Information Technology Domain
We contribute to the realization of a prosperous and sustainable information society by providing advanced functional materials that support a wide range of cutting-edge technologies, including AI, IoT, 5G, cloud computing, and autonomous driving.
LSI
Main Product |
Mask blanks for semiconductor manufacturing |
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Product Overview |
Mask blanks are the master substrates used in the production of photomasks, which are essential for transferring intricate semiconductor circuit patterns onto wafers. These blanks are made by depositing multiple layers of metal films onto a glass substrate. We offer two types: one for EUV (Extreme Ultraviolet Lithography) and another for DUV (Optical Lithography). |
Customers |
Semiconductor foundries and semiconductor manufacturers |
Market Position
HOYA holds an exceptionally high market share, supported by a proven track record of contributing to semiconductor miniaturization and performance improvement through close collaboration with customers.
While customers may gradually move toward multi-sourcing for EUV mask blanks, we aim to maintain our leading share by staying ahead of competitors in advanced nodes.
Estimated Market Share (FY2024)
EUV
DUV
FY2024 Performance*
Revenue Growth Rate ＋35%
Sales rebounded significantly following inventory adjustments in the previous year. Demand remained strong, supported by continued EUV miniaturization progress, including the 3nm node.
*Growth rate excludes the impact of foreign exchange fluctuations.
Key Focus Areas Moving Forward
Maintaining our position as the primary supplier for advanced EUV nodes. We are currently working ahead of competitors to lead the development and qualification of the angstrom-generation in collaboration with customers.
Pursuing timely technology development and capacity expansion in line with the industry roadmap, including phase shift, High-NA, and Hyper-NA technologies.
HOYA ELECTRONICS SINGAPORE PTE. LTD. (Singapore)
FPD (Flat Panel Displays)
Main Product |
Photomasks for FPD manufacturing |
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Product Overview |
Photomasks are used in the production of flat panel displays such as LCDs and OLEDs. These masks serve as master plates for transferring fine patterns onto thin-film transistor (TFT) substrates and color filter substrates during the manufacturing process. |
Customers |
Display manufacturers |
Market Position
HOYA is recognized as a leading global manufacturer, leveraging our strengths in high-precision products such as high-resolution masks and phase-shift masks.
Estimated Market Share (FY2024)
FY2024 Performance*
Revenue Growth Rate ー15%
Revenue declined due to limited display development activity and instability in blanks manufacturing.
*Growth rate excludes the impact of foreign exchange fluctuations.
Key Focus Areas Moving Forward
Ensuring the smooth launch of our new plant in China.
Stabilizing the manufacturing of FPD blanks.
Chongqing MasTek Electronics Co., Ltd. (Chongqing, China)
HDD Substrates
Main Product |
Glass substrates for HDDs (Hard Disk Drives) |
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Product Overview |
We provide disc-shaped glass substrates that serve as the base for the magnetic disks in HDDs. Two types are available: 3.5-inch for nearline applications and 2.5-inch for consumer electronics. |
Customers |
HDD manufacturers |
Market Position
HOYA holds a 100% market share in glass HDD substrates.
Consumer Products (2.5-inch):
Since the entire market uses glass substrates, HOYA's market share is 100%.
Nearline Applications (3.5-inch):
HOYA is estimated to hold around a 40% share of the glass substrate market. With the growing adoption of HAMR (Heat-Assisted Magnetic Recording) and increasing platter counts, further market share expansion is expected.
3.5-inch Substrates for Nearline HDDs
Estimated Market Share (FY2024)
FY2024 Performance*
Revenue Growth Rate ＋42%
Revenue increased sharply, rebounding from inventory adjustments made between FY2022 and FY2023. Demand for nearline applications remained stable at a high level.
*Growth rate excludes the impact of foreign exchange fluctuations.
Key Focus Areas Moving Forward
Expanding the customer base for 3.5-inch substrates used in nearline HDDs. With the advancement of HAMR and multi-platter technologies, we aim for full market penetration over the long term.
Considering capacity expansion in anticipation of long-term growth in the nearline HDD market.
3.5-inch HDDs for nearline applications
(Source: Toshiba Electronic Devices & Storage Corporation)
Imaging
Main Product |
Optical lenses and optical materials |
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Product Overview |
Optical lenses and materials used in a variety of applications, including interchangeable lenses for mirrorless cameras and automotive cameras |
Customers |
Camera manufacturers and related businesses |
Market Position
Due to the wide range and fragmentation of end-use markets, there is no comprehensive market share data covering all optical products. However, HOYA holds a strong position in aspherical glass molded lenses (GMO), known for their excellent aberration correction, and maintains a high share in this segment.
FY2024 Performance*
Revenue Growth Rate ＋10%
Sales of interchangeable lenses for mirrorless cameras remained strong, driven in part by new product launches that stimulated demand.
*Growth rate excludes the impact of foreign exchange fluctuations.
Key Focus Areas Moving Forward
Stabilizing the business by expanding market share in the structurally declining digital camera segment.
Exploring business opportunities in niche domains beyond digital cameras.
HOYA Optical Products