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Nakamura Choukou (6166) · InitiativeAdvanced

Accelerating Entry into the Polysilicon Wafer Market

First written in FY2017-Q2. 5 of 7 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2019-Q3.

7entries
4years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018-Q32016: 120162017: 320172018: 220182019: 12019
Same theme, other companies
Customer development in the polycrystalline and monocrystalline silicon wafer marketA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2019-Q3AdvancedAnnual report

    「In our core Electronic Materials Slicing-Related Business, our group pursued various measures to restore profitability, including developing new customers among single-crystal wafer manufacturers, strengthening sales of ultrafine diamond wire of φ55µm or less, and reducing costs. These efforts produced some results, including expanded business with major single-crystal wafer manufacturers and a higher sales mix for ultrafine diamond wire.」

    The shift in focus from accelerating entry into the polycrystalline market to developing customers in the monocrystalline market resulted in progress in expanding business with major monocrystalline wafer manufacturers.
  2. FY2019-Q2ReframedAnnual report

    「In recent years, the monocrystalline wafer market has expanded relative to the polycrystalline wafer market as wafer prices have declined. Given the superior overall cost performance, including higher power-generation efficiency, the monocrystalline wafer market is expected to continue growing. Accordingly, the company pursued proactive sales activities targeting major monocrystalline wafer manufacturers.」

    The focus shifted from an approach centered on accelerating entry into the traditional polycrystalline silicon wafer market to a sales strategy focused on developing customers in the expected-to-expand monocrystalline wafer market.
  3. FY2018-Q3AdvancedAnnual report

    「In the electronic materials slicing-related business, the company's core product, diamond wire, rapidly gained traction in the polycrystalline silicon wafer market, in addition to its traditional market, monocrystalline silicon wafers. Production capacity was also expanded, including through the full-scale operation of the Okinawa Plant, resulting in orders and sales volume both substantially exceeding the year-earlier period.」

    The adoption of diamond wire in the polycrystalline silicon wafer market and the full-scale operation of the Okinawa Plant and expansion of production capacity continued, with orders and sales volume substantially exceeding the year-earlier period.
  4. FY2018-Q2AdvancedAnnual report

    「In the electronic materials slicing-related business, the company's core product, diamond wire, rapidly gained traction in the polycrystalline silicon wafer market, in addition to its traditional market, monocrystalline silicon wafers. Production also increased with the full-scale operation of the Okinawa Plant, resulting in orders and sales volume both substantially exceeding the year-earlier period.」

    As diamond wire gained traction in the polycrystalline silicon wafer market and production expanded with the full-scale operation of the Okinawa Plant, revenue from the electronic materials slicing-related business was ¥4,820 million and segment profit was ¥629 million.
  5. FY2018-Q1AdvancedAnnual report

    「In the Electronic Materials Slicing-Related Business, diamond wire, the main product, rapidly gained popularity in the new polycrystalline silicon wafer market in addition to the monocrystalline silicon wafer market, its traditional supply market. Production volume also expanded with the full-scale operation of the Okinawa plant, resulting in substantial year-on-year increases in both orders and sales volume. As a result, net sales were ¥2.076 billion, up 229.3% year on year, and segment profit was ¥71 million, up 319.9% year on year.」

    Diamond wire gained popularity in the polycrystalline silicon wafer market, while the full-scale operation of the Okinawa plant also expanded production volume, resulting in substantial increases in net sales, orders and sales volume.
  6. FY2017-Q3AdvancedAnnual report

    「Meanwhile, as of the end of the cumulative third quarter, the company had completed large-volume transactions with multiple new customers.」

    Following efforts to strengthen sales in the polycrystalline silicon wafer market, the company completed large-volume transactions with multiple new customers as of the end of the cumulative third quarter. Entry into the polycrystalline market progressed from the sales activity stage to the transaction realization stage.
  7. FY2017-Q2First statedAnnual report

    「To achieve this objective, we are strengthening our sales activities targeting the polycrystalline silicon wafer market. Until now, our diamond wires have been supplied mainly to the monocrystalline silicon wafer market, but now that product development for polycrystalline silicon wafers is on track, we will accelerate our entry into the polycrystalline market, which is more than twice the size of the monocrystalline market.」

    With the aim of securing a large-volume sales channel to replace its major customer and recovering sales, the company first disclosed measures to expand sales activities and enter the polycrystalline market, which is more than twice the size of the monocrystalline market, based on the development outlook for products for polycrystalline silicon wafers.
Moved together

"Expansion of Diamond Wire Production Capacity" moved the same way as this thread, in the same document, in 6 of its 7 moves.

644422★123456
  1. ★This thread
  2. 1Expansion of Diamond Wire Production Capacity6×
  3. 2Strengthening profitability by expanding sales of diamond wire and improving production efficiency4×
  4. 3FY2016 performance improvement and expansion of the electronic material slicing-related business4×
  5. 4Strengthening Price Competitiveness and Manufacturing Capabilities4×
  6. 5Expansion of Overseas Customers and Markets, Primarily in China2×
  7. 6Mitigating customer concentration by expanding new sales channels and business partners2×

★ 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.

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Accelerating Entry into the Polysilicon Wafer Market | NAKAMURA CHOUKOU CO.,LTD. (6166) | Komori