Presentation Transcripts

Latest Update : May 31, 2012

Back to Financial Results (FY3/2012)

Investor Meeting Presentation for FY 3/2012 held on May 10, 2012

We have seen our share of the pivot assembly market grow quickly and we now have an 80% market share due largely to the fact that our competitors in Thailand were hit extremely hard by the floods. The shipment volume for pivot assemblies is setting a new record every month. It hit 42 million units last month. It's expected to reach 43 million units this month. There was a rumor that we wouldn't have enough capacity to supply pivot assemblies, but I can assure you right now we do not have any problem at all in that regard. The downside is the weak impact Windows 8 has had on the market as well as the failing European economy. While the HDD market seems to be slowing down a bit, it should pick up pace again between June and August.

29page (total 44pages)

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