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Iwatani (8088) · RiskMaterialised

Decline in Sales of Functional Films for Smartphones in China

First written in FY2017-Q2. 11 of 17 entries say "Materialised", first in FY2017-Q3. Latest entry: FY2026.

17entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q3 – FY2017MaterialisedFY2019-Q1 – FY2020RestatedFY2021-Q2MitigatedFY2022 – FY2024-Q32016: 12017: 220172018: 320182019: 320192020: 420202021: 020212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Declining materials demand due to slower smartphone market growthA theme 20 companies write about · 20 as a headwind · 0 as a tailwind

Iwatani moved to the "Worse" side of this theme in 2017, 2 years before the typical company in this theme (2019).

The whole theme swung hardest in 2019: 11 of 17 companies on the "Worse" side.

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

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Meanwhile, profitability at the mineral sands business's own mining operations in Australia declined, while sales of functional films, mainly for smartphones, remained weak.」

    For functional films, sluggish sales, mainly for smartphones, were reported in full-year results, following the previous interim period.
  2. FY2026-H1MaterialisedAnnual report

    「Meanwhile, profitability at the mineral sands business's own mining operations in Australia deteriorated, while sales of functional films, mainly for smartphones, remained weak.」

    For functional films previously described as improving and performing well, sales were sluggish, mainly for smartphones.
  3. FY2024-Q3MitigatedAnnual report

    「Biomass fuels, PET resin for beverage bottles and functional films for smartphones performed well, while overseas mineral sands operations grew.」

    For functional films, whose sales had previously continued to decline, sales for smartphones performed well.
  4. FY2022MitigatedAnnual report

    「Sales of metal-processed products increased, mainly for air conditioners, while sales of functional films for smartphones also grew.」

    For functional films, whose sales had previously continued to decline, the disclosure mentions growth in sales for smartphones.
  5. FY2021-Q2RestatedAnnual report

    「Sales of metal-processed products for air conditioners declined, but sales of low-environmental-impact PET resin and functional films increased.」

    For functional films, sales growth continued to be reported, following the previous quarter.
  6. FY2021-Q1MitigatedAnnual report

    「Meanwhile, overseas mineral sands operations recorded higher revenue following the acquisition of mining rights in the previous fiscal year, while sales of high-value-added, low-environmental-impact PET resin and functional films also grew.」

    For functional films, whose sales had previously continued to decline, the current quarter’s disclosure mentions sales growth.
  7. FY2020MaterialisedAnnual report

    「Sales of low-environmental-impact PET resin and metal-processed products for air conditioners grew, but sales of secondary battery materials declined due to falling market prices, and functional film sales also declined.」

    The decline in functional film sales continued to be a factor behind lower revenue in the Materials segment for the fiscal year.
  8. FY2020-Q3MaterialisedAnnual report

    「Low-environmental-impact PET resins and metal-processed products for air conditioners performed steadily, but market conditions for secondary battery materials declined and sales of functional films decreased.」

    The decline in functional film sales continued to be cited as a performance factor for the Materials segment from FY2019-Q2 onward.
  9. FY2020-Q2MaterialisedAnnual report

    「Functional film sales declined.」

    The decline in functional film sales continued to be cited as a performance factor for the Materials segment in FY2020-Q2.
  10. FY2019MaterialisedAnnual report

    「In addition, although functional film sales declined, sales of environmentally friendly PET resin feedstock and secondary battery materials grew substantially.」

    While the decline in functional film sales was also reflected in full-year results, sales of PET resin feedstock and secondary battery materials grew substantially.
  11. FY2019-Q3MaterialisedAnnual report

    「In addition, although functional film sales declined, sales of environmentally friendly PET resin feedstock and secondary battery materials grew substantially.」

    While functional film sales continued to decline, sales of PET resin feedstock and secondary battery materials grew substantially.
  12. FY2019-Q2MaterialisedAnnual report

    「In addition, although functional film sales declined, sales of environmentally friendly PET resin feedstock and secondary battery materials grew substantially.」

    While functional film sales continued to decline, sales of PET resin feedstock and secondary battery materials grew substantially.
  13. FY2019-Q1MaterialisedAnnual report

    「In addition, although functional film sales declined, sales of PET resin feedstock, secondary battery materials and stainless steel increased.」

    The decline in functional film sales is cited as a performance factor for the Materials segment in the first quarter under review.
  14. FY2018MitigatedAnnual report

    「In the Materials business, market conditions for resources overall, including titanium and zircon, improved, while sales of functional films for smartphones increased significantly in South Korea, resulting in higher earnings.」

    In place of the decline in functional film sales for smartphones in China mentioned in the previous fiscal year, the current fiscal year’s disclosure mentions substantial growth in sales to South Korea.
  15. FY2017MaterialisedAnnual report

    「In addition, sales of functional films for smartphones declined in China.」

    The decline in functional film sales for smartphones was also reflected in full-year results.
  16. FY2017-Q3MaterialisedAnnual report

    「In addition to market conditions for resources overall, including zircon, remaining weak following the previous fiscal year, sales of functional films for smartphones declined in China.」

    The decline in functional film sales for smartphones in China continues to be mentioned.
  17. FY2017-Q2First statedAnnual report

    「Sales of functional films for smartphones declined in China.」

    The decline in functional film sales for smartphones in China is mentioned for the first time as a performance factor for the Materials segment.
Moved together

"Impact of Declining Resource Prices on the Materials Business" moved the same way as this thread, in the same document, in 9 of its 17 moves.

966433★123456
  1. ★This thread
  2. 1Impact of Declining Resource Prices on the Materials Business9×
  3. 2Fluctuations in LP Gas Import Prices6×
  4. 3Decline in the selling price due to easing helium supply and demand, and the burden of related investments6×
  5. 4Realizing a Hydrogen Energy Society4×
  6. 5Building a Liquefied Hydrogen Supply Chain3×
  7. 6Machinery and equipment sales leveraging synergies with the industrial gas business3×

★ 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
Iwatani's next results are scheduled for 2026-11-10. Read the earnings preview
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