Risk of Dependence on LCD and FPD Capital Investment Trends
First written in FY2016. 13 of 19 entries say "Restated". Latest entry: FY2026.
Takano moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).
The whole theme swung hardest in 2018: 7 of 17 companies on the "Worse" side.
7 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「In the fiscal year ended March 2026, the inspection and measurement equipment business accounted for 25.5% of the Group's sales. The main customers for semiconductor inspection and measurement systems, the principal products of this business, are semiconductor manufacturers in Japan, Taiwan and the United States, which account for approximately 40% of the business.」
The share of sales attributable to the inspection and measurement equipment business and the business's approximately 40% reliance on semiconductor manufacturers were updated. Reliance on capital investment trends in the semiconductor manufacturing industry continues. - FY2023ReframedAnnual report
「In the fiscal year ended March 2023, the inspection and measurement equipment business accounted for 28.2% of the Group's sales. The main customers for semiconductor inspection and measurement systems, the principal products of this business, are semiconductor manufacturers in Japan, Taiwan and the United States, which account for approximately 40% of the business.」
The focus of the risk description shifted from the previous explanation of reliance on investment in liquid crystal and FPD equipment to reliance primarily on semiconductor manufacturers and capital investment trends in the semiconductor manufacturing industry. - FY2023-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2021WorsenedAnnual report
「In the fiscal year ended March 2021, the inspection and measurement equipment business accounted for 34.5% of the Group's sales. The main customers for inspection and measurement systems, the principal products of this business, are liquid crystal panel manufacturers in Japan, China, Taiwan and South Korea, and the business's operating performance is significantly affected by capital investment trends in the liquid crystal manufacturing industry.」
The inspection and measurement equipment business's share of sales rose from 33.9% in the previous fiscal year to 34.5%, resulting in a business mix with significant reliance on capital investment trends in the liquid crystal manufacturing industry. - FY2020MitigatedAnnual report
「In the fiscal year ended March 2020, the inspection and measurement equipment business accounted for 33.9% of the Group's sales. The main customers for inspection and measurement systems, the principal products of this business, are liquid crystal panel manufacturers in Japan, China, Taiwan and South Korea, and the business's operating performance is significantly affected by capital investment trends in the liquid crystal manufacturing industry.」
The inspection and measurement equipment business's share of sales declined from 34.7% in the previous fiscal year to 33.9%, although reliance on capital investment in the liquid crystal manufacturing industry continued to be disclosed. - FY2020-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2020-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2019WorsenedAnnual report
「In the fiscal year ended March 2019, the inspection and measurement equipment business accounted for 34.7% of the Group's sales. The main customers for inspection and measurement systems, the principal products of this business, are liquid crystal panel manufacturers in Japan, China, Taiwan and South Korea, and the business's operating performance is significantly affected by capital investment trends in the liquid crystal manufacturing industry.」
The inspection and measurement equipment business's share of sales rose from 31.6% in the previous fiscal year to 34.7%, resulting in a greater reliance on capital investment trends in the liquid crystal manufacturing industry. - FY2019-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2019-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2019-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2018Lower sales contribution from the inspection and measurement equipment businessAnnual report
「The Group's inspection and measurement equipment business accounted for 31.6% of the Group's sales in the fiscal year ended March 2018.」
The inspection and measurement equipment business was stated to account for 31.6% of sales. - FY2018-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2018-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2017-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2017-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2017-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No new developments or material changes were identified regarding the risk of dependence on LCD and FPD capital investment trends. - FY2016First statedAnnual report
「The inspection and measurement equipment business accounted for 33.2% of the Group's sales in the fiscal year ended March 2016. The main customers for inspection and measurement equipment, the core products of this business, are LCD color filter manufacturers and LCD panel manufacturers in Japan, China, Taiwan and South Korea. The business's operating results are significantly affected by capital investment trends in the LCD manufacturing industry.」
Recognized demand fluctuations caused by a sharp decline in capital investment as a risk.