Expected deterioration in panel manufacturers’ business performance and measures to improve profitability
First written in FY2018-Q3. 2 of 4 entries say "Mitigated", first in FY2018. Latest entry: FY2021.
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
32 other companies' latest entry also says "Mitigated".
- FY2021MitigatedAnnual report
「Panel manufacturers’ performance remained strong, as they had continued mass production for an extended period.」
In contrast to the concerns about deteriorating panel manufacturers’ performance reported through the previous fiscal year, the report stated that their performance was strong, supported by continued mass production over an extended period. - FY2020-Q3WorsenedAnnual report
「In South Korea, panel manufacturers announced their withdrawal from the large-size liquid-crystal panel business for televisions.」
The report noted the announcement by South Korean panel manufacturers that they would withdraw from the large-size liquid-crystal panel business for televisions as an indication of conditions related to expected deterioration in panel manufacturers’ performance. - FY2018MitigatedAnnual report
「Television liquid-crystal panel prices rose for the first time in 1 year and 9 months as television demand in North America and China began to recover.」
Regarding market conditions associated with falling panel prices and expected deterioration in panel manufacturers’ performance, the report noted a recovery in television demand and rising prices, indicating that some deterioration factors had eased. - FY2018-Q3First statedAnnual report
「Amid expectations of deteriorating performance among panel manufacturers, Taiwanese panel manufacturers began taking steps to improve profitability, including raising liquid-crystal panel prices and securing sales channels by increasing investments in television manufacturers.」
Against the backdrop of falling panel prices and expected deterioration in panel manufacturers’ performance, the report identified this outlook as a new industry risk and cited price increases by Taiwanese manufacturers and expanded investments in television manufacturers to secure sales channels as measures to improve profitability.