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Lasertec (6920) · FactExcess LCD panel capacity and slower capital investment

Improving supply and demand in the FPD market and the shift to OLED panels

First written in FY2017-Q1. 2 of 13 entries say "Restated". Latest entry: FY2020-Q1.

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ProgressHeldSoftenedWorseOtherFY2017-Q1 – FY2020-Q12016: 120162017: 420172018: 420182019: 42019
Same theme, other companies
FPD Supply-Demand Fluctuations and the Shift from LCDs to OLEDsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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Full recordFilings, disclosures and news, newest first
  1. FY2020-Q1Excess LCD panel capacity and slower capital investmentAnnual report

    「In the other business areas in which our group operates, the start-up of large 10.5-generation panel plants operated by Chinese manufacturers has intensified the perception of excess LCD panel capacity, and capital investment is slowing in the FPD industry.」

    It states that the start-up of large 10.5-generation panel plants operated by Chinese manufacturers has intensified the perception of excess LCD panel capacity and that FPD capital investment is trending downward.
  2. FY2019RestatedAnnual report

    「In the other business areas in which our group operates, investment in the FPD industry was made mainly in large 10.5-generation panels produced by Chinese manufacturers, and FPD mask manufacturers also made capital investments in mask equipment compatible with the 10.5-generation process.」

    It states that investment in large 10.5-generation panels made by Chinese manufacturers and in compatible FPD mask equipment has continued.
  3. FY2019-Q3RestatedAnnual report

    「In the other business areas in which our group operates, FPD mask manufacturers made capital investments for masks for large 10.5-generation panels in the FPD industry.」

    It states that capital investment for masks for large 10.5-generation panels has continued in the FPD market.
  4. FY2019-Q2Continued investment in large panels for the 10.5-generation processAnnual report

    「In the other business areas in which our group operates, FPD mask manufacturers invested mainly in large panels known as 10.5-generation panels in the FPD industry.」

    It states that FPD mask manufacturers invested mainly in large 10.5-generation panels in the FPD market.
  5. FY2019-Q1Postponement of investment in small- and medium-sized panelsAnnual report

    「In the other business areas in which our group operates, capital investment for large TV panels has continued in China in the FPD industry, but capital investment for small- and medium-sized panels, including OLED panels, has been postponed.」

    While capital investment for large TV panels in China has continued, investment in small- and medium-sized panels, including OLED panels, was postponed, making the divergence in investment destinations even clearer.
  6. FY2018Full-scale investment in large panels in China and slower investment in small- and medium-sized OLED panelsAnnual report

    「In the other business areas in which our group operates, investment in the FPD industry for large 10.5-generation panels in China entered full swing, while investment in small- and medium-sized panels using OLED slowed.」

    In the FPD market, investment in large 10.5-generation panels in China entered full swing, while investment in small- and medium-sized OLED panels slowed, resulting in a further divergence in investment destinations.
  7. FY2018-Q3Continued investment in large TVs in China and slower investment in OLED panels for smartphones in KoreaAnnual report

    「In the other business areas in which our group operates, capital investment for large TV panels has continued in China in the FPD industry, while capital investment for OLED panels for smartphones in Korea has slowed.」

    In the FPD market, capital investment for large TV panels in China has continued, while investment in OLED panels for smartphones in Korea has slowed.
  8. FY2018-Q2Increased investment in OLED and large TV panelsAnnual report

    「In the other business areas in which our group operates, capital investment expanded in the FPD industry, including investment in OLED panels and panels for large TVs.」

    In the FPD market, capital investment expanded in OLED panels and panels for large TVs, among other applications.
  9. FY2018-Q1Progress in OLED and large-panel investmentAnnual report

    「In the other business areas in which our group operates, investment in the FPD industry was made in equipment for mass production of OLED panels and large 10.5-generation panels, as well as in FPD mask manufacturing.」

    In the FPD market, in addition to investment for the mass production of OLED panels and large 10.5-generation panels, investment in FPD mask manufacturing was also observed.
  10. FY2017Investment in Korean OLED and Chinese large-panel productionAnnual report

    「In the other business areas in which our group operates, investment was made in the FPD industry in Korea for OLED panels and in China for large panels.」

    It states that investment was made in Korea for OLED panels and in China for large panels in the FPD market.
  11. FY2017-Q3Continued investment in larger panels and OLEDAnnual report

    「In the other business areas in which our group operates, investment in the FPD industry has continued to support larger panels and the shift to OLED.」

    In the FPD market, investment has continued to support larger panels and the shift to OLED.
  12. FY2017-Q2Increased investment in China and progress in the shift to OLEDAnnual report

    「In the other business areas in which our group operates, investment in China is expanding in the FPD industry, and the shift from LCD to OLED panels has begun.」

    It states that investment in China is expanding in the FPD market and that the shift from LCD to OLED panels has begun.
  13. FY2017-Q1First statedAnnual report

    「In the other business areas in which our group operates, production adjustments for LCD panels are progressing in the FPD industry as production on older lines is halted. Supply-demand conditions have recently improved, and the shift to OLED panels has begun.」

    It states that production adjustments for LCD panels following the shutdown of older lines, improved FPD supply-demand conditions, and the start of the shift to OLED panels are facts concerning the business environment.
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Improving supply and demand in the FPD market and the shift to OLED panels | Lasertec Corporation (6920) | Komori