Oxide

Basic Information

Stock Code
6521
Industry
Electrical Equipment
Category Detail
Semiconductors & Electronic Components
Prefecture
Yamanashi Prefecture
Establishment Year
October 2000
Listing Year
April 2021
Official Website
https://www.opt-oxide.com/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
visumo, HPC Sys, QD Laser, AD Plasma

Overview

Oxide is a leading company in the semiconductor and electronic components industry founded in 2000, boasting high technological capabilities in optical components and measurement equipment fields through the development and manufacturing of oxide single crystals.

Current Situation

In fiscal 2023, Oxide mainly conducts business centered on the manufacturing and sales of oxide single crystals, strengthening its competitiveness in the semiconductor and electronic components sector. In recent years, it has participated in a domestic production project for SiC power semiconductor substrates, establishing a domestic mass production system. Although it recorded a temporary loss due to the impact of the Middle East situation, it is building a foundation for future growth through technological innovation and the establishment of a materials subsidiary. On the sustainability front, it is working on improvements to manufacturing processes that reduce environmental impact and strengthening its organizational structure. Strategically, it aims for business expansion in the medium to long term by pursuing research and development of new materials and applications across multiple industries. It plans to grow as a leading high-quality materials manufacturing company from 2024 onward.

Trivia

Interesting Facts

  • Industry top-class single crystal growth technology for oxides
  • Pioneered domestic mass production of SiC materials
  • Regional company headquartered in Yamanashi Prefecture
  • Supplies materials to measurement and analysis equipment across multiple industries
  • Participates in international semiconductor projects
  • Actively invests in next-generation semiconductor material research
  • Partially develops its own equipment
  • Transitioned from Tokyo Mothers to Prime Market
  • Characteristic multi-purpose deployment of oxide single crystals
  • Supports custom processing according to customer needs

Hidden Connections

  • Deep collaboration in materials with QD Laser, AD Plasma, etc.
  • Indispensable in Japan's SiC semiconductor manufacturing supply chain
  • Benefits from government's advanced semiconductor support policies
  • Numerous joint developments with local Yamanashi Prefecture and national research institutions
  • Enhanced market competitiveness through joint development with laser companies
  • Unique position through dedicated material supply to measurement equipment manufacturers
  • Accelerating medium- to long-term technology development through materials subsidiary
  • Leading role in domestic environmentally considerate manufacturing technology

Future Outlook

Growth Drivers

  • Expanding power semiconductor market demand domestically and internationally
  • Increased demand for high-performance electronic components due to 5G and IoT proliferation
  • Demand for environmentally considerate materials amid stricter regulations
  • Growth opportunities from domestic semiconductor production promotion policies
  • Ongoing innovation in new material development and application technologies
  • Advancement and diversification of measurement and analysis equipment markets
  • Strengthening global customer base and collaborations
  • Development of new applications for high-function optical materials

Strategic Goals

  • Establish domestic top market share in SiC semiconductor substrates
  • Become technology leader through new oxide single crystal material development
  • Achieve carbon neutrality across all manufacturing processes
  • Maintain R&D expenses at 15% or more of sales
  • Expand global market sales ratio to over 50%
  • Strengthen ties with local communities for sustainable growth
  • Build long-term transaction relationships through improved customer satisfaction
  • Maximize production efficiency through smart factory transformation
  • Create new businesses through cross-industry technology collaborations

Business Segments

Semiconductor Materials Supply

Overview
Stably supplies high-performance oxide materials for semiconductor manufacturing.
Competitiveness
High-quality products through advanced single crystal growth technology
Customers
  • Semiconductor Manufacturers
  • Power Device Manufacturers
  • Electronic Component Manufacturers
  • Research Institutions
Products
  • Oxide Single Crystal Substrates
  • SiC Power Semiconductor Substrates
  • High-Purity Wafers

Optical Components Manufacturing

Overview
Engages in customized manufacturing of components for the optical field.
Competitiveness
Processing capabilities for diverse materials
Customers
  • Optical Equipment Manufacturers
  • Measurement Equipment Manufacturers
  • Laser Device Manufacturers
  • Medical Equipment Manufacturers
Products
  • High-Precision Optical Lenses
  • Optical Filters
  • Laser Window Materials

Measurement Equipment Components Supply

Overview
Provides high-precision components for various measurement devices.
Competitiveness
Product development with excellent environmental resistance
Customers
  • Industrial Measurement Equipment Manufacturers
  • Environmental Analysis Equipment Manufacturers
  • Research Laboratories
Products
  • Analysis Prisms
  • Measurement Substrates
  • Detector Window Materials

R&D Contract Manufacturing

Overview
Handles support for advanced material R&D and prototype manufacturing.
Competitiveness
High technical expertise and flexible responsiveness
Customers
  • Universities
  • Corporate Research Labs
  • National Research Institutions
Products
  • Prototype Single Crystal Products
  • Material Property Evaluation
  • Technical Consulting

Medical Equipment Materials

Overview
Provides dedicated optical materials for the medical field.
Competitiveness
High-precision quality control system
Customers
  • Medical Equipment Manufacturers
  • Biotechnology Companies
Products
  • Medical Optical Crystals
  • Bio-Analysis Substrates

Environmental Equipment Components

Overview
Supplies highly durable materials for environmental measurement devices.
Competitiveness
Environmentally adaptive material technology
Customers
  • Environmental Analysis Companies
  • Public Research Labs
Products
  • Environmental Measurement Prisms
  • Corrosion-Resistant Materials

Competitive Advantage

Strengths

  • High-precision oxide single crystal manufacturing technology
  • Advanced development capabilities in SiC materials
  • Risk diversification through diversified business operations
  • Advanced customization capabilities
  • Stable domestic mass production system

Competitive Advantages

  • Established domestic mass production system for SiC semiconductor substrates
  • High-quality single crystal manufacturing through proprietary growth technology
  • Able to supply materials for diverse industrial applications
  • Strong customer base and reliable services
  • Technological innovation through active R&D investment
  • Promotion of collaboration with government-related projects
  • Manufacturing processes considering environmental load reduction
  • Rapid response to customer needs
  • Stable supply and high-reliability product provision

Threats

  • Supply risks due to unstable international situation
  • Intensifying technological innovation and price competition from competitors
  • Impact from fluctuations in semiconductor market demand
  • Fluctuations in material prices and rising procurement costs
  • Increased operational costs due to stricter environmental regulations
  • Difficulty in differentiation as new entrants catch up technologically
  • Financial impact from exchange rate fluctuations
  • Production site risks from natural disasters

Innovations

2024: Start of Domestic Mass Production of SiC Power Semiconductor Substrates

Overview
Established domestic production system for next-generation power devices, achieving supply stabilization.
Impact
Market share expansion and revenue base strengthening

2023: Strengthening R&D through Materials Subsidiary Establishment

Overview
Established a subsidiary specialized in next-generation semiconductor material development to accelerate technological innovation.
Impact
Improved research efficiency and faster technology development

2022: Introduction of Low-Environmental-Impact Manufacturing Processes

Overview
Implemented energy efficiency improvements and waste reduction technologies in manufacturing processes.
Impact
Reduced manufacturing costs and environmental improvements

2021: Development of High-Speed Growth Technology for Oxide Single Crystals

Overview
Established new growth technology that balances shortened manufacturing time with quality maintenance.
Impact
Significant improvement in production efficiency

Sustainability

  • Promotion of energy-saving in manufacturing processes
  • Strict management of hazardous substance emissions
  • Improvement of waste recycling rate
  • Cooperation with local communities on environmental conservation
  • Promotion of sustainable material procurement
  • In-house environmental awareness activities
  • Prompt adaptation to environmental regulations
  • Acceleration of green product development