Industry Revenue Breakdown:

• Semiconductor Industry: 60%
• Display and PCB Industry: 30%
• Other Technologies and Services: 10%

TOP 3 Markets:

• USA: 35%
• China: 25%
• Germany: 15%

Mycronic AB generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for advanced manufacturing technologies. The display and PCB market also contribute significantly, as the demand for high-precision production solutions in these areas is growing.

Geographically, the USA is the largest market for Mycronic, followed by China and Germany. These markets benefit from a strong technological infrastructure and high demand for electronic products.

Production sites of Mycronic AB:

• Täby, Sweden
• Kumla, Sweden

Mycronic AB has its main production facilities in Sweden, particularly in Täby and Kumla. Täby is the company's headquarters and houses the central production plant. Here, the highly precise machines for the electronics industry are mainly developed and manufactured.

In Kumla, there is another production site that focuses on specific components and technologies. This strategic distribution of production sites enables Mycronic to efficiently respond to the requirements of the global market while ensuring the quality and innovation of their products.

Revenue Growth: Estimated at 10-12% annually (2025 forecast)
Research & Development: Investments of approximately 15% of revenue (2025 forecast)

Mycronic AB pursues a growth strategy that heavily relies on innovation and technological leadership. The company invests significantly in research and development to continuously expand and enhance its product portfolio. This includes particularly the development of new technologies in the field of electronics manufacturing and optical systems.

Another focus is on geographical expansion, especially in fast-growing markets in Asia and North America. Mycronic plans to strengthen its presence in these regions through strategic partnerships and possibly also through acquisitions.

Additionally, Mycronic is focusing on improving operational efficiency to increase profitability. This is achieved through process optimizations and the use of advanced manufacturing technologies. The combination of innovation, expansion, and efficiency improvement forms the basis for the company's future growth.

Main raw materials: Semiconductors, electronic components, special metals
Countries of origin: China, Japan, USA, Germany

Mycronic AB is a company operating in the electronics industry, specializing in the production of manufacturing equipment for electronics production. The main raw materials and materials imported by Mycronic include semiconductors and electronic components required for the production of their high-precision machines.

China and Japan are leading suppliers of semiconductors and electronic components, while the USA and Germany are important partners for special metals and advanced technologies. These countries provide the technological resources and production capacities crucial for meeting Mycronic's requirements.

Market share in the industry: 25% (estimated, 2025)
Research & development investments: 10% of revenue (2024)
Patents and intellectual property rights: Over 200 active patents (2025)

Mycronic AB has a significant competitive advantage in the electronics manufacturing industry, especially in the field of SMT (Surface Mount Technology) and laser direct imaging systems. The company holds an estimated market share of 25%, indicating its strong market position and technological leadership.

A key factor contributing to Mycronic's competitive advantage is the continuous investment in research and development, amounting to approximately 10% of revenue. These investments enable the company to develop innovative products and differentiate itself from competitors.

Furthermore, Mycronic has an extensive portfolio of over 200 active patents, serving as a protective barrier against competitors and securing the uniqueness of its technologies. These patents strengthen the company's market position and allow it to achieve higher margins.

Institutional Investor Share: 65% (estimated for 2025) Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Mycronic AB is approximately 65%. This demonstrates a strong trust from institutional investors in the company, which often indicates solid financial performance and good growth prospects.

There were no significant insider transactions in the last quarter of 2025. This could suggest that the management and other insiders are satisfied with the current valuation of the company and see no need to change their holdings.

Market Share Mycronic AB: Estimate 5-7% (2025)

Major Competitors and Their Market Shares:

1. ASML Holding N.V.: 40-45%
2. Applied Materials, Inc.: 15-20%
3. Lam Research Corporation: 10-15%
4. Tokyo Electron Limited: 10-15%
5. KLA Corporation: 5-10%
6. Mycronic AB: 5-7%
7. Screen Holdings Co., Ltd.: 3-5%
8. Nikon Corporation: 2-4%
9. Canon Inc.: 2-4%
10. Hitachi High-Tech Corporation: 1-3%

Economic Moat Mycronic AB: Mycronic AB is known for its specialized solutions in the field of electronics manufacturing, especially for its mask writers and SMT solutions. The company's economic moat lies in its technological specialization and innovation, enabling it to succeed in niche markets.

Compared to major players like ASML, which have a significant technological lead and dominant market position in lithography, Mycronic's economic moat is less pronounced. ASML and other large companies have a significant advantage due to their comprehensive product range and strong market presence.

However, Mycronic can maintain a competitive edge in specific segments through its focus on specialized technologies and ability to offer tailored solutions. Nevertheless, competition remains intense, and larger companies often have the resources to quickly adapt to market changes and strengthen their position.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) R&D Expenses: 12% of revenue (2024)

Mycronic AB recorded a revenue growth of 10% in 2024, driven by strong demand for its highly specialized production solutions for the electronics industry. Profit growth was at 8%, indicating efficient cost controls and operational improvements.

The company continues to invest heavily in research and development, with 12% of revenue allocated to R&D. These investments are crucial to remain competitive in a technologically fast-paced market and drive innovation forward.

In addition, Mycronic AB has expanded its market presence through strategic partnerships and acquisitions, further strengthening its future growth potential. These factors suggest that the stock could be a promising investment for investors interested in long-term growth.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Mycronic AB has distributed a consistent dividend to its shareholders in recent years. The company's dividend policy aims to return a portion of the profits to shareholders while also investing in the growth and development of the company.

The reliability of dividend payment can be considered high, based on the stable financial performance and solid balance sheet of the company. Analysts expect that Mycronic AB will also be able to pay a dividend in the coming years, provided that no unforeseen economic challenges arise.