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Optorun (6235) · RiskRestated

Intensifying Technology Development and Price Competition

First written in FY2017. 21 of 23 entries say "Restated". Latest entry: FY2024.

23entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2022-Q1RestatedFY2023-Q1 – FY20242018: 320182019: 420192020: 420202021: 420212022: 220222023: 320232024: 220242025: 1
Same theme, other companies
Intensifying competition and declining competitive position in the semiconductor marketA theme 12 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Restated".

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. FY2024RestatedAnnual report

    「光学薄膜装置業界は日本国内メーカーに加え中国、ヨーロッパ等にメーカーが存在しており、激しい競争の状況にあります。」

    国内外メーカーとの技術・価格競争の激化を引き続きリスクとして記載している。
  2. FY2024-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  5. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  6. FY2022WorsenedAnnual report

    「このように、新たな事業機会の拡大が見込まれる一方、競争環境も一層厳さを増し、より高度な光学薄膜・成膜技術の開発とそれを支える組織体制の強化が求められることが予想されます。」

    新たな事業機会の拡大と同時に、競争環境が一層厳しくなるとの認識を示した。
  7. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  8. FY2021RestatedAnnual report

    「光学薄膜装置業界は日本国内メーカーに加え中国、韓国、ヨーロッパ等にメーカーが多数存在しており、激しい競争の状況にあります。」

    国内外メーカーとの技術・価格競争の激化を引き続きリスクとしている。
  9. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  10. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  11. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  12. FY2020RestatedAnnual report

    「光学薄膜装置業界は日本国内メーカーに加え中国、韓国、ヨーロッパ等にメーカーが多数存在しており、激しい競争の状況にあります。」

    国内外メーカーとの技術・価格競争の激化を引き続きリスクとしている。
  13. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  14. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  15. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  16. FY2019RestatedAnnual report

    「光学薄膜装置業界は日本国内メーカーに加え中国、韓国、ヨーロッパ等にメーカーが多数存在しており、激しい競争の状況にあります。」

    国内外メーカーとの技術・価格競争の激化を引き続きリスクとしている。
  17. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  18. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  19. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更がないとされた。
  20. FY2018RestatedAnnual report

    「光学薄膜装置業界は日本国内メーカーに加え中国、韓国、ヨーロッパ等にメーカーが多数存在しており、激しい競争の状況にあります。」

    国内外メーカーとの技術・価格競争の激化を引き続きリスクとしている。
  21. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更はないとされた。
  22. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    技術開発競争・価格競争の激化に関する既存リスクについて、重要な変更はないとされた。
  23. FY2017First statedAnnual report

    「In addition to Japanese manufacturers, the vacuum deposition equipment industry has many manufacturers in China, South Korea, Europe and elsewhere, resulting in intense competition.」

    The company identifies intensifying technology and price competition from domestic and overseas manufacturers as a continuing risk.
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Intensifying Technology Development and Price Competition | OPTORUN CO.,LTD. (6235) | Komori