cross-shareholdings to maintain and strengthen business relationships2×

★ 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
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Slowing demand for optical fiber | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori