Komori
Japan Display (6740) · InitiativeRestated

Escaping cut-throat competition and commoditization through proprietary technologies that are first and best in the world

First written in FY2022. 8 of 10 entries say "Restated". Latest entry: FY2026-H1.

10entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2025-H12022: 320222023: 320232024: 220242025: 22025
Same theme, other companies
Active Development of Distinctive ProductsA theme 14 companies write about · 0 as a headwind · 14 as a tailwind

The whole theme swung hardest in 2019: 1 of 7 companies on the "Worse" side.

4 other companies' latest entry also says "Restated".

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. FY2026-H1RestatedAnnual report

    「To resolve this situation, the group is transforming its business model by shifting resources to growth areas under its BEYOND DISPLAY strategy.」

    Reconfirmed the policy of shifting resources to proprietary technologies and growth areas and transforming the business model, restructured from the former METAGROWTH 2026 to BEYOND DISPLAY.
  2. FY2025ReframedAnnual report

    「In November 2024, our group launched the BEYOND DISPLAY strategy aimed at an early return to profitability and sustainable growth, and decided to enter the advanced semiconductor packaging business, which is expected to achieve high growth, while allocating additional management resources to the sensor business.」

    The policy of escaping excessive competition and commoditization through proprietary technologies described as being the world's first and world's best was reconfigured as BEYOND DISPLAY, encompassing a shift from higher value-added products within the display business to businesses involving sensors and advanced semiconductor packaging.
  3. FY2025-H1RestatedAnnual report

    「In addition to the measures described above, the company announced its growth strategy, METAGROWTH 2026, dated 13 May 2022, aimed at making its technology platform a source of value creation and achieving a fundamental improvement in profitability by moving away from excessive competition and commoditization. It continues to pursue a transformation of its business model.」

    The Company reiterated its policy of reducing excessive competition and commoditization based on its proprietary technologies, while transforming its business model and product and business portfolios.
  4. FY2024-Q3RestatedAnnual report

    「As its main business strategies under this growth strategy, the Company plans to restructure its product and business portfolio, focusing on the ultra-high-mobility oxide semiconductor backplane technology “HMO,” announced on 30 March of the same year, the next-generation OLED “eLEAP,” announced on 13 May of the same year, automotive and VR products, and the proactive utilization of related intellectual property, with the aim of promptly establishing stable profitability and achieving business growth.」

    The company reiterated its policy of reorganizing its portfolio around HMO, eLEAP, automotive applications, VR and the active utilization of intellectual property rights.
  5. FY2024-Q2RestatedAnnual report

    「As its main business strategies under this growth strategy, the Company plans to restructure its product and business portfolio, focusing on the ultra-high-mobility oxide semiconductor backplane technology “HMO,” announced on 30 March of the same year, the next-generation OLED “eLEAP,” announced on 13 May of the same year, automotive and VR products, and the proactive utilization of related intellectual property, with the aim of promptly establishing stable profitability and achieving business growth.」

    Reiterated the policy of restructuring the product and business portfolio around the active utilization of HMO, eLEAP, automotive applications, VR and intellectual property rights.
  6. FY2024-Q1RestatedAnnual report

    「As its main business strategies under this growth strategy, the Company plans to restructure its product and business portfolio, focusing on the ultra-high-mobility oxide semiconductor backplane technology “HMO,” announced on 30 March of the same year, the next-generation OLED “eLEAP,” announced on 13 May of the same year, automotive and VR products, and the proactive utilization of related intellectual property, with the aim of promptly establishing stable profitability and achieving business growth.」

    The company reiterated its policy of reorganizing its portfolio around HMO, eLEAP, automotive applications, VR and the active utilization of intellectual property rights.
  7. FY2023-Q3RestatedAnnual report

    「The principal business strategies under this growth strategy include the ultra-high-mobility oxide semiconductor backplane technology announced on 30 March of the same year, the next-generation OLED eLEAP announced on 13 May of the same year, high-value-added device products in the automotive, VR and communications fields, and the proactive use of related intellectual property rights. The company intends to restructure its product and business portfolio around these areas, stabilize a sustainably profitable structure at an early stage, and achieve business growth.」

    The policy of restructuring the portfolio around oxide semiconductors, eLEAP, automotive applications, VR, communications, high-value-added devices and the utilization of intellectual property was reaffirmed.
  8. FY2023-Q2RestatedAnnual report

    「The company's principal business strategies under this growth strategy are to reorganize its product and business portfolio around backplane technologies such as OLED, including the ultra-high-mobility oxide semiconductor announced externally on 30 March of that year, and LTPS, as well as high-value-added device products in the automotive, VR and communications fields and the active use of related intellectual property rights, with the aim of promptly stabilizing a sustainably profitable business model and achieving business growth.」

    The company reconfirmed its policy of restructuring its portfolio around OLED, LTPS, oxide semiconductors, automotive applications, VR, communications, high-value-added devices and the utilization of intellectual property.
  9. FY2023-Q1RestatedAnnual report

    「The company's principal business strategies under this growth strategy are to reorganize its product and business portfolio around backplane technologies such as OLED, including the ultra-high-mobility oxide semiconductor announced externally on 30 March of that year, and LTPS, as well as high-value-added device products in the automotive, VR and communications fields and the active use of related intellectual property rights, with the aim of promptly stabilizing a sustainably profitable business model and achieving business growth.」

    The company reiterated its policy of restructuring its product and business portfolio around OLED, LTPS, oxide semiconductors, automotive applications, VR, communications, high-value-added devices and intellectual property utilisation.
  10. FY2022First statedAnnual report

    「We will not compete in commodity markets, but will achieve a fundamental improvement in profitability and dramatic growth through our one-of-a-kind innovative technology.」

    In addition to reforms centered on conventional cost reductions, the company presented for the first time, as an independent priority measure, a strategy to break away from commodity competition through proprietary technologies and fundamentally improve profitability.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Japan Display's next results are scheduled for 2026-11-12. Read the earnings preview
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