Daifuku

Basic Information

Stock Code
6383
Industry
Machinery
Category Detail
Industrial Equipment & Heavy Electrical Apparatus
Prefecture
Osaka Prefecture
Establishment Year
May 1937
Listing Year
October 1961
Official Website
https://www.daifuku.com/jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Shin-Etsu Chemical, Fujifilm, JRC, Moriya Transport Machinery, Sansei, Sankei Technologies, Kato Works, Tadano, Yaskawa Electric, Sinfonia Technology, Mitsubishi Logisnext

Overview

Daifuku is a major logistics systems company founded in 1937, holding the world's No. 1 market share for 9 consecutive years as a machinery manufacturer with strengths in automated warehouses and conveying systems.

Current Situation

Daifuku recorded consolidated net sales of 601.9 billion yen, operating profit of 58.8 billion yen, and net profit of 41.2 billion yen for the fiscal year ended March 2023, leading the global market in the logistics systems sector. Its flagship products, including automated warehouses, automated guided vehicles (AGVs), and conveyor systems, are widely used in manufacturing, distribution, semiconductor, and LCD production lines. In recent years, it has focused on enhancing support for EV production lines in the North American market and leveraging digital technologies to deliver efficient logistics solutions. It continues advanced technology development in safety areas, such as the ISO 13482-certified area management system. Certified as a Health & Productivity Stock Company (White 500), it promotes a balance between employee health and workplace comfort. Looking ahead, it is pursuing growth strategies centered on robotics and DX to contribute to a sustainable society and expand its business.

Trivia

Interesting Facts

  • Holds world's No. 1 market share in automated warehouses for 9 consecutive years.
  • Developed Japan's first AGV 'Pronto' in 1965.
  • Logistics systems manufacturer that also produces car wash machines.
  • First Japanese company to obtain ISO 13482 safety certification for life support robots.
  • Shiga plant houses one of the world's largest material handling factories.

Hidden Connections

  • Major automotive industry customers include Toyota and several other leading manufacturers.
  • Related company Contec serves as an important base in the electronic equipment sector.
  • ISO certified technology promotes new business development in the life support robot market.
  • Major shareholders include trust banks and large financial institutions both domestically and internationally.

Future Outlook

Growth Drivers

  • Increasing demand for automated production lines for EVs.
  • Expansion of smart logistics systems utilizing AI and IoT.
  • Rising automation needs due to global labor shortages.
  • Growing demand for transport equipment with semiconductor industry growth.
  • New market development in life support and nursing robots.

Strategic Goals

  • Maintain and expand global sales ratio above 50%.
  • Innovate logistics solutions through DX and robotics.
  • Promote sustainable products that reduce environmental impact.
  • Achieve over 50 billion yen in sales from new business areas.
  • Continue Health & Productivity certification and optimize workplace environment.

Business Segments

Logistics Systems for Manufacturing

Overview
Provides systems to automate and streamline production and logistics processes in manufacturing.
Competitiveness
World-leading technology and global service network
Customers
  • Automotive manufacturers
  • Electronics manufacturers
  • Semiconductor manufacturers
  • Food processing manufacturers
  • Logistics center operators
Products
  • Automated Guided Vehicles (AGVs)
  • Automated Warehouse Systems
  • Conveyors and Sorters
  • Mobile Racks
  • Cleanroom Transport Equipment

Solutions for Distribution and Logistics

Overview
Products and services supporting labor savings and high-speed operations in logistics sites.
Competitiveness
Customization capabilities for diverse industry needs
Customers
  • Warehouse companies
  • Distribution retailers
  • E-commerce operators
  • Airport cargo handlers
Products
  • Automated Storage Warehouses
  • Logistics Sorting Sorters
  • Baggage Handling Systems
  • Car Wash Related Equipment

Equipment for Semiconductors and Electronics

Overview
Provides high-precision environmental control and transport equipment.
Competitiveness
Proprietary technology achieving high cleanliness
Customers
  • Semiconductor equipment manufacturers
  • Electronic component manufacturers
  • Cleanroom operators
Products
  • Clean Stockers
  • Electronic Equipment Transport Parts
  • EMS Manufacturing Services

Logistics Equipment Rental and Services

Overview
Supports customer operations through equipment rental and maintenance.
Competitiveness
One-stop total support system
Customers
  • Logistics companies
  • Manufacturers
  • Retailers
Products
  • Logistics Equipment Rental
  • Maintenance and Inspection Services
  • Transport System Maintenance

Life Support and Nursing Robot-Related Equipment

Overview
Technology supporting safe operation of nursing and life support robots.
Competitiveness
Holds industry's first ISO certification system
Customers
  • Nursing facilities
  • Robot manufacturers
  • Service providers
Products
  • Life Support Robot Safety Management Systems
  • ISO 13482 Certified Products

Automotive Production Line Equipment

Overview
Provides efficient transport systems for automotive assembly lines.
Competitiveness
Extensive track record of deliveries to the automotive industry
Customers
  • Automotive manufacturers
  • Automotive parts manufacturers
Products
  • Chain Conveyor Systems
  • Roller Conveyors

Transport Systems for Airports and Public Facilities

Overview
Develops efficient and safe baggage transport systems for airports.
Competitiveness
Numerous deliveries to large-scale airports
Customers
  • Airport operators
  • Public facility operators
Products
  • Baggage Handling Systems
  • Security Transport Machinery

Environmentally Friendly Automotive Painting Systems

Overview
Provides painting technology that reduces environmental impact.
Competitiveness
Eco-friendly with Ministry of the Environment certified technology
Customers
  • Automotive manufacturers
  • Painting suppliers
Products
  • E-DIP Painting System

Robotics and Digitalization Solutions

Overview
Supports business innovation using AI and IoT.
Competitiveness
Advanced analysis technology and implementation capabilities
Customers
  • Manufacturers
  • Logistics companies
Products
  • Logistics DX Platform
  • Business Efficiency Software

Special Logistics Equipment Development

Overview
Develops transport devices for special environments.
Competitiveness
Accumulated expertise and track record in special technologies
Customers
  • Special logistics providers
  • Medical industry
Products
  • Contactless Power Supply Transport Systems
  • Special Environment Transport Devices

Manufacturing Parts and Accessories

Overview
Manufactures and supplies highly durable parts for various transport equipment.
Competitiveness
Quality control and stable supply
Customers
  • Machinery manufacturers
  • Logistics equipment manufacturers
Products
  • Conveyor Parts
  • Drive Equipment

Maintenance and Repair Services

Overview
Maintenance system enhancing product uptime and safety.
Competitiveness
Nationwide support network
Customers
  • Daifuku product users
  • Logistics providers
Products
  • Periodic Maintenance Services
  • Emergency Response Services

Competitive Advantage

Strengths

  • World No. 1 market share for 9 consecutive years in global technology
  • Design and manufacturing capabilities for comprehensive logistics systems
  • Product lineup adaptable to diverse industry needs
  • Product development meeting advanced safety standards
  • High employee satisfaction from Health & Productivity certification

Competitive Advantages

  • Global sales network centered on North America and Asia
  • Proprietary contactless power supply transport system technology
  • ISO 13482-certified safety management products for life support robots
  • Long years of know-how in conveyor systems for the automotive industry
  • Risk diversification enabled by diversified product lineup

Threats

  • Demand instability due to manufacturing business cycle fluctuations
  • Intensifying low-price competition from emerging companies
  • Impact of semiconductor market fluctuations on earnings
  • International supply chain issues
  • Decline in competitiveness from lagging technological innovation

Innovations

2024: Development of logistics platform through DX promotion

Overview
Introduced AI and IoT technologies to achieve logistics efficiency and visualization.
Impact
Improves customer operational efficiency by 20%

2023: Obtained ISO 13482 certification for area management system

Overview
Developed safety management system for life support robots.
Impact
Enables provision of certified products to the robotics industry

2022: Commercialization of contactless power supply transport system

Overview
Applied world's first contactless power supply to transport systems.
Impact
Reduces maintenance costs by 30%

2021: Expansion of environmentally friendly automotive painting system E-DIP

Overview
Enhanced technology to reduce environmental impact in painting processes.
Impact
Reduces CO2 emissions by 10%

2020: Initiated development of next-generation AGVs

Overview
Developing AGVs equipped with advanced autonomous navigation technology.
Impact
Aims to improve work efficiency by 15%

Sustainability

  • Promotion of low-environmental-impact transport equipment certified by the Ministry of the Environment
  • Development of energy-saving logistics systems
  • Continuous acquisition of Health & Productivity certification
  • Expansion of recycled material usage
  • Enhancement of workplace safety and diversity promotion