FY2016 Earnings Release Conference Q&A
We think orders will probably show roughly the same trend as last year, but it is difficult to forecast in which quarter and for which applications orders will increase.
What we are focusing on the most is 3D NAND. Our recognition in South Korea has increased, and the results of POR*1 acquisition, which will lead to higher market share in the future, have emerged. We will continue to make efforts related to the 6X-9X layers.
In the case of etch systems, we are engaged in brushing up our productivity enhancement for HARC*2 processing. We have started to obtain POR in some cases, and we believe that this will lead to a rise in market share in three years. As we have begun to see a rise in market share this year for other strategic systems, we expect sales to increase in FY2017, despite the outlook for a flat WFE market.
We are proceeding with business discussions while securing profitability. We have the strength of having accumulated G10 technology, and we expect to be able to engage in discussions from a good position in regard to coater/developer and etch systems. We regard the shift to larger substrates and higher-definition as a business opportunity.
We believe that there are business opportunities for inkjet equipment in large-substrate OLEDs for TVs, and we have received positive evaluations from customers.
Our stance of considering flexible actions while taking into account ROE has not changed. We will make an appropriate decision while comprehensively considering growth investment for the future, the company's share price, and macroeconomic trends.
POR (Process of Record): Certification of the adoption of equipment in customers' semiconductor production processes
HARC (High Aspect Ratio Contact) process: Advanced processing technology required for deep hole etching
The above content is a summary of question and answers session.