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Ulvac (6728) · InitiativeAdvanced

Development of Equipment for Next-Generation FPDs, OLEDs and Flexible Displays

First written in FY2016. 11 of 35 entries say "Advanced", first in FY2017-Q3. Latest entry: FY2026.

35entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2018-Q3 – FY2022-Q1OtherFY2023-Q1 – FY2024-Q22016: 12017: 320172018: 420182019: 420192020: 320202021: 420212022: 420222023: 420232024: 220242025: 220252026: 42026
Same theme, other companies
Focus on the Equipment Systems Business for Semiconductor, LCD and FA ApplicationsA theme 8 companies write about · 0 as a headwind · 12 as a tailwind

3 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Capital investment and modification projects aimed at increasing the size of OLED panels contributed to both order intake and sales exceeding the year-earlier period.」

    For display and energy-related manufacturing equipment, capital investment and modification projects aimed at increasing OLED panel size contributed to both order intake and sales exceeding the year-earlier period.
  2. FY2026-H1AdvancedAnnual report

    「Capital investment and modification projects associated with increasing the area of OLED panels contributed to order intake exceeding the year-earlier period, while sales were in line with the year-earlier period.」

    Capital investment and modification projects associated with increasing OLED panel area contributed to order intake for display and energy-related manufacturing equipment exceeding the year-earlier period, while sales were in line with the year-earlier period.
  3. FY2025EV battery investment delays and impairment losses in the display and energy-related businessesAnnual report

    「The adoption of EV batteries aimed at achieving smaller size, higher capacity and improved safety for automotive applications took time, delaying investment and causing both order intake and sales to fall below the year-earlier period.」

    The delay in EV battery investment was reflected in order intake and sales falling below the year-earlier period for the full fiscal year, and an impairment loss of ¥2.886 billion was also recognized in the display and energy-related manufacturing equipment business.
  4. FY2025-H1EV battery investment delayed; sales rise on order backlogAnnual report

    「Investment showed signs of delay, including the time required for EV batteries aimed at achieving smaller size, higher capacity and improved safety to be adopted for automotive applications. Consequently, order intake fell below the year-earlier period, while sales exceeded it due in part to the contribution from the order backlog.」

    Investment showed signs of delay, including the time required for EV batteries to be adopted for automotive applications. Order intake fell below the year-earlier period, while sales exceeded it due in part to the contribution from the order backlog.
  5. FY2024-Q3AdvancedAnnual report

    「As volume-production investment aimed at making EV batteries smaller and higher-capacity and improving their safety began to gather pace, order intake exceeded the year-earlier period and sales were in line with the year-earlier period.」

    Against a backdrop of accelerating volume-production investment in EV batteries, order intake for FPD manufacturing equipment exceeded the year-earlier period, while sales improved from below the year-earlier period to approximately the same level.
  6. FY2024-Q2RestatedAnnual report

    「For FPD manufacturing equipment, sales fell below the year-earlier period partly because investment in LCD panels for IT applications had run its course. However, order intake exceeded the year-earlier period as volume-production investment aimed at making EV batteries smaller and higher-capacity and improving their safety began to gather pace.」

    Sales fell below the year-earlier period as investment in LCD panels for IT applications had run its course, while order intake continued to exceed the year-earlier period as volume-production investment in EV batteries gathered pace.
  7. FY2024-Q1IT LCD investment levels off; EV battery orders increaseAnnual report

    「For FPD manufacturing equipment, sales fell below the year-earlier period partly because investment in LCD panels for IT applications had run its course. However, order intake exceeded the year-earlier period as volume-production investment aimed at making EV batteries smaller and higher-capacity and improving their safety began to gather pace.」

    Sales fell below the year-earlier period as investment in LCD panels for IT applications had run its course, while order intake exceeded the year-earlier period as volume-production investment aimed at making EV batteries smaller and higher-capacity and improving their safety gathered pace.
  8. FY2023Pullback in investment in LCD panels for IT applications; FPD business impairment lossAnnual report

    「Investment in LCD panels for IT applications was active in the previous year, but the resulting pullback caused both order intake and sales to fall below the year-earlier period.」

    Order intake and sales for FPD manufacturing equipment both fell below the year-earlier period due to the pullback from the previous year's investment in LCD panels for IT applications. The company also recognized an impairment loss of ¥2.275 billion on property, plant and equipment due to deteriorating profitability in the FPD business.
  9. FY2023-Q3RestatedAnnual report

    「For FPD manufacturing equipment, both order intake and sales fell below the year-earlier period due to the pullback from the previous year's active investment in LCD panels for IT applications.」

    The situation continued in which both order intake and sales for FPD manufacturing equipment fell below the year-earlier period due to the pullback from the previous year's active investment in LCD panels for IT applications.
  10. FY2023-Q2Declines in orders and sales following the pullback in investment in LCD panels for IT applicationsAnnual report

    「For FPD manufacturing equipment, both order intake and sales fell below the year-earlier period due to the pullback from the previous year's active investment in LCD panels for IT applications.」

    Due to the pullback from the previous year's active investment in LCD panels for IT applications, both order intake and sales for FPD manufacturing equipment fell below the year-earlier period.
  11. FY2023-Q1Order decline and sales growth following the pullback in investment in LCD panels for IT applicationsAnnual report

    「For FPD manufacturing equipment, order intake fell below the year-earlier period due to the pullback from the previous year's active investment in LCD panels for IT applications, while sales exceeded the year-earlier period.」

    Order intake for FPD manufacturing equipment fell below the year-earlier period due to the pullback from the previous year's active investment in LCD panels for IT applications, while sales exceeded the year-earlier period.
  12. FY2022AdvancedAnnual report

    「The company is also developing equipment to achieve stable operation, higher productivity and labor savings through AI-based prediction of film-forming processes.」

    In FPD and OLED-related operations, development was indicated of low-particle-generation transport mechanisms, improved mask-alignment accuracy, new units and materials, as well as equipment for AI-based prediction of film-forming processes.
  13. FY2022-Q3RestatedAnnual report

    「For FPD manufacturing equipment, both order intake and sales exceeded the year-earlier period, driven by investment in large LCD panels for IT applications and OLED panels for smartphones and tablets.」

    Against a backdrop of investment in large LCD panels for IT applications and OLED panels for smartphones and tablets, both order intake and sales for FPD manufacturing equipment remained above the year-earlier period.
  14. FY2022-Q2AdvancedAnnual report

    「For FPD manufacturing equipment, both order intake and sales exceeded the year-earlier period, driven by investment in large LCD panels and OLED panels for smartphones and tablets.」

    From the previous quarter's order growth and sales in line with the year-earlier period, both order intake and sales this time exceeded the year-earlier period, supported by investment in large LCD panels and OLED panels for smartphones and tablets.
  15. FY2022-Q1Order growth; sales in line with the year-earlier periodAnnual report

    「For FPD manufacturing equipment, order intake exceeded the year-earlier period, driven by investment in large LCD panels and OLED panels for smartphones, while sales were in line with the year-earlier period.」

    Order intake for FPD manufacturing equipment exceeded the year-earlier period due to investment in large LCD panels and OLED panels for smartphones. Sales were in line with the year-earlier period. Sales levels improved from the previous fiscal year, when orders increased but sales declined.
  16. FY2021FPD order growth; sales declineAnnual report

    「For FPD manufacturing equipment, order intake exceeded the year-earlier period, driven by investment in OLED panels for smartphones and large LCD panels. Sales fell below the year-earlier period due to the impact of lower order intake in the previous consolidated fiscal year.」

    Order intake exceeded the year-earlier period due to investment in OLED panels for smartphones and large LCD panels, while sales fell below the year-earlier period because of lower order intake in the previous period.
  17. FY2021-Q3RestatedAnnual report

    「For FPD manufacturing equipment, order intake exceeded the year-earlier period, driven by investment in OLED panels for smartphones and large LCD panels. Sales fell below the year-earlier period due to the impact of lower order intake in the previous period.」

    Order intake exceeded the year-earlier period due to investment in OLED panels for smartphones and large LCD panels, while sales fell below the year-earlier period because of lower order intake in the previous period.
  18. FY2021-Q2Order recovery; sales declineAnnual report

    「For FPD manufacturing equipment, order intake exceeded the year-earlier period, driven by investment in OLED panels for smartphones and large LCD panels. Sales fell below the year-earlier period due to the impact of lower order intake in the previous period.」

    Order intake exceeded the year-earlier period due to investment in OLED panels for smartphones and large LCD panels, while sales fell below the year-earlier period because of lower order intake in the previous period.
  19. FY2021-Q1Low FPD orders and lower revenue continuedAnnual report

    「For FPD manufacturing equipment, order intake was low and sales fell below the year-earlier period, as major orders related to large LCD panel investments had largely run their course and investment in OLED panels for smartphones was temporarily undergoing adjustment.」

    Major orders for large LCD panels had largely run their course, while investment in OLED panels for smartphones remained under adjustment. Order intake was low and sales fell below the year-earlier period.
  20. FY2020Large LCD investment cycle completed; OLED investment adjustments drove lower ordersAnnual report

    「Large-scale investment in LCDs for large-screen TVs had reached a pause, while OLED investment for smartphones remained in a temporary adjustment phase. As a result, orders for FPD manufacturing systems fell substantially below the same period of the previous year, and revenue also declined.」

    The completion of large-scale LCD investment for large-screen TVs and the adjustment of OLED investment for smartphones caused orders and revenue for FPD manufacturing systems to fall below the same period of the previous year.
  21. FY2020-Q2Major projects completed; OLED investment adjustments continuedAnnual report

    「Major projects involving investment in large LCD panels reached a pause, while investment in OLED panels for smartphones remained in a temporary adjustment phase. As a result, orders for FPD manufacturing systems fell substantially below the same period of the previous year, and revenue also declined.」

    The completion of major projects involving large LCD panels and the adjustment of OLED investment for smartphones caused orders and revenue for FPD manufacturing systems to fall below the same period of the previous year.
  22. FY2020-Q1Large projects completed and OLED investment postponed, driving declines in orders and revenueAnnual report

    「Although capital investment in large LCD panels continued, major projects had reached a pause. Capital investment in OLED panels for smartphones also continued, but some projects were postponed. As a result, both orders and revenue fell below the same period of the previous year.」

    Major projects for large LCD panels reached a pause, while some OLED investment for smartphones was postponed, causing orders and revenue for FPD manufacturing systems to fall below the same period of the previous year.
  23. FY2019Orders and revenue downAnnual report

    「The company recorded orders for large LCD manufacturing systems for televisions, mainly in China, and OLED manufacturing systems for smartphones, but both orders and revenue fell below the same period of the previous year.」

    Although orders were recorded for large LCD and OLED manufacturing systems, both full-year orders and revenue fell below the same period of the previous year.
  24. FY2019-Q3Orders around the previous year's level; revenue downAnnual report

    「The company recorded orders around the same level as the previous year for large LCD manufacturing systems for televisions, mainly in China, and OLED manufacturing systems for smartphones, but revenue fell below the same period of the previous year.」

    Orders for FPD manufacturing systems, particularly large LCD systems in China and OLED systems for smartphones, were around the same level as the previous year, while revenue fell below the same period of the previous year.
  25. FY2019-Q2Orders recovered but remained below the same period of the previous yearAnnual report

    「Orders for FPD manufacturing systems recovered from the weakness in the second half of the previous fiscal year, centered on large LCD manufacturing systems for televisions, mainly in China. However, despite support from OLED manufacturing systems, both orders and revenue fell below the same period of the previous year because the comparable period had been at a high level.」

    Orders for FPD manufacturing systems recovered from the weakness in the second half of the previous fiscal year, but orders and revenue fell below the same period of the previous year because the comparable period had been at a high level.
  26. FY2019-Q1Orders recovered; revenue around the same level as the previous yearAnnual report

    「Orders for FPD manufacturing systems, which had been temporarily weak in the second half of the previous fiscal year, recovered during the quarter, with orders close to the same period of the previous year, centered on large LCD manufacturing systems for televisions, mainly in China. Revenue also remained firm, supported by OLED manufacturing systems, and was around the same level as the previous year.」

    Orders for FPD manufacturing systems, which had been weak in the second half of the previous fiscal year, recovered during the quarter and reached levels close to the same period of the previous year, centered on large LCD systems for televisions. Revenue was around the same level as the previous year, supported by OLED manufacturing systems.
  27. FY2018Full-year orders down; revenue around the previous year's levelAnnual report

    「The company recorded orders for large LCD manufacturing systems for televisions, mainly in China, and small- and medium-sized OLED manufacturing systems for smartphones, but orders fell below the same period of the previous year due to temporarily weak orders in the second half. Meanwhile, revenue remained firm and was around the same level as the previous year.」

    Orders for large LCD and small- and medium-sized OLED manufacturing systems were temporarily weak in the second half and fell below the previous year for the full year, while revenue was around the previous year's level.
  28. FY2018-Q3Orders temporarily weak; recovery expected in the fourth quarterAnnual report

    「The company recorded orders for large LCD manufacturing systems for televisions, mainly in China, and small- and medium-sized OLED manufacturing systems for smartphones, but orders were temporarily weak in the third quarter and fell below the same period of the previous year on a cumulative basis. Orders are expected to recover in the fourth quarter. Meanwhile, revenue remained firm and exceeded the same period of the previous year.」

    Orders for large LCD and small- and medium-sized OLED manufacturing systems were temporarily weak in the third quarter and fell below the same period of the previous year on a cumulative basis, while recovery was expected in the fourth quarter and revenue exceeded the same period of the previous year.
  29. FY2018-Q2AdvancedAnnual report

    「Orders for FPD manufacturing systems substantially exceeded the same period of the previous year, partly because orders for large LCD manufacturing systems for televisions, mainly in China, and small- and medium-sized OLED manufacturing systems for smartphones were temporarily concentrated. Revenue also remained firm and exceeded the same period of the previous year.」

    Orders for large LCD manufacturing systems, mainly in China, and small- and medium-sized OLED manufacturing systems were temporarily concentrated, resulting in year-on-year increases in orders and revenue for FPD manufacturing systems.
  30. FY2018-Q1AdvancedAnnual report

    「Orders for FPD manufacturing systems increased significantly year on year, driven by large LCD manufacturing systems for televisions, mainly in China, and small- and medium-sized OLED manufacturing systems for smartphones.」

    Orders and revenue for FPD manufacturing systems substantially exceeded the same period of the previous year, driven by increases in large LCD and small- and medium-sized OLED manufacturing systems.
  31. FY2017AdvancedAnnual report

    「For OLED manufacturing systems used to produce high-resolution displays for mobile devices, the company developed and launched a vacuum deposition system compatible with large substrates for mass production, specifically G6 half-generation substrates. In the field of LCD manufacturing systems for high-resolution large-screen TVs, the company developed a new sputtering system and targets compatible with the world's largest G10.5 substrates and began delivering them to customer factories.」

    Specific development and commercialization progress included the market launch of systems compatible with G6 half-generation substrates and the start of deliveries of G10.5-compatible systems and targets to customer factories.
  32. FY2017-Q3AdvancedAnnual report

    「Orders for FPD manufacturing systems remained at a high level, centered on OLED manufacturing systems, despite the impact of lower orders for small- and medium-sized LCD manufacturing systems. Revenue rose substantially year on year, driven by increases in OLED manufacturing systems and large LCD manufacturing systems for televisions.」

    Orders for next-generation FPD and OLED-related systems remained at a high level, centered on OLED manufacturing systems, while revenue from OLED and large LCD manufacturing systems substantially exceeded the same period of the previous year.
  33. FY2016First statedAnnual report

    「The company is investing in the development of next-generation technologies for liquid-crystal displays, OLED displays and flexible displays.」

    The company also disclosed the commercialization of systems compatible with G10.5 substrates and new models for small- and medium-sized substrates.
Moved together

"Growth driven by semiconductor and electronic component manufacturing equipment" moved the same way as this thread, in the same document, in 9 of its 35 moves.

977755★123456
  1. ★This thread
  2. 1Growth driven by semiconductor and electronic component manufacturing equipment9×
  3. 2Establishing a structure to secure earnings reliably and steadily7×
  4. 3Development of Equipment for Next-Generation Nonvolatile Memory and High-Performance Electronic Devices7×
  5. 4Higher Revenue and Profits and Expanded Order Intake in FY2017-Q27×
  6. 5Orders and sales related to analytical instruments remained sluggish5×
  7. 6Bringing Low-Power, Long-Life Components to Market5×

★ 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.

When this could move next
No upcoming earnings preview for Ulvac yet. It last moved in the Revision of earnings forecasts of 2026-08-14: "Advanced".
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Development of Equipment for Next-Generation FPDs, OLEDs and Flexible Displays | ULVAC, Inc. (6728) | Komori