Komori
FUJIFILM Holdings (4901) · InitiativeRestated

Business Expansion into Touch Panels, Environmental Energy and Other Areas

First written in FY2016. 8 of 19 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2024-Q1.

19entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2020-Q1 – FY2020-Q3AdvancedFY2021-Q3 – FY2022-Q1WorsenedFY2023-Q1 – FY2023-Q22016: 320162017: 220172018: 220182019: 420192020: 320202021: 220212022: 220222023: 12023
Same theme, other companies
Focus on high-value-added products for touch panels and flat panelsA theme 10 companies write about · 1 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2018: 1 of 7 companies on the "Worse" side.

2 other companies' 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. FY2024-Q1RestatedAnnual report

    「In the display materials business, sales declined as production adjustments throughout the supply chain continued to reflect the reaction to special demand during the COVID-19 pandemic.」

    Sales continued to decline due to the reaction to special demand during the COVID-19 pandemic and production adjustments throughout the supply chain.
  2. FY2023-Q2WorsenedAnnual report

    「In the display materials business, sales declined due to the reaction to the previous year's increase in demand for monitors, tablets and TVs during the COVID-19 pandemic, as well as lower demand for WV film.」

    Display materials business sales continued to decline due to the reaction to the previous year's increase in demand and lower demand for WV film.
  3. FY2023-Q1WorsenedAnnual report

    「In the display materials business, sales of products for TVs grew steadily, but overall sales declined due to lower demand for WV film.」

    Sales of products for TVs grew, while lower demand for WV film caused a decline in overall display materials business sales.
  4. FY2022-Q1AdvancedAnnual report

    「In the display materials business, sales of various high-performance film products remained strong and overall sales increased, driven by continued growth in demand for monitors, tablets and TVs during the COVID-19 pandemic and solid smartphone demand.」

    In display materials, strong sales of high-performance films and overall business sales growth have continued, supported by higher demand for monitors, tablets and TVs and solid smartphone demand.
  5. FY2021-Q3AdvancedAnnual report

    「In the display materials business, overall sales increased as demand for monitors and tablets grew during the COVID-19 pandemic and TV sales remained strong.」

    The display materials business turned from declining sales to overall sales growth, driven by demand for monitors and tablets and strong TV sales.
  6. FY2021-Q2WorsenedAnnual report

    「In the display materials business, overall sales declined due to lower smartphone demand, although sales of retardation films remained strong.」

    Retardation films performed well, while lower smartphone demand led to a decline in overall display materials business sales.
  7. FY2021-Q1AdvancedAnnual report

    「In the display materials business, dry film for tablets, for which demand increased due to home-based learning, remained strong. However, sales of TAC products and retardation films were on a declining trend, resulting in a slight decrease in overall sales.」

    Dry film for tablets used in home-based learning performed well, while lower sales of TAC products and retardation films resulted in a slight decline in overall sales.
  8. FY2020-Q3WorsenedAnnual report

    「In the display materials business, overall revenue declined due to panel manufacturers' production adjustments and lower demand for WV film, although sales of products for organic EL displays remained solid.」

    Sales of OLED products remained solid, while overall business sales continued to decline due to production adjustments by panel manufacturers and lower demand for WV film.
  9. FY2020-Q2WorsenedAnnual report

    「In the display materials business, overall sales declined due to factors including lower demand for WV film, although sales of products for OLED applications remained strong.」

    Sales of OLED products remained strong, while overall display materials business sales continued to decline due to lower demand for WV film.
  10. FY2020-Q1WorsenedAnnual report

    「In the display materials business, overall sales declined due to factors including lower demand for WV film, although sales of products for OLED applications remained strong.」

    Strong sales of OLED products contrasted with a decline in overall display materials business sales due to lower demand for WV film.
  11. FY2019AdvancedAnnual report

    「In the display materials business, sales of products in the OLED and touch-panel fields remained strong in addition to TAC products, resulting in higher sales.」

    In display materials, sales in the OLED and touch-panel fields remained strong in addition to conventional products, contributing to higher overall business sales.
  12. FY2019-Q3AdvancedAnnual report

    「In the display materials business, sales increased as sales of TAC products remained strong and product sales in the touch-panel field also performed well.」

    In addition to TAC products, product sales in the touch-panel field performed well, resulting in higher sales in the display materials business.
  13. FY2018RestatedAnnual report

    「In the display materials business, sales of products in new fields, including touch panels and OLED-related products, grew. However, sales were virtually flat due to the impact of inventory adjustments for existing TAC products.」

    The company reiterates the pattern of growth in new touch-panel and OLED-related fields being offset by inventory adjustments for existing products, leaving overall sales flat.
  14. FY2018-Q3WorsenedAnnual report

    「In the display materials business, sales of products in new fields, including touch panels and OLED-related products, grew. However, due to the impact of inventory adjustments for existing TAC products, sales were virtually flat.」

    Growth in new touch-panel and OLED-related fields was offset by inventory adjustments for existing products, leaving overall business sales virtually flat.
  15. FY2018-Q1AdvancedAnnual report

    「In the display materials business, sales remained strong in new fields, including touch panels and OLED-related products, in addition to VA film and IPS film, resulting in higher sales.」

    In addition to conventional display films, sales remained strong in new touch-panel and OLED-related fields, resulting in higher sales.
  16. FY2017-Q3RestatedAnnual report

    「In the flat-panel display materials business, sales of WV film, VA film and IPS film remained strong, resulting in higher sales. While maintaining sales for LCD televisions, we will continue expanding sales of products for small- and medium-sized high-end applications and actively expand into new fields related to touch panels and other areas.」

    The company continues its policy of increasing sales of existing films and expanding into small- and medium-sized high-end products and touch-panel-related fields.
  17. FY2017-Q2AdvancedAnnual report

    「In the industrial equipment business, sales of Exclear, a sensor film for touch panels and a new business, remained strong. However, sales declined due to the impact of yen appreciation and lower sales in existing businesses, including industrial X-ray film.」

    The company reports strong sales of Exclear, its new sensor-film business for touch panels, while also noting an overall decline in sales due to existing businesses and foreign exchange effects.
  18. FY2017-Q1AdvancedAnnual report

    「In the flat-panel display materials business, sales of WV film and IPS film remained strong, resulting in higher sales. While maintaining sales for LCD televisions, we will continue expanding sales of products for small- and medium-sized high-end applications and actively expand into new fields related to touch panels, backlights and other areas.」

    Sales of WV film and IPS film increased, while the company continued expanding into small- and medium-sized high-end products and touch-panel and backlight-related fields.
  19. FY2016First statedAnnual report

    「While maintaining sales for LCD televisions, we will continue expanding sales of products for small- and medium-sized high-end applications and actively expand into new fields related to backlights for LCD panel displays, thereby securing profitability.」

    The company plans to maintain its existing LCD television business while expanding into small- and medium-sized high-end products, backlights and other areas.
Moved together

"Portfolio Shift Toward Digital Printing and Inkjet" moved the same way as this thread, in the same document, in 8 of its 19 moves.

875555★123456
  1. ★This thread
  2. 1Portfolio Shift Toward Digital Printing and Inkjet8×
  3. 2Expansion of the iPS Cell and Regenerative Medicine Business7×
  4. 3Ensuring Profitability and Sustaining Growth in the High-Performance Materials Business5×
  5. 4Cloud and Mobile-Enabled Solution Services5×
  6. 5Document growth centered on global services and production services5×
  7. 6Clinical Support Solution Using an Integrated Medical IT Archive5×

★ 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 FUJIFILM Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.