Komori
Cluster Technology (4240) · TargetRestated

Contribution of the New Materials Business to Sales and Profit

First written in FY2016. 19 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2024-Q1RestatedFY2025-H1 – FY20262016: 120162017: 120172018: 320182019: 420192020: 420202021: 320212022: 420222023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
Establishing a Core Profit Pillar through the Monetization of New Materials ProductsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Restated".

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. FY2026RestatedAnnual report

    「Although it remains difficult for the biomass-plastic composite materials PasCom® and PASCOMB®, which are being developed through this process, to contribute to performance, we will continue exploring customer needs and developing products accordingly, making further improvements to identify a market position and commercialize the products.」

    The company maintained its view that PasCom and PASCOMB would have difficulty contributing to performance, while continuing to explore needs, make improvements and pursue development toward commercialization.
  2. FY2025-H1RestatedAnnual report

    「Although the new product PasCom, a biomass-plastic composite material, and the cut comb PASCOMB are not expected to contribute to performance within the next few years, we are continuing to explore business opportunities, improve the products and develop applications with a view to expanding revenue, while also considering the global environment and environmental policy.」

    The company maintained its outlook that PasCom and PASCOMB would have difficulty contributing to performance within the next few years, while continuing to explore business opportunities, make improvements and develop applications.
  3. FY2024SoftenedAnnual report

    「The company has yet to identify a market position for the product under development, meaning its contribution to performance within the next few years is expected to be difficult.」

    Regarding PasCom within the New Materials Business, the company stated that it had yet to identify a competitive position in the market and that a contribution to performance within the next few years would be difficult.
  4. 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.」

    The company explicitly stated that the new materials had not been adopted by domestic semiconductor device manufacturers and changed its direction toward focusing marketing on applications in other fields.
  5. 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.」

    Although the New Materials Business continues to deliver products to some customers, semiconductor and industrial equipment applications remain primarily at the sample-supply stage, with no new disclosure of a significant contribution to revenue or profit.
  6. FY2023RestatedAnnual report

    「Although deliveries of solid encapsulants offering high heat resistance, high thermal conductivity and low-temperature curing continue to some customers, we are continuing to expand applications and develop customers while supplying samples to semiconductor device and industrial equipment manufacturers.」

    Although continued deliveries to some customers were reported, there was no disclosure that the New Materials Business had made a significant contribution to revenue or profit, or that full-scale mass-production orders had been secured for semiconductor or industrial equipment applications.
  7. 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.」

    The New Materials Business continues to supply samples for semiconductor and industrial equipment applications. There is no disclosure of new mass-production orders or a contribution to revenue.
  8. 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.」

    The New Materials Business continues to supply samples for semiconductor and industrial equipment applications. There is no disclosure of new mass-production orders or a contribution to revenue.
  9. 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.」

    The New Materials Business continues to supply samples for semiconductor and industrial equipment applications. There is no disclosure of new mass-production orders or a contribution to revenue.
  10. FY2022RestatedAnnual report

    「For the solid encapsulants under development, which offer high heat resistance, high thermal conductivity and low-temperature curing, we are pursuing customer development mainly in electronics, industrial equipment and leisure-related applications, actively conducting sample evaluations, and customizing the materials for mass production.」

    The company continues to develop customers, evaluate samples and customize solid encapsulants for mass production, but no new revenue contribution from mass-production orders has been disclosed.
  11. 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.」

    The New Materials Business continues to supply samples of solid encapsulants. There is no new disclosure concerning mass-production orders for semiconductor or industrial equipment applications.
  12. 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.」

    The company has reconfirmed the previously reported status that the New Materials Business continues to supply samples.
  13. 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 New Materials Business continues to supply samples for semiconductor and industrial equipment applications.
  14. 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 New Materials Business continues to supply samples for semiconductor and industrial equipment applications.
  15. 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.」

    The New Materials Business continues to supply samples for semiconductor and industrial equipment applications.
  16. 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.」

    The New Materials Business continues to supply samples for semiconductor and industrial equipment applications.
  17. 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.」

    The New Materials Business continues to supply samples, while products in the leisure sector continue to move into mass production and contribute to revenue.
  18. 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.」

    The New Materials Business continues to supply samples and remains in the process of advancing toward mass production in the leisure sector.
  19. 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.」

    The company has reconfirmed that the New Materials Business continues to supply samples for semiconductor and industrial equipment applications and is moving products into mass production in the leisure sector.
  20. 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.」

    The New Materials Business continues to supply samples, and the company has reconfirmed that mass production is progressing steadily in the leisure sector.
  21. FY2019AdvancedAnnual report

    「The solid encapsulant Epoclastar® Courier, which offers high heat resistance, high thermal conductivity and low-temperature curing, has moved into mass production in the leisure sector and is contributing to revenue.」

    Solid encapsulants, including Epoclastar® Courier, have moved into mass production in the leisure sector, and their contribution to revenue was explicitly stated.
  22. 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.」

    The New Materials Business has continued supplying samples and remains in the process of moving some products into mass production in the leisure sector.
  23. 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.」

    Solid encapsulants, including Epoclastar® Courier, have moved into partial mass production in the leisure sector, marking progress toward contributing to revenue and profit.
  24. 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.」

    Epoclastar® Courier is reportedly being adopted for some mass-produced products in the leisure sector, indicating progress toward a contribution from the New Materials Business to revenue and profit.
  25. FY2018AdvancedAnnual report

    「As a result of continuing to develop and promote the business while supplying samples of the solid encapsulant Epoclastar® Courier, which offers high heat resistance, high thermal conductivity and low-temperature curing, to semiconductor device and industrial equipment manufacturers, the product was adopted to a limited extent in the leisure sector.」

    Although this was not a specific mass-production order, Epoclastar® Courier was adopted to a limited extent in the leisure sector, marking progress toward contributing to revenue and profit.
  26. FY2017SoftenedAnnual report

    「The company has not yet secured specific orders for its high-thermal-conductivity insulating materials, and is continuing to develop and promote the business while supplying samples to semiconductor device and industrial equipment manufacturers.」

    Contrary to the previous direction, which anticipated a significant contribution from new materials to revenue and profit, the company still had not secured specific orders during the fiscal year and remained at the sample-supply stage.
  27. FY2016First statedAnnual report

    「We expect full-scale operations to begin and a significant contribution to revenue and profit in the fiscal year ending March 2018.」

    The company expected the new materials business to enter full-scale operation and make a significant contribution to revenue and profit in the fiscal year ending March 2018.
Moved together

"Horizontal Expansion of Functional Precision Molded Products" moved the same way as this thread, in the same document, in 6 of its 27 moves.

655422★123456
  1. ★This thread
  2. 1Horizontal Expansion of Functional Precision Molded Products6×
  3. 2Mass production and global rollout of EPOCLUSTER® Courier electronic material and white materials for LEDs5×
  4. 3Uncertainty over Mass-Production Orders for New Materials and Commercialization as Core Businesses5×
  5. 4Expanding Sales and Achieving Profitability4×
  6. 5New Application Development for New Functional Resin Materials2×
  7. 6Full-scale operation of new-material production facilities2×

★ 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
No upcoming earnings preview for Cluster Technology yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Contribution of the New Materials Business to Sales and Profit | CLUSTER TECHNOLOGY CO.,LTD. (4240) | Komori