Shift from Adhesive Tapes to Functional Materials
First written in FY2017. 9 of 24 entries say "Advanced", first in FY2018-Q2. Latest entry: 2026-07-28.
The whole theme swung hardest in 2023: 2 of 18 companies on the "Worse" side.
0 other companies' latest entry also says "Cited as achieved".
- 2026-07-28Cited as achievedRevision of earnings forecasts
「Demand for assembly materials for high-end smartphones increased, driven in part by the expansion of models adopting electric debonding tape for battery fixation. Demand also increased for process materials used in the production of semiconductor memory, ceramic capacitors, and other products, against a backdrop of expanding demand for AI servers.」
The company reported the expansion of models adopting electric debonding tape and increased demand for process materials as quarterly results driven by demand for AI servers. - FY2026AdvancedAnnual report
「The company decided to make an investment of ¥39 billion in the Toyohashi Plant, the largest in its history.」
The shift toward functional materials has been translated into a ¥39 billion investment in the Toyohashi Plant, which produces electrically debondable tapes, materials for OLEDs and other products. - 2026-04-27AdvancedEarnings
「Demand for assembly materials for high-end smartphones increased, driven in part by the expansion of models adopting electric debonding tape for battery fixation. Demand also increased for process materials used in the production of semiconductor memory, ceramic capacitors, and other products.」
The company cited the expansion of models adopting electric debonding tape and increased demand for process materials used in semiconductors and ceramic capacitors as business results. - FY2026-H1AdvancedAnnual report
「Demand for assembly materials for high-end smartphones increased, driven in part by the expansion of models adopting electric debonding tape for battery fixation. Demand also increased for process materials used in the production of semiconductor memory, ceramic capacitors, and other products.」
The shift toward functional materials included expanded adoption across models of electrically debondable tape for securing batteries and increased demand for process materials for semiconductor memory and ceramic capacitors. - FY2025AdvancedAnnual report
「Demand for assembly components for high-end smartphones increased as adoption of existing products expanded across models and sales began for a new electrically debondable tape for securing batteries.」
The shift toward functional materials progressed through the launch of an electrically debondable tape for high-end smartphones and expansion of its adoption across models. - FY2024AdvancedAnnual report
「In response to the rapidly growing momentum behind the Right to Repair for electronic devices, we will launch new products that use the Group's debonding technology and expand the business.」
The expansion into functional materials has been translated into the launch of products supporting repair and recycling through the use of debonding technology. - FY2024-Q3Update to the Demand Mix for Core Functional MaterialsAnnual report
「Revenue from core functional materials increased compared with the first nine months of the previous fiscal year. Demand for assembly components for high-end smartphones increased following the launch of new products. In addition, excluding the NVH (Noise, Vibration, Harshness) business transferred during the first quarter, demand for automotive materials increased as automobile production recovered, mainly in Japan and Europe. Meanwhile, process materials used in the production of semiconductor memory and ceramic capacitors were on a recovery trend from their trough in the fourth quarter of the previous fiscal year, but demand declined year on year.」
Demand for assembly components for high-end smartphones and automotive materials increased, while demand for process materials for semiconductor memory and ceramic capacitors declined year on year despite being on a recovery trend. - FY2024-Q2Weak Demand for Core Functional Materials and Recovery in Automotive MaterialsAnnual report
「Although activity toward production of current-year high-end smartphone models intensified, demand for assembly components remained below the level of the first nine months of the previous fiscal year, resulting in lower revenue. Demand for process materials used in the production of semiconductor memory and ceramic capacitors also remained weak, although it was on a gradual recovery trend from its trough in the fourth quarter of the previous fiscal year. Meanwhile, excluding the NVH (Noise, Vibration, Harshness) business transferred during the first quarter, demand for automotive materials increased as automobile production recovered, mainly in Japan and Europe, following the easing of semiconductor shortages.」
In core functional materials, revenue from assembly components for high-end smartphones declined year on year, and process materials for semiconductor memory and ceramic capacitors also remained weak. In contrast, demand for automotive materials increased. - FY2024-Q1Update to the Demand Mix for Core Functional MaterialsAnnual report
「In addition, production of semiconductor memory and ceramic capacitors remained weak, reducing demand for process materials used in their manufacture.」
While advancing the shift toward functional materials, the company reported declining demand for process materials for semiconductor memory and ceramic capacitors. - FY2023AdvancedAnnual report
「Accordingly, we are expanding the development of new products that do not use organic solvents and working to reduce CO2 emissions from production activities. We have also begun using biomass adhesives and recycled materials produced through resource recycling to help reduce CO2 emissions across the supply chain.」
The shift toward functional materials has been translated into environmental initiatives involving solvent-free products, biomass adhesives and the use of recycled materials. - FY2023-Q3RestatedAnnual report
「Revenue from core functional materials increased compared with the first nine months of the previous fiscal year. Demand for assembly components for high-end smartphones increased, while automotive materials and general industrial components recovered from the demand slump caused by COVID-19 and semiconductor shortages in the previous consolidated fiscal year.」
Regarding core functional materials, the company reaffirmed increased demand for assembly components for high-end smartphones and a recovery in demand for automotive materials and general industrial components. - FY2023-Q2RestatedAnnual report
「Revenue from core functional materials increased compared with the first nine months of the previous fiscal year. Demand for assembly components for high-end smartphones increased, while automotive materials and general industrial components recovered from the demand slump caused by COVID-19 and semiconductor shortages in the previous consolidated fiscal year.」
The company reaffirmed increased demand for assembly components for high-end smartphones and a recovery in demand for automotive materials and general industrial components. - FY2023-Q1RestatedAnnual report
「Demand for bonding materials used in high-end smartphone assembly increased as customers secured components for production of current-year models. In addition, semiconductor production for PCs, data centers and other applications increased, driving growth in the process materials used for them.」
Regarding the expansion into functional materials, the company reported increased demand for bonding materials for high-end smartphones and semiconductor process materials for PCs and data centers. - FY2022AdvancedAnnual report
「In environmental initiatives, we aim to reduce environmental impact by transforming manufacturing processes, promote the development of adhesive products that use no organic solvents through emulsion and UV polymerization, and achieve both greater competitiveness and environmental contribution.」
In the shift from adhesive tapes to functional materials, the company identified solvent-free products produced through emulsion and UV polymerization as specific means of development and expansion. - FY2022-Q3RestatedAnnual report
「Against the backdrop of the expansion of telework and other factors, demand increased for ceramic capacitors used in electronic devices such as tablet devices and servers, as well as for semiconductors, and process components used in their production also grew.」
In core functional materials, the company reaffirmed increased demand for electronic components for tablets and servers and components used in semiconductor manufacturing processes. - FY2022-Q2RestatedAnnual report
「Against the backdrop of the expansion of telework and other factors, demand increased for ceramic capacitors used in electronic devices such as tablet devices and servers, as well as for semiconductors, and process components used in their production also grew.」
Against the backdrop of telework, the company reaffirmed increased demand for components for tablets and servers and for semiconductor manufacturing processes. - FY2021-Q2Change in Demand Mix for Telework-Related ComponentsAnnual report
「Meanwhile, against the backdrop of the expansion of telework, demand increased for ceramic capacitors for personal computers and servers and related components used in semiconductor manufacturing. Demand also grew for assembly components used in high-end smartphone production.」
In core functional materials, demand for components for PCs and servers and for semiconductor manufacturing increased against the backdrop of telework, while assembly components for high-end smartphones also grew. - FY2020-Q1Slowing Demand for Functional MaterialsAnnual report
「In core functional materials, demand for materials used in smartphones and in semiconductor and electronic component manufacturing slowed as economic conditions changed. Changes in distribution inventory levels also affected the product mix.」
As the shift toward functional materials progressed, slowing demand for materials for smartphones, semiconductors and electronic components, together with changes in distribution inventories, affected the product mix. - FY2019-Q2RestatedAnnual report
「Core functional materials performed poorly in smartphone assembly applications. In contrast, process materials for semiconductors and electronic components and industrial filter materials performed well.」
In core functional materials, smartphone assembly applications were weak, while process materials for semiconductors and electronic components and industrial filter materials performed well. - FY2018AdvancedAnnual report
「Improve profitability by raising productivity and shifting to high-value-added products, centered on the industrial tape and optoelectronics businesses.」
The policy of shifting from a focus on adhesive tapes to high-value-added functional materials and products has been translated into specific measures to improve productivity and profitability. - FY2018-Q3RestatedAnnual report
「Electronics-related products in core functional materials, including double-sided adhesive tapes for smartphones and process materials used in precision electronic component manufacturing, continued to perform well.」
In core functional materials, double-sided adhesive tapes for smartphones and process materials used in electronic component manufacturing continued to perform well. - FY2018-Q2AdvancedAnnual report
「In particular, double-sided adhesive tapes for smartphones have grown significantly as their adoption in new high-end models has increased.」
In core functional materials, adoption of double-sided adhesive tapes for new high-end smartphone models increased, resulting in significant sales growth. - FY2018-Q1RestatedAnnual report
「In Basic Functional Materials, process materials and filter materials for the IT industry, including components for smartphones, have continued to achieve high growth since the second half of the previous fiscal year and have expanded further.」
The company is expanding smartphone components and process and filter materials for the IT industry in core functional materials, reaffirming its expansion into functional materials based on business performance. - FY2017First statedAnnual report
「In core functional materials, we will shift from adhesive tapes to functional materials and provide high-value-added products to the market, including new products created through collaboration with other businesses.」
The company has, for the first time, explicitly stated measures to shift the core functional materials business from a focus on adhesive tapes to functional materials and high-value-added products.