Transition from development to mass production in the semiconductor business and maintenance revenue
First written in FY2021. 13 of 23 entries say "Advanced", first in FY2025-Q1. Latest entry: 2026-10-19.
No other company in this theme has enough history to compare yet.
- 2026-10-15AdvancedRevisions to earnings forecasts
「半導体事業では単結晶及びレーザ製品、新領域事業ではデータセンター向けファラデー回転子の出荷増加により、両事業の売上高が前回予想を上振れる見込みです。」
半導体事業で単結晶及びレーザ製品の出荷増加が見込まれ、通期売上高の上振れ要因として示された。 - FY2027-H1AdvancedAnnual report
「In the Semiconductor Business, shipments of laser products and optical single-crystal products, which hold high market shares in the semiconductor manufacturing equipment market, increased against the backdrop of market expansion, and sales exceeded forecasts.」
Shipments of laser products and optical single-crystal products increased against the backdrop of expansion in the semiconductor manufacturing equipment market, and interim sales in the Semiconductor Business exceeded forecasts. - FY2026AdvancedAnnual report
「As a result, sales in the business for the consolidated fiscal year rose 6.3% year on year to ¥5,002 million, setting a new record high.」
Annual sales in the semiconductor business reached ¥5,002 million, setting a new record high. - FY2026-H1RestatedAnnual report
「In the semiconductor business, sales progressed generally in line with forecasts.」
The company states that sales in the semiconductor business progressed generally in line with forecasts, reconfirming the business's progress. - FY2025AdvancedAnnual report
「The business recorded its highest annual sales ever.」
In the semiconductor business, annual sales reached a record high due to resolution of component procurement issues, improved production efficiency, and contract research and development for new products. - FY2025-H1RestatedAnnual report
「In the semiconductor business, procurement of components manufactured by a second supplier progressed smoothly, and production and shipments of laser equipment progressed as planned.」
Procurement of components manufactured by a second supplier progressed smoothly, and production and shipments of laser equipment progressed as planned. The company reconfirms the status of measures taken since the previous quarter. - FY2025-Q1AdvancedAnnual report
「In the semiconductor business, production and shipments of laser equipment incorporating components manufactured by a second supplier, for which production and shipments began in the fourth quarter of the previous fiscal year, progressed generally in line with plan.」
Production and shipments of laser equipment incorporating components manufactured by a second supplier, which began in the fourth quarter of the previous fiscal year, are progressing generally in line with plan. - FY2024RestatedAnnual report
「This development-to-mass-production process is repeated as customers launch new products.」
The company reiterates the transition from development to mass production in response to customers' new product launches and the revenue structure supported by maintenance. Maintenance revenue is stated to account for approximately 15% of business revenue. - FY2023-Q2RestatedAnnual report
「In the semiconductor business, sales continued to perform well as utilization of production facilities and productivity per engineer increased by more than initially anticipated at the beginning of the fiscal year.」
The company states that utilization of production facilities and productivity per engineer improved in the semiconductor business, supporting continued strong sales. - FY2023-Q1RestatedAnnual report
「In the semiconductor business, strong semiconductor demand driven by data centers and DX/GX investment is continuing to support solid performance, while conditions requiring caution in procuring certain components also persist.」
Semiconductor demand and business performance remain strong, supported by data centers and DX/GX investment, while caution regarding component procurement continues. - FY2022RestatedAnnual report
「Because maintenance demand can be forecast with a high degree of accuracy, it is a source of earnings stability for a semiconductor business, a sector said to experience sharp gaps between economic peaks and troughs. In addition, maintenance revenue is recurring and expected to increase cumulatively in line with new laser shipments, as lasers are required to operate for more than 10 years.」
The company reiterates its stable, cumulative revenue structure based on the transition from development to mass production and maintenance every 1–2 years. - FY2022-Q2RestatedAnnual report
「By product market, in the healthcare business, sales of scintillator single crystals for PET equipment remained at the level of the second half of the previous fiscal year. In the optical measurement and new businesses, performance was generally steady, although delivery delays occurred for some products. In the semiconductor business, both single-crystal and laser equipment continued to perform well, following the second half of the previous fiscal year.」
Sales of single crystals for PET equipment in the healthcare business and single-crystal and laser equipment in the semiconductor business remained at the level of, or continued to perform as well as, the second half of the previous fiscal year. - FY2022-Q1RestatedAnnual report
「In the semiconductor business, both single-crystal and laser equipment continued to perform well, following the second half of the previous fiscal year.」
The company states that its semiconductor business's single-crystal and laser equipment continued to perform well from the second half of the previous fiscal year. - FY2021First statedAnnual report
「This development-to-mass-production process is repeated as customers launch new products.」
With 266 nm, 2 W-or-more single-crystal lasers as its main products, the company is transitioning from development to mass production in line with customers' next-generation products. Maintenance revenue accounts for slightly more than 20% of business revenue and is generated approximately every 1–2 years, according to the company.