Polarization of capital investment in the optical film industry
First written in FY2017-Q2. 12 of 22 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Slower energy-related demand, while displays and functional films remain solidAnnual report
「Against a backdrop of slowing demand in the EV market, our customers have also postponed capital investment and revised their plans. Meanwhile, a certain level of demand is expected to continue in Japan and overseas for display component-related equipment, and coating equipment related to functional films is also expected to remain solid.」
While postponement of capital investment and plan revisions continue in EV- and energy-related areas, a certain level of demand is expected for display component-related equipment, and demand for coating equipment related to functional films is expected to remain solid. - FY2026-H1Sustained high demand for display component-related equipmentAnnual report
「Demand for display component-related equipment remains high in both Japan and overseas, while coating equipment related to functional films is also expected to remain solid.」
In addition to capital investment trends by region and company, it was stated that demand for display component-related equipment in Japan and overseas remains high, while demand related to functional films is expected to remain solid. - FY2024RestatedAnnual report
「The automotive lithium-ion secondary battery business within the energy-related field, another core business, is seeing signs of new investment. Amid intense cost competition, we will pursue cost reductions from new perspectives in addition to leveraging the technological and quality advantages built up to date, further advance our company-wide global expansion, and work to improve performance and achieve sustainable growth and development.」
The optical display and secondary battery fields are the two core businesses, and the company continues to address investment activity, cost competition and global expansion. - FY2023-Q3RestatedAnnual report
「Orders received increased significantly in the cumulative first nine months of the previous fiscal year as investment activity resumed in Japan and overseas. In the cumulative first nine months of the current fiscal year, activity had settled somewhat but orders remained on a steady trend.」
Although activity had settled from the sharp increase in orders in the previous fiscal year driven by the resumption of investment activity in Japan and overseas, it was reconfirmed that orders remained on a steady trend. - FY2023-Q2RestatedAnnual report
「Orders received increased significantly in the cumulative second quarter of the previous fiscal year as investment activity resumed in Japan and overseas. In the cumulative second quarter of the current fiscal year, activity had settled somewhat but orders remained on a steady trend.」
Although activity has settled from the sharp increase in the previous fiscal year driven by the resumption of investment activity in Japan and overseas, it was reconfirmed that orders remained on a steady trend. - FY2023-Q1Orders settle into a steady trendAnnual report
「Orders received increased significantly in the cumulative first quarter of the previous fiscal year as investment activity resumed in Japan and overseas. In the cumulative first quarter of the current fiscal year, activity had settled somewhat but orders remained on a steady trend.」
Although activity had settled from the sharp increase in the previous fiscal year driven by the resumption of investment activity in Japan and overseas, orders were described as remaining on a steady trend. - FY2022-Q3AdvancedAnnual report
「Orders received remained weak in the cumulative first nine months of the previous fiscal year, partly due to the impact of COVID-19, but increased significantly in the cumulative first nine months of the current fiscal year as investment activity resumed in Japan and overseas.」
Orders received increased significantly against a backdrop of the resumption of investment activity in Japan and overseas, including in optical films and electric vehicle-related areas. - FY2022-Q2AdvancedAnnual report
「Orders for display components and energy-related equipment surged during the current fiscal year, and both orders received and the order backlog increased sharply.」
Orders for display components and energy-related equipment surged against a backdrop of increased economic activity, and both orders received and the order backlog rose sharply. - FY2022-Q1Continued weakness in domestic capital investment alongside a sharp increase in ordersAnnual report
「Orders in Japan are showing signs of a modest recovery, but capital investment remains weak, partly due to the spread of COVID-19.」
While the order environment is recovering sharply, particularly in China, capital investment remains weak in Japan, indicating a regional divergence. - FY2021Sharp recovery in capital investmentAnnual report
「Capital investment in the optical film and electric vehicle-related industries in Japan and overseas had remained stagnant for some time, partly due to the impact of COVID-19, but encouraging signs of investment activity resuming sharply have emerged since the beginning of this year.」
After a prolonged period of stagnant capital investment in the optical film and electric vehicle-related industries, a sharp resumption of investment activity was described from the beginning of 2021. - FY2021-Q3RestatedAnnual report
「Capital investment remains stagnant in the optical film and electric vehicle-related industries relevant to our business, but encouraging signs of investment activity gradually resuming in Japan and overseas are emerging.」
In the optical film and electric vehicle-related industries, capital investment remains stagnant, while the gradual resumption of investment activity in Japan and overseas was reconfirmed. - FY2021-Q2Continued stagnation in capital investment, with encouraging signs of a recoveryAnnual report
「Orders remain stagnant due to continued weakness in capital investment in the optical film and electric vehicle-related industries relevant to our business, but encouraging signs of investment activity gradually resuming in Japan and overseas are emerging.」
In the optical film and electric vehicle-related industries, capital investment and orders remain stagnant, while signs of investment activity gradually resuming in Japan and overseas were described. - FY2021-Q1Continued stagnation in capital investment, with signs of a recoveryAnnual report
「Orders remain stagnant due to continued weakness in capital investment in the optical film and electric vehicle-related industries relevant to our business, but there are gradual signs of investment activity resuming in Japan and overseas.」
In the optical film and electric vehicle-related industries, capital investment and orders remain stagnant, while signs of a gradual resumption of investment activity in Japan and overseas were described. - FY2019RestatedAnnual report
「In the optical film industry relevant to our business, large-scale capital investment related to liquid-crystal films is under way in China. In Japan, although there are signs of new investment, capital investment remains limited to small- and medium-sized projects.」
The investment environment was reconfirmed, with large-scale investment progressing in China while investment in Japan remains limited to small- and medium-sized projects. - FY2019-Q3RestatedAnnual report
「As a result, large orders were received overseas for automotive lithium-ion secondary batteries and optical films for displays. Revenue remained solid, supported by large-scale capital investment overseas in the optical film industry for liquid-crystal displays.」
Large-scale capital investment continued overseas in automotive secondary batteries and optical films for liquid-crystal displays, contributing to growth in orders received and revenue. - FY2019-Q2RestatedAnnual report
「As a result, orders received saw significant growth overseas in automotive lithium-ion secondary batteries and optical films for displays. Revenue also grew significantly, driven by large-scale capital investment overseas in the optical film industry for liquid-crystal displays.」
Large-scale capital investment continued overseas in automotive secondary batteries and optical films for liquid-crystal displays, contributing to growth in orders received and revenue. - FY2019-Q1RestatedAnnual report
「In the optical film industry relevant to our business, large-scale capital investment related to liquid-crystal films is under way in China. In Japan, although there are signs of new investment, capital investment remains limited to small- and medium-sized projects.」
The polarized investment environment was reconfirmed, with large-scale investment in liquid-crystal films progressing in China while investment in Japan remains limited to small- and medium-sized projects. - FY2018RestatedAnnual report
「In the optical film industry relevant to our business, large-scale capital investment related to liquid-crystal films is under way in China. In Japan, although there are signs of new investment, capital investment remains limited to small- and medium-sized projects.」
The optical film industry was described as seeing large-scale investment in China, while investment in Japan remains limited to small- and medium-sized projects. - FY2018-Q3RestatedAnnual report
「In the optical film industry relevant to our business, there are signs of new investment in Japan, although investment remains limited to small- and medium-sized projects.」
Although new investment is being seen in Japan's optical film industry, the capital investment environment was described as limited to small- and medium-sized projects. - FY2017RestatedAnnual report
「Large-scale new investments in the optical film industry have become less common, but we still regard it as a growth area.」
While recognizing the decline in large-scale new investments in the optical film sector, the view was expressed that there is still room for growth. - FY2017-Q3RestatedAnnual report
「The optical film industry appears to be increasingly polarized, with some companies pursuing new investments while others are shifting toward downsizing or contract processing.」
The polarization of capital investment in the optical film industry was described again, as in the previous quarter. - FY2017-Q2First statedAnnual report
「The optical film industry appears to be increasingly polarized, with some companies pursuing new investments while others are shifting toward downsizing or contract processing.」
The optical film industry was described as becoming polarized between companies expanding capital investment and those shifting toward downsizing or contract processing.