Komori
Cluster Technology (4240) · TargetSoftened

Mass production and global rollout of EPOCLUSTER® Courier electronic material and white materials for LEDs

First written in FY2016. 21 of 30 entries say "Restated". Latest entry: FY2024-Q3.

30entries
9years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2024-Q12016: 320162017: 420172018: 420182019: 420192020: 420202021: 320212022: 420222023: 320232024: 1
Same theme, other companies
Business Expansion of Electronic Materials and Catalyst Supports for Growth MarketsA theme 11 companies write about · 1 as a headwind · 10 as a tailwind

Cluster Technology moved to the "Worse" side of this theme in 2024.

The whole theme swung hardest in 2022: 3 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Softened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3SoftenedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we have supplied samples to domestic semiconductor device manufacturers, but the products have not yet been adopted, and we recognize that entering this industry is extremely difficult. Going forward, we will focus marketing activities on applications in other fields that make use of the features of our products.」

    Epocluster® Courier and other products have not been adopted by semiconductor device manufacturers, and entry into the industry was deemed extremely difficult. The previous direction of broadly targeting mass production and global expansion has given way to a policy of focusing applications on other fields.
  2. FY2024-Q1RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," deliveries to some customers are continuing, while we continue to expand applications and develop customers by supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For Epocluster® Courier and other products, deliveries to some customers are continuing, but in the semiconductor and industrial equipment sectors the focus remains on expanding applications and developing customers through sample supplies, with no new progress toward full-scale mass production or global expansion indicated.
  3. FY2023RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," deliveries to some customers are continuing, while we continue to expand applications and develop customers by supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    Deliveries to some customers are continuing, but in the semiconductor and industrial equipment sectors the focus remains on expanding applications and developing customers through sample supplies, with no new mention of global expansion or a full transition to mass production.
  4. FY2023-Q3RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For solid encapsulants, including Epocluster® Courier, no new progress toward mass production or global expansion is indicated, and business development remains at the sample-supply stage.
  5. FY2023-Q2RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For solid encapsulants, including Epocluster® Courier, no new milestones for mass production or global expansion are indicated, and business development remains at the sample-supply stage.
  6. FY2023-Q1RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For solid encapsulants, including Epocluster® Courier, no new milestones for mass production or global expansion are indicated, and business development remains at the sample-supply stage.
  7. FY2022RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    Business development for Epocluster® Courier and other products remains at the sample-supply stage, and no new milestones for mass production or global expansion are mentioned this time.
  8. FY2022-Q3RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For solid encapsulants, including Epocluster® Courier, business development remains at the sample-supply stage for the semiconductor and industrial equipment sectors. No new progress toward mass production or global expansion is mentioned this time.
  9. FY2022-Q2RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    For solid encapsulants, including Epocluster® Courier, no new transition to mass production is mentioned, and business development remains at the sample-supply stage.
  10. FY2022-Q1RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    The company has reaffirmed that the business involving solid encapsulants, including Epocluster® Courier, remains at the sample-supply stage ahead of mass production.
  11. FY2021-Q3RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    The company has reaffirmed that the business involving solid encapsulants, including Epocluster® Courier, remains at the sample-supply stage. No new transition to mass production is mentioned.
  12. FY2021-Q2RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    Sample supplies of solid encapsulants, including Epocluster® Courier, are continuing ahead of mass production. No new transition to mass production is mentioned.
  13. FY2021-Q1RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others.」

    Sample supplies of solid encapsulants, including Epocluster® Courier, are continuing. This quarterly report contains no mention of a new transition to mass production.
  14. FY2020RestatedAnnual report

    「For the high-heat-resistant, high-thermal-conductivity, low-temperature-curing solid encapsulant "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. Products in the leisure-related field have moved into mass production and are contributing to sales.」

    Sample supplies for the semiconductor and industrial equipment sectors are continuing, while the transition to mass production and contribution to sales of leisure-related products have been reaffirmed.
  15. FY2020-Q3RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, production is progressing toward mass production.」

    For solid encapsulants, including Epocluster® Courier, sample supplies are continuing, reaffirming progress toward mass production in the leisure-related field.
  16. FY2020-Q2RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, production is progressing toward mass production.」

    For solid encapsulants, including Epocluster® Courier, sample supplies are continuing, reaffirming progress toward mass production in the leisure-related field.
  17. FY2020-Q1RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, mass production is progressing smoothly.」

    For solid encapsulants, including Epocluster® Courier, the company states that mass production is progressing smoothly in the leisure-related field while sample supplies continue.
  18. FY2019AdvancedAnnual report

    「November 2018: Mass production began for the new material "low-temperature-curing epoxy molding compound for coil encapsulation (SR-03)."」

    The company cites the start of mass production as a concrete milestone for the new SR-03 material. In addition, the transition to mass production and contribution to sales are progressing in the leisure-related field for solid encapsulants.
  19. FY2019-Q3RestatedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, some products have moved into mass production.」

    Sample supplies of Epocluster® Courier and other products are continuing, while the transition to some mass production in the leisure-related field is ongoing. The situation since the previous quarter has been reaffirmed.
  20. FY2019-Q2AdvancedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, some products have moved into mass production.」

    Sample supplies of solid encapsulants are continuing, while some products in the leisure-related field have moved into mass production.
  21. FY2019-Q1AdvancedAnnual report

    「For solid encapsulants, including the high-heat-resistant, high-thermal-conductivity, low-temperature-curing "Epocluster® Courier," we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers, industrial equipment manufacturers and others. In the leisure-related field, the products are beginning to be adopted in mass-produced products.」

    Sample supplies of Epocluster® Courier and other products are continuing, while adoption in mass-produced products is progressing in the leisure-related field, representing concrete progress toward mass production.
  22. FY2018SoftenedAnnual report

    「As market conditions and requirements changed, technical issues took time to resolve, and we had been assessing the viability of continuing the business from both the market positioning of the product under development, meaning its competitiveness in the market, and the timing of resolving the issues. However, we determined that it would be difficult to commercialize the white material for LEDs. Going forward, we will investigate and study applications in other fields for the technologies developed through this material-development project.」

    The company determined that commercializing the white material for LEDs would be difficult and shifted its focus from mass production and global expansion to investigating and studying applications for the development technologies in other fields.
  23. FY2018-Q3RestatedAnnual report

    「For "white material for LEDs," technical issues are taking time to resolve, and we are assessing the viability of continuing the business from both the market positioning of the product under development, meaning its competitiveness in the market, and the timing of resolving the issues.」

    White material for LEDs remains at the stage of resolving technical issues and assessing the viability of continuing the business based on its market positioning and the timing of resolving the issues.
  24. FY2018-Q2RestatedAnnual report

    「For "white material for LEDs," technical issues are taking time to resolve, and we are assessing the viability of continuing the business from both the market positioning of the product under development, meaning its competitiveness in the market, and the timing of resolving the issues.」

    For white material for LEDs, the company continues to resolve technical issues and assess the viability of continuing the business based on its market positioning and the timing of resolving the issues.
  25. FY2018-Q1RestatedAnnual report

    「For "white material for LEDs," technical issues are taking time to resolve, and we are assessing the viability of continuing the business from both the market positioning of the product under development, meaning its competitiveness in the market, and the timing of resolving the issues.」

    White material for LEDs remains at the stage of resolving technical issues and assessing the viability of continuing the business, and no concrete progress toward mass production or global expansion is mentioned.
  26. FY2017SoftenedAnnual report

    「For the high-thermal-conductivity insulating material, no specific orders have been secured, and we are continuing to develop and promote the business while supplying samples to semiconductor device manufacturers and industrial equipment manufacturers. For "white material for LEDs," technical issues are taking time to resolve, and we are assessing the viability of continuing the business from both the market positioning of the product under development, meaning its competitiveness in the market, and the timing of resolving the issues.」

    Against the target of mass production and global expansion, Epocluster® Courier has not secured specific orders and sample supplies are continuing, while white material for LEDs is at the stage of assessing the viability of continuing the business.
  27. FY2017-Q3SoftenedAnnual report

    「For "white material for LEDs," customer requirements for brightness have risen, and we are working to achieve a breakthrough and improve productivity, but as of now the technology has not reached the level required for mass production, so we will continue our technical studies. For "Epocluster® Courier," a high-thermal-conductivity insulating material for next-generation high-density devices, technical requirements for next-generation power semiconductors, the core application, are becoming increasingly advanced and complex, and the outlook is that it will still take time to create a new market. Meanwhile, energy conservation and higher density are also trends in fields such as industrial and sensor applications, creating demand for high-thermal-conductivity, high-value-added, small-lot customized products, and we will actively supply samples while developing and promoting the business.」

    White material for LEDs has not reached the level required for mass production, while for Epocluster® Courier the focus has shifted from mass production and market formation to supplying samples of small-lot customized products.
  28. FY2017-Q2SoftenedAnnual report

    「The technical requirements for next-generation power semiconductors, the core application, are becoming increasingly advanced and complex, and the outlook is that it will still take time to create a new market.」

    The outlook for Epocluster® Courier indicates that market formation will take time, and the focus has shifted from the previous direction of mass production and global expansion to supplying samples of small-lot customized products.
  29. FY2017-Q1RestatedAnnual report

    「For "white material for LEDs," as customers' required brightness levels continue to rise, we will continue joint development to achieve a breakthrough. For "Epocluster® Courier," a high-thermal-conductivity insulating material for next-generation high-density devices, we will develop and promote the business jointly with semiconductor manufacturers and others to secure orders for high-value-added, small-lot customized products.」

    Both new materials remain development targets, with joint development for the white material for LEDs and a focus on securing small-lot customized orders for Epocluster® Courier.
  30. FY2016First statedAnnual report

    「The challenges are to steadily transition "Epocluster® Courier" and "white material for LEDs" from functional prototypes to mass production, and to further expand them globally.」

    For the 2 new materials, the company is targeting a transition from prototyping to mass production and overseas expansion.
Moved together

"Uncertainty over Mass-Production Orders for New Materials and Commercialization as Core Businesses" moved the same way as this thread, in the same document, in 8 of its 30 moves.

854332★123456
  1. ★This thread
  2. 1Uncertainty over Mass-Production Orders for New Materials and Commercialization as Core Businesses8×
  3. 2Contribution of the New Materials Business to Sales and Profit5×
  4. 3Horizontal Expansion of Functional Precision Molded Products4×
  5. 4Customer Inventory Adjustments and Slower Progress on Capital Investment Projects3×
  6. 5Earnings pressure from the UK's withdrawal from the EU, financial market turmoil and yen appreciation3×
  7. 6New Application Development for New Functional Resin Materials2×

★ 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.

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