Research
FORUM TRANSCRIPT

Airtac – Competitor Assessment – Pneumatic Component Competencies & Up-market Challenges

  • Public Equity
  • Industrials
  • Greater China
PREMIUM

Specialist

VP at SMC Automation China Co Ltd

Agenda

  • Airtac’s (TPE: 1590) competitive strengths and weaknesses in the pneumatic component segment, plus market share comparison between 3C fixture and testing scenarios
  • Reasons behind China’s lack of leading domestic pneumatic component players – Inovance (SHE: 300124), E.MC and Easun case study
  • Airtac’s challenges associated with transitioning into more high-end client segments, Japanese players’ experience accumulation and technology barriers in the semiconductor sector, plus Festo’s failure analysis in the semiconductor sector
  • Airtac vs competitors – product differences and performance barriers
  • Competitors’ take on Airtac’s entry into the linear guideway segment and clients’ willingness to switch, plus 2022 linear guideway revenue outlook

Questions

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