Technological innovation by competitors and declines in selling prices
First written in FY2016. 2 of 5 entries say "Restated". Latest entry: 2026-04-09.
Rorze moved to the "Worse" side of this theme in 2023, 4 years after the typical company in this theme (2019).
The whole theme swung hardest in 2026: 41 of 85 companies on the "Worse" side.
34 other companies' latest entry also says "Worsened".
- 2026-04-09WorsenedResults presentation
「Sales to China fell 20% year on year, continuing the decline after sales had expanded through the first half of the fiscal year ending February 2025.」
The company specifically identified customers' capital-investment adjustments and competition from domestic manufacturers as factors behind lower sales to China. - FY2023WorsenedAnnual report
「Our group faces a diverse range of competitors in the semiconductor business. Competition may intensify as local manufacturers gain prominence. We are expanding local production to strengthen our competitiveness in the market, but if competitors outperform us in areas such as quality, cost or delivery times, our competitiveness may decline and our profitability may be impaired.」
In addition to the existing risks of technological innovation and price competition, the disclosure specifically describes the emergence of local manufacturers and intensifying competition in terms of quality, cost and delivery times. - FY2019RestatedAnnual report
「It is essential for our group to develop high-value-added products. We will work to actively obtain patents and differentiate our product technologies from those of other companies.」
Against the backdrop of the risks of competitors' technological innovation and price competition, the statement continues to emphasize high-value-added products and technological differentiation. - FY2018RestatedAnnual report
「Our group differentiates itself from competitors by developing, manufacturing and selling high-value-added, highly reliable material-handling equipment. However, if another company develops a new product based on breakthrough technological innovation, or if selling prices decline significantly as competition intensifies, this could affect the performance and financial position of our group.」
The statement continues to identify competitors' technological innovation and price competition as risks. - FY2016First statedAnnual report
「If another company develops a new product based on breakthrough technological innovation, or if selling prices decline significantly as competition intensifies, this could affect the performance and financial position of our group.」
Both technological competition and price competition are recognized as major risks.