Komori
Dexerials (4980) · InitiativeAdvanced

Increasing the market share of differentiated technology products and expanding applications for sputtered products

First written in FY2019. 12 of 21 entries say "Advanced", first in FY2020-Q1. Latest entry: 2026-08-04.

21entries
8years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2021-Q3AdvancedFY2021 – FY2022RestatedFY2023-Q1AdvancedFY2024-Q3 – FY20252019: 320192020: 420202021: 320212022: 220222023: 020232024: 220242025: 220252026: 52026
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.

5 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「Formed ACF for camera modules, used in high-end smartphones, performed well.」

    Despite the pullback following the earlier demand brought forward for display ACF, sales of formed ACF for camera modules in high-end smartphones expanded.
  2. FY2026-H1Expansion of formed ACF and a pullback in display ACFAnnual report

    「In the anisotropic conductive film (ACF) category, usage of shape-processed ACF for camera modules increased. However, revenue declined due to factors including the impact of demand being brought forward into the fourth quarter of the previous fiscal year as a result of a replacement subsidy program in China covering smartphones and other products.」

    While usage of formed ACF, a differentiated technology product, increased for camera modules, display ACF sales declined as demand brought forward in the previous period normalized.
  3. FY2025AdvancedAnnual report

    「In anisotropic conductive film, sales and profit increased as particle-aligned ACF continued to expand, mainly for smartphones in China and South Korea.」

    For particle-aligned ACF, expansion was confirmed to have shifted from a focus on high-end models to continued sales growth for smartphones in China and South Korea.
  4. FY2024AdvancedAnnual report

    「In anisotropic conductive film, sales and profit increased as particle-aligned ACF for displays, mainly in high-end smartphone models, remained firm, while sales of formed ACF for various sensor modules, including cameras, expanded.」

    In addition to the solid performance of particle-aligned ACF for high-end smartphones, expanded sales of formed ACF for sensor modules became a specific driver of full-year sales and profit growth.
  5. FY2024-Q3AdvancedAnnual report

    「In the ACF category, sales increased as volumes rose for both particle-aligned ACF and conventional dispersed ACF, mainly for smartphones in Greater China, resulting in higher sales.」

    For ACF, whose expansion as a differentiated technology product had been underway, sales volumes increased for both particle-aligned and conventional dispersed types, mainly for smartphones in Greater China.
  6. FY2023-Q1RestatedAnnual report

    「In the anisotropic conductive film (ACF) category, particle-aligned ACF for displays expanded in high-end smartphone models, while sales for mounting applications in various sensor modules such as cameras also increased, resulting in higher revenue and profit.」

    Expansion of particle-aligned ACF for high-end smartphones and sales growth for applications involving the assembly of sensor modules continued.
  7. FY2022AdvancedAnnual report

    「In anisotropic conductive films, particle-aligned ACF for displays expanded mainly in high-end smartphone models. In addition, new products for various sensor modules such as cameras and new adoptions of particle-aligned products resulted in higher revenue and profit.」

    For differentiated technology products, expansion continued in high-end smartphones, while new products for sensor modules were developed and particle-aligned ACF gained new design wins.
  8. FY2022-Q2AdvancedAnnual report

    「The anisotropic conductive film category reported higher revenue and profit as products for small- and medium-sized displays, mainly particle-aligned ACF, increased, while sales for mounting applications in various sensor modules such as cameras also expanded.」

    In addition to expanding particle-aligned ACF for small and medium-sized displays, sales increased for applications involving the assembly of various sensor modules, including cameras.
  9. FY2021AdvancedAnnual report

    「Developed and commercialized particle-aligned anisotropic conductive film (ACF) with large conductive particles aligned in a pattern」

    The company disclosed that particle-aligned ACF, whose expansion as a differentiated technology product had been underway, had progressed from development through commercialization.
  10. FY2021-Q3RestatedAnnual report

    「Meanwhile, in the anisotropic conductive film category, products for notebook PCs, tablets and televisions increased, while particle-aligned ACF expanded in high-end smartphone models. In addition, improved productivity through the second quarter contributed to higher revenue and profit for the category as a whole.」

    Expansion of particle-aligned ACF for smartphones and improved productivity continued to contribute to higher sales and profit, while products for notebook PCs, tablets, and televisions also increased.
  11. FY2021-Q2RestatedAnnual report

    「Particle-aligned ACF also expanded in high-end smartphone models, and together with improved productivity, this resulted in higher sales and profit for the category as a whole.」

    Expansion of particle-aligned ACF for smartphones and improved productivity continued to contribute to higher sales and profit, following the previous quarter.
  12. FY2021-Q1RestatedAnnual report

    「Meanwhile, in the anisotropic conductive film category, products for notebook PCs and televisions increased due to stay-at-home demand. Particle-aligned ACF also expanded in smartphones, and together with improved productivity, this resulted in higher revenue and profit for the category as a whole.」

    Expansion of particle-aligned ACF for smartphones and productivity improvements continued to contribute to higher sales and profit. The company also newly reported increased sales for notebook PCs and televisions driven by demand for working from home.
  13. FY2020RestatedAnnual report

    「Revenue from anisotropic conductive films increased, resulting in higher profit, as particle-aligned ACF expanded in smartphones and productivity improved.」

    Expansion of particle-aligned ACF for smartphones and productivity improvements were again confirmed as drivers of growth and earnings improvement for differentiated technology products in FY2020.
  14. FY2020-Q3AdvancedAnnual report

    「The anisotropic conductive film category reported higher revenue and profit as particle-aligned ACF expanded in smartphones, supplemented by improved productivity.」

    The company disclosed that expansion of particle-aligned ACF for smartphones and productivity improvements contributed to higher sales and profit.
  15. FY2020-Q2RestatedAnnual report

    「The anisotropic conductive film category reported higher revenue and profit, as particle-aligned ACF gained share in smartphones and automotive applications also remained strong.」

    For particle-aligned ACF, continued gains in smartphone market share and strong performance in automotive applications were confirmed in the second quarter.
  16. FY2020-Q1AdvancedAnnual report

    「The anisotropic conductive film category reported higher revenue and profit, as particle-aligned ACF gained share in smartphones and automotive applications also remained strong.」

    The company disclosed, for the first time as a realized result, specific progress in gaining share for particle-aligned ACF in smartphones. Sales for automotive applications also remained strong.
  17. FY2019First statedAnnual report

    「We will seek to increase our share by expanding differentiated technology products with new functions, such as particle-aligned ACF, while also developing new applications for products using sputtering technology.」

    Specific measures in existing areas included expanding differentiated technology products such as particle-aligned ACF and developing new applications for products using sputtering technology.
Moved together

"Increase in Shares and Capital Through the Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 7 of its 21 moves.

766665★123456
  1. ★This thread
  2. 1Increase in Shares and Capital Through the Exercise of Stock Acquisition Rights7×
  3. 2New production equipment begins operating at the Tochigi site6×
  4. 3Acquisition of Kyoto Semiconductor as a subsidiary and expansion into high-speed communications and sensing6×
  5. 4Continuation of Research and Development Activities6×
  6. 5Shareholder returns targeting a total payout ratio of approximately 40%6×
  7. 6Surface-mount fuses and microdevices remained resilient5×

★ 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
Dexerials's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Results of 2026-08-04: "Advanced".
News
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