ROHM COMPANY LIMITED
6963・Prime Market・Electric Appliances
LSI
ROHM's largest revenue segment, handling analog, logic, memory and other LSI products
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales (to external customers, full year FY2026 (ending March 2026)) | ¥218,390 million | ¥203,833 million | ↑ |
| Segment profit (full year FY2026 (ending March 2026)) | ¥24,535 million | -¥767 million | ↑ |
| Depreciation expense (full year FY2026 (ending March 2026)) | ¥19,632 million | ¥33,936 million | ↓ |
| Increase in property, plant and equipment and intangible assets (full year FY2026 (ending March 2026)) | ¥8,351 million | ¥14,660 million | ↓ |
| Impairment loss (full year FY2026 (ending March 2026)) | ¥407 million | ¥11,443 million | ↓ |
Business Details
A reportable segment that manufactures and sells LSI products such as Analog IC, Logic IC, and Memory. It has a broad footprint across the automotive market (body systems for ADAS/xEV), consumer electronics market (amusement equipment), computer & storage market (motor driver ICs and power ICs for servers/SSDs), and industrial equipment market. In FY2026 (ending March 2026), external customer sales were ¥218,390 million, making it the largest segment within the group, and segment profit improved significantly from a loss in the prior period to ¥24,535 million.
Recent Overview
Turned profitable from a prior-period loss, with sales up 7.1% and segment profit of ¥24,535 million
In FY2026 (ending March 2026), sales were ¥218,390 million (up 7.1% year on year) and segment profit was ¥24,535 million (versus a segment loss of ¥767 million in the prior period), representing a significant improvement. While ADAS-related products in the automotive market entered an adjustment phase, high-value-added products for body and xEV applications grew. In the consumer electronics market, amusement-related demand remained solid, and in the computer & storage market, server-related demand showed a recovery trend. In addition, the change in depreciation method from the declining-balance method to the straight-line method increased LSI segment profit by ¥6,205 million.
Key Products
Growth Drivers
- Growth in high-value-added products for body and xEV applications in the automotive market
- Contribution to higher sales from expanding demand in the consumer electronics market (amusement equipment)
- Recovery in demand for motor driver ICs and power ICs for servers/SSDs in the computer & storage market
- Recovery trend in the industrial equipment market as inventory adjustments were resolved
- Materialization of fixed cost reduction effects from structural reforms implemented in the prior period
- Decrease in depreciation expense due to the change in depreciation method from the declining-balance method to the straight-line method (increased LSI segment profit by ¥6,205 million in the current period)
Risks
- Risk of continued adjustment phase for ADAS-related products in the automotive market
- Demand volatility risk in the xEV market (medium-term growth rate of the BEV market expected to fall below previous forecasts)
- Demand uncertainty stemming from US trade policy and geopolitical risks
- Risk of slowing pace of recovery in the industrial equipment market
- Impact on various markets from tightening memory supply-demand balance due to the spread of generative AI
- Risk of increased fixed cost burden due to lower utilization rates resulting from production adjustments
Last updated: June 19, 2026