Semiconductor Solutions: approx. 70%
Display Solutions: approx. 20%
Media and Precision Solutions: approx. 10%

TOP 3 Markets:

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

SCREEN Holdings Co., Ltd. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for semiconductor technologies. The display solutions sector also contributes significantly, especially due to the demand for high-quality display technologies.

Japan remains the largest market for SCREEN Holdings, followed by China, which serves as an important sales market due to its expansive electronics industry. The USA is also a significant market, particularly due to the strong presence of technology companies.

Production sites of SCREEN Holdings Co., Ltd.:

1. Japan - Main production sites are located in Kyoto Prefecture, where the company is headquartered. Semiconductor equipment and other high-tech products are mainly manufactured here.

2. China - SCREEN Holdings has production facilities in China to efficiently serve the Asian market and optimize production costs.

3. Taiwan - Another important location for the production of semiconductor equipment to meet the demand of local and international customers.

SCREEN Holdings Co., Ltd. is known for its state-of-the-art production facilities specializing in the manufacturing of semiconductor and display production equipment. The strategic placement of production sites enables the company to reduce production costs and minimize delivery times for its customers worldwide.

Revenue growth: 8.2% (2024) Research and development investments: 10% of revenue (2024)

SCREEN Holdings Co., Ltd. pursues a strategy that strongly focuses on innovation and technological advancement. The company invests significantly in research and development to strengthen its position in the semiconductor production technology sector.

Another key focus is on expanding into high-growth markets, particularly in Asia, to benefit from the increasing demand for semiconductor solutions. Additionally, SCREEN Holdings relies on strategic partnerships and alliances to enhance its market presence and expedite the development of new technologies.

Through these measures, the company aims to increase its competitiveness and ensure long-term sustainable growth.

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

SCREEN Holdings Co., Ltd. is a company engaged in the manufacturing of semiconductor equipment. The main raw materials required for production are silicon, copper, and aluminum. These materials are essential for the production of semiconductor chips and other electronic components.

China is one of the largest suppliers of raw materials such as copper and aluminum, while Japan and South Korea are also significant sources of high-quality materials and components. These countries not only provide the necessary raw materials but also offer advanced technologies and manufacturing capacities that are crucial for the production of semiconductor equipment.

Market share in the semiconductor industry: Approximately 10% (2024, estimate)
R&D expenses: 8% of revenue (2024)
EBITDA margin: 18% (2024)

SCREEN Holdings Co., Ltd. has a significant competitive advantage in the semiconductor industry, particularly due to its specialization in precision equipment and systems. The company benefits from a strong market share of around 10% in semiconductor manufacturing equipment, making it one of the leading providers in this sector.

A key aspect of SCREEN's competitive advantage is its continuous investment in research and development, accounting for approximately 8% of revenue. These investments enable the company to develop innovative technologies and continuously improve its product range, which is crucial for maintaining market leadership.

Additionally, SCREEN boasts a solid EBITDA margin of 18%, indicating an efficient cost structure and strong operational performance. This financial strength allows the company to expand into new markets and solidify its position in existing markets.

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

The institutional investor share in SCREEN Holdings Co., Ltd. typically stands at around 60%. This reflects the confidence of large investment funds and institutional investors in the company's stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have a stable confidence in the current company strategy and the market value of the stocks. Such information is important for investors as it provides insights into the assessments of those who know the company best.

Market share of SCREEN Holdings Co., Ltd.: 5% (estimated for 2025)

Top competitors and their market shares:

1. Applied Materials, Inc.: 20%
2. ASML Holding N.V.: 18%
3. Lam Research Corporation: 15%
4. Tokyo Electron Limited: 12%
5. KLA Corporation: 10%
6. SCREEN Holdings Co., Ltd.: 5%
7. Hitachi High-Tech Corporation: 4%
8. Advantest Corporation: 3%
9. Teradyne, Inc.: 2%
10. Nikon Corporation: 1%

Moat of SCREEN Holdings Co., Ltd.:

SCREEN Holdings Co., Ltd. is known for its advanced technologies in semiconductor manufacturing, especially in lithography and cleaning technology. This provides the company with a certain technological moat as it manufactures specialized and highly precise machines required by the semiconductor industry.

Compared to major competitors like Applied Materials and ASML, which have more extensive product portfolios and larger research and development budgets, the moat of SCREEN Holdings is less pronounced. These competitors often have a stronger market position due to their comprehensive solutions and global networks.

Nevertheless, SCREEN Holdings remains a significant player in its niche, especially in the Asian region, benefiting from long-term customer relationships and a solid reputation for quality and innovation. To expand its moat, the company could invest in strategic partnerships or diversify its product range.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) R&D Expenses: 7% of revenue (2024)

SCREEN Holdings Co., Ltd. recorded solid revenue growth of 8.5% in 2024, driven by strong demand in the semiconductor and display technologies sectors. The company also achieved a profit growth of 10.2%, attributed to efficiency improvements and cost reductions.

Another positive aspect is the high proportion of research and development, accounting for 7% of revenue. This demonstrates the company's commitment to investing in innovative technologies, which can lead to long-term competitive advantages.

Additionally, SCREEN Holdings has strengthened its market position in Asia and North America, increasing the potential for further growth. The strategic focus on promising technologies and markets makes the stock a potentially attractive investment, especially for investors interested in long-term growth.

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

SCREEN Holdings Co., Ltd. has been paying a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield for 2025 is around 2.5%, based on current market conditions and recent financial reports.

The company has a solid financial foundation and demonstrates strong operational performance, supporting its ability to continue dividend payments. Analysts expect that SCREEN Holdings will maintain its dividend policy unless significant economic changes occur.