Shinko Shoji Co., Ltd.
8141・Prime Market・Wholesale Trade
Electronic Components Business
Core segment of Shinko Shoji handling the sale of semiconductors and electronic components
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales | ¥64,523 million | ¥89,119 million | ↓ |
| Segment profit | ¥2,346 million | ¥1,512 million | ↑ |
| Segment assets | ¥19,558 million | ¥26,959 million | ↓ |
| Semiconductor sales | ¥13,204 million | ¥45,531 million (estimated) | ↓ |
| Electronic components sales | ¥51,319 million | ¥43,588 million (estimated) | ↑ |
Business Details
Handles a wide range of electronic components including microcontrollers, system LSI, memory, semiconductor elements, capacitors, ferrite cores, and liquid crystal displays. Major customers are domestic and overseas manufacturers of industrial equipment, automotive electronic equipment, OA equipment, and entertainment equipment. Semiconductor sales declined substantially due to the termination of the distributor agreement with Renesas Electronics (effective September 30, 2024), while electronic components (non-semiconductor) saw increased sales. In FY2026 (ending March 2026), this segment accounted for approximately 65% of group sales.
Recent Overview
Semiconductors down 71% year on year, while electronic components up 18%; segment profit improved significantly
In the Electronic Components Business for FY2026 (ending March 2026), semiconductor sales declined substantially to ¥13,204 million (down 71.0% year on year) due to the impact of the termination of the distributor agreement with Renesas Electronics, and overall segment sales came to ¥64,523 million (down 27.6% year on year). Meanwhile, electronic components (non-semiconductor) recovered to ¥51,319 million (up 17.8% year on year). Although all fields, including automotive electronic equipment, trended weak, segment profit improved significantly to ¥2,346 million (up 55.2% year on year).
Key Products
Growth Drivers
- Strengthening the semiconductor and electronic components product lineup through the development and expansion of new suppliers
- Steady trend in AI-related and data center demand (industry-wide trend)
- Recovery in capital expenditure demand as the prolonged inventory adjustment largely resolves
- Electronic components (non-semiconductor) sales on a recovery trend, up 17.8% year on year
- Promotion of re-expansion sales activities of existing quality supplier products to domestic and overseas customers
Risks
- Structural decline in semiconductor sales due to the termination of the distributor agreement with Renesas Electronics
- Prolonged sluggish demand related to industrial equipment, automotive electronic equipment, OA equipment, and entertainment equipment
- Risk of inventory valuation losses from renewed inventory adjustments
- Supply chain disruption risk from geopolitical risks such as U.S. trade policy
- Risk of fluctuations in suppliers and customers due to industry restructuring among semiconductor manufacturers and trading companies
Last updated: June 29, 2026