SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.
What's in the News
- ROHM held a board meeting to consider reorganizing its Shiga Plant and four domestic manufacturing-related companies into two manufacturing entities. The goal is to enhance manufacturing capabilities and productivity (Board Meeting, Oct 10, 2025).
- The company announced six new high-side smart switches designed to improve safety and reliability in automotive lighting and body control applications. These switches feature precise current sensing and advanced diagnostic functions (Product-Related Announcements).
- ROHM developed a 2-in-1 SiC molded module, DOT-247, to boost power density and design flexibility for industrial uses such as PV inverters and UPS systems. Sample shipments are scheduled for October 2025 (Product-Related Announcements).
- A strategic alliance between ROHM and Schaeffler has resulted in mass production of a new high-voltage inverter brick using ROHM’s SiC MOSFET chips. This product targets the electric vehicle market in China (Strategic Alliances).
- ROHM introduced the AW2K21, a compact 30V N-channel MOSFET with industry-best ON-resistance, supporting smaller and more efficient fast-charging circuits in mobile devices (Product-Related Announcements).
Valuation Changes
- The consensus analyst price target has risen from ¥2,149 to ¥2,275, reflecting a modest increase in fair value estimates.
- The discount rate has edged up from 10.30% to 10.48%.
- Revenue growth projections have improved slightly from 6.77% to 6.92%.
- The net profit margin estimate has decreased marginally from 10.21% to 9.97%.
- The future P/E ratio has increased from 20.02x to 21.70x.
Disclaimer
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