AIMECHATEC, Ltd.
6227・Standard Market・Machinery
IJP Solutions Business
Advanced technology segment providing IJP and nanoimprint equipment for FPD and optical devices
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (cumulative Q3, FY2026 ending June 2026) | ¥1,421 million | ¥366 million (same period prior year) | ↑ |
| Segment profit/loss (cumulative Q3, FY2026 ending June 2026) | -¥567 million | -¥103 million (same period prior year) | ↓ |
| Net sales (full year, FY2025 ending June 2025) | ¥573 million | — | — |
| Segment profit/loss (full year, FY2025 ending June 2025) | -¥222 million | — | — |
| Year-on-year change in net sales (cumulative Q3) | +288.9% | — | ↑ |
Business Details
Comprises three fields: Inkjet Printing (IJP) applications, nanoimprint applications, and film applications. The segment develops, manufactures, and sells thin-film forming equipment for organic EL displays and microdisplays (OLEDoS, μLEDoS), waveguide forming systems for AR smart glasses, and roll-to-roll systems for flexible devices. The segment also engages in a nanoimprint lithography business through a joint venture with equity-method affiliate Nanolithosolutions, Inc. Customers are mainly AR/VR device makers and display panel makers.
Recent Overview
Net sales surged 288.9% year on year, but the loss widened
In the cumulative nine months of FY2026 (ending June 2026) (July 2025 to March 2026), net sales in the IJP Solutions Business reached ¥1,421 million (up 288.9% year on year), achieving a substantial increase in sales, mainly driven by progress in shipments of the batch sealing line for microdisplays. On the other hand, segment loss widened to ¥567 million (compared with a loss of ¥102 million in the same period of the prior year). Demand in new application fields such as silicon photonics semiconductors has also been confirmed, and the company continues to focus on launching the nanoimprint lithography business through its joint venture.
Key Products
Growth Drivers
- Recovery and increase in capital expenditure for microdisplays driven by expansion of end-application markets such as AR/VR smart glasses
- Launch and order acquisition for the nanoimprint lithography business (anti-reflection pattern forming for tablets, applications for silicon photonics) through joint venture Nanolithosolutions, Inc.
- Emergence of demand in new application fields such as silicon photonics semiconductors
- Full-scale emergence of mass-production demand for next-generation microdisplays such as OLEDoS and μLEDoS
- Explicit policy in the medium-term management plan (FY2026-FY2028, ending June 2028) to concentrate management resources on the IJP Solutions Business
- Improved production capacity through utilization of the clean room in the new equipment assembly building
Risks
- Risk of orders and shipments being pushed back to subsequent periods due to reviews or postponements of customers' capital expenditure plans
- Risk of uneven demand due to delays in the emergence of end-application markets such as AR/VR glasses
- Risk of prolonged customer verification processes and delayed commercialization in the nanoimprint lithography business
- Risk of delayed profitability due to the burden of fixed costs and development expenses, despite the rapid expansion of net sales, as the loss has widened
- Risk of additional impairment of fixed assets, given the impairment loss of ¥283 million recorded in FY2025 (ended June 2025)
- Risk of delayed commercialization at Nanolithosolutions, Inc., for which equity-method investment losses (¥26 million on a group-wide basis in the cumulative nine months of this fiscal year) continue
Last updated: September 25, 2025