Revenue distribution by industries:

• Semiconductor industry: approx. 70%
• Automotive industry: approx. 15%
• Consumer electronics: approx. 10%
• Other industries: approx. 5%

TOP 3 markets:

1. China: approx. 35%
2. USA: approx. 25%
3. Europe: approx. 20%

BE Semiconductor Industries N.V. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for semiconductor solutions in various technologies. The Chinese market is the largest single market for BESI, highlighting the importance of Asian markets for the company. The USA and Europe follow as important markets characterized by technological innovations and a strong industrial base.

Production sites of BE Semiconductor Industries N.V.:

• Netherlands
• Malaysia
• China

BE Semiconductor Industries N.V. (BESI) has strategically positioned its production facilities in several countries. The main production site is located in the Netherlands, where the company also has its headquarters. In addition, BESI operates production facilities in Malaysia and China to benefit from the advantages of geographical proximity to key markets and cost-effective production.

This international presence enables BESI to flexibly respond to market demands and streamline supply chains efficiently.

Revenue Growth: Estimated 10-12% annually (2025-2027)

Focus on Technology Development: BE Semiconductor Industries N.V. (BESI) is increasingly focusing on the development of new semiconductor technologies to meet the growing demands of the electronics industry. This includes advancements in 3D packaging technology and the integration of advanced bonding techniques.

Expansion in Asia: BESI plans to expand its presence in Asian markets, particularly in China and South Korea, to benefit from the growing demand for semiconductor solutions in these regions. This includes both expanding production capacities and strengthening sales and service networks.

Sustainability Initiatives: The company is investing in sustainable production methods and energy-efficient technologies to reduce its ecological footprint and meet the increasing demands of customers and regulatory authorities.

These strategic initiatives aim to position BESI as a leading provider in the semiconductor industry and ensure long-term growth.

Main materials: Semiconductor components, metals (such as copper and gold), plastics

Countries of origin: Taiwan, South Korea, Japan, China, USA

BE Semiconductor Industries N.V. (BESI) is a leading provider of semiconductor assembly equipment. The company mainly imports materials necessary for the production of semiconductor components. These include metals such as copper and gold, which are used in printed circuit board manufacturing and connections.

The main countries of origin for these raw materials are Taiwan, South Korea, Japan, and China, which are known as leading producers in the semiconductor industry. The USA also plays a significant role, especially in supplying highly specialized semiconductor components and technologies.

These countries are strategically important for BESI, as they not only supply raw materials but also technological innovations and specialized components that are crucial for competitiveness in the semiconductor industry.

Market share: 20% (estimated 2025)
R&D expenses: 15% of revenue (2024)
Gross margin: 58% (2024)

BE Semiconductor Industries N.V. (BESI) has a significant competitive advantage in the semiconductor industry, which is manifested by several factors. The estimated market share of 20% demonstrates a strong position in the industry, particularly in the field of semiconductor assembly technology.

A key aspect of BESI's competitive advantage is the high investment in research and development, accounting for 15% of revenue. These investments enable BESI to develop innovative products and remain technologically ahead, which is crucial in the fast-paced semiconductor industry.

Furthermore, BESI boasts an impressive gross margin of 58%, indicating efficient production processes and strong pricing. This financial strength allows the company to invest in further growth initiatives and withstand price pressure from competitors.

Overall, BESI is well positioned to benefit from the increasing demand for semiconductor solutions and has the necessary resources and strategies to secure its competitive advantage in the years to come.

Institutional Investor Share: 60% (estimated, 2025)
Insider Buys/Sells: No significant changes (estimated, 2025)

The institutional investor share in BE Semiconductor Industries N.V. is estimated to be around 60%. This reflects the confidence of institutional investors in the company's long-term growth prospects.

Regarding insider buys and sells, there were no significant changes in 2025. This suggests that the management and other insiders are currently not making any significant adjustments to their holdings, which is often seen as a sign of stability and confidence in the current company strategy.

Market share of BE Semiconductor Industries N.V.: 10% (estimated for 2025)

Top competitors and their market shares:

1. Applied Materials, Inc.: 18%
2. ASML Holding N.V.: 16%
3. Lam Research Corporation: 14%
4. Tokyo Electron Limited: 12%
5. KLA Corporation: 11%
6. BE Semiconductor Industries N.V.: 10%
7. Advantest Corporation: 9%
8. Teradyne, Inc.: 8%
9. Kulicke & Soffa Industries, Inc.: 7%
10. ASM International N.V.: 5%

BE Semiconductor Industries N.V. (BESI) has a moderate market share of around 10%, making them a significant but not dominating player in the semiconductor equipment industry. Their moat mainly lies in their specialization in advanced packaging technologies, which are increasingly important in the industry, especially concerning the miniaturization and performance enhancement of semiconductor chips.

Compared to leading companies like Applied Materials and ASML, which have more comprehensive product portfolios and stronger R&D capabilities, BESI's moat is less pronounced. These larger competitors benefit from extensive resources and a broader customer base, giving them a strategic advantage.

Nevertheless, through their niche expertise and innovation in their specific segment, BESI has a certain competitive edge that allows them to survive in a fiercely competitive market. Their ability to focus on specific technological solutions can be seen as an advantage, but the pressure from larger, diversified companies remains.

Revenue Growth: 8% (2024) R&D Expenses: 15% of revenue (2024) Market Share in the Semiconductor Sector: 10% (2024)

BE Semiconductor Industries N.V. (BESI) recorded a revenue growth of 8% in 2024, attributed to increasing demand in the semiconductor sector and successful introduction of new technologies. The company is heavily investing in research and development, with 15% of revenue allocated to this area. This indicates that BESI is striving to expand its technological capabilities and bring innovative products to the market.

BESI's market share in the semiconductor sector is 10%, representing a strong position in a competitive market. This market position enables the company to benefit from the growing demand for semiconductor solutions, especially in emerging areas such as the automotive industry and 5G technology.

Overall, the strategic investments in research and development, along with the strong market position, suggest that BESI is well positioned to achieve future growth. This could make the stock an attractive investment, particularly for investors interested in long-term growth opportunities in the technology sector.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

BE Semiconductor Industries N.V. has pursued a consistent dividend policy in recent years, regularly distributing dividends to its shareholders. The dividend yield of 4.5% in 2025 represents an attractive payout compared to many other companies in the semiconductor industry.

The reliability of the dividend is supported by the company's solid financial position and continuous earnings power. Despite the cyclical nature of the semiconductor sector, BESI has been able to maintain its profitability through strategic investments and cost efficiency. Analysts expect the company to continue paying stable dividends in the coming years, barring any unforeseen market changes.