Contents
Financial Results for H1 FY2025
Ⅰ
Forecasts for FY2025
Ⅱ
Medium-Term Management Plan
Appendix (Company Overview)
IV
Tomen Devices Corporation 2
Net Sales : ￥243,089 million
Y on Y
17.3％ up
Progress*
60.8％
Topics
Tomen Devices Corporation
Net Profit : ￥4,779 million
Y on Y
18.8％ up
Progress*
99.6％
*Progress rates against full-year forecast announced on Apr 24,2025
3
Summary of H1 FY2025 Financial Results
Net Sales: The increase during H1 was primarily driven by two key factors
China's subsidy policies have boosted demand, driving an increase in sales volume of memory products.
Semiconductor manufacturers are shifting their production to AI-related products(advanced products such as
HBM), which is reducing the supply of general-purpose memory and causing sharp price increase.
Profit: Profitability improved in the second quarter(Jul to Sep), supported by the sharp price increases in memory products.
（million yen) | H1 FY2024 Result | H1 FY2025 Result | YoY change | |
Amount | Percentage | |||
Net Sales | 207,304 | 243,089 | 35,785 | 17.3% |
Operating Profit | 5,988 | 8,167 | 2,179 | 36.4% |
Ordinary Profit | 5,552 | 6,997 | 1,445 | 26.0% |
Net Profit | 4,024 | 4,779 | 755 | 18.8% |
Earnings per share (yen) | 591.68 | 702.77 | 111.09 | 18.8% |
Tomen Devices Corporation 4
H1 FY2025 Sales by Product Category
Memory
+ 13.4％
Increase in sales for servers and storage
Strong sales for automotive and TV in overseas market
（Unit : ¥ millions）
1,145
1,568
6,421
40,701
194,822
5,703
28,287
171,746
250,000
System LSI
+ 43.9％
Increase in sales in SiP (system in package) business
Growing sales of high-resolution CIS (CMOS image sensors) for overseas smartphones
200,000
150,000
Display
+ 12.6％
Increase in sales of OLEDs for automotive and smartphones
100,000
Others
- 27.0％
Increase in sales of battery
Decrease in sales of LED products (due to discontinuation of sales)
50,000
Memory : DRAM, NAND FLASH, MCP, SSD etc.
Display : LCD, OLED
System LSI : SoC, DDI, CIS, PMIC, SiP, Foundry etc.
Others : LED, MLCC, batteries, equipment, etc.
0
2025/3期上期 2026/3期上 期
H1 FY2024 H1 FY2025
Tomen Devices Corporation 5