Securing Orders for China’s Generation 10 and Larger Photomask Demand
First written in FY2016. 6 of 14 entries say "Advanced", first in FY2018. Latest entry: FY2026-H1.
SK-Electronics moved to the "Worse" side of this theme in 2020.
0 other companies' latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「In the large photomask business, demand for photomasks for 8th-generation OLED panel plants increased in the South Korean and Chinese markets, while demand for photomasks for liquid-crystal panels for IT products and automotive panels increased in the Chinese and Taiwanese markets. Meanwhile, in Japan, demand for photomasks for liquid-crystal panels for VR devices, which had been strong during the previous interim consolidated accounting period, declined.」
Demand related to panel development expanded beyond the previous focus on 10th-generation-and-later applications in China, with specific regional and application-based changes emerging: 8th-generation OLED panels in South Korea and China, liquid-crystal panels for IT products and automotive panels in China and Taiwan, and liquid-crystal panels for VR devices in Japan. Overall, demand increased in multiple markets, while demand for VR devices in Japan declined. - FY2025AdvancedAnnual report
「In the large photomask business, demand increased in China for photomasks for OLED panels for smartphones and for liquid-crystal panels for televisions and automotive panels, as well as in Japan for photomasks for liquid-crystal panels for VR devices.」
The full-year results showed increased demand across multiple applications: OLED panels for smartphones in China, liquid-crystal panels for televisions and automotive panels in China, and liquid-crystal panels for VR devices in Japan. - FY2025-H1AdvancedAnnual report
「In the large photomask business, demand for photomasks for OLED panels for smartphones and IT products increased in the South Korean and Chinese markets. In China, demand for photomasks for liquid-crystal panels for televisions and automotive panels increased, as did demand in Japan for photomasks for liquid-crystal panels for VR devices.」
From the situation in the previous fiscal year, when active smartphone mass production in China was said to have reduced demand for both OLED and liquid-crystal panels, the disclosure now reports increased demand for OLED panels for smartphones and IT products in South Korea and China, liquid-crystal panels for televisions and automotive panels in China, and liquid-crystal panels for VR devices in Japan. - FY2024-Q2WorsenedAnnual report
「In the large photomask business, demand for photomasks for OLED panels for IT products increased in the South Korean market, while in the Chinese market, demand for both OLED and liquid-crystal panels declined as mass production of smartphones became more active.」
In South Korea, demand for OLED panels for IT products increased, while in China, demand for both OLED and liquid-crystal panels declined as smartphone mass production became more active. The environment for securing demand from China has deteriorated. - FY2023-Q3RestatedAnnual report
「In the large photomask business, demand for photomasks for OLED panels for smartphones, mainly in the Chinese market, remained firm, while demand for photomasks for liquid-crystal panels for IT products, automotive panels and VR devices increased. As a result, sales and operating profit increased year on year.」
Demand for OLED panels for smartphones, mainly in China, and demand for liquid-crystal panels for IT products, automotive panels and VR devices continued to increase, contributing to higher sales and operating profit in the large photomask business. - FY2023-Q1AdvancedAnnual report
「In the large photomask business, demand for photomasks for OLED panels for smartphones and for liquid-crystal panels for IT products, automotive panels and VR devices increased, resulting in higher sales and operating profit.」
The increase in demand for photomasks for OLED and liquid-crystal panels materialized in the results and led to higher sales and operating profit in the large photomask business. - FY2021ReframedAnnual report
「The Group will secure demand for photomasks related to the development of these panels.」
The scope of the disclosure broadened from its previous focus on orders and market-share gains for 10th-generation-and-later photomasks in China to securing demand across panel development, including OLED and QD-OLED panels. - FY2021-Q1WorsenedAnnual report
「Large photomask business 4,366,277 77.6 742,934 51.1」
Orders received in the large photomask business were 77.6% of the year-earlier period, and the order backlog was 51.1%, with both orders received and the order backlog below the year-earlier period. - 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.」
The company's share of the market for 10th-generation-and-later photomasks in China fell substantially due to intensified competition, market contraction and other factors. - 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.」
Regarding orders and market-share gains for 10th-generation-and-later photomasks in China, orders declined substantially as the market contracted and competition intensified, worsening the product mix. - FY2020-Q1WorsenedAnnual report
「Under these market conditions, the Group secured orders for photomasks for 8th-generation-and-earlier applications above the previous fiscal year, but its share of the market for 10th-generation-and-later photomasks fell substantially as competition with rival manufacturers, including on price, intensified. As a result, sales of photomasks for 10th-generation-and-later applications declined, and the product mix deteriorated substantially relative to the initial plan.」
Regarding orders and market-share gains for 10th-generation-and-later photomasks, the company's market share fell substantially as price competition with rival manufacturers intensified, worsening sales and the product mix. - FY2019AdvancedAnnual report
「Regarding the photomask market and our initiatives in this area, demand for photomasks for 10th-generation-and-later applications became more active as a 10.5-generation liquid-crystal panel plant already operating in China was joined by a newly operational 11th-generation plant. We worked to gain market share by making maximum use of our technological capabilities and delivery record as an industry pioneer.」
In response to demand generated by the operation of 10.5-generation and 11th-generation plants in China, the company pursued market-share gains by using its technological capabilities and delivery record. - FY2018AdvancedAnnual report
「During the current consolidated fiscal year, demand in China for photomasks for 10th-generation-and-later applications increased, while the proportion of high-value-added products among photomasks for 8.5-generation-and-earlier applications rose, substantially improving the overall product mix.」
The increase in demand in China for 10th-generation-and-later photomasks materialized in the results, and the demand targeted for conversion into orders contributed to higher sales and an improved product mix. - FY2016First statedAnnual report
「We will strengthen and continue efforts to secure orders for planned demand for 10th-generation-and-later photomasks in China from the next fiscal year onward.」
The plan is to strengthen and continue sales activities aimed at converting planned demand in China for 10th-generation-and-later products from the next fiscal year onward into orders.