[ 2nd Quarter of fiscal 2010 Performance Briefing ]HDD Head Business Outlook

Mr. Atsuo Kobayashi
Corporate Officer
General Manager
Data Storage & Thin Film Technology Components Business Group

I'm Atsuo Kobayashi, General Manager of TDK's HDD heads business.

Fiscal 2010 Interim Sales Result, and Second-Half and Full-Year Sales Forecasts

Let me give you our fiscal 2010 interim sales result, and second-half and full-year sales forecasts. First-half sales were ¥133.4 billion against our forecast of ¥124.1 billion, thanks to continued strength in the HDD industry as a whole. For the second half of fiscal 2010, we are now projecting sales of ¥132.6 billion. Previously, we forecast ¥101.3 billion. For the full year, we are now forecasting sales of ¥266.0 billion, which would represent an approximate 10% year-on-year increase.

HDD Head Product Launch Schedule

In terms of the schedule for launching new products, we are already mass producing 500GB/P products for 3.5-inch HDDs. With 640GB/P products for 3.5-inch HDDs, we expect to begin mass production from around the end of this year through the next year. We are also already mass producing 250GB/P products for 2.5-inch HDDs, and plan to begin mass producing 320GB/P products for 2.5-inch HDDs from around the year-end through next year, with the expectation that they will become core products in 2010.

That concludes my presentation. Thank you.

• 
    HDD Head Business Outlook - Presentation Material (PDF: 108KB)