ENVALITH
株式会社トーメンデバイス logo

TOMEN DEVICES CORPORATION

2737Prime MarketWholesale Trade

株式会社トーメンデバイス logo
TOMEN DEVICES CORPORATION2737

Japan

Sales segment for Samsung Group semiconductors and electronic components sold within Japan

PeriodCurrentPreviousChange
Net sales (Japan segment)¥159,885 million¥127,314 million
Segment profit (Japan)¥7,094 million¥4,396 million
Segment assets (Japan)¥116,976 million¥52,127 million
Depreciation and amortization (Japan)¥165 million¥117 million
Increase in property, plant and equipment and intangible assets (Japan)¥501 million¥72 million

Business Details

The Japan segment of Toomen Device is a business in which the Company itself purchases products from the Samsung Group and sells them to domestic customers within Japan. Product categories handled include memory (DRAM, NAND FLASH, SSD, etc.), system LSI (CIS, SiP, foundry, etc.), display (LCD, OLED), and others (LED, MLCC, batteries, etc.). Automotive and SiP businesses are the primary sources of revenue, and the Company operates sales offices located close to domestic customers to conduct detailed sales activities.

Recent Overview

Net sales up 25.6% and profit up 61.4% driven by expansion in automotive and SiP businesses

In the Japan segment for FY2026 (ending March 2026), driven mainly by increased sales in the automotive and SiP (System in Package) businesses, net sales reached ¥159,885 million (up 25.6% year on year) and segment profit reached ¥7,094 million (up 61.4% year on year), achieving substantial growth in both revenue and profit. Segment assets expanded to ¥116,976 million, approximately 2.2 times the prior period level, due to an increase in inventories and other assets.

Key Products

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Memory semiconductors

Sales centered on DRAM and NAND FLASH products for servers and storage, as well as products for PCs. Demand has expanded against the backdrop of increased data center investment driven by the spread of generative AI.

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System LSI

Growth in domestic SiP (System in Package) business sales contributed to results. While CIS for high-resolution cameras used in Chinese smartphones has trended downward, SiP business has driven growth.

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Display

Sales of OLED (organic EL) panels for automotive and smartphone applications. Demand has increased amid progress in ADAS and integrated cockpit adoption in the automotive field.

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Other electronic components

Includes battery products, but the category is trending downward due to the discontinuation of LED product sales.

Growth Drivers

  • Expanding demand for data center memory semiconductors (DRAM, NAND FLASH for servers and storage) driven by the spread of generative AI
  • Increased demand for memory semiconductors and OLED driven by progress in ADAS, autonomous driving, electrification, and integrated cockpits in the automotive market
  • Growth in the system LSI field driven by expansion of domestic SiP business sales
  • Improved profitability driven by rising memory semiconductor prices
  • Stable procurement capability based on a strong purchasing and sales relationship with the Samsung Group

Risks

  • Risk of escalating trade friction due to changes in U.S. trade policy (impact on demand and procurement from tariff increases, etc.)
  • Risk of fluctuations in memory semiconductor market conditions (deterioration of profitability during price downturns)
  • Risk of sluggish automotive-related demand due to slowing growth in the EV market
  • Risk of foreign exchange rate fluctuations (impact on sales and profit from yen appreciation)
  • Risk of fluctuations in domestic system LSI demand, including SiP and foundry businesses
  • Risk of dependence on the Samsung Group as the primary supplier (procurement concentration risk)

Last updated: June 25, 2026