Stabilizing high-silica earnings by expanding customers and outsourcing overseas production
First written in FY2018. 13 of 23 entries say "Advanced", first in FY2021-Q1. Latest entry: 2026-11-13.
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- 2026-11-13AdvancedManagement Planning
「資源関連事業における受託加工ビジネスの拡大」
資源関連事業の収益安定化策が、受託加工ビジネスの拡大として新中期経営計画の基本戦略に組み込まれた。 - FY2026AdvancedAnnual report
「In the resources-related business (high-silica products segment), while monitoring trends in the semiconductor market, we will work to expand sales of high-value-added products produced using new mills and further expand overseas production of commodity products and other items.」
Specific measures to stabilize earnings have been developed by combining expanded sales of high-value-added products, new mills, and increased overseas production of commodity products. - FY2026-H1Decline in optical-related sales offset by encapsulation-material demandAnnual report
「In the high-silica products (refined silica powder, etc.) segment, sales declined due to lower demand for glass for semiconductor applications in the optical-related business, but we successfully captured demand for semiconductor encapsulation materials, which is on a recovery trend.」
While demand for glass for semiconductor applications in the optical-related business declined, the company captured demand for semiconductor encapsulation materials, which is on a recovery trend. - FY2025AdvancedAnnual report
「In the resources-related business (high-silica products segment), while monitoring trends in the semiconductor market, we will strengthen production capacity, including by introducing high-performance mills, to meet expected growth in demand for high-value-added products, and will further promote the overseas outsourcing of commodity products. We will also work to ensure a stable supply of high-quality raw stone by diversifying suppliers and to maintain appropriate inventory levels. We will take appropriate measures to prepare for the full-scale operation of our contract processing business.」
Specific measures have been developed involving the introduction of high-performance mills, overseas production outsourcing, supplier diversification, appropriate inventory levels, and preparations for the full-scale operation of contract processing. - FY2025-H1Profitability deteriorated amid the semiconductor downturnAnnual report
「In the high-silica products (refined silica powder, etc.) segment, sales related to semiconductor encapsulation materials declined as the weak semiconductor market continued, but the decrease was offset by higher sales of other products, leaving total sales at roughly the same level as in the year-ago period. Profitability nevertheless deteriorated due to lower sales of glass materials for semiconductor applications, higher raw material costs, and increased expenses related to capital expenditures and repairs.」
Lower sales of semiconductor encapsulation materials were offset by higher sales of other products, keeping sales roughly at the year-ago level, while profitability deteriorated due to lower glass-material sales, higher raw material costs, and increased capital expenditure and repair expenses. - FY2024AdvancedAnnual report
「In the high-silica segment of the resources-related business, while monitoring trends in semiconductor-related demand, we will expand production capacity to meet expected growth in demand for higher-value-added products and advance overseas production outsourcing for commodity products. We will also work to secure a stable supply of high-quality raw stone by diversifying procurement sources and to maintain appropriate inventory levels. We will continue to expand contract processing operations to meet strong demand.」
Specific measures have been developed to strengthen production capacity for high-value-added products, outsource overseas production of commodity products, diversify suppliers, maintain appropriate inventory levels, and expand contract processing. - FY2024-Q3RestatedAnnual report
「In the high-silica segment, sales increased overall as demand for glass for semiconductor-related applications in the optical-related business offset weak market conditions for semiconductor encapsulant-related products.」
The pattern of offsetting weak market conditions for semiconductor encapsulant-related products with demand for semiconductor-related glass in the optical-related business, resulting in higher sales for the high-silica segment as a whole, continues. - FY2024-Q2AdvancedAnnual report
「In the high-silica segment, sales increased overall as demand for glass for semiconductor-related applications in the optical-related business offset weak market conditions for semiconductor encapsulant-related products.」
Weak market conditions for semiconductor encapsulant-related products were offset by demand for semiconductor-related glass in the optical-related business, resulting in higher sales for the high-silica segment as a whole. - FY2023RestatedAnnual report
「At domestic plants, we will shift production toward higher-value-added products and work to expand contract processing operations, while advancing overseas production outsourcing for commodity products.」
The strategy of stabilizing high-silica earnings by shifting domestic production toward higher-value-added products and outsourcing commodity products overseas remains in place. - FY2023-Q3RestatedAnnual report
「In the high-silica segment, the decline in semiconductor-related demand in China was offset by strong domestic demand. In addition, demand for glass used in semiconductor-related applications increased substantially in the optical-related business, while demand also increased for specialty glass applications, resulting in substantial sales growth for the segment as a whole.」
The decline in demand from China was offset by domestic demand, while higher demand for optical and specialty glass applications also contributed to continued sales growth in the high-silica segment. - FY2023-Q2AdvancedAnnual report
「In the high-silica segment, the decline in semiconductor-related demand in China was offset by strong domestic demand. In addition, demand for glass used in semiconductor exposure equipment increased substantially in the optical-related business, while demand also increased for specialty glass applications, resulting in substantial sales growth for the segment as a whole.」
The decline in semiconductor demand in China was offset by domestic demand, while higher demand for optical and specialty glass applications also contributed to substantial sales growth for the high-silica segment as a whole. - FY2023-Q1Sales increased on optical demand despite transport disruptionsAnnual report
「In the high-silica division, the semiconductor-related business was affected by disruptions in the transportation of purchased raw materials, while the optics-related business performed well on strong demand for glass for mirrorless cameras and semiconductor lithography equipment, resulting in a substantial increase in revenue for the division as a whole.」
The semiconductor-related business was affected by transport disruptions, but strong optical-related demand resulted in substantial sales growth for the high-silica segment as a whole. - FY2022-Q3AdvancedAnnual report
「Raw material costs increased as we responded to delays in raw material arrivals and quality variability caused by the lockdown accompanying the spread of COVID-19 in India. However, sales and profit increased year on year due to higher sales of high-priced products and other factors.」
Although raw material costs increased in response to supply constraints, higher sales of high-priced products resulted in higher sales and higher profit for the high-silica segment. - FY2022-Q2AdvancedAnnual report
「Raw material costs increased as we responded to delays in raw material arrivals and quality variability caused by the lockdown accompanying the spread of COVID-19 in India by shifting to raw materials from other regions. However, sales and profit increased year on year due to higher sales of high-priced products and other factors.」
In addition to shifting to raw materials from other regions in response to supply constraints, higher sales of high-priced products resulted in higher sales and higher profit for the high-silica segment year on year. - FY2022-Q1WorsenedAnnual report
「Although demand related to semiconductors was solid, the high-silica division, which supplies raw materials for semiconductor encapsulants and other products, including refined silica stone powder, recorded lower revenue and profit year on year due in part to delays in raw material arrivals and quality variability caused by the impact of India's lockdowns accompanying the spread of COVID-19.」
Although semiconductor-related demand was solid, the high-silica segment recorded lower sales and lower profit year on year due to delays in raw material arrivals and quality variability resulting from India's lockdown. - FY2021-Q3AdvancedAnnual report
「The high-silica segment, which supplies raw materials for semiconductor encapsulants and other products, maintained higher sales and higher profit as semiconductor-related demand remained solid.」
Against a backdrop of solid semiconductor-related demand, the high-silica segment continued to record higher sales and higher profit. - FY2021-Q2AdvancedAnnual report
「The high-silica segment, which supplies raw materials for semiconductor encapsulants and other products, recorded substantial increases in both sales and profit as semiconductor-related demand remained solid.」
Against a backdrop of solid semiconductor-related demand, the high-silica segment recorded substantial increases in both sales and profit. - FY2021-Q1AdvancedAnnual report
「Sales in the high-silica segment, which supplies raw materials for semiconductor encapsulants and other products, increased as semiconductor-related demand remained solid, and the segment's earnings also improved substantially.」
Against a backdrop of solid semiconductor-related demand, the high-silica segment recorded higher sales, and earnings also improved substantially. - FY2019ReframedAnnual report
「In the high-silica division of the Resources-related Business, we will promote the outsourcing of production of general-purpose products overseas and shift production at domestic factories toward high-value-added products, with the aim of stabilising and expanding earnings.」
The plan was made more specific, shifting from expanding customers and outsourcing production overseas to outsourcing overseas production of commodity products and shifting toward higher-value-added products made in Japan. - FY2018First statedAnnual report
「In the High-Silica division of the Resources-related business, we will diversify raw-material procurement, expand the customer base and pursue overseas contract manufacturing, with the aim of stabilizing and expanding earnings.」
Measures to stabilize and expand high-silica earnings through customer expansion and overseas production outsourcing, in addition to diversifying raw material procurement, were presented separately for the first time.