Announced details
Global production capacity for engine bearings used in data center generators: approximately 1.5 times the current level (planned)
Revenue from bearings for medium- and high-speed engines in 2030: approximately 1.6 times 2025 actual revenue (planned)
Revenue from bearings for data centers in 2030: approximately 4.8 times 2025 actual revenue (planned)
Revenue from North America: more than six times 2025 actual revenue (planned)
Revenue from Japan: approximately three times 2025 actual revenue (planned)
Customer with which a production commitment agreement has been signed. Capital and personnel relationships are not disclosed.
North American diesel engine manufacturer. Other details, including its location, representative, business activities, capital, and year established, are not disclosed.
Jalisco, Mexico (within the existing premises of Daido Metal Mexico S.A. de C.V.)
Operating profit from this business is expected to reach a level that will contribute to the target operating profit margin for FY2030. The specific amount is not disclosed.
The company does not address Contract Value / Offering price.
Ministry of Internal Affairs and Communications data (data center market and number of data centers)
Company estimates (market share and revenue from bearings for data centers)
| Item | Details |
|---|---|
| Names of Products / Services Covered | Engine bearings for data center generators, Bearings for medium- and high-speed engines |
| Counterparty | North American diesel engine manufacturer (company name not disclosed) |
| Counterparty overview | North American diesel engine manufacturer. Other details, including its location, representative, business activities, capital, and year established, are not disclosed. |
| Relationship with the Company | Customer with which a production commitment agreement has been signed. Capital and personnel relationships are not disclosed. |
| Contract Date | 2026 (this year; specific date not disclosed) |
| Launch date | 2028 (planned; production start) |
| Applicable area | Emergency power generation for data centers, Prime power generation for data centers, Small and medium-sized vessels |
| Location | Jalisco, Mexico (within the existing premises of Daido Metal Mexico S.A. de C.V.) |
| Location scale | New plant floor area: approximately 14,000 m² (planned) |
| Quantitative Effects | Global production capacity for engine bearings used in data center generators: approximately 1.5 times the current level (planned), Revenue from bearings for medium- and high-speed engines in 2030: approximately 1.6 times 2025 actual revenue (planned), Revenue from bearings for data centers in 2030: approximately 4.8 times 2025 actual revenue (planned), Revenue from North America: more than six times 2025 actual revenue (planned), Revenue from Japan: approximately three times 2025 actual revenue (planned) |
| Impact on Business Performance | Operating profit from this business is expected to reach a level that will contribute to the target operating profit margin for FY2030. The specific amount is not disclosed. |
| Source | Ministry of Internal Affairs and Communications data (data center market and number of data centers), Company estimates (market share and revenue from bearings for data centers) |
Items this document does not state (6)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To respond to the expansion of the data center market driven by the spread of generative AI and cloud services, growing demand for emergency and prime-power generation engines, requests from North American customers for increased production, and production commitment agreements.