Komori
SK-Electronics (6677) · InitiativeAdvanced

Differentiation through high-value-added photomasks with short lead times

First written in FY2016. 5 of 7 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2021.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018AdvancedFY2021-Q1 – FY20212016: 12017: 120172018: 120182019: 020192020: 120202021: 32021
Same theme, other companies
Differentiation in the high-value-added, short-lead-time photomask businessA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2021AdvancedAnnual report

    「Under these conditions, the Group actively captured demand for photomasks for OLED panels for smartphones, notebook computers and tablets.」

    The company actively captured demand for photomasks for OLED panels for notebook computers and tablets in addition to smartphones, contributing to higher full-year sales, according to the disclosure.
  2. FY2021-Q3AdvancedAnnual report

    「Under these conditions, the Group actively captured demand for photomasks for OLED panels used in smartphone development, resulting in a substantial increase in sales compared with the second quarter of the consolidated fiscal year.」

    The company pursued measures to actively capture demand for photomasks for OLED panels used in smartphone development, resulting in a substantial increase in sales compared with the second quarter of the consolidated fiscal year.
  3. FY2021-Q1AdvancedAnnual report

    「Sales increased mainly in the Chinese market compared with the previous fourth quarter of the consolidated fiscal year, and we secured profit by reducing depreciation and amortization, improving the product mix and cutting costs.」

    The disclosure states that profit was secured by improving the product mix.
  4. FY2020RestatedAnnual report

    「In addition, we worked to improve production-line efficiency to strengthen price competitiveness and our ability to meet delivery schedules.」

    The company continues initiatives to differentiate itself by strengthening price competitiveness and its ability to meet delivery schedules.
  5. FY2018AdvancedAnnual report

    「The proportion of high-value-added products among photomasks for 8.5th-generation-and-earlier applications increased, substantially improving the overall product mix.」

    The full-year results included a higher proportion of high-value-added photomasks and a substantial improvement in the product mix.
  6. FY2017-Q3AdvancedAnnual report

    「Under these conditions, the Group improved its product mix, focusing on proactive sales activities for high-value-added photomasks.」

    The disclosure states that the product mix was improved through proactive sales of high-value-added photomasks.
  7. FY2016First statedAnnual report

    「While working closely with suppliers across the supply chain, including materials and equipment manufacturers, we will pursue global No. 1 status through our comprehensive capabilities in all areas, including proposing value-added masks ahead of customer requirements, providing deeper services and offering even shorter lead times.」

    For 8.5th-generation-and-earlier applications, the initiative combines technology and expertise, supply-chain collaboration, value-added proposals, services and short-lead-time capabilities.
Moved together

"Progress in OLED and Large-Format LCD Panel Investment" moved the same way as this thread, in the same document, in 4 of its 7 moves.

433222★123456
  1. ★This thread
  2. 1Progress in OLED and Large-Format LCD Panel Investment4×
  3. 2Declining revenue and profit, with profit attributable to owners of the parent broadly flat3×
  4. 3Financing Through Long-Term Borrowings3×
  5. 4Demand for Gen 8 and below, Gen 6, and high-value-added photomasks2×
  6. 5Payment of Dividends from Retained Earnings2×
  7. 6Increase in order intake and order backlog for large-format photomasks2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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No upcoming earnings preview for SK-Electronics yet.
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