Dependence of Business Performance on the Automotive, LCD and Semiconductor Markets
First written in FY2016. 16 of 27 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-07-09.
Osaka Organic Chemical Industry moved to the "Worse" side of this theme in 2019.
0 other companies' latest entry also says "Mitigated".
- 2026-07-09MitigatedEarnings
「Sales of the core ArF resist raw materials remained strong, while sales of cutting-edge EUV resist raw materials increased substantially.」
Strong sales of the core ArF and EUV resist raw materials were reported as results in relation to risks associated with dependence on electronic materials applications. - FY2026-H1MitigatedAnnual report
「In the semiconductor materials group, sales of the core raw materials for ArF resists remained strong, and sales of raw materials for leading-edge EUV resists increased significantly.」
Regarding the risk associated with dependence on electronic materials applications, sales of the core raw materials for ArF resists, which had remained sluggish through the previous fiscal year, were strong, and sales of raw materials for EUV resists also increased significantly. - 2026-04-10MitigatedEarnings presentation materials
「Against a backdrop of expanding semiconductor demand, particularly related to generative AI, sales of the core ArF resist raw materials remained strong, while sales of cutting-edge EUV resist raw materials increased substantially.」
Regarding dependence on the Electronic Materials Business, strong sales of the previously sluggish core ArF resist raw materials and a substantial increase in EUV resist raw materials have continued. - FY2025-H1MitigatedAnnual report
「Sales of the core raw materials for ArF resists recovered, and Group-wide net sales increased significantly.」
Regarding the risk associated with dependence on the electronic materials business, sales of the core raw materials for ArF resists, which had remained sluggish through the previous fiscal year, recovered, and net sales in the electronic materials business increased 17.4% year on year. - FY2024-Q2MaterialisedAnnual report
「Although the core raw materials for ArF resists showed signs of recovering from weak demand caused by prolonged inventory adjustments, sales declined, and Group-wide net sales decreased.」
Among the risks associated with dependence on the electronic materials business, prolonged inventory adjustments and weak demand for the core raw materials for ArF resists continued to emerge in actual results as lower sales and lower business revenue. - FY2024-Q1MaterialisedAnnual report
「Although the core raw materials for ArF resists showed signs of recovering from weak demand caused by prolonged inventory adjustments, sales declined, and Group-wide net sales decreased.」
Among the risks associated with dependence on the electronic materials business, prolonged inventory adjustments and weak demand for the core raw materials for ArF resists continued to emerge in actual results as lower sales and lower business revenue. - FY2023MaterialisedAnnual report
「However, the Group has been significantly affected by weak demand, particularly for electronic materials applications such as displays and semiconductors.」
Weak demand for electronic materials applications affected full-year overall performance. Net sales in the electronic materials business declined 16.1% year on year, and segment profit declined 56.2%. - FY2023-Q3MaterialisedAnnual report
「However, the Group has been significantly affected by weak demand, particularly for electronic materials applications such as displays and semiconductors.」
The Company reported that weak demand for electronic materials applications significantly affected overall performance, and that the risk associated with continued dependence on the automotive, LCD and semiconductor markets continued to emerge in actual results. - FY2023-Q2MaterialisedAnnual report
「However, the Group has been significantly affected by weak demand, particularly for electronic materials applications such as displays and semiconductors.」
The Company reported that weak demand for electronic materials applications significantly affected overall performance, and that the risk associated with continued dependence on the automotive, LCD and semiconductor markets continued to emerge in actual results. - FY2023-Q1MaterialisedAnnual report
「However, the Group has been significantly affected by weak demand, particularly for electronic materials applications such as displays and semiconductors.」
The Company states that weak demand for display and semiconductor applications actually affected overall performance among the risks associated with dependence on the automotive, LCD and semiconductor markets. - FY2022MaterialisedAnnual report
「Sales for automotive coatings by the acrylic ester group remained sluggish due to reduced automotive production, and sales for display adhesives also turned downward, while sales for UV inkjet inks remained firm.」
The risk associated with dependence on the automotive and display markets emerged in full-year results as sluggish sales for automotive coatings due to reduced automotive production and declining sales of display adhesives. - FY2022-Q3MaterialisedAnnual report
「Sales for automotive coatings by the acrylic ester group remained sluggish due to reduced automotive production, and sales for displays also turned downward, while sales for UV inkjet inks remained firm.」
Among the risks associated with dependence on the automotive and LCD markets, reduced automotive production emerged in actual results as sluggish sales for automotive coatings and declining sales for displays. - FY2022-Q2MaterialisedAnnual report
「Although sales for UV inkjet inks and optical adhesives increased, sales for automotive coatings remained sluggish due to the impact of reduced automotive production.」
The risk associated with dependence on the automotive market continued to emerge in actual results as sluggish sales for automotive coatings due to reduced automotive production. Meanwhile, sales for UV inkjet inks and optical adhesives increased. - FY2022-Q1MaterialisedAnnual report
「Demand for displays driven by telework, remote classes and other factors has leveled off for the display materials group.」
Among the risks associated with dependence on the automotive, LCD and semiconductor markets, the leveling off of display demand that had expanded through telework and remote classes was reported in actual results. - FY2021RestatedAnnual report
「The electronic materials business, whose share of the business portfolio has increased, is subject to rapid technological innovation and diverse, complex customer needs. If the Company is slow to respond to technological changes or fluctuations in demand, the performance of the Company and its subsidiaries may be affected.」
The Company continues to identify dependence on the electronic materials business as the focus of market-dependence risk, with measures including new product development, product rollouts based on market outlooks, and optimization of capital equipment and personnel allocation. - FY2021-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The Company states that there have been no newly arising or significant changes in the risks associated with businesses and other matters, including dependence on the automotive, LCD and semiconductor markets. - FY2020ReframedAnnual report
「The Company and its subsidiaries have become highly dependent on the electronic materials business for net sales and operating income for the fiscal year. If sales in this business decline significantly, the performance of the Company and its subsidiaries may be affected.」
The focus of market-dependence risk was explicitly changed from dependence on the automotive, LCD and semiconductor markets to dependence on the electronic materials business for net sales and operating income. - FY2020-Q3MaterialisedAnnual report
「In the chemicals business, sales for automotive coatings by the acrylic ester group remained sluggish as automotive production declined due to the impact of COVID-19, while sales for printing inks declined following the cancellation of trade shows, resulting in lower sales.」
Among the risks associated with dependence on the automotive and printing ink markets, the decline in automotive production and the cancellation of trade shows due to COVID-19 emerged in actual results as sluggish sales and lower revenue. - FY2020-Q2MaterialisedAnnual report
「In the chemicals business, sales for automotive coatings by the acrylic ester group remained sluggish as automotive production declined due to the impact of COVID-19, resulting in lower sales.」
Among the risks associated with dependence on the automotive, LCD and semiconductor markets, the decline in automotive production emerged in actual results as sluggish sales for automotive coatings. - FY2020-Q1MaterialisedAnnual report
「Although sales of products for UV inkjet printer inks increased, sales for automotive coatings remained sluggish, and sales by the acrylic ester group declined.」
Among the risks associated with dependence on the automotive market, sluggish sales for automotive coatings emerged in actual results as lower sales in the chemicals business. - FY2019Change in business mixAnnual report
「In the chemicals business, which accounted for 40.6% of the consolidated net sales of the Company and its subsidiaries for the fiscal year, sales of materials for automotive coatings and other products have been trending upward. The electronic materials business, which accounted for 37.2% of consolidated net sales for the fiscal year, primarily sells raw materials for LCD panels and semiconductor photoresists. Accordingly, trends in the automotive, LCD and semiconductor markets may affect the performance of the Company and its subsidiaries.」
The sales mix associated with market-dependence risk was 40.6% for the chemicals business and 37.2% for the electronic materials business. The electronic materials business increased from 35.4% in the previous fiscal year. - FY2019-Q3MaterialisedAnnual report
「Sales by the display materials group declined due to weakness in the liquid-crystal display market.」
Among the risks associated with dependence on the automotive, LCD and semiconductor markets, the slowdown in demand for displays that had expanded through telework and remote classes emerged in actual results. - FY2019-Q2MaterialisedAnnual report
「Sales by the display materials group declined due to weakness in the liquid-crystal display market.」
Among the risks associated with dependence on the automotive, LCD and semiconductor markets, the slowdown in demand for displays that had expanded through telework and remote classes emerged in actual results. - FY2019-Q1MaterialisedAnnual report
「Sales by the display materials group declined due to weakness in the liquid-crystal display market.」
Among the risks associated with dependence on the automotive, LCD and semiconductor markets, weakness in the liquid-crystal display market emerged in actual results as lower sales by the display materials group. - FY2018Change in business mixAnnual report
「In the chemicals business, which accounted for 41.3% of the consolidated net sales of the Company and its subsidiaries for the fiscal year, sales of materials for automotive coatings and other products have been trending upward. The electronic materials business, which accounted for 35.4% of consolidated net sales for the fiscal year, primarily sells raw materials for LCD panels and semiconductor photoresists. Accordingly, the performance of the Company and its subsidiaries may be affected by trends in the automotive, LCD and semiconductor markets.」
The sales mix associated with market-dependence risk declined from 41.6% in the previous fiscal year to 41.3% for the chemicals business, while the electronic materials business was unchanged at 35.4%. - FY2017Change in business mixAnnual report
「In the chemicals business, which accounted for 41.6% of the consolidated net sales of the Company and its subsidiaries for the fiscal year, sales of materials for automotive coatings and other products have been trending upward. The electronic materials business, which accounted for 35.4% of consolidated net sales for the fiscal year, primarily sells raw materials for LCD panels and semiconductor photoresists. Accordingly, the performance of the Company and its subsidiaries may be affected by trends in the automotive, LCD and semiconductor markets.」
The sales mix associated with market-dependence risk changed from 43.9% to 41.6% for the chemicals business and from 32.9% to 35.4% for the electronic materials business. - FY2016First statedAnnual report
「In the chemicals business, which accounted for 43.9% of the consolidated net sales of the Company and its subsidiaries for the fiscal year, sales of materials for automotive coatings and other products have been trending upward. The electronic materials business, which accounted for 32.9% of consolidated net sales for the fiscal year, primarily sells raw materials for LCD panels and semiconductor photoresists. Accordingly, the performance of the Company and its subsidiaries may be affected by trends in the automotive, LCD and semiconductor markets.」
The chemicals business accounted for 43.9% of net sales and the electronic materials business for 32.9%, with dependence on market trends quantified separately as a risk for the first time. In terms of actual results, the Company reported lower sales in the display materials group due to weakness among panel manufacturers.