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Tokyo Electron Limited (8035) · InitiativeAdvanced

Field Solutions Business Built on the Installed Base

First written in FY2016. 15 of 21 entries say "Advanced", first in FY2018. Latest entry: FY2026.

21entries
11years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017AdvancedFY2018 – FY2023AdvancedFY2025-H1 – FY20262016: 120162017: 120172018: 120182019: 120192020: 120202021: 220212022: 420222023: 420232024: 320242025: 220252026: 12026
Same theme, other companies

53 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 106 companies compared. The sentences above are computed from all 106.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Field solutions and other 626,282」

    Revenue from field solutions and other, including maintenance parts, services, equipment modifications, and used equipment sales for equipment already delivered, increased from ¥538,488 million in the previous fiscal year to ¥626,282 million.
  2. FY2026-H1AdvancedAnnual report

    「Field solutions and other (Note) 1 257,824 301,728」

    Revenue from field solutions and other, including maintenance parts, services, equipment modifications, and used equipment sales for equipment already delivered, increased year on year.
  3. FY2025AdvancedAnnual report

    「New equipment 1,893,080 Field solutions and other 538,488 Net sales to external customers 2,431,568」

    Revenue from field solutions and other, including maintenance parts, services, modifications, and used equipment sales for equipment already delivered, increased from ¥428,707 million in the previous fiscal year to ¥538,488 million.
  4. FY2025-H1AdvancedAnnual report

    「Field solutions and other (Note) 1 204,735 257,824 (Note) 1 New equipment includes sales of new equipment and services related to equipment installation. Field solutions and other includes the provision of maintenance parts, services, and equipment modifications for equipment already delivered, as well as used equipment sales and other items.」

    Revenue from field solutions and other based on equipment already delivered increased from ¥204,735 million in the year-earlier period to ¥257,824 million, an increase of 25.9% year on year.
  5. FY2024WorsenedAnnual report

    「Field solutions and other 428,707」

    Full-year revenue from field solutions and other was ¥428,707 million, down from ¥474,218 million in the previous fiscal year. Revenue including maintenance parts, services, modifications, and used equipment sales for equipment already delivered contracted.
  6. FY2024-Q3WorsenedAnnual report

    「Field solutions and other 358,888 309,268」

    Revenue from field solutions and other for the cumulative third quarter was ¥309,268 million, down from ¥358,888 million in the year-earlier period. Revenue including maintenance parts, services, modifications, and used equipment sales for equipment already delivered contracted.
  7. FY2024-Q2WorsenedAnnual report

    「Field solutions and other 241,316 204,735」

    Revenue from field solutions and other for the cumulative second quarter was ¥204,735 million, down from ¥241,316 million in the year-earlier period. Revenue including maintenance parts, services, modifications, and used equipment sales for equipment already delivered contracted year on year.
  8. FY2024-Q1WorsenedAnnual report

    「New equipment 291,477 Field solutions and other 100,269 Revenue from external customers 391,746」

    Revenue from field solutions and other in the first quarter was ¥100,269 million, down from ¥109,562 million in the year-earlier period. Revenue from new equipment also declined year on year.
  9. FY2023AdvancedAnnual report

    「Field solutions and other (Note) 2 462,409 11,664 144 474,218」

    Revenue from field solutions and other was ¥462,409 million for semiconductor manufacturing equipment, ¥11,664 million for FPD manufacturing equipment, ¥144 million for other, and ¥474,218 million in total, up from ¥456,116 million in the previous fiscal year.
  10. FY2023-Q3AdvancedAnnual report

    「Field solutions and other 350,338 8,440 108 358,888」

    Revenue from field solutions and other for the cumulative third quarter was ¥350,338 million for semiconductor manufacturing equipment, ¥8,440 million for FPD manufacturing equipment, ¥108 million for other, and ¥358,888 million in total. This represented an increase from the year-earlier total of ¥332,034 million.
  11. FY2023-Q2AdvancedAnnual report

    「Field solutions and other 235,310 5,933 73 241,316」

    Revenue from field solutions and other for the cumulative second quarter was ¥241,316 million, up from ¥215,855 million in the year-earlier period.
  12. FY2023-Q1AdvancedAnnual report

    「Field solutions and other (Note) 2 107,211 2,315 36 109,562」

    Revenue from field solutions and other was ¥107,211 million for semiconductor manufacturing equipment, ¥2,315 million for FPD manufacturing equipment, ¥36 million for other, and ¥109,562 million in total. This represented an increase from the year-earlier total of ¥95,319 million.
  13. FY2022AdvancedAnnual report

    「Based on more than 80,000 semiconductor and FPD manufacturing systems shipped to date, the highest number in the industry, we will work to resolve issues including parts sales, equipment upgrades and modifications, improving equipment utilization, and improving the yield of devices produced by customers. Through the provision of these advanced field solutions, we will seek to expand revenue in the aftermarket.」

    The installed base of shipped equipment expanded from more than 76,000 to more than 80,000 systems, and revenue growth from field solutions continued. Revenue from field solutions and other recognized under the revenue recognition standard was ¥456,116 million.
  14. FY2022-Q3AdvancedAnnual report

    「Field solutions and other (Note) 2 323,610 8,324 100 332,034」

    In the disaggregated revenue information, revenue from field solutions and other, including parts sales, used equipment sales, and modification and maintenance services, was disclosed as ¥323,610 million for semiconductor manufacturing equipment, ¥8,324 million for FPD manufacturing equipment, ¥100 million for other, and ¥332,034 million in total.
  15. FY2022-Q1AdvancedAnnual report

    「Field solutions and other 92,911 2,372 35 95,319」

    In the disaggregated revenue information, revenue from field solutions and other, including parts sales, used equipment sales, and modification and maintenance services, was disclosed as ¥92,311 million.
  16. FY2021AdvancedAnnual report

    「Based on the industry-leading installed base of more than 76,000 semiconductor and FPD production equipment units shipped to date, we will work to resolve issues including parts sales, equipment upgrades and modifications, improvements in equipment utilization rates, and improvements in the yields of devices produced by customers. We will also expand aftermarket revenue through the provision of these advanced field solutions.」

    The installed base of shipped equipment expanded from more than 72,000 units to more than 76,000 units, and field solutions including parts, upgrades, and improvements in utilization rates and yields continue to be provided.
  17. FY2020AdvancedAnnual report

    「Based on the industry-leading installed base of more than 72,000 semiconductor and FPD production equipment units shipped to date, we will expand aftermarket revenue by providing advanced field solutions, including parts sales, equipment upgrades and modifications, improvements in equipment utilization rates, and improvements in the yields of devices produced by customers. In addition, in preparation for supporting more than 100,000 units in due course, we will focus on building highly efficient, high-value-added services, including smart customer support such as remote maintenance and predictive maintenance using equipment operating data and AI.」

    The installed base of shipped equipment expanded from 69,000 units to more than 72,000 units, and service initiatives for supporting more than 100,000 units are being developed, including remote maintenance and predictive maintenance using operating data and AI.
  18. FY2019AdvancedAnnual report

    「Based on the industry-leading 69,000 semiconductor production equipment units we have shipped to date, we will expand revenue by converting this installed base into parts sales, equipment upgrades, and the provision of advanced field solutions.」

    The shipment track record has been specified as 69,000 units, up from more than 60,000, and positioned as the foundation for revenue growth through parts sales, upgrades, and field solutions.
  19. FY2018AdvancedAnnual report

    「Sales of used equipment, modifications, parts, and services also increased significantly, led by parts sales as customers' equipment utilization rates rose.」

    Against a backdrop of higher utilization rates for delivered equipment, sales of used equipment, modifications, and services increased, led by parts sales.
  20. FY2017RestatedAnnual report

    「We are actively promoting the field solutions business by leveraging our industry-leading track record of more than 60,000 units shipped worldwide. In addition to equipment upgrades and modification services, we will broadly provide the high-quality services that have been a source of pride since our founding and work to generate further profit.」

    The company is reiterating its policy of actively promoting field solutions, including modifications and high-quality services, based on an installed base of more than 60,000 delivered units.
  21. FY2016First statedAnnual report

    「Our group’s world-leading installed base of delivered equipment is expected to serve as the foundation for the field solutions business and promote sales of modifications, parts, certified used equipment, and other offerings.」

    A plan to turn the existing equipment installed base into opportunities for modifications, parts, certified used equipment, and other services.
Moved together

"Substantial Increases in Revenue and Profit in the First Quarter of the 55th Fiscal Period" moved the same way as this thread, in the same document, in 14 of its 21 moves.

141110998★123456
  1. ★This thread
  2. 1Substantial Increases in Revenue and Profit in the First Quarter of the 55th Fiscal Period14×
  3. 2Substantial increases in revenue and profit in the semiconductor manufacturing equipment business11×
  4. 3Executive Compensation Program Linked to Performance and Shareholder Value10×
  5. 4Expanding Market Share and Profits in the Etching, Deposition, Coating and Cleaning Businesses9×
  6. 5Research and development into miniaturization, new structures, new materials and advanced packaging technologies9×
  7. 6Investment to Expand Production Capacity at Domestic Manufacturing Sites8×

★ 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
Tokyo Electron Limited's next results are scheduled for 2026-10-30. Read the earnings preview
Field Solutions Business Built on the Installed Base | Tokyo Electron Limited (8035) | Komori