IR

Financial Results Briefing Q&A held on November 16, 2023

Financial Results Briefing Q&A
Top IR Financial Results Presentation Materials Financial Results Briefing Q&A held on November 16, 2023

Q&A

Q.

Please tell us the current situation and future outlook for automotive substrates.

A.
Although the figures have fluctuated due to exchange rate fluctuations, since June, customer inventories have been optimized and orders have increased. In response to this, we are planning to expand production. Looking ahead, we expect demand for build-up boards to increase due to improved functionality of boards for autonomous driving and infotainment. Our company has an advantage in terms of reliability and other factors in meeting this demand.
Q.

Please tell us about the current situation of smartphones and tablets and your outlook for the future.

A.
Until now, we have mainly supplied boards for mid-range applications, but since the first half of the year, we have been receiving more orders for high-end boards. In the second half of the year, we expect orders to expand further, and we also expect orders for flexible boards to increase.
Q.

What is the current situation and future outlook for semiconductor PKG substrates?

A.
Although the start of mass production has been delayed due to the impact of the semiconductor market, preparations such as customer certification, production preparations, and yield are progressing smoothly. We believe that full-scale mass production will begin from next fiscal year onwards.
Q.

Although the start of mass production has been delayed due to the impact of the semiconductor market, preparations such as customer certification, production preparations, and yield are progressing smoothly. We believe that full-scale mass production will begin from next fiscal year onwards.

A.
We will consider revising our medium-term management plan, taking into account order trends in the second half of the year.