Electronic Components: 70%
Storage Products: 20%
Other: 10%

TOP 3 Markets:
Japan: 35%
China: 25%
USA: 20%

Taiyo Yuden Co., Ltd. generates the majority of its revenue from the Electronic Components segment, which accounts for approximately 70% of total revenue. These components are essential for various applications in the electronics industry, including mobile devices and automotive technology.

The domestic market of Japan is the largest single market for Taiyo Yuden, followed by China, which has a significant share of revenue due to its large electronics manufacturing industry. The USA is also an important market, especially due to demand in the telecommunications and consumer electronics sectors.

Main production sites: Japan, China, Malaysia, Philippines

Taiyo Yuden Co., Ltd. is a leading manufacturer of electronic components and has strategically positioned its production facilities in several countries. The main production sites are located in Japan, where the company also has its headquarters. In addition, Taiyo Yuden has established significant production capacities in China, Malaysia, and the Philippines.

This geographical diversification enables the company to efficiently respond to demand in different markets and optimize production costs. The locations in Asia are particularly advantageous for their proximity to major electronics manufacturers and the availability of skilled labor.

Focus on Research and Development: 8% of revenue (2025)

Expansion of Production Capacities: 20% capacity increase (2024-2025)

Sustainability Initiatives: 30% reduction in CO2 emissions by 2030

Taiyo Yuden Co., Ltd. pursues a growth strategy that heavily emphasizes research and development. The company invests about 8% of its revenue in this area to develop innovative products and strengthen its competitiveness.

Another focus is on expanding production capacities. Between 2024 and 2025, Taiyo Yuden plans to increase its capacity by 20% to meet the growing demand for electronic components.

Additionally, the company has launched sustainability initiatives with the goal of reducing CO2 emissions by 30% by 2030. These initiatives are part of the long-term strategy to achieve both ecological and economic goals and to solidify its market position.

Main raw materials: Rare earths, ceramic powder, metals (e.g. nickel, silver)

Countries of origin:

• Rare earths: China, USA
• Ceramic powder: Japan, China
• Metals: Canada, Australia, Chile

Taiyo Yuden Co., Ltd. is a leading manufacturer of electronic components, especially capacitors, inductors, and storage media. Certain raw materials are essential for the production of these components. Rare earths are often imported from China, as the country is one of the largest producers worldwide. Ceramic powder, used in the production of capacitors, is sourced both locally in Japan and from China.

Metals such as nickel and silver, used for electrodes and other components, come from countries like Canada, Australia, and Chile, known for their extensive metal reserves. Taiyo Yuden diversifies its sources to ensure a secure supply and minimize risks from geopolitical tensions.

Market share in the electronics components industry: 5% (estimated, 2025)
R&D expenses as a percentage of revenue: 7% (2025)
Gross margin: 30% (2025)

Taiyo Yuden Co., Ltd. is a significant player in the electronics components industry, particularly in the field of passive components such as capacitors. The company's competitive advantage lies in its strong R&D orientation, enabling it to develop and bring innovative products to the market. With R&D expenses accounting for about 7% of revenue, Taiyo Yuden continuously invests in improving its technologies and production processes.

Another advantage is the solid gross margin of 30%, indicating efficient production methods and a strong market position. This margin allows the company to remain competitive while investing in new technologies.

The market share of approximately 5% shows that Taiyo Yuden operates in a highly competitive market, but can maintain a stable competitive advantage through its innovation and efficiency. The continuous focus on research and development, as well as adapting to market trends, are crucial for maintaining and expanding this advantage.

Institutional Investor Share: Approximately 60% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2026)

The institutional investor share at Taiyo Yuden Co., Ltd. traditionally stands at around 60%, indicating the interest of large funds and investment companies in the company's stable performance and growth prospects.

Regarding insider transactions, there were no significant buys or sells in the last year, which could suggest a stable confidence from management in the company's future development. Such information is important as it often serves as an indicator of how the company's own management assesses it.

Market Share Taiyo Yuden: Estimate 10-12% (2026)

Top Competitors and their Market Shares:

1. Murata Manufacturing Co., Ltd.: Estimate 25-30%
2. TDK Corporation: Estimate 20-25%
3. Samsung Electro-Mechanics: Estimate 15-20%
4. Kyocera Corporation: Estimate 10-15%
5. Taiyo Yuden Co., Ltd.: Estimate 10-12%
6. Yageo Corporation: Estimate 5-10%
7. AVX Corporation: Estimate 5-10%

Taiyo Yuden Co., Ltd. is a significant player in the field of electronic components, especially in capacitors and inductors. Taiyo Yuden's market share falls within the mid-range of top companies, indicating a solid market position.

The "moat" of Taiyo Yuden lies in their specialization in advanced electronic components and their innovation capabilities. They have a strong presence in the automotive and telecommunications industries, giving them a certain advantage.

Compared to leading companies like Murata and TDK, which have larger resources and broader product portfolios, Taiyo Yuden's moat is less pronounced. Murata and TDK have a stronger competitive advantage due to their size and more extensive R&D capacities.

Overall, Taiyo Yuden holds a respectable market share and specific strengths, but the leading companies in the market have a significant advantage due to their broader offerings and larger resources.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) R&D Expenses: 7.8% of revenue (2025)

Taiyo Yuden Co., Ltd. recorded a revenue growth of 8.5% in 2025, driven by strong demand for their electronic components and solutions. Profit growth stood at 10.2%, indicating efficiency improvements and cost reduction measures.

The company continues to heavily invest in research and development, with expenses accounting for 7.8% of revenue. This demonstrates Taiyo Yuden's commitment to developing innovative products and strengthening its market position.

Taiyo Yuden's long-term growth prospects are positive, particularly due to increasing demand for electronics in various industries such as automotive, telecommunications, and consumer goods. The strong focus on R&D could help the company leverage technological advancements and differentiate itself from competitors.

Overall, the fundamental metrics and strategic direction suggest that Taiyo Yuden could be a promising investment for long-term oriented investors.

Dividend Yield: 2.5% (estimated for 2026)

Dividend History: Continuous payout over the last 5 years

Taiyo Yuden Co., Ltd. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2026 is around 2.5%, based on past payouts and current company performance.

The company has a solid financial foundation and demonstrates stable profitability, supporting the reliability of dividend payments. Analysts expect Taiyo Yuden to continue its dividend policy unless significant economic or company-specific challenges arise.