Yamaichi Electronics : 2nd Quarter Financial Results Presentation (Apr 2022 – Sep 2022)

Financial Results

for 1H FY2022

November 4, 2022

Contents

1. 1H FY2022 Results
2. FY2022 Forecast
3. Purchase of Treasury Shares
4. Dividends

Abbreviations Used in This Presentation

Business Segment	Abbreviation
Test Solution Business	TS Business
Connector Solution Business	CS Business
Optical-Related Business	OPT Business

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1. 1H FY2022 Results

Results

We generated record-high net sales and profits in 1H.

Forex rate	1H FY2021	1H FY2022	YoY change
USD (JPY)	109.80	133.97	24.17
EUR (JPY)	130.90	138.70	7.80

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1. 1H FY2022 Results

Results by Business

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1. 1H FY2022 Results

TS Business Results

(Billions of JPY)

	TS Business		10.0
				15.5
15.0						8.0
			9.5	11.1	5.6	6.0
10.0
			3.9
	7.0				4.0
	6.0 3.0
5.0	1.7					2.0
	0.8
0.0	1H	2H	1H	2H	1H	0.0
	FY2020	FY2021 FY2022

Sales

Operating income

TS	YoY increase	YoY increase
Business	（billions of JPY）	(%)
Sales	+5.9	62.4%
Operating income	+2.６	89.0%

 Performance from test sockets for use with automobiles and PCs
was favorable, but sales generated through the TS Business were
below forecast due to production cutbacks associated with certain
smartphone-related products.
 Sales generated through the sockets for memory semiconductors
category were robust thanks in part to performance from new
products with NAND- and DRAM-related applications.
 With regard to the logic semiconductor sockets product group, we
achieved strong sales primarily through products for in-vehicle
ADAS.	Indexed to FY2018 1H ＝ 100％
400%
		Test/others
300%
			Memory
200%
100%			Non-memory
0%			(logic, etc.)
1H	1H	1H	1H
	FY2019	FY2020	FY2021	FY2022	5/14