Risk of a supply shortage of thermal management materials for digital devices
First written in FY2018-Q2. 1 of 3 entries say "Restated". Latest entry: FY2019-Q1.
No other company in this theme has enough history to compare yet.
- FY2019-Q1MitigatedAnnual report
「The Company decided to substantially increase production capacity for ultra-high-thermal-conductivity graphite sheets and the ultra-heat-resistant polyimide film used as their raw material, for which demand is expected to expand significantly as digital devices become smaller and more advanced.」
The Company states that it decided to substantially increase production capacity in response to potential shortages caused by expanding demand. - FY2018-Q3RestatedAnnual report
「Demand for ultra-heat-resistant polyimide film and ultra-high-thermal-conductivity graphite sheets is expected to expand as digital devices such as smartphones become smaller and more advanced, and the Company is considering increasing production capacity.」
The Company continues to report on expanding demand driven by increasingly advanced digital devices and its consideration of increased supply capacity. - FY2018-Q2First statedAnnual report
「As digital devices such as smartphones become smaller and more advanced, shortages of ultra-heat-resistant polyimide film and ultra-high-thermal-conductivity graphite sheets used as thermal-management resins are a concern going forward.」
Against a backdrop of rising demand as digital devices become smaller and more advanced, the Company identifies potential shortages of ultra-heat-resistant polyimide film and ultra-high-thermal-conductivity graphite sheets as a new concern.