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Sigma Koki (7713) · InitiativeRecovery in overseas demand and divergent demand by productLatest Earnings (2026-04-09): "Other"

Optical-Component R&D and Expansion into New Markets

First written in FY2016. 5 of 24 entries say "Restated". Latest entry: 2026-04-09.

24entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3OtherFY2025-H1 – 2026-04-092016: 22017: 120172018: 320182019: 320192020: 120202021: 320212022: 220222023: 420232024: 220242025: 120252026: 2
Same theme, other companies
Market expansion through new technologies, products and servicesA theme 58 companies write about · 0 as a headwind · 59 as a tailwind

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

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 58 companies compared. The sentences above are computed from all 58.
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  1. 2026-04-09OtherEarnings

    「Some demand for products incorporated into manufacturing and inspection equipment in the electronics industry related to electronic components and semiconductors remained weak」

    In the Element Components business, overseas demand was recovering and automated application products performed steadily or favorably, while some demand for optical elements and thin-film products remained weak.
  2. FY2026-H1Recovery in overseas demand and divergent demand by productAnnual report

    「In this business, although demand in overseas markets continued to recover, demand for integration into manufacturing and inspection equipment among some major customers in Japan's electronics industry, primarily involving electronic components and semiconductors, stagnated. As a result, optical components and thin-film products remained soft, and basic optical equipment products were also somewhat weak. For automated application products, microscope stages performed firmly as inventory adjustments among some major biotechnology customers normalized. Alignment equipment for the research and development and communications industries also performed well.」

    Overseas demand and some automated application products and alignment equipment recovered or remained firm, while optical components and thin-film products and basic optical equipment products for major domestic customers were soft or somewhat weak.
  3. FY2025-H1Recovery and divergence in demand by productAnnual report

    「Basic optical equipment products continued to recover gradually, mainly in China and the United States. For automated application products, microscope stages for some major biotechnology customers remained soft, while demand from parts of the semiconductor industry was on an upward trend. For optical components and thin-film products, inventory adjustments in parts of the semiconductor industry showed signs of nearing completion. Demand for integration into manufacturing and inspection equipment for the electronic components and semiconductor industries remained firm among some customers, mainly in Japan, and demand in some Asian markets was also on a recovery trend, leaving overall conditions firm.」

    Basic optical equipment products and optical components and thin-film products recovered or firmed in China, the United States and some Asian markets, while microscope stages for the biotechnology industry remained soft, and demand continued to diverge by product and region.
  4. FY2024-Q3WorsenedAnnual report

    「In this business, basic optical equipment products remained generally soft due to inventory adjustments in parts of the semiconductor industry, continued declines in demand in the United States and China, and temporary production stoppages caused by damage to one of our manufacturing sites. For automated application products, supply constraints on electronic circuit boards and other items caused by the semiconductor shortage continued to ease. Microscope stages for the biotechnology industry and alignment equipment for the communications industry both performed well. For optical components and thin-film products, although some semiconductor customers were adjusting inventories, demand for integration into manufacturing and inspection equipment for the electronic components and semiconductor industries remained firm among some domestic customers. However, demand in some Asian markets, including China, continued to slow, leaving overall conditions somewhat weak.」

    In the component-parts business, some domestic semiconductor-related demand and automated application products were firm or strong, but demand in the United States, China and some Asian regions slowed, while inventory adjustments and the temporary suspension of operations at the Noto plant left overall conditions soft and somewhat weak.
  5. FY2024-Q2RestatedAnnual report

    「Basic optical equipment products remained firm for integration into manufacturing and inspection equipment for the semiconductor industry, mainly in Japan, but demand in the United States and China declined, leaving overall conditions soft. For automated application products, supply constraints on electronic circuit boards and other items caused by the semiconductor shortage continued to ease. Microscope stages for the biotechnology industry and alignment equipment for the communications industry both performed well. For optical components and thin-film products, demand for integration into manufacturing and inspection equipment for the electronic components and semiconductor industries, mainly in Japan, remained firm, but demand in some Asian markets, including China, slowed, leaving overall conditions somewhat weak.」

    Demand continued to diverge, with domestic semiconductor-related demand and automated application products remaining firm or strong, while demand in the United States, China and some Asian regions declined or slowed.
  6. FY2024-Q1Weakening overseas and Chinese demandAnnual report

    「In this business, basic optical equipment products remained firm for integration into manufacturing and inspection equipment for the semiconductor industry, mainly in Japan, but demand in the United States and China declined, leaving overall conditions somewhat weak. For automated application products, supply constraints, including the semiconductor shortage, continued to ease. Microscope stages for the biotechnology industry and alignment equipment for the communications industry both performed well. For optical components and thin-film products, demand for integration into manufacturing and inspection equipment for the electronic components and semiconductor industries, mainly in Japan, remained firm, but demand in some Asian markets, including China, slowed, leaving overall conditions flat.」

    In the component-parts business, domestic semiconductor-related demand and automated application products were firm or strong, while demand in the United States, China and some Asian regions declined or slowed, and demand continued to diverge by product and region.
  7. FY2023AdvancedAnnual report

    「By enhancing our technological capabilities, we expanded sales to the latest research departments at universities, government agencies and companies in Japan and overseas, contributing to higher revenue.」

    We advanced the development of polishing and thin-film technologies, optical modules for optical lattice clocks, and optical components for infrared applications, expanding sales to research departments and driving revenue growth.
  8. FY2023-Q3Component-part demand firms; Southeast Asian recovery continuesAnnual report

    「In this business, demand in the research and development field for universities and national research and development agencies remained firm. The research and development field for private-sector companies and the industrial sector remained generally firm as the recovery in research and development investment and capital expenditure, particularly in electronics, continued. For the electronic components and semiconductor industries, mainly in Japan and Asia, basic optical equipment products and optical components and thin-film products for integration into laser processing machines and inspection equipment performed well. Demand for automated application products for the biotechnology and communications industries also remained firm. In the United States, basic optical equipment products remained firm, mainly for the biotechnology and medical industries. In Europe, optical components and thin-film products remained firm both for universities and government agencies and for the industrial sector. In Southeast Asia, demand continued to recover as the impact of COVID-19 gradually eased.」

    Demand from universities and national research and development agencies improved from flat to firm, while demand in the semiconductor, biotechnology and communications industries and in the United States and Europe remained firm or strong. Southeast Asia continued to recover as the impact of COVID-19 eased.
  9. FY2023-Q2Component-part demand remains flat; Southeast Asian recovery continuesAnnual report

    「In this business, demand in the research and development field for universities and national research and development agencies remained flat. The research and development field for private-sector companies and the industrial sector remained generally firm, supported by a recovery in research and development investment and capital expenditure, particularly in electronics. For the electronic components and semiconductor industries, mainly in Japan and Asia, basic optical equipment products and optical components and thin-film products for integration into laser processing machines and inspection equipment performed well. Demand for automated application products for the biotechnology and communications industries also remained firm. In the United States, basic optical equipment products remained firm, mainly for the biotechnology and medical industries. In Europe, basic optical equipment products and optical components and thin-film products remained firm both for universities and government agencies and for the industrial sector. In Southeast Asia, the impact of COVID-19 gradually eased and demand continued to recover.」

    Demand from universities and national research and development agencies remained flat, while the private-sector and industrial sectors and the semiconductor, biotechnology and communications industries, as well as the United States and Europe, were firm or strong. Southeast Asia continued to recover from the impact of COVID-19.
  10. FY2023-Q1Recovery in demand for component parts by region and product continuesAnnual report

    「In this business, demand in the research and development field for universities and national research and development agencies remained somewhat weak. The research and development field for private-sector companies and the industrial sector remained generally firm, supported by a recovery in research and development investment and capital expenditure, particularly in electronics. For the electronic components and semiconductor industries, mainly in Japan and Asia, optical components and thin-film products for integration into laser processing machines and inspection equipment, as well as basic optical equipment products, performed well. Automated application products for the biotechnology industry also remained firm. In the United States, optical component parts remained firm, mainly for the biotechnology and medical industries. In Europe, optical component parts remained firm both for universities and government agencies and for the industrial sector. In Southeast Asia, demand continued to recover from the impact of COVID-19.」

    Demand from universities and national research and development agencies was somewhat weak, while demand from the electronic components and semiconductor industries and in the United States and Europe was firm or strong. Southeast Asian demand continued to recover from the impact of COVID-19.
  11. FY2022AdvancedAnnual report

    「In optical element and thin-film products, we continued to develop polishing technologies for low scattering and crystals, as well as advanced thin-film technologies such as ultra-high durability and ultra-high reflectivity. We also continued to develop optical modules and optical components used in optical lattice clocks, as part of the Future Society Creation Project, jointly with research institutions, as well as optical elements for infrared applications. By advancing our technological capabilities, we expanded sales to the latest research departments of universities, government agencies and companies in Japan and overseas, contributing to higher revenue.」

    We advanced the development of polishing and thin-film technologies, modules for optical lattice clocks, and optical components for infrared applications, expanding sales to research departments and driving revenue growth.
  12. FY2021AdvancedAnnual report

    「In optical element and thin-film products, we continued to develop polishing technologies for low scattering and crystals, as well as advanced thin-film technologies such as ultra-high durability and ultra-high reflectivity. We also continued to develop optical elements for infrared applications jointly with research institutions. By advancing our technological capabilities, we expanded sales to the latest research departments of universities, government agencies and companies in Japan and overseas, contributing to higher revenue.」

    The company advanced its polishing and thin-film technologies and development of infrared optical elements with research institutions, leading to expanded sales to research departments in Japan and overseas.
  13. FY2021-Q3RestatedAnnual report

    「In this business, demand in research and development fields for universities and national research and development agencies remained firm. In research and development and industrial fields for private-sector companies, demand in some areas for optical element and thin-film products for incorporation into laser processing machines and inspection equipment, mainly serving the electronic components and semiconductor industries in Japan and Asia, remained firm. Demand for automated application products for the communications industry also remained firm. By contrast, although some demand for automated application products for the biotechnology industry was recovering, it remained generally weak.」

    Demand remained divergent, with firm demand from universities and research institutions, electronic components and semiconductor applications, and communications applications, while biotechnology demand remained generally weak despite some signs of recovery.
  14. FY2021-Q2Recovery in some areas of demand and strengthening demand from communicationsAnnual report

    「Among the electronic components and semiconductor industries, mainly in Japan and Asia, demand in some areas for optical element and thin-film products for incorporation into laser processing machines and inspection equipment remained on a recovery trend. Demand for automated application products for the communications industry remained firm. By contrast, demand for automated application products for the biotechnology industry remained generally soft, although signs of recovery were observed.」

    In optical components, optical element and thin-film products for electronic components and semiconductor applications were recovering, and automated application products for communications applications remained firm, while automated application products for biotechnology applications remained generally soft.
  15. FY2021-Q1Increasing communications demand and weakness in some areas of demandAnnual report

    「Within our Group, demand in research and development fields for universities and national research and development agencies remained firm. In research and development and industrial fields for private-sector companies, demand remained soft as capital investment adjustments continued against the backdrop of a slowdown in the global economy. Among the electronic components and semiconductor industries, mainly in Japan and Asia, demand in some areas for optical components for incorporation into laser processing machines and inspection equipment showed a gradual recovery, while demand for optical systems products for the flat-panel display industry remained soft. Demand for optical systems products for the defense industry and optical components for the communications industry remained on an upward trend. By contrast, demand for optical components for the biotechnology industry and optical systems products for the medical industry remained soft. In the United States, demand for optical components serving the biotechnology and medical industries remained soft. In Europe, demand for optical components for universities, government agencies and industrial applications remained weak.」

    In optical components, demand for universities and national research and development agencies and some semiconductor applications was firm or recovering, while demand from the communications industry was on an upward trend. Demand in FPD, biotechnology and medical applications and some areas in the United States and Europe was soft or weak.
  16. FY2019AdvancedAnnual report

    「In optical basic equipment products, we strengthened and expanded the Optical Cage System series, a new platform for optical experiments. The series enables the construction of compact, self-contained optical systems tailored to customer needs and can be used in a wide range of applications, from research and development to industrial applications. We expect to expand sales in areas including biotechnology and medical, flat-panel display, and aviation and space.」

    The company strengthened and expanded the Optical Cage System and explicitly stated that it expects to expand sales beyond research and development into biotechnology and medical, FPD, and aviation and space applications.
  17. FY2019-Q3Continued weakness in US demand, with signs of recoveryAnnual report

    「However, demand in the United States for optical basic equipment products and optical element and thin-film products for incorporation into equipment used in the biotechnology, medical, semiconductor and optical measurement industries remained weak, despite initial signs of recovery, due in part to the effects of a reactionary decline following production and inventory adjustments by some customers reflecting uncertainty about the outlook.」

    The company states that demand for optical components serving the US biotechnology, medical, semiconductor and optical measurement industries remained weak, although signs of recovery had begun to emerge.
  18. FY2019-Q2Divergence in demand for optical components and weakening demand in the United StatesAnnual report

    「However, demand in the United States for optical basic equipment and optical element and thin-film products for incorporation into equipment used in the biotechnology, medical, semiconductor and optical measurement industries remained weak, due in part to the impact of customers' production and inventory adjustments reflecting uncertainty about the outlook.」

    Demand for optical components related to the US biotechnology, medical, semiconductor and optical measurement industries weakened due in part to the impact of customers' production and inventory adjustments.
  19. FY2018AdvancedAnnual report

    「In optical element and thin-film products, we continued to actively develop polishing technologies for low scattering and crystals, as well as advanced thin-film technologies such as ultra-high durability and ultra-high reflectivity, and applied them to application products. In addition, in line with growth in the fiber laser field, we launched optical element products for Yb-based fiber lasers as a new series.」

    The company applied advanced polishing and thin-film technologies to application products and added optical element products for Yb-based fiber lasers as a new series.
  20. FY2018-Q3Expansion and continued strength in demand for optical components, including overseas demandAnnual report

    「Demand remained on an upward trend for optical basic equipment products and optical element products for incorporation into laser processing machines and inspection equipment, serving the semiconductor and electronic components industries related to the advancement of IoT, including smartphones and automotive devices, mainly in Japan and Asia, and the FPD industry, where organic EL and LCD panels are becoming larger and higher resolution. Demand remained firm, mainly in the United States, for optical basic equipment and optical element products for incorporation into equipment used in the biotechnology, medical, semiconductor and optical measurement industries. Demand also remained firm in Europe for optical element products for research and development and industrial applications.」

    Demand related to semiconductors and FPD in Japan and Asia was on an upward trend, while demand for optical components, including in the United States and Europe, remained firm.
  21. FY2018-Q2RestatedAnnual report

    「Demand remained firm, mainly in the United States, for optical basic equipment and optical element products for incorporation into equipment used in the biotechnology, medical, semiconductor and optical measurement industries. Demand also remained firm in Europe for optical element products for research and development and industrial applications.」

    The company describes firm demand in the US biotechnology, medical, semiconductor and optical measurement fields and in European research and development and industrial fields for optical components.
  22. FY2017-Q2RestatedAnnual report

    「In research and development and industrial fields for private-sector companies, capital investment was active in some areas, including the semiconductor and electronic components industries related to the domestic and Asian mobile-device markets, which are linked to smartphone production cycles, and the mobile FPD industry. Demand remained firm for optical components for incorporation into equipment and optical systems products.」

    Demand for optical components for incorporation into equipment and optical systems products remained firm in markets including semiconductors, electronic components and mobile FPD.
  23. FY2017-Q1RestatedAnnual report

    「Demand remained firm for automated positioning products for incorporation into laser processing machines and inspection equipment, as well as optical element products, among customers in the semiconductor and electronic components industries related to the domestic and Asian mobile-device markets, which are linked to smartphone production cycles, and in the mobile FPD industry.」

    Demand for optical components remained firm in the semiconductor and electronic components industries and the mobile FPD-related market.
  24. FY2016First statedAnnual report

    「In optical basic equipment products, we developed various optical-related instruments under the policy of turning customers' desired products into reality. In particular, we substantially expanded our vacuum-related products. We expect to expand sales into new markets, including the FPD-related market and space-related research fields.」

    The company describes the development of optical-related equipment, expansion of vacuum-related products, and expansion into the FPD and space-related markets.
Moved together

"In-House Production, Fundamental Technology Development and Higher Value Added for Optical Components" moved the same way as this thread, in the same document, in 5 of its 24 moves.

544443★123456
  1. ★This thread
  2. 1In-House Production, Fundamental Technology Development and Higher Value Added for Optical Components5×
  3. 2Improving the Operating Margin4×
  4. 3Strengthening Overseas Sales in Global Markets4×
  5. 4Revenue and Profit Growth in the Optical Components Business4×
  6. 5Revenue and Profit Growth in FY20164×
  7. 6Production Efficiency, Procurement Strengthening and Expense Reduction3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Optical-Component R&D and Expansion into New Markets | SIGMA KOKI CO.,LTD. (7713) | Komori