罗姆最新目标：SiC实现营利，研发能力不输中国

Core Insights - The company aims to achieve sales exceeding 500 billion yen by the fiscal year 2028, with an operating profit margin of over 20% and a return on equity (ROE) of over 9% [3][4][6] Group 1: Financial Goals - The company has set a target to achieve net sales exceeding 215 billion yen in its LSI business, with an operating profit margin of over 23% [7] - The goal for the power device business is to achieve net sales exceeding 175 billion yen, with an operating profit margin of over 14% [11] - The company aims for sales exceeding 110 billion yen in general equipment and other businesses, with an operating profit margin of over 22% by the fiscal year 2028 [16] Group 2: Strategic Focus Areas - The company plans to focus on power and analog semiconductors, particularly in the automotive sector, which is expected to account for 55% of total sales, approximately 275 billion yen [4] - There will be an increased investment in optical devices for sensing applications, aiming to cultivate this area as a next-generation growth pillar [4] - The company intends to enhance its competitive edge through proprietary technologies, including the development of Chiplet architecture and AI technologies [10] Group 3: Operational Improvements - To achieve the target of 100 billion yen in operating profit, the company will optimize its business portfolio, reduce manufacturing costs, and adjust pricing strategies [6] - The company is focusing on improving the production of SiC substrates and aims to transition to 8-inch wafers for better yield and quality [14] - The company plans to enhance the sales of high-value SiC power modules and expects to triple its customer base in Europe and the Americas by the fiscal year 2028 [13]