Komori
Tri Chemical Laboratories (4369) · RiskDropped

Decline in the Domestic Solar-Cell Market and Industry Restructuring

First written in FY2017-Q1. 3 of 9 entries say "Restated". Latest entry: FY2019.

9entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2017-Q3 – FY2017RestatedFY2018-Q1 – FY2018-Q3MitigatedFY20182016: 320162017: 420172018: 120182019: 12019
Same theme, other companies
Fluctuations in Demand for the Solar Cell Market and Manufacturing Equipment ReplacementA theme 11 companies write about · 13 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2024: 3 of 7 companies on the "Worse" side.

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

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. FY2019DroppedAnnual report

    「We initially grew by supplying high-purity materials for optical fiber manufacturing, but today our core business is the supply of materials for semiconductor manufacturing, where needs are constantly changing while similar materials are used, and materials for solar cell manufacturing, whose device principles have many points in common with semiconductors.」

    Materials for solar cell manufacturing are described as part of the business, but the previously stated recognition of risks such as the decline in the domestic market and industry consolidation is not expressly identified in the risk section for the relevant fiscal year.
  2. FY2018MitigatedAnnual report

    「The solar cell industry was showing some signs of recovery from its previous decline, although conditions remained lacking in strength.」

    States that the solar cell industry shifted from its previous sluggish conditions to a modest recovery trend, even as the effects of suspended feed-in tariff schemes and lower prices continued. However, it notes that conditions remained lacking in strength.
  3. FY2018-Q3RestatedAnnual report

    「Meanwhile, the solar cell industry continued to be affected by the suspension of feed-in tariff schemes and lower prices in countries worldwide, and conditions remained lacking in strength.」

    Continues to explain that the effects of suspended feed-in tariff schemes and lower prices persisted, leaving the solar cell industry lacking in strength.
  4. FY2018-Q2RestatedAnnual report

    「Meanwhile, the solar cell industry continued to be affected by the suspension of feed-in tariff schemes and lower prices in countries worldwide, and conditions remained lacking in strength.」

    Continues to explain that the effects of suspended feed-in tariff schemes and lower prices persisted, leaving the solar cell industry lacking in strength.
  5. FY2018-Q1RestatedAnnual report

    「The solar cell industry remained sluggish as a result of the suspension of feed-in tariff schemes and lower prices in countries worldwide.」

    States that the solar cell industry remained sluggish against a backdrop of suspended feed-in tariff schemes and lower prices.
  6. FY2017WorsenedAnnual report

    「In the solar cell industry, lower feed-in tariffs, the suspension of purchase schemes and a decline in suitable sites for solar power generation in countries including Japan led some companies to significantly reduce production.」

    In addition to lower feed-in tariffs and fewer suitable sites, the disclosure cites the suspension of purchase schemes and significant production cuts in some areas.
  7. FY2017-Q3WorsenedAnnual report

    「In the solar cell industry, lower feed-in tariffs and a decline in suitable sites for solar power generation in countries including Japan led some companies to hold back on production.」

    The disclosure states that lower feed-in tariffs and fewer suitable sites led to production restraint in some areas, making concerns about the solar cell industry more concrete.
  8. FY2017-Q2MitigatedAnnual report

    「The optical-fiber and solar cell industries also remained basically firm, although some uncertainty remained.」

    Although some uncertainty remained in the solar cell industry, the disclosure states that it was basically firm, along with the optical-fiber industry.
  9. FY2017-Q1MaterialisedAnnual report

    「Although the solar-cell industry continued to grow globally, the domestic market continued to decline and the industry continued to undergo restructuring, resulting in conditions characterized by uncertainty.」

    The disclosure identifies the continuing decline in the domestic market and industry restructuring as sources of uncertainty in the market environment.
Moved together

"Production Adjustments and Demand Volatility in the Semiconductor Industry" moved the same way as this thread, in the same document, in 2 of its 9 moves.

22★12
  1. ★This thread
  2. 1Production Adjustments and Demand Volatility in the Semiconductor Industry2×
  3. 2Strengthening, Improving the Efficiency of and Rebuilding the Production Structure2×

★ 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 Tri Chemical Laboratories yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in the Domestic Solar-Cell Market and Industry Restructuring | Tri Chemical Laboratories Inc. (4369) | Komori