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Shin-Etsu Polymer (7970) · InitiativeAdvanced

Development of Conductive Polymers, Fuel Cells, High-Performance Films, and Other Products

First written in FY2016. 8 of 20 entries say "Advanced", first in FY2019-Q1. Latest entry: FY2026.

20entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016RestatedFY2019-Q3 – FY2021-Q2AdvancedFY2021-Q3 – FY2022OtherFY2023-Q1 – FY2024-Q32016: 120162017: 020172018: 220182019: 320192020: 320202021: 320212022: 420222023: 220232024: 120242025: 020252026: 12026
Same theme, other companies
Creating high-value-added products based on materials and elemental technologiesA theme 89 companies write about · 0 as a headwind · 114 as a tailwind

51 other companies' latest entry also says "Advanced".

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 89 companies compared. The sentences above are computed from all 89.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「<Housing and Lifestyle Materials> Development and market launch of functional materials for electronic components; continuing mass-production feasibility testing of heat-resistant thin-film films for power semiconductors」

    The high-performance films business has progressed to the stage of continuing mass-production feasibility testing for heat-resistant thin-film films for power semiconductors.
  2. FY2024-Q3RestatedAnnual report

    「For functional materials, automotive electronic-component applications were flat, but display applications grew, keeping sales firm.」

    Automotive electronic-component applications were flat, while display applications grew, and this performance profile by application has continued since FY2024-Q1.
  3. FY2024-Q1Automotive applications were flat, while display applications grew.Annual report

    「For functional materials, automotive electronic-component applications were flat, but shipments for display applications grew, leaving sales at roughly the previous year's level.」

    While the previously strong automotive electronic-component application was flat, shipments for display applications grew, changing the performance profile by application.
  4. FY2023-Q3Automotive applications performed well, while liquid-crystal display applications were sluggish.Annual report

    「Although conductive polymer sales for liquid-crystal display applications were sluggish, automotive electronic-component applications performed well and sales grew. As a result, sales in this business were ¥20,005 million, up 25.5% year on year, and segment profit (operating profit) was ¥905 million, up 35.3% year on year.」

    Conductive polymer sales grew as automotive electronic-component applications performed well, while liquid-crystal display applications became sluggish, indicating divergent performance by application.
  5. FY2023-Q2Automotive applications grew, while display applications were sluggish.Annual report

    「Although conductive polymer sales for display applications were sluggish, orders for automotive electronic-component applications increased, and sales grew steadily.」

    Conductive polymer performance varied by application, with display applications becoming sluggish while orders for automotive electronic-component applications increased.
  6. FY2023-Q1RestatedAnnual report

    「Orders for conductive polymers for display applications and automotive electronic-component applications increased, and sales grew.」

    Orders and sales of conductive polymers continued to grow in display and automotive electronic-component applications.
  7. FY2022AdvancedAnnual report

    「Orders for conductive polymers for display applications and automotive electronic-component applications increased, and sales grew.」

    The increase in orders and sales growth for conductive polymers in display and automotive electronic-component applications continued for the full fiscal year.
  8. FY2022-Q3AdvancedAnnual report

    「Orders for conductive polymers for display applications and automotive electronic-component applications increased, and sales grew significantly.」

    The disclosure states that orders for conductive polymers increased in display and automotive electronic-component applications and that sales grew significantly.
  9. FY2022-Q2AdvancedAnnual report

    「Orders for conductive polymers for display applications and automotive electronic-component applications increased, and sales grew significantly.」

    Orders for conductive polymers increased in display and automotive electronic-component applications in addition to the former smartphone applications and others, and sales grew significantly.
  10. FY2022-Q1AdvancedAnnual report

    「Orders for conductive polymers for smartphone component applications and automotive electronic-component applications increased, and sales grew significantly.」

    Orders for conductive polymers, which had not recovered in some applications through the previous quarter, increased in both smartphone component and automotive electronic-component applications, and sales grew significantly.
  11. FY2021-Q3AdvancedAnnual report

    「Among the new business products, orders for conductive polymers for smartphone component applications and automotive electronic-component applications recovered, and sales grew.」

    Although the previous quarter's disclosure stated that orders had recovered only for smartphone component applications and had not recovered for automotive electronic-component applications, orders recovered for both applications this time and sales grew.
  12. FY2021-Q2RestatedAnnual report

    「Among the new business products, orders for conductive polymers for smartphone component applications showed signs of recovery, but orders for automotive electronic-component applications did not recover, leaving sales flat.」

    Orders for conductive polymers for smartphone component applications showed signs of recovery, while orders for automotive electronic-component applications did not recover, leaving sales flat.
  13. FY2021-Q1Smartphone applications recovered, while automotive applications remained sluggish.Annual report

    「Among the new business products, shipments of conductive polymers for smartphone component applications remained stable, but orders for automotive electronic-component applications did not recover, resulting in sluggish sales.」

    Shipments of conductive polymers for smartphone component applications remained stable, while orders for the former automotive electronic-component application did not recover, and sluggish performance continued.
  14. FY2020-Q3Automotive applications also slowed, broadening the weakness across applications.Annual report

    「Among the new business products, shipments of conductive polymers for smartphone component applications continued to decline sharply following changes in customers' production processes, while orders for automotive electronic-component applications slowed from the second half of the year, resulting in sluggish sales.」

    Demand for smartphone component applications continued to decline sharply following changes in customers' production processes, while orders for the previously strong automotive electronic-component application also slowed from the second half of the year.
  15. FY2020-Q2RestatedAnnual report

    「Among the new business products, the automotive electronic-component application for conductive polymers performed well, but a sharp decline in demand for smartphone component applications caused sales to fall from the previous year.」

    The automotive electronic-component application for conductive polymers performed well, while a sharp decline in demand for smartphone component applications caused sales to fall below the previous year's level. Performance continued to vary by application from the previous quarter.
  16. FY2020-Q1Performance varied by application.Annual report

    「Although the automotive electronic-component application for the conductive polymer, a new business product, performed well, demand for smartphone component applications fell sharply, causing sales to decline from the previous year.」

    The automotive electronic-component application for conductive polymers performed well, while a sharp decline in demand for smartphone component applications caused sales to fall from the previous year.
  17. FY2019-Q3RestatedAnnual report

    「Display-related products were sluggish because connectors for liquid-crystal connections performed poorly, but viewing-angle control film (VCF) grew with the addition of sales from new optical application products. Shipments of connectors for electronic-component inspection grew for component-related products, driven by a recovery in demand for smartphone components.」

    Sales of new optical application products were added for viewing-angle control film, while shipments of connectors for electronic-component inspection grew on the recovery in demand for smartphone components. Existing efforts to expand new products and applications continue.
  18. FY2019-Q2AdvancedAnnual report

    「Display-related products were sluggish because connectors for liquid-crystal connections performed poorly, but sales from new applications for viewing-angle control film (VCF) were added. The conductive polymer, a new business product, grew significantly in applications for antistatic agents and electronic components.」

    For high-performance films, sales from new applications for viewing-angle control film were added, while conductive polymer sales also grew in applications for antistatic agents and electronic components.
  19. FY2019-Q1AdvancedAnnual report

    「The conductive polymer, a new business product, grew significantly in applications for antistatic agents and electronic components.」

    The disclosure states that conductive polymer applications expanded in antistatic agents and electronic components, with the existing development theme growing in specific applications.
  20. FY2016First statedAnnual report

    「We are currently developing original products across a broad range of fields using core technologies such as formulation technologies for functional resins, including conductive materials, and precision micromachining technologies. We are working on the development of applications for conductive polymers, fuel-cell-related products, high-performance films and noise-control products.」

    Multiple development themes using formulation technologies for functional resins and precision micromachining technologies are listed.
Moved together

"Improving Quality and Performance through Evaluation and Analytical Technologies and Expanding Sales in the Semiconductor and Electronic Components Fields" moved the same way as this thread, in the same document, in 8 of its 20 moves.

887665★123456
  1. ★This thread
  2. 1Improving Quality and Performance through Evaluation and Analytical Technologies and Expanding Sales in the Semiconductor and Electronic Components Fields8×
  3. 2Improving the profitability of the PVC-related business and expanding non-PVC, high-value-added products8×
  4. 3Higher Value-Added Products and Overseas Expansion with Input Devices as a Growth Driver7×
  5. 4Capital Investment in Growth Product Fields and Expansion of Manufacturing Capacity6×
  6. 5Weakness in Electronic Component Demand Due to Smartphone Production Adjustments6×
  7. 6Sustainable Growth5×

★ 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.

When this could move next
Shin-Etsu Polymer's next results are scheduled for 2026-10-26. Read the earnings preview
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Development of Conductive Polymers, Fuel Cells, High-Performance Films, and Other Products | Shin-Etsu Polymer Co.,Ltd. (7970) | Komori