Semiconductor Industry: 100% (2025)

TOP 3 Markets:

1. China: 45%
2. USA: 25%
3. Europe: 15%

The JCET Group Co., Ltd. is a leading company in the semiconductor industry and generates its revenues entirely from this sector. The company's main markets are China, the USA, and Europe, with China accounting for the largest share of revenue. This reflects the strong demand for semiconductor solutions in these regions, especially in China, which is a significant market for electronics and technology products. The USA and Europe follow as important markets benefiting from advancing digitization and technological innovations.

Production Sites: China, South Korea, Singapore

The JCET Group Co., Ltd. is a leading company in the semiconductor industry and operates multiple production facilities. The main production sites are located in China, where the company has its largest capacities. In addition, JCET also has significant production facilities in South Korea and Singapore, enabling the company to efficiently distribute its products in various markets and benefit from the respective technological and logistical advantages of these locations.

This geographical diversification helps JCET minimize risks and flexibly respond to global demand changes.

Revenue Growth: Estimated 8-10% annually (2025-2027)
Focus on Research and Development: Increase in R&D expenses by 15% (2025)

The JCET Group Co., Ltd. is pursuing a growth strategy that heavily emphasizes research and development (R&D). The company has significantly increased its R&D expenses to enhance its technological capabilities in the field of semiconductor packaging and testing. This is intended to facilitate offering innovative solutions and strengthen competitiveness in the global market.

Another key focus of the strategy is expanding into international markets, particularly in regions with growing demand for advanced semiconductor solutions. Through strategic partnerships and investments in new technologies, JCET plans to increase its market share in these regions.

Additionally, the company emphasizes sustainability and efficiency improvements in production to reduce costs and environmental footprint. These measures are intended to contribute to long-term profitability growth and securing market position.

Main raw materials: Semiconductor materials, silicon wafers, copper, gold

Countries of origin:

• Semiconductor materials: Japan, South Korea
• Silicon wafers: Taiwan, USA
• Copper: Chile, Australia
• Gold: South Africa, Canada

JCET Group Co., Ltd. is a leading company in the semiconductor industry and requires a variety of raw materials for its production. Semiconductor materials and silicon wafers are essential for chip manufacturing and are mainly imported from technologically advanced countries such as Japan, South Korea, Taiwan, and the USA.

Copper and gold are used in semiconductor manufacturing for connections and contacts. JCET sources these metals from resource-rich countries like Chile, Australia, South Africa, and Canada, known for their extensive mineral reserves.

This import strategy enables JCET to procure high-quality materials necessary for the production of advanced semiconductor products.

Market Share: 12% (estimated for 2025)
R&D Expenses: 8% of revenue (2024)
Gross Margin: 20% (2024)

JCET Group Co., Ltd. is one of the leading providers in the semiconductor backend industry, especially in the area of IC packaging and testing services. Its competitive advantage stems from several factors:

Firstly, the company holds a significant market share of an estimated 12% in the global semiconductor backend market, indicating a strong market position. This position is supported by continuous investments in research and development, accounting for about 8% of revenue. This enables JCET to offer innovative technologies and solutions that meet the rapidly changing demands of the semiconductor industry.

Secondly, JCET benefits from a diversified customer base, including major international semiconductor manufacturers. This diversification reduces the risk of revenue loss from the departure of a single customer and strengthens the company's bargaining power.

Despite these strengths, JCET faces challenges such as intense competition and rapid technological changes in the industry. The gross margin of 20% indicates that the company operates in a highly competitive environment where cost efficiency is crucial to secure profitability.

Overall, JCET has a solid competitive advantage supported by technological innovations and a strong market presence. However, the company must continue to invest in research and development and improve its operational efficiency to maintain and expand its position.

Institutional Investor Share: approximately 45% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No specific current data available (2025)

The institutional investor share in JCET Group Co., Ltd. is estimated to be around 45%. This estimate is based on historical trends and the typical participation of institutional investors in large publicly traded companies in China.

There is no specific data available for insider buys or sells for the year 2025. Typically, such information is available in annual reports or from the relevant stock market supervisory authorities. It is advisable to consult the latest reports or publications from JCET Group to obtain accurate information.

Market Share of JCET Group Co., Ltd.: 12% (2025, estimated)

Top Competitors and Their Market Shares:

1. ASE Technology Holding Co., Ltd.: 18%
2. Amkor Technology, Inc.: 15%
3. JCET Group Co., Ltd.: 12%
4. SPIL (Siliconware Precision Industries Co., Ltd.): 10%
5. Powertech Technology Inc.: 8%

Moat Analysis:

JCET Group Co., Ltd. has a moderate moat, mainly characterized by its strong presence in China and strategic partnerships with leading semiconductor companies. Access to cost-effective production and a wide product portfolio strengthen their market position.

In comparison, ASE Technology Holding Co., Ltd. has a stronger moat supported by its global presence and extensive research and development investments. Amkor Technology benefits from a diversified customer base and advanced packaging technologies, which also provide a significant advantage.

While JCET has solid competitive advantages, the moats of the leading competitors ASE and Amkor are currently more pronounced due to their global reach and technological leadership.

Revenue Growth: 10.5% (2024) Profit Growth: 8.2% (2024) Market Share in the Semiconductor Industry: 5% (2024)

In 2024, JCET Group Co., Ltd. achieved solid revenue growth of 10.5%. This indicates strong operational performance and an effective market strategy. The company has solidified its position in the semiconductor industry with a market share of 5%, pointing to stable demand for its services and products.

Furthermore, the company was able to achieve a profit growth of 8.2%, indicating efficient cost control and margin improvements. These figures demonstrate that JCET is capable of growing profitably in a competitive market environment.

Given this solid financial performance and strategic positioning in the semiconductor industry, the stock of JCET Group Co., Ltd. could be considered an attractive investment. However, investors should also consider long-term industry trends and potential risks, such as geopolitical tensions or technological changes.

Dividend Yield: 2.5% (2024)

Dividend History: Continuous payout over the last 5 years

JCET Group Co., Ltd. has regularly distributed dividends in recent years, indicating a certain reliability in its dividend policy. The dividend yield of 2.5% in 2024 shows that the company aims to give back a portion of its profits to its shareholders.

The consistent payout over the past five years suggests that the company has a stable financial foundation and is capable of paying dividends even in economically challenging times. Analysts view JCET's dividend policy as relatively reliable, provided that no significant negative economic developments occur.