Electronics industry: approx. 60%
Automotive industry: approx. 25%
Construction and infrastructure industry: approx. 15%

TOP 3 markets:

1. Japan: approx. 40%
2. USA: approx. 30%
3. Europe: approx. 20%

Ibiden Co., Ltd. generates the majority of its revenue from the electronics industry, particularly through the production of printed circuit boards and semiconductor packaging. The automotive industry is also a significant revenue contributor, especially through products for exhaust control systems.

Geographically, Japan is the largest market for Ibiden, followed by the USA and Europe. These markets benefit from strong demand for electronic components and environmentally friendly automotive technologies.

Production sites of Ibiden Co., Ltd.:

1. Japan: Headquarters and several production facilities.
2. Malaysia: Production facilities for electronic components.
3. China: Production facilities for electronic and ceramic products.
4. Europe: Production facilities in Austria for ceramic products.
5. Mexico: Production site for automotive components.

Ibiden Co., Ltd. operates multiple production sites worldwide to manufacture its electronic and ceramic products. The headquarters and a large portion of production capacity are located in Japan, while international locations in Malaysia, China, Europe, and Mexico serve global demand. This geographical diversification enables the company to efficiently address regional market needs and minimize supply chain risks.

Revenue Growth: 10.5% (2024)
R&D Investments: 8% of revenue (2024)

Ibiden Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to expand its product range in the field of electronic components and ceramic products. These investments aim to increase competitiveness and tap into new market segments.

Another focus of the strategy is on geographical expansion, particularly in emerging markets in Asia. Ibiden plans to increase its production capacities in these regions to meet the growing demand for high-tech components.

Additionally, the company is committed to sustainable practices and technologies to reduce its ecological footprint and meet the requirements of global customers. This includes optimizing production processes as well as developing environmentally friendly products.

Main raw materials: Silicon, Copper, Glass fiber

Countries of origin:

• Silicon: China, USA
• Copper: Chile, Peru
• Glass fiber: Japan, China

Ibiden Co., Ltd. imports a variety of raw materials essential for the production of their products. Silicon is a key component for semiconductor production and is mainly sourced from China and the USA. Copper, used in circuit boards and other electronic components, is predominantly imported from Chile and Peru. Glass fiber, another important material for electronic applications, is sourced both locally in Japan and from China.

These sources of imports are strategically chosen to ensure supply security and optimize production costs. Relying on multiple suppliers and countries helps Ibiden minimize risks in the supply chain.

Market share in the semiconductor industry: 5% (estimated, 2025)
EBITDA margin: 20% (2024)
Research & Development (R&D) expenses: 8% of revenue (2024)

Ibiden Co., Ltd. has established itself as a significant player in the semiconductor industry, particularly through its advanced technologies in the production of IC packaging substrates. The estimated market share of 5% indicates that the company operates in a highly competitive market, yet holds a solid position.

The EBITDA margin of 20% in 2024 suggests an efficient cost structure and strong operational performance. This is an indicator of the company's ability to offer its products at competitive prices while remaining profitable.

The investments in research and development, accounting for 8% of revenue, underscore Ibiden's commitment to innovation. This is crucial to remain competitive in the fast-paced semiconductor market and develop new products that meet the changing demands of customers.

Overall, Ibiden possesses a moderate competitive advantage supported by technological innovation and operational efficiency. However, pressure from strong competitors persists, necessitating continuous investments in R&D and strategic partnerships to strengthen its market position.

Institutional Investor Share: approximately 60% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Ibiden Co., Ltd. is estimated to be around 60%. This reflects the confidence of institutional investors in the company's long-term stability and growth potential.

There were no significant insider transactions in the last year, indicating stable management and confidence in the current corporate strategy. Such information is important for assessing management's confidence in the company's future development.

Market share of Ibiden Co., Ltd.: 5% (estimated, 2025)

Top competitors and their market shares:

1. Taiwan Semiconductor Manufacturing Company (TSMC): 25%
2. Samsung Electronics: 20%
3. Intel Corporation: 15%
4. Broadcom Inc.: 10%
5. Qualcomm Incorporated: 8%
6. SK Hynix Inc.: 7%
7. Ibiden Co., Ltd.: 5%
8. Micron Technology: 4%
9. Texas Instruments: 3%
10. NXP Semiconductors: 3%

Ibiden Co., Ltd. is a significant player in the semiconductor and electronic component manufacturing industry, especially in IC packaging and printed circuit boards. Ibiden's market share is relatively small compared to industry leaders, which is attributed to strong competition and the dominance of large companies like TSMC and Samsung.

Ibiden's moat lies in its specialized technology and ability to offer high-quality IC packaging solutions. This gives the company an advantage in niche markets where quality and precision are crucial. However, larger competitors like TSMC and Samsung have a stronger moat due to their extensive resources, economies of scale, and broader product portfolios.

Overall, Ibiden has a significant but specialized moat that is advantageous in certain segments. Nevertheless, larger companies are able to maintain a stronger market position through their more comprehensive offerings and innovation capabilities.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) R&D Expenses: 5.2% of revenue (2024)

Ibiden Co., Ltd. recorded solid revenue growth of 8.5% in 2024, driven by strong demand in its core sectors, particularly in the electronics and automotive industries. The company also achieved a profit growth of 10.2%, indicating efficiency improvements and cost reduction measures.

Another positive aspect is the investment in research and development, amounting to 5.2% of revenue. This demonstrates Ibiden's commitment to investing in innovative technologies to strengthen its market position and secure future growth.

Given these factors, Ibiden Co., Ltd. appears to be well positioned to benefit from long-term trends in the electronics and automotive industries. Continuous investments in R&D could lead to new product developments that further support future growth. Therefore, Ibiden's stock could present an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 2.1% (2025, estimated)
Dividend history: Continuous payout over the last 5 years

Ibiden Co., Ltd. has pursued a stable dividend policy in recent years. The company has consistently distributed dividends, indicating a reliable payout. The estimated dividend yield of 2.1% for the year 2025 suggests that Ibiden continues to offer attractive returns to its shareholders.

The reliability of dividend payment is supported by the company's solid financial position and sustainable profits. Analysts expect that Ibiden will be able to continue paying dividends at a similar level in the coming years.