Demand, Competitive and Pricing Risks in LCD-Related Applications
First written in FY2016. 23 of 40 entries say "Mitigated", first in FY2017-Q2. Latest entry: 2026-10-28.
Soken Chemical & Engineering moved to the "Worse" side of this theme in 2026, 8 years after the typical company in this theme (2018).
1 other company's latest entry also says "Restated".
- FY2026MaterialisedAnnual report
「Although demand for liquid-crystal display applications remained weak and sales volume was on par with the same period of the previous year, sales of adhesive products fell to ¥3,128 million, down 2.2% from the previous consolidated fiscal year, mainly because prices were cut in line with falling raw material prices in the Chinese market.」
Weak demand related to liquid crystal displays and price reductions in the Chinese market caused the impact of adhesive sales falling below the same period of the previous year to become evident over the full fiscal year, despite sales volumes being maintained. - 2026-05-15MaterialisedEarnings
「Although demand for liquid-crystal display applications remained weak and sales volume was on par with the same period of the previous year, sales of adhesive products fell to ¥3,128 million, down 2.2% from the previous consolidated fiscal year, mainly because prices were cut in line with falling raw material prices in the Chinese market.」
需要の弱含みと中国市場での値下げにより、販売数量を維持しても粘着剤売上高が減少した。 - FY2026-H1MaterialisedAnnual report
「Although demand related to liquid crystal displays remained weak, sales volumes were maintained at the level of the same period of the previous year, when there was special Olympic-related demand. However, sales amounted to ¥15,340 million, down 7.3% year on year, due in part to price reductions in response to falling raw material prices in the Chinese market.」
Despite sales volumes remaining at the level of the same period of the previous year, weak demand related to liquid crystal displays and price reductions in the Chinese market caused adhesive sales to fall 7.3% year on year, with the impact of demand and pricing risks becoming evident in results. - FY2025MitigatedAnnual report
「Sales of adhesive-related products rose to ¥3,197 million, up 18.9% from the previous consolidated fiscal year, mainly because sales volume for liquid-crystal display applications in the Chinese market increased substantially.」
Sales volumes for liquid crystal display-related applications in the Chinese market increased substantially, easing the sales impact of demand, competition and pricing risks for liquid crystal display applications from the previous fiscal year. - FY2025-H1MitigatedAnnual report
「Sales volumes of adhesive products for LCD-related applications in the Chinese market increased substantially, resulting in revenue of ¥16,548 million, up 25.6% year on year.」
In response to the recovery in demand for liquid crystal display-related applications, adhesive sales volumes increased substantially in the Chinese market, easing the sales impact of demand, competition and pricing risks from the previous fiscal year. - FY2024MitigatedAnnual report
「Sales of adhesive-related products were ¥26.887 billion, up 20.9% from the previous consolidated fiscal year, mainly due to higher sales volumes, particularly in China, as demand related to liquid-crystal displays continued to recover.」
The recovery in demand related to liquid crystal displays and the increase in sales volumes, particularly in the Chinese market, eased the sales impact of demand, competition and pricing risks. - FY2024-Q3MitigatedAnnual report
「Revenue from adhesive products was ¥20.871 billion, up 23.5% year on year, owing mainly to a marked recovery in demand in liquid-crystal-display-related fields and increased sales volumes, particularly in the Chinese market.」
Demand recovery became pronounced for liquid crystal display-related applications, and sales volumes increased, particularly in the Chinese market, easing the sales impact of demand, competition and pricing risks from the previous fiscal year. - FY2024-Q2MitigatedAnnual report
「Sales volumes of adhesive products increased, mainly in the Chinese market, in response to recovering demand in the LCD-related sector, resulting in revenue of ¥13,179 million, up 15.9% year on year.」
Demand recovered and sales volumes increased for liquid crystal display-related applications, easing the sales impact of demand, competition and pricing risks from the previous fiscal year. - FY2024-Q1MitigatedAnnual report
「Although sales of adhesive products for LCD-related applications showed signs of recovery, sales for general applications such as automotive products and construction materials fell below the year-earlier level, resulting in revenue of ¥6,287 million, down 1.0% year on year.」
Sales for liquid crystal display-related applications began to recover after production adjustments had run their course, easing demand risk for those applications from the previous fiscal year. Meanwhile, declines in sales for general applications such as automobiles and construction materials remain. - FY2023MaterialisedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications declined due to the impact of production adjustments, but the effect of price revisions and other factors resulted in revenue of ¥22,238 million, up 1.8% from the previous fiscal year.」
The decline in sales volumes caused by production adjustments in liquid crystal display-related applications became evident over the full fiscal year. Price revisions increased sales, but the impact of demand, competition and pricing risks continues. - FY2023-Q3MaterialisedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications declined due to the impact of production adjustments, but the effect of price revisions and other factors resulted in revenue of ¥16,894 million, up 6.2% year on year.」
Sales volumes for liquid crystal display-related applications turned downward due to production adjustments, and the impact of demand, competition and pricing risks became evident in results. However, price revisions lifted sales 6.2% year on year. - FY2023-Q2MaterialisedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications began to decline due to the impact of production adjustments, but the effect of price revisions and other factors resulted in revenue of ¥11,372 million, up 13.6% year on year.」
Sales volumes of adhesives for liquid crystal display-related applications turned downward due to production adjustments, and the impact of demand, competition and pricing risks became evident in results. However, price revisions lifted sales 13.6% year on year. - FY2023-Q1MitigatedAnnual report
「Revenue from adhesive-related products was ¥6.349 billion, up 28.7% year on year, owing to increased sales volumes for liquid-crystal-display-related applications in the Chinese market and the effects of price revisions.」
Sales volumes of adhesives for liquid crystal display-related applications in the Chinese market increased, and sales rose 28.7% year on year, so the sales impact of demand, competition and pricing risks for those applications is easing. - FY2022MitigatedAnnual report
「Revenue from adhesive-related products was ¥21.835 billion, up 24.9% from the previous consolidated fiscal year, owing to increased sales for liquid-crystal-display-related applications, where demand continued to expand mainly in the Chinese market, as well as a recovery in sales for general applications such as construction materials and automobiles.」
The increase in demand and sales for liquid crystal display-related applications continued to ease the sales impact of demand, competition and pricing conditions in the current fiscal year. - FY2022-Q3MitigatedAnnual report
「Sales of adhesive-related products for LCD-related applications, where demand continued to expand mainly in the Chinese market, increased, while sales for general applications such as construction materials and automotive products also showed signs of recovery, resulting in revenue of ¥15,904 million, up 27.0% year on year.」
Demand expansion and sales growth continued for liquid crystal display-related applications, particularly in the Chinese market, easing the sales impact of demand, competition and pricing risks for those applications. General applications also showed signs of recovery. - FY2022-Q2MitigatedAnnual report
「Sales of adhesive-related products for LCD-related applications, where demand continued to expand mainly in the Chinese market, increased, while sales for general applications such as construction materials and automotive products also showed signs of recovery, resulting in revenue of ¥10,015 million, up 27.0% year on year.」
Demand expansion and sales growth continued for liquid crystal display-related applications, particularly in the Chinese market, easing the sales impact of demand, competition and pricing risks for liquid crystal display applications. - FY2022-Q1MitigatedAnnual report
「Sales of adhesive-related products for LCD-related applications, where demand continued to expand mainly in the Chinese market, increased, resulting in revenue of ¥4,935 million, up 29.6% year on year.」
Demand expansion and sales growth continued for liquid crystal display-related applications, particularly in the Chinese market, easing the sales impact of demand, competition and pricing risks for those applications. - FY2021MitigatedAnnual report
「Although sales volumes of adhesive-related products for general applications such as automotive products and construction materials declined, sales for LCD-related applications, where demand was expanding mainly in the Chinese market, increased, resulting in revenue of ¥17,477 million, up 9.2% from the previous fiscal year.」
Demand expanded and sales increased for liquid crystal display-related applications, particularly in the Chinese market, easing demand risk for those applications. Meanwhile, declines in general applications such as automobiles and construction materials remain. - FY2021-Q3Recovery in China's liquid crystal display market, decline in general applicationsAnnual report
「Although sales volumes of adhesive-related products for general applications such as automotive products and construction materials declined, sales for LCD-related applications, where demand was expanding mainly in the Chinese market, increased, resulting in revenue of ¥12,520 million, up 3.5% year on year.」
Demand expansion and sales growth continued for liquid crystal display-related applications, particularly in the Chinese market, while sales volumes for general applications such as automobiles and construction materials declined, resulting in differing impacts by application. - FY2021-Q2Recovery in China's liquid crystal display market, decline in general applicationsAnnual report
「Although sales volumes of adhesive-related products for general applications such as automotive products and construction materials declined, sales for LCD-related applications in the Chinese market, where demand was recovering markedly, increased, resulting in revenue of ¥7,888 million, up 0.1% year on year.」
Demand recovered and sales increased for liquid crystal display-related applications in the Chinese market, while sales volumes for general applications such as automobiles and construction materials declined, resulting in differing impacts by application. - FY2021-Q1Firm large liquid crystal display applications coexisted with declines in general applicationsAnnual report
「Although sales of adhesive-related products for large LCD-related applications in the Chinese market remained solid, sales volumes for general applications such as automotive products and construction materials declined, and revenue was affected by the weaker renminbi, resulting in revenue of ¥3,809 million, down 3.1% year on year.」
Sales for large liquid crystal display-related applications remained firm, while sales volumes for general applications such as automobiles and construction materials declined, resulting in a 3.1% year-on-year decrease in sales of adhesive-related products overall. The impact of demand differed by application. - FY2020MaterialisedAnnual report
「Although sales of adhesive-related products for large LCD-related applications in the Chinese market remained solid, sales volumes declined due in part to sluggish demand for smartphone-related applications, resulting in revenue of ¥16,003 million, down 3.7% from the previous fiscal year.」
Demand risk in liquid crystal display applications emerged differently by application. While large liquid crystal display applications remained firm, weak demand for smartphone applications caused adhesive sales to decline. - FY2020-Q3MaterialisedAnnual report
「Sales volumes of adhesive-related products declined due in part to the impact of production adjustments in the LCD-related sector, resulting in revenue of ¥12,096 million, down 4.8% year on year.」
Production adjustments and other factors in the liquid crystal display-related sector caused adhesive sales volumes to decline, while sales also fell 4.8% year on year. - FY2020-Q2MaterialisedAnnual report
「Sales volumes of adhesive-related products declined due in part to the impact of production adjustments in the LCD-related sector, resulting in revenue of ¥7,877 million, down 4.9% year on year.」
Production adjustments and other factors in the liquid crystal display-related sector caused sales volumes to decline and sales to fall 4.9% year on year, with the impact of risks related to demand, pricing and other factors becoming evident in results. - FY2020-Q1Impact diverged by applicationAnnual report
「Although sales volumes of adhesive-related products for large LCD-related applications in the Chinese market increased, sales volumes for other electronic materials applications declined, resulting in revenue of ¥3,930 million, down 0.4% year on year.」
Sales volumes for large liquid crystal display-related applications increased, while those for other electronic materials applications declined, resulting in a 0.4% year-on-year decrease in sales of adhesive-related products overall. - FY2019MitigatedAnnual report
「Sales volumes of adhesive-related products for large LCD-related applications increased, mainly in the Chinese market, resulting in revenue of ¥16,620 million, up 11.0% from the previous fiscal year.」
Sales volumes and sales of adhesives for large liquid crystal display-related applications increased, and the sales impact of demand, competition and pricing risks for liquid crystal display applications began to ease during the current fiscal year. Meanwhile, weak smartphone-related market conditions remain an issue. - FY2019-Q3MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications increased, mainly in the Chinese market, resulting in revenue of ¥12,712 million, up 15.3% year on year.」
The increase in sales volumes of adhesives for liquid crystal display-related applications and the 15.3% increase in sales mean that the sales impact of demand, competition and pricing conditions continues to ease. - FY2019-Q2MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications increased, mainly in the Chinese market, resulting in revenue of ¥8,279 million, up 21.5% year on year.」
The increase in sales volumes of adhesives for liquid crystal display-related applications and the 21.5% increase in sales mean that the sales impact of demand, competition and pricing conditions continues to ease. - FY2019-Q1MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications increased, mainly in the Chinese market, resulting in revenue of ¥3,943 million, up 20.9% year on year.」
Sales volumes for liquid crystal display-related applications increased, and sales of adhesive-related products also rose 20.9% year on year. - FY2018MitigatedAnnual report
「Sales of adhesive-related products amounted to ¥14,968 million, up 17.4% from the previous consolidated fiscal year, as sales volumes for liquid crystal display-related applications increased, particularly in the Chinese market, while sales for general applications such as construction materials and automobiles also remained firm.」
The increase in sales volumes for liquid crystal display-related applications and the 17.4% increase in sales continued to ease the sales impact of demand, competition and pricing conditions. - FY2018-Q3MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications increased, mainly in the Chinese market, while sales for general applications such as construction materials and automotive products remained solid, resulting in revenue of ¥11,021 million, up 15.3% year on year.」
The increase in sales volumes for liquid crystal display-related applications and the 15.3% year-on-year increase in sales continued to ease the sales impact of demand, competition and pricing risks. - FY2018-Q2MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD-related applications increased, mainly in the Chinese market, while sales for general applications such as construction materials and automotive products remained solid, resulting in revenue of ¥6,812 million, up 10.1% year on year.」
Sales volumes for liquid crystal display-related applications increased, and sales of adhesive-related products also rose 10.1% year on year, so demand and sales risks continued to ease. - FY2018-Q1MitigatedAnnual report
「Sales volumes of adhesive-related products increased for LCD-related applications in the Chinese market and for general applications such as construction materials and automotive products, resulting in revenue of ¥3,262 million, up 7.4% year on year.」
Sales volumes for liquid crystal display-related applications increased, and sales of adhesive-related products also rose 7.4% year on year, so demand and sales risks eased in the current quarter. - FY2017MitigatedAnnual report
「Sales volumes of adhesive-related products increased for both LCD-related applications and general applications such as construction materials and automotive products, resulting in revenue of ¥12,747 million, up 2.5% from the previous fiscal year.」
Sales volumes for liquid crystal display-related applications increased, and sales of adhesive-related products also rose 2.5% year on year, so demand risk has eased in the current fiscal year. - FY2017-Q3MitigatedAnnual report
「Sales volumes of adhesive-related products increased for both LCD-related applications and general applications such as construction materials and automotive products, resulting in revenue of ¥9,561 million, up 2.0% year on year.」
Sales volumes for liquid crystal display-related applications increased, and demand risk for liquid crystal display applications eased in the current quarter, as it had in the previous quarter. - FY2017-Q2MitigatedAnnual report
「Sales volumes of adhesive-related products for LCD applications in the Chinese market increased, resulting in revenue of ¥6,186 million, up 1.2% year on year.」
Sales volumes of adhesives for liquid crystal display applications, which had been declining through the previous quarter, increased, and the related demand impact eased temporarily in the current quarter. - FY2017-Q1MaterialisedAnnual report
「Sales of adhesive-related products for liquid crystal display applications declined, resulting in revenue of ¥3,038 million, down 1.2% year on year.」
Lower sales of adhesives for liquid crystal display applications also occurred in the first quarter, resulting in a 1.2% year-on-year decline in revenue. - FY2016First statedAnnual report
「The Group's results may be significantly affected by demand trends, competitive conditions and pricing in liquid crystal display applications.」
The impact of lower sales volume of adhesives for liquid crystal display applications was also reported for the current fiscal year.