Expansion of Development of Materials for Lithium-Ion Batteries and Next-Generation Energy Storage Batteries
First written in FY2016. 9 of 21 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「In addition, shortages of semiconductors and other materials have been resolved, and the xEV market is recovering steadily.」
The disclosure progressed from lower separator revenue due to sluggish automobile production to improved demand driven by the resolution of material shortages and recovery in the xEV market. - FY2024-Q3Automobile production began recovering while separator revenue declinedAnnual report
「The Separator business reported lower revenue, despite automobile production being on a gradual recovery trend, due in part to the impact of sluggish production in the first half.」
Although automobile production showed signs of recovery, weakness in the first half persisted and the Separator business reported lower revenue. - FY2024-Q2RestatedAnnual report
「The Separator business reported lower revenue due to the impact of continued sluggish automobile production and other factors.」
Continued lower separator revenue due to sluggish automobile production reaffirmed the demand-side headwinds facing the Battery Materials business. - FY2024-Q1RestatedAnnual report
「The Separator business reported lower revenue due to the impact of continued sluggish automobile production and other factors.」
In the Battery Materials business, lower separator revenue due to sluggish automobile production continued to be reported, in contrast to the previous policy of expanding capacity and automotive applications. - FY2023-Q2RestatedAnnual report
「The Separator business reported lower revenue due to reduced automobile production caused by the semiconductor shortage and other factors.」
Lower separator revenue due to reduced automobile production caused by the semiconductor shortage and other factors continued to be reported in the cumulative second-quarter results. Meanwhile, the Functional Products segment as a whole reported higher revenue and operating income on strong demand for separators and ceramics. - FY2023-Q1Lower separator revenueAnnual report
「The Separator business reported lower revenue due to reduced automobile production caused by the semiconductor shortage and other factors.」
In the Battery Materials business, the disclosure shifted from increased sales and capacity expansion to lower separator revenue due to reduced automobile production. - FY2022-Q2Higher separator sales alongside the exclusion of the electrolyte business from consolidationAnnual report
「The Battery Materials business reported lower revenue. Although separator sales volumes increased as demand from the automotive sector recovered, the impact of the electrolyte business being excluded from consolidation from the second half of the previous fiscal year was significant.」
Separator sales volumes increased as automotive demand recovered, but the significant impact of excluding the electrolyte business from consolidation resulted in lower revenue for the Battery Materials business overall. - FY2021RestatedAnnual report
「For separators, the company is pursuing further efficiency through the integrated operation of coated and uncoated separators at 宇部マクセル株式会社, while working to capture growing demand centered on automotive applications through enhanced development and cost reductions.」
The company continues to pursue integrated operation of the separator business, stronger development capabilities, cost reductions and the capture of demand for automotive applications. - FY2021-Q2AdvancedAnnual report
「The companies agreed to further expand the partnership, improve product development capabilities through synergies, strengthen the management base by making procurement, production and sales more efficient, integrate R&D, and combine their intellectual property and technological development capabilities, thereby further enhancing competitiveness in Japan and overseas and pursuing the long-term development of the business.」
In the electrolyte business, the partnership with Mitsubishi Chemical was expanded, with progress toward integrating R&D, intellectual property and technological development capabilities. This was given concrete form through the integration of the businesses by a joint incorporation-type company split on 1 October 2020. - FY2019AdvancedAnnual report
「Through this integration, 宇部マクセル will establish an integrated production and supply structure from base film and efficiently address a broad range of market needs by expanding its product lineup to include both coated and uncoated products. In the separator market, which continues to grow rapidly for automotive applications, the company aims to enhance competitiveness and further expand and develop the business through integrated operation in a joint venture with Maxell.」
On 1 January 2019, the separator business was integrated into 宇部マクセル, establishing an integrated production and supply structure from base film. The company’s voting interest increased from 51% to 66%. - FY2019-Q3RestatedAnnual report
「The Battery Materials business increased separator production capacity against a backdrop of solid demand, primarily for automotive applications, and reported higher revenue as sales volumes increased.」
Expanded separator production capacity, higher sales volumes and higher revenue driven by automotive demand were reaffirmed. No additional milestones, such as completion of a new facility, were indicated from the previous quarter. - FY2019-Q2AdvancedAnnual report
「The Battery Materials business increased separator production capacity against a backdrop of solid demand, primarily for automotive applications, and reported higher revenue as sales volumes increased.」
Separator production capacity was expanded against a backdrop of automotive demand, leading to higher sales volumes and revenue. - FY2019-Q1AdvancedAnnual report
「The Battery Materials business increased separator production capacity against a backdrop of solid demand, primarily for automotive applications, and reported higher revenue as sales volumes increased.」
Separator production capacity was expanded against a backdrop of automotive demand, leading to higher sales volumes and revenue. - FY2018AdvancedAnnual report
「Expansion of separator production at the Spanish nylon plant and the Sakai Plant under the “Proactive Expansion Businesses”」
In the battery materials field, expansion of separator production at the Sakai Plant was cited as progress on the 2017 plan. Sales volumes also increased on the back of automotive demand, and an electrolyte licensing agreement was concluded with 常熟宇菱電池材料有限公司. - FY2018-Q3RestatedAnnual report
「The Battery Materials business reported higher revenue as sales volumes increased against a backdrop of solid demand, primarily for automotive applications, amid intensifying competition as the market expanded.」
Continued increases in demand and sales volumes for battery materials, primarily for automotive applications, and intensifying competition associated with market expansion were reported. No additional milestones, such as a new acquisition or completion of a facility, were indicated. - FY2018-Q2RestatedAnnual report
「The Battery Materials business reported higher revenue as sales volumes increased against a backdrop of solid demand, primarily for automotive applications, amid intensifying competition as the market expanded.」
Demand and sales volumes continued to increase, primarily in automotive applications, while intensifying competition associated with market expansion was also explicitly noted. - FY2018-Q1RestatedAnnual report
「The Battery Materials business reported higher revenue as sales volumes increased against a backdrop of solid demand, primarily for automotive applications.」
Continued demand for battery materials, primarily for automotive applications, and higher sales volumes were reported, but no additional milestones, such as a new acquisition or completion of a facility, were indicated. - FY2017-Q3RestatedAnnual report
「Shipments of both separators and electrolytes for lithium-ion battery materials increased in automotive applications, including eco-friendly vehicles.」
Continued growth in shipments of battery materials for automotive applications was reported, but no additional milestones, such as a new acquisition or completion of a facility, were indicated. - FY2017-Q2AdvancedAnnual report
「The company acquired the interests held by non-controlling shareholders to strengthen the integrated operation of AET and the company’s battery materials business and to pursue further business expansion. As a result, AET became a wholly owned subsidiary of the company.」
On 30 August 2016, the company acquired AET’s non-controlling interests and made it a wholly owned subsidiary at an acquisition cost of ¥771 million. This represented specific progress toward the integrated operation and expansion of the battery materials business. - FY2017-Q1AdvancedAnnual report
「Although pricing conditions for electrolytes and separators used in lithium-ion battery materials remained challenging, shipments for automotive applications, including eco-friendly vehicles, increased.」
Increased shipments of electrolytes and separators for automotive applications were reported, while pricing conditions remained challenging. - FY2016First statedAnnual report
「Development of materials for lithium-ion rechargeable batteries and next-generation energy-storage batteries, including electrolytes, separators and conductive carbon materials」
Battery materials were identified as an R&D theme in the Chemicals segment. The company also reported a track record of adoption in the Prius for its high-performance, coated separators.