Presentation Transcripts
Latest Update : May 27, 2020
Back to Financial Results (FY3/2020)
Investor Meeting Presentation for FY 3/2020 held on May 8, 2020
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results
- Summary of Consolidated Business Results for 4Q
- Net Sales, Operating Income/margin Yearly
- Net Sales, Operating Income/margin Quarterly
- 4Q Actual: Differences from the Forecast as of February
- Machined Components Yearly
- Machined Components Quarterly
- Electronic Devices & Components Yearly
- Electronic Devices & Components Quarterly
- Mitsumi Business Yearly
- Mitsumi Business Quarterly
- U-Shin Business Yearly
- U-Shin Business Quarterly
- Profit attributable to owners of the parent / EPS Yearly
- Profit attributable to owners of the parent / EPS Quarterly
- Inventory
- Net interest-bearing debt / Free cash flow
- Forecast for Fiscal Year Ending March 31, 2021
- Forecast for Business Segment
- Management Policy & Business Strategy
- Summary of FY3/20 "Net Sales Hit Record Highs"
- Key Points of FY3/21 Plan
- Image of Operating Income for FY3/21
- OP Rank within Electronic Component Sector
- Impact from the Novel Coronavirus
- Mid-term Business Plan Targets
- Machined Components Targets
- Electronic Devices and Components Targets
- Mitsumi Business Targets
- U-Shin Business Targets
- Acquisition of All Shares of ABLIC Inc.
- Focused Development Field
- Building the Strongest Domestic Association
- Ranking Changed in Eight Spears Strategy
- Our Response to the Novel Coronavirus
- Use of FCF and Shareholder Returns
- Dividend Forecast
- Forward-looking Statements
- Reference
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Now I would like to turn your attention to the applications for analog semiconductors we should zero in on.
Mitsumi focuses on five areas of applications, which are shown under 1 through 5 here. Coincidentally ABLIC also focuses on five areas. If you do a simple mathematical calculation, that adds up to 10 areas, but batteries and power supplies under 1 and 2, shown against the purple background, overlap and are handled by both companies.
Those shown in the blue boxes are Mitsumi's areas of focus, and those shown in the pink boxes are ABLIC's. The areas of applications shown against the orange background, namely medical/high voltage, magnetic sensor, and CLEAN-Boost, are new to us and are expected to complement our technologies.
CLEAN-Boost, which is a registered trademark, is an exciting technology that, in the absence of a battery, boosts electricity so you can send data from a battery-less sensor. We are currently engaged in a social infrastructure-related business and have installed rain gauges, thermometers, hygrometers, air flow meters, etc. in many locations to collect data. CLEAN-Boost enables us to transmit data from these sensors to nearby stations even if they are installed in locations where there is no power source. Although the amount of data that can be transmitted is limited, we now have this fascinating technology.
As for magnetic sensors shown under 7, ABLIC has a wonderful Hall effect device technology, which is employed in BLDC motors as well as encoders for measuring rotation angles. This technology will help us make better products by combining our Eight Spears products, which we refer to as vertical integration. This is one of the reasons that makes me so sure that the integration of ABLIC operations will give MinebeaMitsumi so many jolts of energy.
ABLIC is located in Chiba while we are based close by in Tokyo's Mita district, so we can work on integrating different technologies to develop various products at our semiconductor divisions which also located in nearby Atsugi as well as Chitose.
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