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Kubotek (7709) · RiskRestated

Concentration in the FPD markets of Japan, South Korea, Taiwan and China

First written in FY2016. 6 of 8 entries say "Restated". Latest entry: FY2026.

8entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018WorsenedFY2019-Q2RestatedFY2020 – FY20262016: 120162017: 020172018: 220182019: 020192020: 120202021: 120212022: 120222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Geographic concentration dependence in the FPD market and among major manufacturersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way.」

    The company continues to identify the concentration of FPD manufacturing by region and among major manufacturers, as well as further consolidation among several major manufacturers, as risks.
  2. FY2025RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way.」

    The company continues to identify the concentration of FPD manufacturing by region and among major manufacturers, as well as further consolidation among several major manufacturers, as risks.
  3. FY2022RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way.」

    The company continues to identify the concentration of FPD manufacturing by region and among major manufacturers, as well as further consolidation among several major manufacturers, as risks.
  4. FY2021RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way.」

    The company continues to identify the concentration of FPD manufacturing by region and among major manufacturers, as well as further consolidation among several major manufacturers, as risks.
  5. FY2020RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way. Depending on capital investment trends in these specific markets and among these customers, and on order trends among specific customers, the Group’s financial position and operating results could be adversely affected.」

    The company continues to identify the concentration of FPD manufacturing by region and among major manufacturers, as well as further consolidation among several major manufacturers, as risks. It also cites diversification into markets and products through functional films and next-generation panel inspection equipment as countermeasures.
  6. FY2019-Q2WorsenedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China, and further consolidation among several major manufacturers is under way. Depending on capital investment trends in these specific markets and among these customers, and on order trends among specific customers, the Group’s financial position and operating results could be adversely affected.」

    In addition to the existing concentration by region and among major manufacturers, the company now states that further consolidation among several major manufacturers is under way, increasing the risk of concentration in specific markets and among specific customers.
  7. FY2018RestatedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China. These countries are expected to remain the principal production bases for FPDs for the time being.」

    The company continues to describe the concentration of FPD manufacturing in Japan, South Korea, Taiwan and China.
  8. FY2016First statedAnnual report

    「At present, FPD manufacturing is almost entirely dominated by major manufacturers in Japan, South Korea, Taiwan and China.」

    The company identifies the concentration of FPD manufacturing and major customers in specific regions and among major manufacturers as a risk.
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Concentration in the FPD markets of Japan, South Korea, Taiwan and China | KUBOTEK CORPORATION (7709) | Komori