Presentation Transcripts
Latest Update : Dec.24, 2024
Back to Financial Results (FY3/2025)
Investor Meeting Presentation for 2Q FY 3/2025 held on November 6, 2024
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results for 2Q
- Summary of Consolidated Business Results for 1H
- Net Sales, Operating Income / Margin
- 2Q Actual: Differences from the Forecast as of August
- Precision Technologies (PT)
- Motor, Lighting & Sensing (MLS)
- Semiconductors & Electronics (SE)
- Access Solutions (AS)
- Profit Attributable to Owners of the Parent / EPS
- Inventory
- Net Interest-bearing Debt / Free Cash Flow
- Forecast
- Forecast for Business Segment
- Full-year forecast: Differences from the Forecast as of August
- Business Update & Management Strategy
- Today's Points
- Forecast for FY 3/25
- Precision Technologies (PT) Update
- New Pursat Plant (second plant in Cambodia)
- Motor Lighting & Sensing (MLS) Update
- Bed Sensor System
- Semiconductors & Electronics (SE) Update
- Measures to strengthen analog semiconductor business through business acquisition
- Access Solutions (AS) Update
- Progress of INTEGRATED Products
- Our "Room for Growth" - 8 Spear Strategy
- Shareholders Return
- ESG Topics
- Forward-looking Statements
- Reference
Download
With regard to Semiconductors & Electronics (SE), the current market conditions for semiconductors are facing a downturn. In addition, there is the special factor that a customer of Minebea Power Semiconductor Device (formerly Hitachi Power Semiconductor Device, MPSD) has cancelled a project. We are actively working on various initiatives to have our products adopted by Tier 1 manufacturers in Europe, and sample shipments are proceeding smoothly. If these initiatives progress, we will be able to fill the capacity of the Shiga Plant and start moving forward strongly again. Even under these conditions, we will be able to secure an operating income of over 20 billion yen.
In addition, the Shiga Plant has been working on MEMS since its time under OMRON, and has sent out samples to various locations, and has begun small-scale business.
We believe that what we need to do at this time is to change the product mix of IGBTs in this way and to differentiate our analog semiconductors. Our Chinese competitors have also started to produce products of a certain level of quality, and we believe that we need to differentiate ourselves from them, so we have begun to create a technological roadmap and bring in production facilities.
Furthermore, MPSD is also working on price correction.
Previous
25page (total 41pages)
You need Adobe Reader® to view these documents. Click on Adobe Reader icon on the left to download the software from the Adobe Systems website.
It ends about main text.
