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

TOP 3 Markets:
Japan: approx. 35%
China: approx. 30%
USA: approx. 20%

Lasertec Corporation generates the majority of its revenue from the semiconductor industry, driven by strong demand for semiconductor inspection and measurement equipment. The display industry also contributes significantly to revenue, especially through the production of inspection systems for OLED and LCD displays.

Japan, China, and the USA are the key markets for Lasertec. In Japan, the company benefits from its strong local presence and established customer relationships. China is a growing market, fueled by the expansion of semiconductor manufacturing there. The USA represents an important market due to the presence of major semiconductor manufacturers.

Main Production Site: Yokohama, Japan

Lasertec Corporation mainly produces its products in Yokohama, Japan. The company is known for its highly precise measurement and inspection systems, which are primarily used in the semiconductor industry. The proximity to technological centers and the availability of qualified personnel in Japan are crucial factors for choosing the production site.

Additionally, the company may also have production facilities or partnerships in other regions to meet the growing demand in international markets. However, it is known that the main production site is in Japan.

Revenue Growth: Estimated at 10-12% annually (2025, based on historical data and market trends)

Focus on Research and Development: Lasertec Corporation is heavily investing in research and development to expand its technological capabilities and develop innovative products. This is crucial to remain competitive in the fast-paced semiconductor industry.

Expansion of Production Capacities: To meet the increasing demand, the company plans to expand its production capacities. This includes both expanding existing facilities and establishing new production sites.

Strategic Partnerships: Lasertec aims to create synergies through strategic alliances with leading companies in the semiconductor industry. These partnerships are intended to facilitate access to new technologies and markets.

Sustainability Initiatives: The company is increasingly emphasizing sustainability and environmentally friendly production methods to meet the requirements of customers and regulatory authorities. This could also open up new business opportunities, especially in markets with strict environmental regulations.

Through these strategic measures, Lasertec Corporation is positioning itself to benefit from the growing demand for semiconductor technologies while solidifying its market position.

Main raw materials: Silicon, gallium arsenide, sapphire

Countries of origin: USA, China, Japan

Lasertec Corporation, a leading company in the semiconductor industry, mainly imports raw materials such as silicon and gallium arsenide, which are essential for the production of semiconductor and photomask inspection systems. These materials are primarily sourced from the USA and China, as these countries have significant production capacities and resources.

Additionally, sapphire is used as a substrate material, which is often produced in Japan. The geographical proximity and established trade relationships between Japan and Lasertec facilitate the import of these materials.

Market share in the semiconductor industry: Approximately 20% (2024)
Research and development ratio: 10% of revenue (2024)
Gross margin: 55% (2024)

Lasertec Corporation has a significant competitive advantage in the semiconductor industry, especially through its specialization in inspection and measurement equipment for semiconductor manufacturing. Their market share of about 20% demonstrates a strong position in a highly specialized market segment.

The high research and development ratio of 10% of revenue underscores the company's commitment to innovation and technological leadership. This enables Lasertec to continuously develop new and improved products that meet the rapidly changing demands of the semiconductor industry.

Additionally, the company boasts an impressive gross margin of 55%, indicating an efficient cost structure and the ability to command premium prices for their specialized products. These factors together give Lasertec a sustainable competitive edge over other market participants.

Institutional Investor Share: 65% (2025, estimated)
Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Lasertec Corporation is estimated to be around 65%. This indicates a strong interest from institutional investors in the company, suggesting confidence in the business model and future growth prospects.

In 2025, no significant insider buys or sells were reported. This could indicate that the management and other insiders currently do not expect significant changes in the company's value, or that they are satisfied with the current valuation of the company.

Market share of Lasertec Corporation: Estimated 20% (2025)

Top competitors and their market share:

1. ASML Holding N.V.: 35%
2. Applied Materials, Inc.: 25%
3. KLA Corporation: 10%
4. Tokyo Electron Limited: 7%
5. Lam Research Corporation: 3%

Moat of Lasertec Corporation:

Lasertec Corporation has created a significant moat through its specialization in the development and manufacturing of inspection and measurement equipment for the semiconductor industry. The company benefits from its technological leadership in EUV mask inspection, a critical area for advanced semiconductor manufacturing. This specialization and the associated high barriers to entry provide Lasertec with a competitive advantage.

Compared to competitors, ASML has a particularly strong moat due to its monopoly position in EUV lithography, giving them a larger market share and stronger bargaining power. Applied Materials and KLA also have strong moats supported by their comprehensive product portfolios and long-standing customer relationships.

In summary, Lasertec has a significant but specialized moat, which is less broad compared to ASML and other major players. Nevertheless, Lasertec's niche expertise enables a strong positioning in a specific market segment.

Revenue Growth: 18% (2024)
Research and Development Ratio: 12% of revenue (2024)
Market Share in Semiconductor Inspection: 25% (2024)

In 2024, Lasertec Corporation achieved an impressive revenue growth of 18%, driven by the increasing demand for semiconductor inspection equipment. The company is heavily investing in research and development, with a ratio of 12% of revenue, to further enhance its technological capabilities and offer innovative solutions.

Lasertec's market share in the semiconductor inspection sector is 25%, positioning the company as one of the leading providers in this industry. This strong market position enables Lasertec to benefit from the growing demand in the semiconductor industry.

In summary, due to its strong revenue growth, high investments in research and development, and leading market position in semiconductor inspection, Lasertec presents an attractive investment opportunity. Analysts could therefore view the company's future growth prospects positively.

Dividend Yield: 1.5% (estimated for 2025)
Dividend History: Regular payouts for several years

Lasertec Corporation has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be 1.5% for the year 2025. This indicates that the company follows a stable dividend policy.

The reliability of the payout is supported by Lasertec's solid financial performance and strong market position. The company has consistently paid its dividends in the past, indicating sustainable profitability. Analysts believe that Lasertec will also be able to pay dividends in the future, provided there are no unforeseen economic challenges.