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Samco (6387) · FactRestated

Specialization in the Compound Semiconductor Manufacturing Equipment Market and High Barriers to Entry

First written in FY2018-Q2. 10 of 12 entries say "Restated". Latest entry: FY2023-Q3.

12entries
6years
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ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2022-Q32018: 420182019: 220192020: 120202021: 120212022: 320222023: 12023
Same theme, other companies
Specialization in the Compound Semiconductor Manufacturing Equipment Market and Barriers to EntryA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2023-Q3RestatedAnnual report

    「Meanwhile, in the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, investment is progressing across a wide range of companies in advanced fields, including electronic components for 5G smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and demand for semiconductor and electronic component manufacturing equipment is expanding.」

    The Company continues to regard compound semiconductor and electronic component manufacturing equipment as its principal business area and expects investment and demand to expand in advanced fields such as 5G, sensors and MEMS.
  2. FY2022ReframedAnnual report

    「Based on its core thin-film technology, the Company aims to maintain strong earnings power by holding an overwhelming share in specific products in areas with high barriers to entry, giving it the ability to set prices for its own products.」

    In addition to the previous view that the compound semiconductor manufacturing equipment market has high structural barriers to entry, the description expanded to a strategy of seeking an overwhelming share in specific products and high earnings power in areas with high barriers to entry.
  3. FY2022-Q3RestatedAnnual report

    「In the semiconductor and other electronic component industries, across the market for compound semiconductor and electronic component manufacturing equipment in which the Company operates, a broad range of companies are making research and development investments in electronic component fields, such as components for smartphones and automotive sensors, driven by the rollout of 5G (fifth-generation mobile communications), as well as in advanced fields such as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing.」

    The Company continues to regard compound semiconductor and electronic component manufacturing equipment as its principal business area and expects advanced fields such as 5G, sensors and MEMS to continue transitioning from research and development investment to full-scale production.
  4. FY2022-Q2RestatedAnnual report

    「In the semiconductor and other electronic component industries, across the market for compound semiconductor and electronic component manufacturing equipment in which the Company operates, a broad range of companies are making research and development investments in electronic component fields, such as components for smartphones and automotive sensors, driven by the rollout of 5G (fifth-generation mobile communications), as well as in advanced fields such as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing.」

    The Company continues to regard compound semiconductor and electronic component manufacturing equipment as its principal business area and expects advanced fields such as 5G, sensors and MEMS to continue transitioning from research and development investment to full-scale production.
  5. FY2022-Q1RestatedAnnual report

    「In the semiconductor and other electronic component industries, across the market for compound semiconductor and electronic component manufacturing equipment in which the Company operates, a broad range of companies are making research and development investments in electronic component fields, such as components for smartphones and automotive sensors, driven by the rollout of 5G (fifth-generation mobile communications), as well as in advanced fields such as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing.」

    The Company continues to regard compound semiconductor and electronic component manufacturing equipment as its principal business area, stating that advanced fields such as 5G, sensors and MEMS are progressing from research and development investment to full-scale production.
  6. FY2020RestatedAnnual report

    「In the market for compound semiconductor and electronic component manufacturing equipment, the Company's principal business area, an era of technological innovation is approaching its full-scale beginning, including the IoT (Internet of Things), in which various objects are connected to networks, autonomous driving, robotics, AI (artificial intelligence) and 5G (fifth-generation mobile communications). Related companies are showing a positive stance toward capital investment.」

    The Company continues to regard compound semiconductor and electronic component manufacturing equipment as its principal business area, citing IoT, autonomous driving, robotics, AI and 5G as market drivers.
  7. FY2019RestatedAnnual report

    「In the market for compound semiconductor and electronic component manufacturing equipment, the Company's principal business area, an era of technological innovation is approaching its full-scale beginning, including the IoT (Internet of Things), in which various objects are connected to networks, autonomous driving, robotics and AI (artificial intelligence). Related companies are showing a positive stance toward capital investment.」

    The Company continues to regard the compound semiconductor and electronic component manufacturing equipment market as its principal business area.
  8. FY2019-Q2RestatedAnnual report

    「Although the market for compound semiconductor manufacturing equipment accounts for only around 10% of the overall semiconductor manufacturing equipment market, compound semiconductors are extremely difficult to process. Manufacturing semiconductor equipment for this purpose requires advanced expertise and accumulated technical know-how, making this a business area with high barriers to entry.」

    The Company reiterates its view that the compound semiconductor manufacturing equipment market accounts for around 10% of the overall semiconductor manufacturing equipment market and is an area with high barriers to entry because it requires specialised expertise and accumulated technology.
  9. FY2019-Q1RestatedAnnual report

    「Although the market for compound semiconductor manufacturing equipment accounts for only around 10% of the overall semiconductor manufacturing equipment market, compound semiconductors are extremely difficult to process. Manufacturing semiconductor equipment for this purpose requires advanced expertise and accumulated technical know-how, making this a business area with high barriers to entry.」

    The Company reiterates its view that the compound semiconductor manufacturing equipment market accounts for around 10% of the overall semiconductor manufacturing equipment market and is an area with high barriers to entry because it requires specialised expertise and accumulated technology.
  10. FY2018RestatedAnnual report

    「Although the market for compound semiconductor manufacturing equipment accounts for only around 10% of the overall semiconductor manufacturing equipment market, compound semiconductors are extremely difficult to process. Manufacturing semiconductor equipment for this purpose requires advanced expertise and accumulated technical know-how, making this a business area with high barriers to entry.」

    The Company reiterates its view that the compound semiconductor manufacturing equipment market accounts for around 10% of the overall semiconductor manufacturing equipment market and is an area with high barriers to entry because it requires specialised expertise and accumulated technology.
  11. FY2018-Q3RestatedAnnual report

    「Although the market for compound semiconductor manufacturing equipment accounts for only around 10% of the overall semiconductor manufacturing equipment market, compound semiconductors are extremely difficult to process. Manufacturing semiconductor equipment for this purpose requires advanced expertise and accumulated technical know-how, making this a business area with high barriers to entry.」

    The Company reiterates its view that the compound semiconductor manufacturing equipment market accounts for around 10% of the overall semiconductor manufacturing equipment market and is an area with high barriers to entry because it requires specialised expertise and accumulated technology.
  12. FY2018-Q2First statedAnnual report

    「Although the market for compound semiconductor manufacturing equipment accounts for only around 10% of the overall semiconductor manufacturing equipment market, compound semiconductors are extremely difficult to process. Manufacturing semiconductor equipment for this purpose requires advanced expertise and accumulated technical know-how, making this a business area with high barriers to entry. Since its founding, the Company has specialised in the market for compound semiconductor and electronic component manufacturing equipment.」

    The Company states that the compound semiconductor manufacturing equipment market accounts for around 10% of the overall semiconductor manufacturing equipment market, while the difficulty of processing and the need for specialised expertise and accumulated technology create high barriers to entry, and that it has specialised in this market since its founding.
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Specialization in the Compound Semiconductor Manufacturing Equipment Market and High Barriers to Entry | SAMCO INC. (6387) | Komori