Presentation Transcripts

Latest Update : Aug.3, 2012

Back to Financial Results (FY3/2013)

Investor Conference Call for 1Q FY 3/2013 held on July 31, 2012

We are expecting our LED backlight sales to jump this fiscal year as we started shipments of our large scale new products for the growing tablet PC and smartphone markets and for portable MP3 players.

To be specific, we started shipment of LED backlights for tablet PCs from this April, ramped up production in May and June, and have now reached full production capacity.
Regarding LED backlights for new model smartphones, we started production and shipment in late June, and are ramping up production now.

We also started shipment of LED backlights for portable MP3 players and are expecting a large increase of shipment volume from now on.

For the last fiscal year, we posted loss in this business for the first time due to supply chain disruptions caused by the Tohoku Earthquake and the Thai Floods. However, for this fiscal year, we are expecting this business to make a good earnings contribution as shown by the sales leap in the graph.

15page (total 17pages)

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