Setup delays and deferred sales due to delays in the construction of a major customer's factory building
First written in FY2022-Q3. 5 of 9 entries say "Restated". Latest entry: FY2025.
2 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「For solder ball mounters, delays in orders and shipments into the following fiscal year or later became evident amid weak investment in semiconductors for IT equipment and general-purpose servers.」
Delays in orders and shipments into the following fiscal year or later due to weak customer investment continued for solder ball mounters and other products. - FY2024RestatedAnnual report
「For the core turnkey encapsulation lines for microdisplays, orders and shipments slipped into the following fiscal year or later due to customers' reviews of their capital investment plans as they assessed trends in end-application markets such as AR/VR glasses.」
Delays in orders and shipments into the following fiscal year or later due to customers' assessments of end-application markets and reviews of their capital investment plans continued. - FY2024-Q3WorsenedAnnual report
「The core turnkey encapsulation lines for microdisplays underperformed as cases of orders and shipments slipping into the following quarter or later became frequent, due to customers' reviews of their capital investment plans as they assessed market trends for smart glasses and other products.」
Delays in orders and shipments due to customers' reviews of their capital investment plans worsened from occasional cases in the previous quarter to frequent cases, and it was explicitly stated that orders and shipments were weak. - FY2024-Q2RestatedAnnual report
「Although demand for the core turnkey encapsulation lines for microdisplays was evident to a reasonable extent, cases in which orders and shipments slipped into the following quarter or later were observed due to customers' reviews of their capital investment plans and other factors.」
Delays in orders and shipments into the following quarter or later due to customers' reviews of their capital investment plans continued. - FY2024-Q1RestatedAnnual report
「While inquiries for turnkey encapsulation lines for microdisplays, including OLEDOS and μLEDOS, whose applications are expected to expand in the metaverse field, remained active mainly in China and Taiwan, there were also a number of projects in which orders were pushed back to the following quarter or later because customers revised their equipment plans.」
In the IJP Solutions business, delays in order timing into the following quarter or later due to customers' reviews of their equipment plans continued to be observed. - FY2023RestatedAnnual report
「Customers' reviews of their investment plans also resulted in orders and shipments being carried over into the following consolidated fiscal year or later.」
The carryover of orders and shipments into the following fiscal year due to customers' reviews of their investment plans continues to be stated on an annual basis. - FY2023-Q3MaterialisedAnnual report
「Customers' reviews of their investment plans, as they sought to assess market conditions and device development progress, resulted in noticeable delays in orders and shipments into the following quarter or later.」
The previous reference to customers' reviews of investment timing materialized as a specific impact in the IJP business, with noticeable delays in orders and shipments into the following quarter or later. - FY2023-Q1ReframedAnnual report
「Longer lead times due to continued logistics disruption and supply constraints for materials, as well as customers' reviews of their investment timing, were observed in various cases.」
Rather than the specific factor of delays in factory-building construction at major customers, the situation was described as fluctuations in project timing resulting from customers' reviews of their investment timing. - FY2022-Q3First statedAnnual report
「While orders remained strong, sales began to be affected by delays in on-site setup, resulting from delays in the construction of factory buildings at major customers and supply constraints for components, including semiconductors. Some sales were deferred to the following quarter or later.」
Delays in the construction of factory buildings at major customers actually resulted in delays to on-site setup and deferred sales. This was described as a customer-side facility factor separate from component supply constraints.