Presentation Transcripts

Latest Update : May 25, 2015

Back to Financial Results (FY3/2015)

Investor Meeting Presentation for FY 3/2015 held on May 8, 2015

Table of Contents

Everybody seems to have different opinions about where the smartphone market headed. One thing for certain is that there are dark clouds hanging over at least some market segments. Although the market for entry models is stagnating, demand is still booming for the coveted high-end models, and that goes for China too. This should be a clear indication that a growing middle- and high-income population fuels sales of high-end products, which means better sales of high-end parts. That's why I maintain an optimistic view of LED backlight demand. Although we have competitors, we are the only one who can make injection-molded plastic parts, assemble them into fine-tuned units, and produce 30, 40, or 50 million of them a month. The edge we have in manufacturing technology and advanced engineering all goes into making our LED backlights, ball bearings, and pivot assemblies. Working with an eye to boosting this business advantage, we plan to make capital investments this fiscal year that will increase our monthly production capacity for LED backlights from the current 35 million units to 50 million units by March of next year.

36page (total 48pages)

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