Order Fluctuations Driven by Capital Investment by Specific Customers
First written in FY2016. 6 of 16 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-10-18.
Rorze moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 7 of 18 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
- 2026-10-18Worsenednews.yahoo.co.jp
「中間期の連結売上高に占めるアプライド マテリアルズ向けは21.7％（173億2500万円）と、前年同期の16.0％から上がった。」
主要顧客であるアプライド マテリアルズ向けの売上比率が前年同期から上昇し、特定顧客への集中が強まったと報じられた。 - FY2026Higher sales concentration among 2 major customersAnnual report
「Applied Materials,Inc. 22,009 17.1 Taiwan Semiconductor Manufacturing Company, Ltd. 19,522 15.2」
Sales to Applied Materials amounted to ¥22,009 million, or 17.1%, and sales to TSMC amounted to ¥19,522 million, or 15.2%, resulting in 2 major customers each accounting for more than 10%. - FY2023Major-customer sales mix remains unchangedAnnual report
「Applied Materials,Inc. 16,908 17.9 Taiwan Semiconductor Manufacturing Company,Ltd. 9,984 10.6」
Sales to Applied Materials amounted to ¥16,908 million, or 17.9%, and sales to TSMC amounted to ¥9,984 million, or 10.6%, indicating continued concentration of sales among major customers accounting for more than 10%. - FY2022-Q3RestatedAnnual report
「During the nine-month period ended the third quarter, production, orders received and sales of FPD-related equipment in the semiconductor and FPD-related equipment business decreased from the same period of the previous year. This was because the Korean subsidiary RORZE SYSTEMS CORPORATION had received large orders for and recorded sales of FPD-related equipment in the same period of the previous year.」
The statement continues to describe declines in production, orders received and sales resulting from the completion of large orders for and sales of FPD-related equipment by the Korean subsidiary in the same period of the previous year. - FY2022-Q2MaterialisedAnnual report
「During the six-month period ended the second quarter, production, orders received and sales of FPD-related equipment in the semiconductor and FPD-related equipment business decreased from the same period of the previous year. This was because the Korean subsidiary RORZE SYSTEMS CORPORATION had received large orders for and recorded sales of FPD-related equipment in the same period of the previous year.」
Large orders for and sales of FPD-related equipment by the Korean subsidiary in the same period of the previous year came to an end, resulting in declines in production, orders received and sales of FPD-related equipment. Order volatility associated with a specific project continued to appear in actual results. - FY2022-Q1MaterialisedAnnual report
「During the three-month period ended the first quarter, production, orders received and sales of FPD-related equipment in the semiconductor and FPD-related equipment business decreased from the same period of the previous year. This was because the Korean subsidiary RORZE SYSTEMS CORPORATION had received large orders for and recorded sales of FPD-related equipment in the same period of the previous year.」
Large orders for and sales of FPD-related equipment by the Korean subsidiary in the same period of the previous year came to an end, resulting in declines in production, orders received and sales of FPD-related equipment. The impact of fluctuations following the completion of a specific project appeared in actual results. - FY2021WorsenedAnnual report
「Applied Materials,Inc. 8,531,505 16.8 Samsung Display Co.,Ltd. 6,352,275 12.5 Taiwan Semiconductor Manufacturing Company,Ltd. 5,684,108 11.2 Samsung Display Vietnam Co.,Ltd. 5,453,141 10.7」
There were 4 major customers accounting for more than 10% of sales, and large sales to 2 Samsung Display-related companies were disclosed in addition to Applied Materials and TSMC. The concentration on specific customers and large projects has become clearer. - FY2021-Q3RestatedAnnual report
「During the nine-month period ended the third quarter, orders received and the order backlog in the semiconductor and FPD-related equipment business increased significantly. This resulted from large orders for display manufacturing equipment received by the Korean subsidiary RORZE SYSTEMS CORPORATION from Samsung Display Co., Ltd. of South Korea and Samusung Display Vietnam Co., Ltd. of Vietnam.」
Large orders from 2 Samsung Display-related companies, continuing from the previous quarter, led to continued significant increases in orders received and the order backlog. Dependence on order trends among specific customers continues to be explicitly stated. - FY2021-Q2WorsenedAnnual report
「During the six-month period ended the second quarter, orders received and the order backlog in the semiconductor and FPD-related equipment business increased significantly. This resulted from large orders for display manufacturing equipment received by the Korean subsidiary RORZE SYSTEMS CORPORATION from Samsung Display Co., Ltd. of South Korea and Samsung Display Vietnam Co., Ltd. of Vietnam.」
Large orders for display manufacturing equipment were received from Samsung Display and Samsung Display Vietnam, resulting in significant increases in orders received and the order backlog in the semiconductor and FPD-related equipment business. The concentration of orders among specific customers is stated even more explicitly. - FY2021-Q1MaterialisedAnnual report
「This resulted from large orders for display manufacturing equipment received by the Korean subsidiary RORZE SYSTEMS CORPORATION from Samsung Display Co., Ltd. of South Korea and Samsung Display Vietnam Co., Ltd. of Vietnam.」
Large orders for display manufacturing equipment were received from 2 Samsung-related customers, and order trends at specific customers actually contributed to increases in orders received and the order backlog. - FY2020Two major customers both remained significantAnnual report
「Taiwan Semiconductor Manufacturing Company,Ltd. 5,503,793 14.8 Applied Materials,Inc. 5,440,302 14.7」
In the current fiscal year, TSMC accounted for ¥5,503 million, or 14.8%, of sales, while Applied Materials accounted for ¥5,440 million, or 14.7%, resulting in 2 major customers each accounting for more than 10%. - FY2019Changes in Major Customer MixAnnual report
「Applied Materials,Inc. 5,194,011 16.6」
Following the one-off boost from Samsung Display Vietnam, which accounted for 46.7% of total sales in the previous fiscal year, sales to Applied Materials amounted to ¥5,194 million, or 16.6% of total sales, and were disclosed in the current fiscal year as sales to a major customer accounting for more than 10%, indicating a change in the major-customer mix. - FY2019-Q1MaterialisedAnnual report
「However, consolidated sales declined year on year because large orders for glass-substrate-related automation equipment received by a Korean subsidiary as a one-off boost in the previous fiscal year had been fully delivered.」
Following completion of the delivery of large orders for a specific Korean subsidiary, the one-off boost recorded in the previous year disappeared and consolidated sales declined, demonstrating in actual results the order volatility associated with specific customers and projects. - FY2018MaterialisedAnnual report
「Samsung Display Vietnam Co.,Ltd. 24,415,345 46.7」
Sales to Samsung Display Vietnam totaled ¥24,415 million, accounting for 46.7% of total sales, demonstrating in actual results the risk of order volatility arising from capital investment and delivery trends at a major customer. - FY2018-Q1MaterialisedAnnual report
「Against the backdrop of strong demand for semiconductor capital investment, orders and sales of wafer sorters and EFEMs to Taiwanese foundries, device manufacturers, manufacturing-equipment manufacturers and wafer manufacturers have remained solid. However, following the completion of large-volume deliveries of N2-purge wafer stockers to a specific manufacturer, which contributed to higher sales in the first quarter of the previous fiscal year, sales declined 31.6% year on year to ¥2,927 million.」
Following the completion of large-volume deliveries to a specific manufacturer, wafer-handling-system sales declined 31.6% year on year, demonstrating the impact on actual results of order volatility resulting from capital investment and delivery trends at specific customers. - FY2016First statedAnnual report
「If capital investment by these major business partners or other factors causes an extreme temporary fluctuation in orders, this could affect the performance and financial position of our group.」
Order volatility risk arising from dependence on major device and manufacturing-equipment manufacturers worldwide.