Growth in optical solutions and hybrid SVR, with existing SVR declining
First written in FY2017-Q1. 16 of 36 entries say "Restated". Latest entry: 2026-08-04.
No other company in this theme has enough history to compare yet.
- FY2026Optical materials components revenue declined due to the end of phosphor film sales and slowing ARF demand for notebook PCsAnnual report
「In contrast, for the segment as a whole, revenue was ¥47,971 million, down 5.3% from the previous consolidated fiscal year, due to the impact of phosphor film sales ending at the end of the first half of the previous year.」
Automotive products and precision-bonding resins remained solid, but the end of phosphor film sales and a slowdown in anti-reflection films for notebook PCs in the second half reduced revenue in the optical materials components segment. - FY2026-H1The end of phosphor film sales and the reversal of the previous year's new automotive deliveries reduced revenue in optical materials componentsAnnual report
「During the six months ended the period, anti-reflection films for notebook PC displays performed well in the optical film category, but revenue declined because the previous period included phosphor film sales and the buildup of new deliveries of anti-reflection films for automotive applications. In the optical resin materials category, revenue declined for optical elastomer resins due to lower volumes for certain models adopting the products.」
Anti-reflection films for notebook PCs performed well, but the end of phosphor film sales, the reversal of the previous year's buildup of new automotive anti-reflection film deliveries, and lower volumes for certain models using optical elastomer resins reduced revenue in optical materials components. - FY2025The end of phosphor film sales and other factors reduced revenue and profit in optical materials componentsAnnual report
「In optical films, although anti-reflection film products for notebook PC displays performed well and the number of automotive display models adopting the products increased, the end of phosphor film sales resulted in lower revenue and profit.」
Strong anti-reflection film sales for notebook PCs and an increase in the number of automotive models adopting the products were offset by the end of phosphor film sales, which reduced revenue and profit in optical films. - FY2025-H1AdvancedAnnual report
「Volumes of anti-reflection films increased due to the recovery from inventory adjustments in the notebook PC and other markets during the previous period and an increase in automotive models adopting the products, resulting in higher revenue. In the optical resin materials category, revenue also increased due in part to higher volumes of precision-bonding resins for major smartphone manufacturers.」
The recovery in the notebook PC and other markets, an increase in automotive models adopting the products, and higher volumes of precision-bonding resins for major smartphone manufacturers were identified as drivers of higher revenue in optical materials components. - FY2024Higher automotive sales and precision-bonding resin revenue, but lower notebook PC and phosphor film sales resulted in lower revenue and profit for optical materials componentsAnnual report
「In optical films, although sales of anti-reflection film products for automotive displays increased, sales of products for notebook PC displays declined, and lower phosphor film sales resulted in lower revenue and profit.」
Anti-reflection films for automotive displays increased, but anti-reflection films for notebook PCs and phosphor films declined. The optical materials components business reported revenue of ¥51,453 million and operating profit of ¥16,040 million. Precision-bonding resins generated higher revenue and profit due in part to higher volumes for major smartphone manufacturers. - FY2024-Q3RestatedAnnual report
「In the optical resin materials category, sales of optical elastomer resins declined due to the impact of inventory adjustments, but sales of precision-bonding resins for sensor modules increased due to adoption in new application areas, resulting in higher revenue for the category overall.」
Optical films generated lower revenue due to inventory adjustments in the notebook PC and tablet markets, while in optical resin materials, the adoption of precision-bonding resins in new application areas for sensor modules offset the decline in optical elastomer resins, resulting in higher revenue for the category overall. - FY2024-Q2Inventory adjustments continued, but new applications for resin materials in sensor modules drove higher revenueAnnual report
「In the optical resin materials category, sales of optical elastomer resins declined due to the impact of inventory adjustments, but sales of precision-bonding resins for sensor modules increased due to adoption in new application areas, resulting in higher revenue for the category overall.」
While anti-reflection films and phosphor films generated lower revenue due to inventory adjustments in the notebook PC and tablet markets, the adoption of precision-bonding resins in new application areas for sensor modules was identified as a driver of higher revenue in optical resin materials. - FY2024-Q1Inventory adjustments reduced revenue in optical materials componentsAnnual report
「During the three months ended the first quarter, in the optical film category, volumes of anti-reflection films and phosphor films declined due to inventory adjustments in the notebook PC and tablet markets, resulting in lower revenue.」
Volumes of anti-reflection films and phosphor films for notebook PCs, which had supported growth through the previous period, declined due to inventory adjustments in the notebook PC and tablet markets, resulting in lower revenue in the optical film category. - FY2023Growth in automotive applications and phosphor films offset the decline in notebook PC applicationsAnnual report
「In optical films, although sales of anti-reflection film products for notebook PC displays declined, sales of products for automotive displays increased, and higher sales of phosphor films resulted in higher revenue and profit.」
Although anti-reflection films for notebook PCs were at the same level as in the year-earlier period on a nine-month basis, they declined for the full fiscal year. Optical films nevertheless generated higher revenue and profit due to increases in anti-reflection films for automotive applications and phosphor films. - FY2023-Q3Notebook PC applications were flat, while higher automotive volumes drove higher revenue and profitAnnual report
「During the nine months ended the third quarter, in the optical film category, sales of anti-reflection film products for notebook PC displays were at the same level as in the year-earlier period, while sales of products for automotive displays increased due to higher volumes. In addition, phosphor film products for notebook PCs contributed, resulting in higher revenue and profit.」
Anti-reflection films for notebook PCs, which had previously been growing, returned to the year-earlier level, while higher volumes for automotive displays and contributions from phosphor films for notebook PCs enabled optical films to continue generating higher revenue and profit. - FY2023-Q2RestatedAnnual report
「In the optical film category, volumes of anti-reflection films increased for both notebook PC displays and automotive displays, while phosphor film products for notebook PCs contributed, resulting in higher revenue and profit. In the optical resin materials category, revenue and profit also increased, mainly due to higher sales of precision-bonding resins for major smartphone manufacturers.」
Anti-reflection films for notebook PCs and automotive displays, phosphor films for notebook PCs, and precision-bonding resins for major smartphone manufacturers continued to contribute to higher revenue and profit in the optical materials components business. - FY2023-Q1RestatedAnnual report
「In the optical film category, volumes of anti-reflection films increased for both notebook PC displays and automotive displays, while phosphor film products for notebook PCs contributed, resulting in higher revenue and profit. In the optical resin materials category, revenue and profit also increased, mainly due to higher sales of precision-bonding resins for major smartphone manufacturers.」
Anti-reflection films for notebook PCs and automotive displays, phosphor films for notebook PCs, and precision-bonding resins for major smartphone manufacturers continued to drive the optical materials components business. - FY2022-Q3RestatedAnnual report
「During the nine months ended the third quarter, in the optical film category, volumes of anti-reflection films increased for both notebook PC displays and automotive displays. In addition, the new phosphor film, which began making a full contribution from the first quarter, contributed particularly through products for notebook PCs, resulting in higher revenue and profit. In the optical resin materials category, revenue and profit also increased, mainly due to higher sales of precision-bonding resins for major smartphone manufacturers.」
The trend continued of higher volumes of anti-reflection films for notebook PCs and automotive applications, contributions from phosphor film products for notebook PCs, and higher sales of precision-bonding resins for major smartphone manufacturers. - FY2022-Q2AdvancedAnnual report
「In the optical film category, volumes of anti-reflection films increased for both notebook PC displays and automotive displays, and the new phosphor film began contributing to results, resulting in higher revenue and profit. In the optical resin materials category, revenue and profit also increased, mainly due to higher sales of precision-bonding resins for major smartphone manufacturers.」
Higher volumes of anti-reflection films for notebook PCs and automotive displays, the start of contributions from the new phosphor film, and higher sales of precision-bonding resins for major smartphone manufacturers were confirmed. - FY2022-Q1AdvancedAnnual report
「During the three months ended the first quarter, in the optical film category, volumes of anti-reflection films increased for both notebook PC displays and automotive displays, and the new phosphor film began contributing to results, resulting in higher revenue and profit.」
In addition to higher volumes of anti-reflection films for notebook PCs and automotive displays, the new phosphor film made its first contribution to results. - FY2021Automotive optical solutions generated lower revenueAnnual report
「In Optical Solutions, revenue from the automotive display business using the Company's products declined due to the slowdown in the automotive market, the end of production for existing projects, and changes in certain distribution channels.」
While growth and improved profitability had continued in the automotive display business, revenue declined during the period due to the slowdown in the automotive market, the end of production for existing projects, and changes in certain distribution channels. - FY2021-Q3RestatedAnnual report
「In the optical film category, volumes expanded, mainly for products for notebook PC displays, and productivity improvements also contributed, resulting in higher revenue and profit. In the optical resin materials category, sales of optical elastomer resins for tablets increased, while precision-bonding resins also generated higher revenue and profit due in part to higher volumes for a major customer's smartphones.」
Higher volumes of optical films for notebook PCs, optical elastomer resins for tablets, and precision-bonding resins for a major customer's smartphones supported continued higher revenue and profit in the optical materials components business. - FY2021-Q2RestatedAnnual report
「During the six months ended the second quarter, in the optical solutions category, volumes expanded, mainly for products for notebook PC displays, due to work-from-home demand, and productivity improvements also contributed, resulting in higher revenue and profit. In the optical resin materials category, sales of precision-bonding resins for smartphones and surveillance cameras remained sluggish, but in the optical elastomer resin category, sales of products for tablets increased due to work-from-home demand, resulting in higher revenue and profit.」
Increased sales of products for notebook PCs and tablets due to work-from-home demand, together with improved productivity, contributed to higher revenue and profit in the optical materials components business, while sluggish sales of precision-bonding resins for smartphones and surveillance cameras continued. - FY2021-Q1AdvancedAnnual report
「However, in the optical film category, although automotive display products grew as a result of increased adoption in new applications, revenue and profit declined because production of products for notebook PC displays had increased in the first quarter of the previous year in preparation for customers' new product launches.」
The increase in new adoptions for automotive display applications was specifically identified. Meanwhile, notebook PC applications generated lower revenue and profit due to the reversal of the previous year's production increase accompanying customers' new product launches. - FY2020RestatedAnnual report
「In Optical Solutions, the automotive display business using the Company's products generated higher revenue and improved profitability.」
Higher revenue and improved profitability continued in optical solutions for automotive displays even after the consumer IT equipment business was wound down. - FY2020-Q3RestatedAnnual report
「In the optical resin materials category, sales of optical elastomer resins used in smartphones declined, but the positive impact of the increasing number of camera lenses in products using precision-bonding resins resulted in lower revenue but higher profit. In the optical solutions category, the automotive display business using the Company's products generated higher revenue and improved profitability.」
Optical films generated lower revenue and profit due to the base-material change and other factors, while demand for precision-bonding resins for multi-camera applications and the automotive display business continued to support growth and improved profitability. - FY2020-Q2RestatedAnnual report
「During the six months ended the second quarter, in the optical film category, although results were affected by the base-material change, sales of products for notebook PC displays remained strong, resulting in higher revenue and profit. In the optical solutions category, the automotive display business using the Company's products generated higher revenue and improved profitability.」
Optical films for notebook PCs generated higher revenue and profit despite the impact of the base-material change, while higher revenue and improved profitability continued in optical solutions for automotive displays. - FY2020-Q1RestatedAnnual report
「In the optical film category, although results were affected by the base-material change, sales of products for notebook PC displays remained strong, resulting in higher revenue and profit. In the optical solutions category, the automotive display business using the Company's products generated higher revenue and improved profitability.」
Despite the impact of the base-material change, optical films for notebook PCs generated higher revenue and profit, while higher revenue and improved profitability continued in optical solutions for automotive displays. - FY2019RestatedAnnual report
「In Optical Solutions, revenue declined substantially compared with the previous period, when the consumer IT equipment business, which the Company had decided to wind down, accounted for most of the business. However, during the period, the automotive display business using the Company's products generated higher revenue and improved profitability.」
The winding down of the consumer IT equipment business reduced revenue, while the automotive display business generated higher revenue and improved profitability, including for the full fiscal year. - FY2019-Q3RestatedAnnual report
「In the optical film category, sales of products for notebook PC displays declined substantially due to a change in the base material. However, demand in the category, including for automotive applications, continued to increase, and excluding the impact of the base-material change, revenue and profit increased. In the optical solutions category, revenue declined substantially year on year because the comparison period was largely comprised of the consumer IT equipment business, for which the Company had decided to wind down operations. However, the automotive display business using the Company's products generated higher revenue and improved profitability during the period. In the optical resin materials category, revenue and profit declined due to lower sales for smartphones and tablet PCs.」
The trend continued of lower revenue from optical films for notebook PCs due to the base-material change, rising demand including for automotive applications, the winding down of the consumer IT equipment business, and higher revenue and improved profitability in the automotive display business. - FY2019-Q2RestatedAnnual report
「In the optical film category, sales of products for notebook PC displays declined substantially due to a change in the base material. However, demand in the category, including for automotive applications, continued to increase, and excluding the impact of the base-material change, revenue increased.」
The trend continued of lower revenue from optical films for notebook PCs due to the base-material change alongside rising demand, including for automotive applications. The automotive display business in Optical Solutions generated higher revenue. - FY2019-Q1The growth drivers and factors behind lower revenue in optical materials and components switched.Annual report
「In the optical film category, sales of products for notebook PC displays declined substantially due to the impact of a change in base material. However, demand in the category continued to increase, including for automotive applications, and revenue increased excluding the impact of the change in base material.」
Although demand for optical films, including automotive applications, continued to increase, the optical materials and components business as a whole reported lower revenue due to a substantial decline caused by the change in base material, lower sales of optical elastic resin, and the decision to wind down the business targeting existing consumer IT equipment. - FY2018AdvancedAnnual report
「Although sales declined in optical solutions, where the business targeting existing consumer IT equipment had been fully wound down, and in optical elastic resin for smartphones and other applications, sales of antireflection film products for notebook PC displays increased substantially from the previous fiscal year, partly due to the impact of changes in transaction terms. Resin for precision bonding and thermal conductive sheets also reported higher revenue.」
The completion of the wind-down of the optical solutions business targeting existing consumer IT equipment was explicitly stated, while antireflection film, resin for precision bonding and thermal conductive sheets drove growth. - FY2018-Q3AdvancedAnnual report
「In the optical film category, revenue increased substantially due to the impact of changes in transaction terms for products for notebook PC displays and increased sales of automotive products. Revenue and profit increased even excluding the impact of the changes in transaction terms. In the optical resin materials category, sales of existing SVR for smartphones and other applications declined, while revenue increased and profit grew due to higher sales of resin for precision bonding and the impact of the weaker yen. In the optical solutions category, sales declined as the business targeting existing consumer IT equipment was wound down, while earnings improved due to measures such as fixed-cost reductions.」
Higher revenue and profit excluding the impact of changes in transaction terms, driven by increased automotive optical film sales, continued. In addition, improved earnings in optical solutions became more evident following the wind-down of the business targeting existing consumer IT equipment and fixed-cost reductions. - FY2018-Q2RestatedAnnual report
「In the optical film category, sales of products for notebook PC displays increased substantially, partly due to the impact of changes in transaction terms, in addition to growth in automotive products. Revenue and profit increased even excluding the impact of the changes in transaction terms. In the optical resin materials category, sales of existing SVR for smartphones and other applications declined, while revenue increased and profit grew due to higher sales of resin for precision bonding and the impact of the weaker yen.」
The pattern continued of growth in optical films for automotive applications and notebook PCs, a decline in existing SVR, and increased sales of resin for precision bonding. - FY2018-Q1AdvancedAnnual report
「In the optical film category, sales of products for notebook PC displays increased substantially, partly due to the impact of changes in transaction terms. Demand in the category continued to increase, including for automotive applications, and revenue and profit increased even excluding the impact of the changes in transaction terms. Meanwhile, in the optical resin materials category, sales of existing SVR for smartphones and other applications declined, but revenue increased and profit grew due to higher sales of resin for precision bonding and the impact of the weaker yen.」
Demand for optical films, including automotive applications, continued to increase, resulting in higher revenue and profit even excluding the impact of changes in transaction terms. While existing SVR continued to decline, resin for precision bonding increased. - FY2017-Q3RestatedAnnual report
「In the optical film category, sales of products for notebook PC displays increased, partly due to the impact of changes in transaction terms, resulting in higher revenue. Meanwhile, in the optical resin materials category, although sales of hybrid SVR grew, revenue and profit declined due to the impact of the stronger yen and lower sales of SVR for smartphones and other applications.」
While optical films for notebook PCs and hybrid SVR continued to grow, sales of existing SVR for smartphones and other applications declined, and optical resin materials continued to report lower revenue and profit. - FY2017-Q2RestatedAnnual report
「Sales of optical films for notebook PC displays increased. Meanwhile, in optical resin materials, although sales of hybrid SVR grew, revenue and profit declined due to the impact of the stronger yen and lower sales of existing SVR for smartphones and other applications.」
While optical films for notebook PCs and hybrid SVR continued to grow, sales of existing SVR for smartphones and other applications declined, and optical resin materials continued to report lower revenue and profit. - FY2017-Q1First statedAnnual report
「Optical solutions revenue increased, reflecting higher orders for bonding applications in e-book readers. In optical resin materials, sales of hybrid SVR for tablets and other applications grew, while sales of existing SVR for smartphones and other applications declined.」
Within optical materials components, orders for e-book readers and hybrid SVR for tablets grew, while existing SVR sales for smartphones declined.