Shortfall in Demand for 10th-Generation Photomasks
First written in FY2016-Q3. 4 of 10 entries say "Mitigated", first in FY2018-Q1. Latest entry: FY2020.
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2020WorsenedAnnual report
「The market for Gen 10 and above photomasks was significantly affected by the shrinking market, intensifying price-based competition with rival manufacturers, and the impact of COVID-19, causing a substantial decline in market share.」
Conditions deteriorated from a recovery trend to a substantial decline in market share for Gen 10 and above photomasks due to the shrinking market, price competition, and the impact of COVID-19. - FY2020-Q3WorsenedAnnual report
「Under these market conditions, the Group's orders for large photomasks, particularly Gen 10 and above products, declined significantly due to the shrinking market and intensifying competition with rival manufacturers, resulting in a deterioration in the product mix.」
Although demand for Gen 10 and above photomasks had been recovering, orders declined significantly against a backdrop of a shrinking market and intensifying competition, resulting in a deterioration in the product mix. - FY2020-Q1MitigatedAnnual report
「Demand for Gen 10 and above photomasks began to recover, partly due to demand generated by the operation of newly built LCD panel factories in China. However, competition intensified with photomask manufacturers from South Korea and China that had entered the market last year.」
It was reported that the shortage of demand for Gen 10 and above photomasks was recovering, partly due to demand generated by the operation of newly built LCD panel factories in China. - FY2019-Q2AdvancedAnnual report
「In the photomask market, demand for Gen 10 and above photomasks became active as Gen 10.5 and above LCD panel factories in China continued to operate smoothly.」
It was reported that Gen 10.5 and above LCD panel factories in China were operating smoothly and that demand for Gen 10 and above photomasks had become active. - FY2019-Q1MitigatedAnnual report
「In the photomask market, demand for Gen 10 and above photomasks was strong following the start-up of Gen 11 LCD panel factories.」
Against the risk of insufficient demand for Gen 10 and above photomasks, demand became strong following the start-up of Gen 11 LCD panel factories. - FY2018MitigatedAnnual report
「In the photomask market, demand emerged in preparation for the start-up of Gen 11 LCD panel factories in China.」
Against the previous shortage of demand for Gen 10 and above photomasks, demand emerged in preparation for the start-up of Gen 11 factories in China. An increase in demand in China for Gen 10 and above photomasks was also reported. - FY2018-Q3AdvancedAnnual report
「In the photomask market, demand for photomasks for Gen 10.5 LCD panel factories in China began to gather momentum,」
The situation progressed from the previous recovery trend to a stage where demand for photomasks for Gen 10.5 LCD panel factories in China began to gather momentum. - FY2018-Q1MitigatedAnnual report
「Demand for photomasks entered a recovery trend as panel manufacturers began shifting from mass production to new-product development.」
It states that demand, which had previously been insufficient for Gen 10 and above photomasks, entered a recovery trend as panel manufacturers shifted toward new-product development. - FY2016MaterialisedAnnual report
「Revenue declined significantly because the Group received no orders for Gen 10 and above photomasks.」
The absence of orders for Gen 10 and above photomasks was reported as an actual factor behind the full-year revenue decline. - FY2016-Q3First statedAnnual report
「Revenue declined significantly because there was no demand for Gen 10 photomasks.」
Insufficient demand for Gen 10 photomasks actually emerged as a factor behind the decline in revenue for the current quarter, with revenue down 15.2% year on year.