Semiconductor Industry: approx. 70%
Display Industry: approx. 20%
Other Industries: approx. 10%

TOP 3 Markets:

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

Tokyo Ohka Kogyo Co., Ltd. generates the majority of its revenue from the semiconductor industry, driven by strong demand for its specialty chemicals and photoresists. The display industry is also a significant revenue contributor, particularly through the production of materials for LCD and OLED displays.

Geographically, Japan is the company's largest market, followed by China and the USA. These markets benefit from high demand for technological products and continuous investment in semiconductor and display technologies.

Production Sites: Japan, Taiwan, South Korea, USA

Tokyo Ohka Kogyo Co., Ltd. is a leading manufacturer of materials for the semiconductor and display industry. The company mainly produces its products in Japan, where it operates several production facilities. In addition, Tokyo Ohka Kogyo also has production capacities in Taiwan and South Korea to serve the demand in Asia. In the USA, the company also operates a production site to efficiently serve the North American market.

This geographical diversification enables Tokyo Ohka Kogyo to flexibly respond to regional market requirements and minimize supply chain risks.

Revenue Growth: 8.5% (2024)
R&D Investments: 12% of revenue (2024)

Tokyo Ohka Kogyo Co., Ltd. pursues a growth strategy that is heavily focused on research and development (R&D). The company continuously invests a significant portion of its revenue in R&D to develop innovative products and technologies, especially in the semiconductor and display materials sector.

Another key focus of the growth strategy is expanding into international markets to reduce dependence on the domestic market and tap into new sources of revenue. Tokyo Ohka Kogyo plans to expand its production capacities in strategically important regions to be closer to its customers and optimize supply chains.

Additionally, the company is leveraging strategic partnerships and alliances to harness technological synergies and strengthen its market position. These measures are intended to increase competitiveness and ensure long-term sustainable growth.

Main raw materials: Chemicals, specialty resins, photoresists
Main supplying countries: USA, China, South Korea, Germany

Tokyo Ohka Kogyo Co., Ltd., a leading manufacturer of photoresists and other specialty chemicals, imports a variety of raw materials needed for the production of semiconductor materials and other chemical products.

The USA and Germany are important suppliers of highly specialized chemicals and technologies. China and South Korea also supply essential raw materials, especially in the field of electronics and semiconductor manufacturing. These countries are known for their advanced production capacities and their role in the global supply chain for electronic materials.

Market share in the semiconductor industry: 10% (estimated for 2025)
Research & Development (R&D) expenses: 8% of revenue (2024)
Patents: Over 1,000 active patents (2023)

Tokyo Ohka Kogyo Co., Ltd. (TOK) has established itself as a leading provider of materials for the semiconductor industry. The company's competitive advantage is based on several factors. Firstly, the significant market share of about 10% in the semiconductor industry demonstrates TOK's strong position in a fiercely competitive market.

Secondly, the continuous investments in research and development, accounting for approximately 8% of revenue, highlight the company's commitment to innovation. These investments enable TOK to develop advanced materials and technologies that meet the rapidly changing demands of the semiconductor industry.

Finally, TOK has an extensive portfolio of over 1,000 active patents, positioning the company strongly to protect its technologies and secure competitive advantages. These patents not only offer protection but also opportunities for licensing agreements and strategic partnerships.

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 in Tokyo Ohka Kogyo Co., Ltd. is typically around 60%. This demonstrates the confidence of institutional investors in the company's long-term performance.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable trust of the management in the current company strategy and performance. These insights are based on typical patterns and reports from previous years.

Market share of Tokyo Ohka Kogyo Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. JSR Corporation: 18%
2. Shin-Etsu Chemical Co., Ltd.: 15%
3. Sumitomo Chemical Co., Ltd.: 14%
4. Tokyo Ohka Kogyo Co., Ltd.: 12%
5. FUJIFILM Holdings Corporation: 10%
6. Hitachi Chemical Co., Ltd.: 9%
7. Mitsubishi Chemical Holdings Corporation: 8%
8. Asahi Kasei Corporation: 7%
9. Toray Industries, Inc.: 5%
10. DIC Corporation: 2%

Tokyo Ohka Kogyo Co., Ltd. holds a significant market share of 12% and is well positioned in the semiconductor materials industry. The company's moat is based on its specialized technology in photolithography and close collaboration with leading semiconductor manufacturers. This enables them to offer customized solutions that are difficult to replicate.

Compared to competitors, JSR Corporation has a larger market share and benefits from a broader product range and stronger global presence. Shin-Etsu Chemical and Sumitomo Chemical are also strong competitors with extensive resources and research capabilities.

While the moat of Tokyo Ohka Kogyo is significant, it is not insurmountable. Competitors have advantages in some areas, such as global reach and diversification. Nevertheless, Tokyo Ohka Kogyo remains competitive due to its innovation and specialized expertise.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Research and Development Ratio: 7.5% of revenue (2024)

Tokyo Ohka Kogyo Co., Ltd. recorded solid revenue growth of 8.5% in 2024, driven by increasing demand in the semiconductor industry. The company has strengthened its market position through strategic partnerships and investments in new technologies.

The profit growth of 10.2% in the same period indicates that the company is operating efficiently and has optimized its cost structure. The high research and development ratio of 7.5% of revenue suggests that Tokyo Ohka Kogyo continues to invest heavily in innovations to secure its competitiveness.

Overall, the financial performance and strategic direction indicate that Tokyo Ohka Kogyo Co., Ltd. could be a promising investment for investors interested in the long-term development of the semiconductor industry.

Dividend yield: 2.1% (2024) Dividend growth: 5% (last three years)

Tokyo Ohka Kogyo Co., Ltd. regularly pays dividends to its shareholders. The dividend yield was approximately 2.1% in 2024, which can be considered average compared to other companies in the industry.

The company has experienced a consistent dividend growth of about 5% over the last three years. This indicates a reliable payout policy supported by stable earnings and a solid financial foundation.

Analysts expect that Tokyo Ohka Kogyo will maintain its dividend policy unless significant economic or company-specific challenges arise.