Semiconductor test systems: approx. 60%
Systems for the automation of manufacturing processes: approx. 25%
Vehicle and mobile communications test systems: approx. 15%

TOP 3 Markets:

1. Asia-Pacific: approx. 45%
2. North America: approx. 30%
3. Europe: approx. 25%

Teradyne, Inc. generates the majority of its revenues from the sale of semiconductor test systems, which are widely used in the semiconductor industry. These systems are crucial for quality assurance and efficiency improvement in the production of semiconductor components.

The Asia-Pacific region is the largest market for Teradyne, attributed to the high concentration of semiconductor manufacturers in this region. North America and Europe follow, with strong demand for automation solutions and test systems for various industries in these markets as well.

Production sites of Teradyne, Inc.:

• USA: Headquarters and significant production facilities are located in North America.
• Asia: Teradyne has production capacities in Asia, especially in countries like China and Malaysia.
• Europe: Smaller production and development sites are present in Europe.

Teradyne, Inc. is a leading company in the field of automated test systems and strategically places its production facilities in different regions to optimize both proximity to key markets and efficiency in the supply chain. Presence in Asia is particularly important as many customers from the semiconductor industry are based there.

Revenue Growth: Estimated 10-12% annually (2025 forecast)
Focus on Automation: Increased investments in robotics and automation solutions
Expansion of Market Presence: Targeted expansion into Asian markets

Teradyne, Inc. is pursuing a growth strategy that strongly focuses on automation and expanding its market presence. The company is intensifying its investments in the development and integration of robotic solutions to increase efficiency in manufacturing and tap into new markets.

Another key focus is on geographical expansion, particularly in Asian markets where there is high demand for automation solutions. These markets offer significant growth opportunities due to increasing industrialization and the need for advanced testing solutions.

In addition, Teradyne is leveraging strategic partnerships and acquisitions to expand its technological base and strengthen its market position. These measures are intended to sustainably increase revenue growth in the coming years.

Main raw materials: Semiconductors, electronic components, metals

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

Teradyne, Inc. is a leading provider of automated test equipment widely used in the semiconductor industry. The company mainly imports semiconductors and electronic components necessary for the manufacturing and operation of their test systems. These materials are primarily sourced from Asian countries such as China, Taiwan, South Korea, and Japan, as these countries are leading in the production of semiconductors and electronic components.

In addition, metals and other specialized materials are imported, which are necessary for the production of test equipment. Dependence on Asian suppliers is typical for the industry, as these regions have a highly developed infrastructure for the production of such materials.

Market share: 25% (estimated, 2025)
R&D expenses: 15% of revenue (2024)
Gross margin: 58% (2024)

Teradyne, Inc. is a leading company in the field of automated test systems, especially for the semiconductor industry. The company's competitive advantage lies in several key areas. Firstly, Teradyne has a significant market share of about 25% in the semiconductor testing industry, indicating its strong market position and established customer relationships.

Secondly, Teradyne continuously invests in research and development, with approximately 15% of revenue being allocated to innovative technologies. This enables the company to stay at the forefront of technological developments and offer advanced solutions to its customers.

Furthermore, Teradyne has a high gross margin of 58%, indicating an efficient cost structure and the ability to sell high value-added products. This financial strength allows the company to invest in growth and expansion, further enhancing its competitive advantage.

Overall, Teradyne benefits from a combination of market leadership, technological innovation, and financial strength, giving it a sustainable competitive advantage in the industry.

Institutional Investor Share: approx. 90% (2025, estimated based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share at Teradyne, Inc. remains traditionally high, indicating the trust of large investment funds and institutional investors in the company's long-term performance.

Regarding insider transactions, there were no significant buys or sells in the last quarter, indicating a stable assessment by the company's management of the current stock valuation. Historically, insider transactions at Teradyne are rare and often strategically motivated.

Market share of Teradyne, Inc.: Estimated 20% (2025)

Main competitors and their market shares:

1. Advantest Corporation: Estimated 25% (2025)
2. ASML Holding N.V.: Estimated 18% (2025)
3. Applied Materials, Inc.: Estimated 15% (2025)
4. KLA Corporation: Estimated 12% (2025)
5. Lam Research Corporation: Estimated 10% (2025)

Teradyne, Inc. is a leading provider in the field of automated test systems, especially for semiconductors. Teradyne's market share is supported by its strong position in the semiconductor industry and continuous innovation in test technologies. Teradyne's moat mainly consists of its technological leadership and close collaboration with key semiconductor manufacturers.

Compared to its competitors, Teradyne has a significant advantage in the flexibility and adaptability of its test solutions. Advantest, the largest competitor, however, has a stronger focus on integrating AI and machine learning into its systems, which can be seen as a growing advantage.

ASML Holding N.V. and Applied Materials, Inc. also have strong moats based on their dominant positions in lithography and material technology. These companies benefit from high barriers to entry and long-standing customer relationships.

Overall, Teradyne has a solid moat, but they need to continuously invest in innovations to keep pace with technological advancements and competition.

Revenue growth (2024): 8.5%
Profit growth (2024): 10.2%
R&D expenses (2024): 12% of revenue

Teradyne, Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for its testing solutions in the semiconductor and electronics industry. The company also achieved a profit growth of 10.2%, indicating efficiency improvements and an enhanced cost structure.

Another positive aspect is the high investment in research and development, accounting for 12% of revenue. This demonstrates Teradyne's commitment to expanding its technological capabilities and developing innovative products to strengthen its market position.

The long-term growth prospects for Teradyne are promising, especially due to the increasing demand for automation and advanced testing solutions in various industries. These factors suggest that the stock could be an attractive investment opportunity, particularly for investors interested in long-term growth.

Dividend yield: 0.5% (2024)

Dividend history: Continuous distribution for several years

Teradyne, Inc. regularly pays a dividend, with the current dividend yield standing at about 0.5%. The company has been consistently distributing dividends in recent years, indicating a certain level of reliability.

The stability of dividend payments is supported by the company's solid financial position. Teradyne has demonstrated in the past its ability to maintain its dividend policy despite market volatility and industry-specific challenges. Analysts expect the company to continue this practice unless significant negative changes in business development occur.