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

  • Public Equity
  • Industrials
  • Greater China


VP at SMC Automation China Co Ltd


  • 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


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited