FUJIFILM (4901) Investor Update summary

Semiconductor market overview

• Global semiconductor market expected to reach $1 trillion, driven by AI investment and recovery in smartphones and PCs, with 2025 market size at $772.2 billion (+22.5% YoY).

• Semiconductor materials market CAGR projected at 6.5% (2024–2030), while the business targets 12.2% CAGR, outpacing industry growth.

• International policy trends emphasize local production, supply chain resilience, and government support, intensifying the need for one-stop solutions and local support.

Business strategy: One-stop solutions

• Broad product lineup and local production enable swift, customer-oriented solutions across all manufacturing processes and nodes.

• Local engineers provide support from development to quality control, enhancing customer engagement and supply chain stability.

• Accelerated investments in local production and R&D, with over ¥100 billion planned for 2025–2026.

• Recognized by major manufacturers for robust supply chain and local support, winning multiple supplier awards.

R&D capacity and innovation

• R&D leverages global labs and direct customer communication to address technical challenges and develop advanced materials.

• AI-driven material development shortens lead times and improves quality, with practical applications in polyimides and image sensor materials.

• Focus on new materials for advanced packaging and functional integration as miniaturization costs rise.