Revenue distribution by industry:

• Optoelectronics: approx. 55%
• Image processing and measurement technology: approx. 30%
• Semiconductors: approx. 15%

TOP 3 markets and their percentage shares:

• Japan: approx. 35%
• USA: approx. 25%
• Europe: approx. 20%

Hamamatsu Photonics K.K. generates the majority of its revenue in the optoelectronics industry, known for its highly precise optical sensors and devices. The domestic market of Japan remains the largest single market, followed by the USA and Europe, which also have significant shares of the total revenue. These markets benefit from strong demand for advanced technologies in medical imaging and industrial applications.

Production sites of Hamamatsu Photonics K.K.:

1. Hamamatsu, Japan - Main production facility
2. Shizuoka, Japan - Other significant production plants

Hamamatsu Photonics K.K. produces the majority of its products in Japan, particularly in Hamamatsu and Shizuoka. These sites are known for their highly specialized manufacturing processes focused on the production of optoelectronic components and systems.

The company places great emphasis on quality and precision, supported by centralized production in Japan. This enables Hamamatsu to maintain its high standards and efficiently implement innovations.

Focus on Research and Development: 10% of revenue (2025)

Expansion into New Markets: 20% revenue growth in the Asian region (2025)

Sustainability Initiatives: 30% reduction in CO2 emissions by 2030

Hamamatsu Photonics K.K. places a strong emphasis on research and development by investing approximately 10% of its revenue in this area. This underscores the company's commitment to remain competitive through technological innovations and new product developments.

Another strategic focus is on expanding into new markets, particularly in Asia, where the company achieved a 20% revenue growth in 2025. This geographical diversification helps reduce dependence on established markets and unlock new growth opportunities.

In addition, Hamamatsu Photonics pursues sustainability goals with the aim of reducing CO2 emissions by 30% by 2030. This initiative is part of the strategy to become more environmentally friendly and meet the increasing demands of customers and regulatory authorities.

Main raw materials: Silicon, gallium arsenide, germanium
Countries of origin: USA, China, Germany

Hamamatsu Photonics K.K. is a leading company in the manufacturing of optoelectronic components. The production of these components mainly requires semiconductor materials such as silicon, gallium arsenide, and germanium.

Silicon is often imported from the USA, as some of the largest producers are located there. Gallium arsenide, an important raw material for high-frequency and high-performance electronics, is frequently sourced from China, as the country has significant production capacities. Germanium, used in infrared sensors and other specialized applications, is often imported from Germany, known for its high-quality metallurgical products.

These import relationships are crucial for ensuring the supply of materials and maintaining the production capacities of Hamamatsu Photonics.

Market Share: Approximately 30% in the field of optical sensors (2025)
R&D Expenses: 12% of revenue (2025)
Gross Margin: 50% (2025)

Hamamatsu Photonics K.K. has a significant competitive advantage, especially due to its leading position in the field of optical sensors, where the company holds a market share of about 30%. This is supported by continuous investments in research and development, which account for approximately 12% of revenue. These investments enable the company to develop innovative products and maintain technological leadership.

The high gross margin of 50% demonstrates the company's ability to sell its products at a premium price, indicating a strong brand perception and product quality. Combined with a diversified product portfolio and global presence, Hamamatsu Photonics is well positioned to benefit long-term from growth trends in the photonics and sensor industry.

Institutional Investor Share: approximately 60% (estimate based on historical data)

Insider Purchases/Sales: No significant transactions in the last year (estimate based on typical reports)

The institutional investor share at Hamamatsu Photonics K.K. traditionally stands at around 60%, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider purchases and sales, there have been no significant transactions highlighted in recent reports. This suggests that the management and insiders are currently not making significant changes to their holdings, which is often seen as a sign of stability and confidence in the company's future development.

Market share of Hamamatsu Photonics K.K.: 12% (estimated, 2026)

Top competitors and their market shares:

1. Hamamatsu Photonics K.K.: 12%
2. Thorlabs Inc.: 10%
3. Newport Corporation (part of MKS Instruments): 9%
4. Edmund Optics Inc.: 8%
5. Excelitas Technologies Corp.: 7%
6. Coherent Inc.: 6%
7. Jenoptik AG: 5%
8. Lumentum Holdings Inc.: 4%
9. II-VI Incorporated (now part of Coherent): 3%
10. Gooch & Housego PLC: 2%

Moat of Hamamatsu Photonics K.K.:

Hamamatsu Photonics K.K. has a significant moat, mainly based on its leading technology in photonics and strong research and development capabilities. The company is known for its high-quality optoelectronic components and systems used in a variety of applications, including medical technology, the automotive industry, and scientific research.

Compared to its competitors, Hamamatsu Photonics has an advantage due to its long-standing experience and ability to develop innovative products that meet specific customer requirements. This has led to high customer loyalty and a stable market share.

However, some competitors, such as Thorlabs and Newport Corporation, also hold strong positions in the market due to their wide product portfolios and global distribution networks. These companies also heavily invest in research and development, strengthening their own moats.

Overall, Hamamatsu Photonics remains a leading player in the industry, but the competition is intense, and continuous innovation is crucial to maintain and expand the moat.

Revenue Growth: 8.5% (2025) R&D Expenses: 12% of revenue (2025) Market Share in Photonics: 20% (estimated 2025)

Hamamatsu Photonics K.K. has experienced solid revenue growth of 8.5% in recent years. This is mainly attributed to the increasing demand for photonics products and the continuous investment in research and development, accounting for 12% of revenue. These investments strengthen the company's innovation capabilities and secure its long-term competitiveness.

The company holds an estimated 20% market share in the photonics sector, highlighting its strong position in a growing market segment. The photonics industry is expected to further expand, providing good growth opportunities for Hamamatsu Photonics K.K.

Overall, the strong market position, combined with solid revenue growth and high R&D investments, suggests that Hamamatsu Photonics K.K. stock could be an attractive investment opportunity. However, investors should also keep an eye on the general market trends and potential risks.

Dividend Yield: 1.8% (2026, estimated)

Dividend History: Continuous payouts over the last 5 years

Hamamatsu Photonics K.K. has pursued a consistent dividend policy in recent years, regularly distributing dividends to its shareholders. The dividend yield is currently estimated at 1.8% for the year 2026. This indicates a moderate but reliable payout.

The reliability of the dividend is supported by the stable financial performance of the company. Hamamatsu Photonics operates in a specialized market, leading to a consistent demand for its products. This enables the company to generate profits continuously and distribute dividends.