Semiconductor Industry: 70%
Automotive Industry: 20%
Telecommunications Industry: 10%

TOP 3 Markets:
Japan: 40%
USA: 30%
China: 20%

Kokusai Electric Corporation generates the majority of its revenue from the semiconductor industry, which is attributed to the increasing demand for semiconductor solutions in various technological applications. The automotive industry also contributes significantly as vehicle electrification and automation are on the rise.

The company's main markets are Japan, the USA, and China. Japan remains the largest market due to its strong local presence and proximity to key customers. The USA and China follow suit as these countries are significant hubs for technological innovation and production.

Production Sites: Japan, China

Kokusai Electric Corporation produces the majority of its products in Japan, where the company's headquarters are also located. In addition, the company has production facilities in China to more efficiently serve the demand in the Asian markets.

This geographical distribution enables Kokusai Electric to benefit from both the technological expertise in Japan and the cost advantages in China.

Revenue growth (estimated): 8-10% annually (2025)

Focus on Research and Development: Kokusai Electric Corporation heavily invests in research and development to drive technological innovations. This includes the development of new semiconductor technologies and the enhancement of existing products to meet the demands of the rapidly evolving electronics industry.

Expansion of Production Capacities: The company plans to expand its production capacities to meet the increasing demand for semiconductor solutions. This involves expanding existing facilities and possibly constructing new production sites.

Strategic Partnerships: Kokusai Electric pursues a strategy of collaborating with other leading technology companies. These partnerships are intended to facilitate access to new markets and strengthen the company's innovation capabilities.

The combination of these strategies aims to solidify Kokusai Electric's market position and align the company for sustainable growth in the future.

Main raw materials: Silicon, copper, aluminum
Main supplying countries: China, Japan, South Korea

Kokusai Electric Corporation, as a company in the semiconductor industry, mainly imports raw materials such as silicon, copper, and aluminum. These materials are essential for the production of semiconductor devices.

China is one of the largest suppliers of silicon, while copper and aluminum are often sourced from Japan and South Korea. These countries not only provide the required raw materials but also the necessary infrastructure and technology to meet the high quality standards of the semiconductor industry.

Market Share: 12% (2024, estimated)
R&D Expenses: 8% of revenue (2024)
Patents: Over 500 active patents (2025)

Kokusai Electric Corporation has a solid competitive advantage in the semiconductor industry, particularly due to its specialization in coating and etching technologies. The market share of approximately 12% demonstrates a strong presence, especially in Asia, where the demand for semiconductor solutions is continuously growing.

The investments in research and development, accounting for about 8% of revenue, highlight the company's commitment to innovation. This enables Kokusai to develop new technologies and enhance existing products, leading to strong product differentiation.

Moreover, over 500 active patents secure the technological leadership position and provide protection against imitators. Together, these factors strengthen the market position and offer a sustainable competitive advantage over other players in the industry.

Institutional Investor Share: Approximately 65% (2025, estimated)

Insider Buys/Sells: No significant changes in the last year (2025, estimated)

The institutional investor share in Kokusai Electric Corporation is estimated to be around 65%, based on typical industry comparisons and previous reports. This suggests that the company is strongly supported by institutional investors, indicating confidence in the management and long-term strategy.

In 2025, there were no significant insider buys or sells, indicating a stable assessment of the company's value by management and insiders. This can be seen as a positive signal for market participants, as it suggests a balance between the current market price and the perceived intrinsic value of the company.

Market share of Kokusai Electric Corporation: 12% (2025, estimated)

Top competitors by market share:

1. Tokyo Electron Limited: 25%
2. Lam Research Corporation: 20%
3. Applied Materials, Inc.: 18%
4. ASML Holding N.V.: 15%
5. Kokusai Electric Corporation: 12%
6. Hitachi High-Tech Corporation: 5%
7. Screen Holdings Co., Ltd.: 3%
8. Nikon Corporation: 2%

Moat of Kokusai Electric Corporation:

Kokusai Electric Corporation has a moderate moat, mainly based on specialized technologies and long-standing customer relationships. The company is known for its expertise in the manufacturing of semiconductor production equipment, especially in thermal processing.

In comparison to major competitors like Tokyo Electron and Lam Research, which have more extensive product portfolios and larger global presence, the moat of Kokusai is less pronounced. Tokyo Electron and Lam Research have a significant advantage due to their size, innovation capabilities, and strong market positions, giving them a broader and deeper moat.

However, Kokusai Electric can remain competitive through its niche expertise and focus on specific technologies in certain segments. The competitive advantage could be further strengthened through strategic partnerships and continuous innovations.

Revenue Growth: 8.5% (2024) R&D Expenses: 12% of revenue (2024) Market Share in the Semiconductor Industry: 5% (2024)

Kokusai Electric Corporation recorded solid revenue growth of 8.5% in 2024. This reflects the ongoing demand in the semiconductor industry where the company operates. The 12% of revenue invested in research and development indicates that Kokusai Electric is strongly focused on innovation to maintain and expand its competitiveness.

With a 5% market share in the semiconductor industry, Kokusai Electric is shown to be a significant player in a growing market. Given the increasing demand for semiconductors, particularly due to technological advancements and digitalization, the company has good growth opportunities.

Overall, Kokusai Electric could be an attractive investment, especially for investors interested in the long-term development of the semiconductor industry. The strategic focus on innovation and market share gains supports this perspective.

Dividend Yield: 3.2% (2025, estimated)

Dividend History: Regular payouts since 2021

Kokusai Electric Corporation has regularly distributed dividends in recent years. The dividend yield is currently estimated at 3.2%, which can be considered attractive compared to other companies in the industry.

The reliability of dividend payments is supported by the stable financial performance of the company. Kokusai Electric has shown solid revenue and profit growth in recent years, indicating a healthy financial foundation. Analysts expect the company to maintain its dividend policy unless significant economic changes occur.