Demand for Gen 8 and below, Gen 6, and high-value-added photomasks
First written in FY2016-Q3. 12 of 32 entries say "Advanced", first in FY2016. Latest entry: 2026-08-10.
No other company in this theme has enough history to compare yet.
- 2026-08-10OtherEarnings
「For IT products such as monitors, notebook computers and tablets, development of LCD panels supporting higher resolution and greater functionality continued against the backdrop of the end of operating-system support and the spread of AI-enabled PCs. For automotive panels, development continued in response to the increasing number of applications and larger panel sizes. Development of OLED panels for wearable devices such as smartwatches also continued. Meanwhile, the smartphone market has remained weak recently, and shipments of OLED panels for smartphones have declined, with signs that panel development is becoming more cautious.」
The disclosure indicated that development continued for IT products, automotive applications and wearable devices, while shipments of OLED panels for smartphones declined and development became more cautious. - FY2026-H1RestatedAnnual report
「For IT products such as monitors, notebook computers and tablets, and for automotive displays, LCD panel development aimed at higher resolution and enhanced functionality continued. This was driven by factors including the end of operating system support, the spread of AI-equipped PCs, and the increased number and larger size of locations adopting automotive displays.」
LCD panel development aimed at higher resolution and enhanced functionality continued for IT products and automotive displays. The end of operating system support, the spread of AI-equipped PCs, and the increased number and larger size of automotive display applications were additionally cited as contributing factors. - FY2025RestatedAnnual report
「OLED panel development for smartphones increased against the backdrop of new model development by major mobile phone manufacturers worldwide.」
The increase in OLED panel development driven by new smartphone model development was confirmed for the full fiscal year, following its mention in the first half. - FY2025-H1Increased OLED development for smartphones and IT productsAnnual report
「OLED panel development increased for smartphones, including efforts to reduce power consumption and achieve thinner designs, and for IT products, including efforts to expand product lineups.」
The situation changed from cautious and weak new smartphone model development in the previous fiscal year to increased OLED development for smartphones, including efforts to reduce power consumption and achieve thinner designs. Increased OLED development for IT products also continued. - FY2024Weak smartphone development, increased OLED development for IT productsAnnual report
「For smartphones, panel development was weak because new model development proceeded cautiously and OLED panel mass production became more active. For IT products such as monitors and notebook computers, OLED panel development increased.」
While smartphone development was weak as new model development became more cautious and mass production became more active, OLED development for IT products such as monitors and notebook computers increased. - FY2024-Q2Smartphone development deferred, while OLED development for IT products increasedAnnual report
「Smartphone development, which had been firm in the first quarter, saw some projects deferred as mass production became more active. For IT products such as monitors, OLED panel development increased.」
While smartphone development projects were deferred as mass production became more active, OLED development for IT products such as monitors increased. - FY2024-Q1LCD development becomes more cautious, while OLED development remains firmAnnual report
「Development of LCD panels for IT products and VR devices, including efforts to enhance performance and resolution, proceeded cautiously. Shipments of smartphones equipped with OLED panels increased, and development of those panels also remained firm.」
While development for LCD applications in IT products and VR devices became more cautious, development of OLED panels for smartphones remained firm as shipments increased, indicating divergent demand and development trends by product category. - FY2023-Q3RestatedAnnual report
「As major mobile phone manufacturers worldwide developed new smartphone models, OLED panel development at panel manufacturers in South Korea and China became active.」
Active OLED panel development for new smartphone models continued, particularly among panel manufacturers in South Korea and China. - FY2023-Q2RestatedAnnual report
「Development of OLED panels for smartphones, including models compatible with 5G communications, remained active, particularly in China.」
Active development of OLED panels for smartphones, centered on China, continued. The increase in demand for LCD applications in IT products, automotive displays and VR devices was also noted. - FY2023-Q1AdvancedAnnual report
「As demand for photomasks increased for OLED panels used in smartphones and for LCD panels used in IT products, automotive displays and VR devices, both sales and operating profit increased.」
Demand for photomasks increased for smartphones in OLED applications and for IT products, automotive displays and VR devices in LCD applications. - FY2022AdvancedAnnual report
「Against the backdrop of these industry trends, demand for photomasks for OLED panels increased mainly for smartphones, while demand for photomasks for LCD panels increased for IT products and automotive displays.」
Demand for photomasks increased for smartphones in OLED applications and for IT products and automotive displays in LCD applications. - FY2022-Q3Added increase in demand for LCD TVsAnnual report
「Against the backdrop of these industry trends, demand for photomasks expanded for both OLED and LCD panels. For OLED panels, demand for smartphone photomasks increased in South Korea and China, while for LCD panels, demand for TVs increased and demand for smartphones and IT products also remained firm.」
Demand for OLED and LCD applications continued to expand. In addition to the previous demand from smartphones and IT products, an increase in demand for LCD applications in TVs was explicitly indicated. - FY2022-Q2AdvancedAnnual report
「Against the backdrop of these industry trends, demand for photomasks expanded for both OLED and LCD panels. For OLED panels, smartphone demand increased in South Korea and China, while for LCD panels, demand for smartphones and IT products remained firm.」
Demand for both OLED and LCD photomasks expanded. For OLED, demand for smartphones in South Korea and China was indicated, while for LCD, demand for smartphones and IT products was indicated. - FY2022-Q1AdvancedAnnual report
「As the adoption of 5G-compatible smartphones progressed and OLED panel development for new models became active, and as development associated with the launch of new production lines in China was undertaken, demand for photomasks for OLED panels increased significantly year on year. For LCD panels, demand for TVs declined as stay-at-home demand ran its course, although panel manufacturers continued mass production. In addition, sales of notebook computers remained firm as working from home and similar arrangements became established, leading to new model development and increased demand for photomasks.」
Demand for OLED photomasks increased significantly, while demand for photomasks associated with new LCD panel models for notebook computers also increased. Meanwhile, LCD demand for TVs declined as stay-at-home demand ran its course. - FY2021AdvancedAnnual report
「In the flat-panel display industry, OLED panel development became active for smartphones compatible with 5G communications and expanded to notebook computers and tablets, increasing demand for photomasks for OLED panels. For LCD panels, panel demand weakened, particularly for TVs, after stay-at-home demand ran its course, although panel manufacturers continued mass production.」
OLED development expanded from 5G smartphones to notebook computers and tablets, increasing demand for OLED photomasks. For LCD panels, TV demand weakened, while mass production continued. - FY2021-Q3Significant expansion in OLED development demand, firm LCD development demand for IT productsAnnual report
「Development of OLED panels for new smartphone models, including those compatible with 5G communications, became active, resulting in a significant expansion in demand for OLED photomasks. Meanwhile, LCD panel prices continued to rise, and panel manufacturers continued mass production. Against this backdrop, development demand for LCD photomasks for IT products remained firm as sales of IT products such as notebook computers, tablets and monitors remained strong, supported by the establishment of working from home and remote learning.」
While development demand for OLED photomasks expanded significantly, development demand for LCD photomasks for IT products remained firm. Compared with the previous quarter's description that demand for LCD photomasks was weak, the demand for IT products was shown to have improved and diverged from the broader trend. - FY2021-Q2Firm OLED development demand, weak LCD development demandAnnual report
「As a result, demand for LCD photomasks remained weak. Meanwhile, development demand for OLED photomasks remained firm as development aimed at further increasing OLED panel resolution was active.」
While demand for LCD photomasks was weak, demand for photomasks for OLED high-resolution development remained firm, making differences in demand by product category more apparent. - FY2021-Q1WorsenedAnnual report
「Meanwhile, in the photomask market, demand for development photomasks did not increase as much as expected because of delays in new panel development and revisions to development plans.」
Demand for development photomasks did not increase as much as expected because of delays in new panel development and revisions to development plans. - FY2020AdvancedAnnual report
「As 5G adoption and the shift to OLED progressed and the number of high-performance smartphone models increased, demand for Gen 6 photomasks remained solid, centered on those for OLED applications.」
Demand for Gen 6 photomasks, primarily for OLED applications, remained solid, and sales also increased. - FY2020-Q1AdvancedAnnual report
「In the photomask market, demand for photomasks for Gen 8 and smaller applications, including those for OLED panels and TV LCD panels, expanded as panel manufacturers became more active in development.」
Demand for photomasks for Gen 8 and smaller applications expanded against the backdrop of increased development activity by panel manufacturers. - FY2019-Q3AdvancedAnnual report
「Demand for photomasks for Gen 8.5 and smaller applications expanded as new OLED panel plants came on stream.」
Against the backdrop of new OLED panel plants coming on stream, demand for photomasks for Gen 8.5 and smaller applications expanded. - FY2019-Q2AdvancedAnnual report
「Demand for photomasks for Gen 8.5 and smaller applications expanded for the development of OLED and LTPS LCD panels, driven by the expansion of product lineups including smartphones.」
Demand for photomasks for Gen 8.5 and smaller applications expanded for OLED and LTPS LCD panel development. The launch of new models, including 5G-compatible devices and foldable smartphones, was also cited as a contributing factor. - FY2019-Q1RestatedAnnual report
「Demand for photomasks for Gen 8.5 and smaller applications remained firm, including demand for the development of LTPS LCD and OLED panels.」
Demand for photomasks for Gen 8.5 and smaller applications, including those for the development of LTPS LCD and OLED panels, was described as remaining firm for the second consecutive fiscal year. - FY2018AdvancedAnnual report
「Demand for high-resolution photomasks also remained strong for the development of LTPS LCD panels and OLED panels.」
Demand for high-definition photomasks for the development of LTPS LCD and OLED panels remained strong, while the performance analysis also indicated a higher proportion of high-value-added products for Gen 8.5 and smaller applications. - FY2018-Q3AdvancedAnnual report
「Demand for development photomasks for new smartphone launches also expanded.」
The trend progressed from the increase in development demand for next-generation smartphones using LTPS LCD panels reported in the previous quarter to an expansion in demand for development photomasks for new smartphone products. - FY2018-Q2Flat due to increased LTPS development and delays in large-TV developmentAnnual report
「Demand for development for next-generation smartphones using LTPS LCD panels increased, but overall photomask demand remained flat due to delays in large-TV development and other factors.」
While development demand for LTPS LCD panels for next-generation smartphones increased, overall photomask demand remained flat due to delays in large-TV development and other factors. - FY2018-Q1Development demand on a recovery trendAnnual report
「Demand for photomasks entered a recovery trend as panel manufacturers began shifting from mass production to new-product development.」
Following the recovery trend in the previous quarter, it was reported that photomask demand was on a recovery trend against a backdrop of panel manufacturers shifting toward new-product development. - FY2017-Q3Market showing signs of recoveryAnnual report
「The photomask market showed signs of recovery due to demand for high-value-added photomasks and ramp-up demand for new production lines.」
The market shifted from the failure to achieve a recovery in demand for development photomasks reported through the previous quarter to signs of recovery this quarter, driven by demand for high-value-added products and ramp-up demand for new production lines. - FY2017-Q2Recovery in development demand not achievedAnnual report
「In the photomask market, the anticipated recovery in demand for development photomasks was not achieved because panel manufacturers continued operating their mass-production systems.」
It was explicitly stated, as in the previous quarter, that demand for development photomasks had not recovered. - FY2017-Q1Diverging demand trendsAnnual report
「Under these conditions, the Group's revenue declined because demand for development products for Gen 8.5 and below photomasks decreased. Meanwhile, demand for high-value-added photomasks increased significantly, including photomasks for OLED panels in South Korea.」
While demand for development products for Gen 8.5 and below photomasks declined, demand for high-value-added photomasks, including those for OLED panels in South Korea, increased significantly, indicating diverging demand trends. - FY2016AdvancedAnnual report
「Gen 8.5 and below photomasks remained firm in both development and mass-production applications. In particular, demand for high-value-added photomasks increased significantly with the start-up of a new plant for LTPS LCD panels.」
The scope changed from Gen 8 and below to Gen 8.5 and below, and a substantial increase in demand for high-value-added photomasks was reported as a full-year result. - FY2016-Q3First statedAnnual report
「Demand for Gen 8 and below photomasks remained firm in both development and mass-production applications, as it had in the previous period. Demand for Gen 6 photomasks also increased significantly with the start-up of a new plant for LTPS LCD panels. Demand for high-value-added photomasks also increased significantly.」
Firm demand for Gen 8 and below photomasks, increased demand for Gen 6 photomasks, and increased demand for high-value-added products were reported as trends in the existing business.