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Geomatec (6907) · RiskDemand factors updated

Decline in Orders Due to the Relocation of Tablet Panel Production to China

First written in FY2018-Q3. 2 of 5 entries say "Restated". Latest entry: FY2020-Q2.

5entries
2years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2020-Q22018: 320182019: 22019
Same theme, other companies
Shift of Display Production Bases Overseas and Declining Capacity Utilization Among Domestic CustomersA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Other".

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Full recordFilings, disclosures and news, newest first
  1. FY2020-Q2Demand factors updatedAnnual report

    「Orders for antistatic films for LCD panels declined as demand for smartphones and tablet devices continued to slow.」

    It states that the decline in orders for tablets was attributable not only to the transfer of the former panel production site to China, but also to the continued slowdown in demand for tablet devices.
  2. FY2020-Q1Demand factors updatedAnnual report

    「Orders for antistatic films for liquid-crystal panels declined as demand for tablet devices continued to slow.」

    The company attributes the decline in tablet-related orders to continued weakness in demand, rather than to the transfer of the former panel production base to China.
  3. FY2019-Q1RestatedAnnual report

    「Antistatic films for LCD panels performed steadily in smartphone applications, but orders for tablet applications declined as production bases for the panels were shifted to China.」

    The decline in orders resulting from the transfer of tablet-panel production sites to China continues to be reported.
  4. FY2018RestatedAnnual report

    「Antistatic films for liquid crystal panels remained stable for smartphones, but orders for tablet devices declined significantly as panel production sites were transferred to China.」

    The sharp decline in orders resulting from the transfer of tablet panel production to China was also reported for the full year.
  5. FY2018-Q3First statedAnnual report

    「Antistatic films for liquid crystal panels remained stable for smartphones, but orders for tablet devices declined significantly as panel production sites were transferred to China.」

    The company has, for the first time, explicitly identified the transfer of the production base for tablet panels to China as a factor behind the decline in orders. The impact has materialised in the form of a substantial decrease in orders.
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Decline in Orders Due to the Relocation of Tablet Panel Production to China | GEOMATEC CO.,LTD. (6907) | Komori