Semiconductor Industry: 70%
Electronic Components: 20%
Other: 10%

TOP 3 Markets:

1. Japan: 35%
2. China: 30%
3. USA: 20%

ROHM Co., Ltd. generates the majority of its revenue from the semiconductor industry, which is attributed to the high demand for electronic components and solutions. The market in Japan remains the largest, followed by China, which holds a significant share due to its strong production capacities and demand for electronic products. The USA is also an important market, especially due to the demand in the automotive and consumer goods industries.

Production sites of ROHM Co., Ltd.:

1. Japan
2. Thailand
3. China
4. Philippines
5. Malaysia

ROHM Co., Ltd. is a leading manufacturer of semiconductors and electronic components. The company operates multiple production facilities worldwide to meet its global demand. In Japan, the main production sites focus on research and development as well as the manufacturing of high-quality semiconductor products.

Additionally, ROHM has significant production capacities in Thailand and China, which are crucial for mass production and supplying the Asian markets. The sites in the Philippines and Malaysia complement the production chain and enable flexible and efficient manufacturing to meet international market requirements.

Revenue growth: 8.5% (2024)
Research and development investments: 10% of revenue (2024)

ROHM Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company consistently invests a significant portion of its revenue in research and development to expand its product range and develop new technologies, especially in the semiconductor and electronic components sector.

Another focus of the strategy is on expanding into emerging markets and strengthening its presence in existing markets. ROHM aims to increase its market share through strategic partnerships and collaborations with leading companies in the electronics and automotive industries.

Additionally, ROHM emphasizes sustainability and energy efficiency as key aspects of its product development to meet the growing demands of customers and regulatory authorities. These initiatives are intended to secure the company's long-term growth and competitiveness.

Main raw materials: Silicon, Copper, Aluminum, Rare Earths
Main supplying countries: China, Japan, USA, Australia

ROHM Co., Ltd. is a leading manufacturer of semiconductors and electronic components. The production of these products requires a variety of raw materials. Silicon is the most important raw material for the production of semiconductor chips and is mainly sourced from China and the USA. Copper and aluminum, used for the wiring and casing of electronic components, are often imported from Japan and Australia.

Rare earths are also crucial for the production of special semiconductors and are mainly imported from China, the world's largest producer of these materials. ROHM ensures to maintain a diversified supply chain to minimize risks in raw material procurement.

Market Share: 5% in the global semiconductor market (2024)

R&D Expenses: 10% of revenue (2024)

ROHM Co., Ltd. has established itself as a significant player in the semiconductor market, especially in the areas of power semiconductors and integrated circuits. The company continuously invests in research and development, accounting for approximately 10% of its revenue. These investments strengthen its innovation capabilities and enable the development of new technologies to secure a competitive advantage.

Another competitive advantage of ROHM is its strong presence in niche markets such as automotive and industrial electronics, where specialized solutions are in demand. The ability to deliver customized products sets ROHM apart from many competitors.

Additionally, ROHM benefits from strategic partnerships and a solid supply chain that allow the company to flexibly respond to market changes and ensure product availability. These factors contribute to strengthening the competitive advantage of ROHM Co., Ltd. and solidifying its position in the global market.

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

The institutional investor share in ROHM Co., Ltd. is estimated to be around 60%. This is typical for a company of this size and industry, as institutional investors often hold a large portion of publicly traded companies.

In 2025, there were no significant insider transactions publicly disclosed. This suggests that the company's management and other insiders are currently not seeking significant changes in their holdings.

Market share of ROHM Co., Ltd.: 3.5% (estimated for 2025)

Top competitors and their market shares:

1. Texas Instruments: 15%
2. Infineon Technologies: 12%
3. NXP Semiconductors: 10%
4. STMicroelectronics: 8%
5. Analog Devices: 7%
6. ON Semiconductor: 5%
7. ROHM Co., Ltd.: 3.5%
8. Renesas Electronics: 3%
9. Microchip Technology: 2.5%
10. Maxim Integrated: 2%

ROHM Co., Ltd. is an established player in the semiconductor industry, particularly in discrete components and analog ICs. ROHM's market share is relatively small compared to industry leaders, indicating intense competition in the sector.

ROHM's moat lies in its specialization in niche products and its strong presence in specific markets such as automotive and industrial electronics. This specialization provides some protection against competitors focusing on broader product ranges.

However, companies like Texas Instruments and Infineon Technologies have a stronger moat due to their size, wide product portfolios, and extensive research and development resources. These companies can gain a significant competitive advantage through economies of scale and innovation.

Overall, ROHM has a solid but limited moat compared to its larger competitors. To strengthen its position, ROHM could invest in strategic partnerships and innovations to increase its market share and expand its niche strength.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) R&D Expenses: 9.8% of revenue (2024)

ROHM Co., Ltd. achieved solid revenue growth of 8.5% in 2024, driven by strong demand in the semiconductor and electronic components sectors. The company also recorded a profit growth of 10.2%, indicating efficiency improvements and an enhanced cost structure.

Another positive aspect is the high investment in research and development, accounting for 9.8% of revenue. This suggests that ROHM is continuously investing in innovations to secure its competitiveness in a rapidly evolving market.

Overall, ROHM Co., Ltd. demonstrates strong financial performance and a clear strategic focus on growth and innovation. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Steady payout over the last 5 years

ROHM Co., Ltd. has regularly distributed dividends in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on historical payouts and current market trends.

The company has a solid dividend history and is known for its reliable payouts. This suggests that ROHM Co., Ltd. will also strive to provide its shareholders with a stable dividend in the future. Analysts consider the company's dividend policy to be highly reliable, supported by a strong financial foundation and a conservative business strategy.