Industries›9 companies · latest full-year results
The industry focused on the design, development, and manufacturing of semiconductor devices, providing microcontrollers, logic, and analog ICs for various applications.
The 9 semiconductor companies we cover had combined revenue of ¥3.4T (+0.7% year over year) and operating profit of ¥355.5B, an industry-wide operating margin of 10.5%.
Renesas leads on revenue (¥1.3T, a 39.0% share), and the top three hold 65% of industry sales. 2 grew both revenue and operating profit; 2 saw both fall.
TOK has the highest operating margin (20.0%); average pay across the industry is ¥7.82M, highest at Socionext (¥9.26M).
Industry total
Semiconductor · 9 companies
YoY compares companies with prior-year figures
StockShares are +22.3% over a year, ahead of the all-industry average (+14.9%) — #12 of 53 industries. Over the last month: −16.8%, −14.1pt against the market.Details
GuidanceCompany plans for FY2027 (7 companies combined): revenue +23.0%, operating profit +82.9%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions4 raised and 0 cut this year's forecast. The biggest revision: Renesas (revenue +117.1%).Details
Latest resultsYear to date through Q2, 3 companies combined: revenue +28.3%, operating profit +71.5% year over year. 2 are ahead of an even pace toward their full-year plan, 1 behind.Details
Disclosures6 TSE filings in the last 90 days (guidance revisions 4, M&A and restructuring 1).Details
Earnings dates5 companies report within 30 days, starting with ROHM on Nov 5 and MegaChips on Nov 6.Details
None
| Company | Op. profit (last FY) | This year's plan | Plan change | Revision | Progress (Q1 cumulative) |
|---|---|---|---|---|---|
| ¥201.2B | - | - | Up +117.1% | - |
| ¥10.9B | ¥30.0B | +176% | Unchanged | 32% |
| ¥62.0B | ¥133.0B | +114% | Up +47.8% | 45% |
| ¥47.4B | ¥60.6B | +27.9% | Up +16.1% | 48% |
| ¥12.7B | ¥19.5B | +54.1% | Up +77.3% | 61% |
| ¥-4.7B | ¥1.4B | - | - | - |
 | ¥-174M | ¥2.5B | - | Unchanged | 18% |
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Semiconductor | −16.8% | −11.9% | +22.3% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | −14.1pt | −11.0pt | +7.4pt |
Rank among industries:3M #51/531Y #12/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 4 covered companies with full-year results for every year from FY2022 to FY2026. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥1.3T | −2.0% | ¥201.2B | 15.2% | 39.0% | ¥8.10M | 48.5 | 6,482 |
| 2 | ¥481.1B | +7.3% | ¥10.9B | 2.3% | 14.2% | ¥8.04M | 42.4 | 4,199 |
| 3 | ¥416.2B | +12.7% | ¥62.0B | 14.9% | 12.3% | ¥7.66M | 40.2 | 4,036 |
| 4 | ¥409.7B | +3.3% | ¥1.3B | 0.3% | 12.1% | ¥6.67M | 42.6 | 4,992 |
| 5 | ¥237.0B | +17.9% | ¥47.4B | 20.0% | 7.0% | ¥8.66M | 40.9 | 1,447 |
| 6 | ¥218.3B | +1.6% | ¥12.7B | 5.8% | 6.4% | ¥6.87M | 39.1 | 2,357 |
| 7 | ¥188.5B | −14.8% | ¥25.0B | 13.3% | 5.6% | ¥9.26M | 50.2 | 2,138 |
| 8 | ¥80.2B | −34.1% | ¥-4.7B | -5.9% | 2.4% | ¥6.85M | 46.9 | 881 |
| 9 | ¥36.2B | −14.5% | ¥-174M | -0.5% | 1.1% | ¥8.24M | 42.9 | 318 |
| Industry total / average | ¥3.4T | +0.7% | ¥355.5B | 10.5% | 100% | ¥7.82M | 43.7 | 26,850 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
Ibiden Q1 FY2027: Revenue surges 26%, operating profit jumps 52%
Ibiden Q1 FY2027: Revenue surges 26%, operating profit jumps 52%
