Investment in Gen 10.5 Large LCD Displays in China
First written in FY2022-Q1. 4 of 7 entries say "Reframed", first in FY2023-Q1. Latest entry: FY2025.
Aimechatec moved to the "Worse" side of this theme in 2023.
0 other companies' latest entry also says "Reframed".
- FY2025ReframedAnnual report
「A certain level of shipments and orders was secured through capacity expansion demand for some large panels.」
The description shifted from 10.5-generation large-scale investment itself to capacity expansion demand for some large panels. - FY2023ReframedAnnual report
「In the LCD business, significant new equipment investment cannot be expected, but demand from customers for refurbishment and replacement of existing equipment continues.」
The business was characterized as shifting from China's 10.5-generation and medium-sized line investment toward a structure in which significant new LCD investment cannot be expected and existing equipment refurbishment and replacement are the main sources of demand. - FY2023-Q3ReframedAnnual report
「In the flat-panel display (FPD) industry, the recovery in market conditions was delayed by weaker global demand for IT products, and customers' investment plans were visibly being revised across industries.」
The description shifted further from China's 10.5-generation investment and medium-sized panel line additions and refurbishment to broader market conditions, including weak global FPD demand and customer revisions to investment plans. - FY2023-Q1ReframedAnnual report
「Orders built steadily by capturing demand for capacity additions, replacement and refurbishment of medium-sized panel lines, mainly in China.」
The focus of investment shifted away from China's 10.5-generation large-scale investment to capacity additions, replacement and refurbishment of medium-sized panel lines. - FY2022-Q3SoftenedAnnual report
「Although large-scale 10.5-generation investment in China has peaked, investment related to LCDs remains resilient.」
The description of China's 10.5-generation large-scale investment weakened from advancing investment plans and implementation to having peaked. - FY2022-Q2AdvancedAnnual report
「New investment in LCD panels is being made in China, where persistent panel demand is expected.」
The description progressed from plans for new investment beginning to move forward to new LCD panel investment actually being undertaken. - FY2022-Q1First statedAnnual report
「Meanwhile, plans for new investment began to move forward in China in anticipation of persistent demand.」
The company stated that plans for new investment in large LCD displays had begun to move forward in China.