TDK Corporation

What TDK Corporation does

TDK Corporation is a Tokyo-headquartered, publicly listed (TYO:6762) electronic components manufacturer founded in 1935, operating 250+ manufacturing, R&D, and sales sites across more than 30 countries with a global workforce of approximately 106,545. The company organizes its business into four core product segments: Passive Components (capacitors, inductors, high-frequency and circuit protection components); Sensor Application Products (temperature, pressure, magnetic, and MEMS sensors under the TDK, InvenSense, Micronas, Chirp, and Tronics brands); Magnetic Application Products (HDD magnetic heads and suspension assemblies, ferrite and neodymium magnets); and Energy Application Products (lithium-ion batteries via ATL, plus TDK-Lambda industrial power supplies and automotive xEV power solutions). FY March 2026 consolidated net sales were JPY 2,504.8 billion (~$16.7B USD), up 13.6% year-over-year, with net profit of JPY 195.7 billion marking a record high and growing 21.5% year-over-year. Corporate credit is investment grade across Moody's (A3), S&P (A-), and R&I (AA-).

The company's underlying technology rests on 90 years of materials science, beginning with its founding ferrite core patent and now extending to proprietary platforms such as 3D chip-embedded packaging powering the FS1525 µPOL and FS3303 micro POL power modules, Electrochemical Additive Manufacturing (ECAM) for AI data center thermal management acquired via Fabric8Labs, fourth-generation silicon anode battery technology, and proprietary low-distortion ferrite materials. TDK serves enterprise customers via direct sales relationships anchored in design-in and qualification cycles, with Apple as a flagship customer across TMR sensors (iPhone camera stabilization) and ATL batteries for iPhone, iPad, Mac, Apple Watch, and AirPods. Revenue is hardware-driven B2B, with pricing negotiated per enterprise contract and not publicly disclosed. The customer base spans ICT/consumer electronics, automotive (including EVs and ADAS), industrial/energy, AI/data center infrastructure, and emerging AI hardware including smart glasses and edge AI.

Strategic emphasis is shifting toward AI infrastructure and adjacent verticals: management targets AI ecosystem and data center-related sales at 15% of total by FY March 2027, supported by new product launches for optical transceivers, SiC power electronics, edge AI sensors, AI thermal management, and the Gelion collaboration on next-generation lithium-sulfur batteries. TDK Ventures deploys a $500M corporate fund for strategic investments in deep-tech and hardware startups, while acquisitions like SoftEye (AR/AI glasses) and Fabric8Labs (ECAM) extend the platform. The company also established an Asia-Pacific Regional Headquarters in Bengaluru alongside Singapore in April 2026 and inaugurated a lithium-ion battery plant in Sohna, India, expanding its geographic and manufacturing footprint beyond traditional centers in Japan, China, and EMEA.

Name

TDK Corporation

Legal name

TDK Corporation

Website

https://tdk.com

Company type

Public

Founded year

1935

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

TDK Corporation is a Tokyo-headquartered global manufacturer of electronic components spanning passive components, sensors, magnetic products, and energy/battery solutions. Founded in 1935, it operates 250+ sites across 30+ countries, serving automotive, ICT/consumer electronics, industrial, and AI/data center OEMs including Apple.

Ownership category

akta.pro rank

Product category

Electronic Components

NAICS

Capacitor, Resistor, Coil, Transformer, and Other Inductor Manufacturing (334416), Other Electronic Component Manufacturing (334419), Motor Vehicle Electrical and Electronic Equipment Manufacturing (33632), Other Electrical Equipment and Component Manufacturing (3359)

SIC

Electronic Components & Accessories (3670), Electronic Components, Nec (3679), Electronic Coils, Transformers & Other Inductors (3677), Wholesale-Electronic Parts & Equipment, Nec (5065)

akta.pro primary industry

Industrial PCB & Substrate Components (Bare PCBs, rigid-flex, ceramic substrates, thick-film) (IMAGAJAM)

akta.pro secondary industries

PCB Assembly (PCBA/EMS) (HDAHAOAI), Memory & Storage Components (Industrial-grade DRAM/Flash/EEPROM, storage modules) (IMAGAJAJ)

Keywords

• Electronic components
• Passive components
• Sensors and actuators
• Lithium-ion batteries
• Magnetic materials

Headquarters

HQ city

Tokyo

HQ country

Japan

HQ region

Asia

Offices10 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Technology or R&D, Personnel, Infrastructure

Revenue model

1. Passive Components: Ceramic, aluminum electrolytic and film capacitors, inductive devices, high-frequency components, piezoelectric material products, and circuit protection components marketed under TDK brand
2. Sensor Application Products: Temperature, pressure, magnetic, and MEMS sensors for electronic devices, automotive electronics, and ICT equipment under TDK, InvenSense, Micronas, Chirp, and Tronics brands
3. Magnetic Application Products: High-performance magnetic heads and HDD suspension assemblies for cloud servers, ferrite magnets, neodymium magnets, and rare earth-free magnets for automotive and industrial applications
4. Energy Application Products: Lithium-ion batteries for ICT markets, AC-DC switching power supplies, programmable power supplies, DC-DC converters, and automotive power supplies for xEV under ATL, TDK and TDK-Lambda brands
5. AI Ecosystem Products: AI-focused solutions including thermal management components, power modules, sensors, and edge AI solutions targeting data centers and AI infrastructure

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

TDK Corporation manufactures and sells electronic components organized into four segments: Passive Components (capacitors, inductors, high-frequency components, circuit protection), Sensor Application Products (temperature, pressure, magnetic, MEMS sensors), Magnetic Application Products (HDD heads, suspension assemblies, ferrite and neodymium magnets), and Energy Application Products (lithium-ion batteries, power supplies, DC-DC converters). The company supplies these components to OEMs across ICT/consumer electronics, automotive, industrial, and AI/data center infrastructure markets.

Product overview

TDK Corporation is an electronic components company with a diversified portfolio organized into four core business segments: Passive Components, Sensor Application Products, Magnetic Application Products, and Energy Application Products. The Passive Components segment includes ceramic, aluminum electrolytic, and film capacitors, inductive devices, high-frequency components, and circuit protection components marketed under the TDK brand. Sensor Application Products encompass temperature/pressure sensors, magnetic sensors, and MEMS sensors under brands including InvenSense, Micronas, Chirp, and Tronics. Magnetic Application Products feature HDD components (magnetic heads and suspension assemblies), ferrite magnets, neodymium magnets, and rare earth-free magnets. Energy Application Products comprise lithium-ion batteries (ATL brand), power supplies (TDK-Lambda brand), and energy storage solutions. TDK is expanding into AI infrastructure with products like FS1525 µPOL modules for AI servers and data centers, SmartMotion edge AI sensors, TDK AIsight for AI glasses, and the recent acquisition of Fabric8Labs for electrochemical additive manufacturing in data center cooling. The company operates over 250 manufacturing, R&D, and sales sites across more than 30 countries with approximately 106,545 employees.

Differentiator

Problem solved

Functional benefit

Brands

• InvenSense: MEMS sensors, motion sensors, ultrasonic sensors, and acoustic devices for consumer electronics, automotive, and industrial applications
• TDK-Micronas
• Tronics
• TDK-Lambda
• GBDriver
• SmartMotion
• TDK AIsight
• Qeexo AutoML
• SensorGPT
• Trusted Positioning DRIVE
• NES (Nano-Encapsulated Sulfur)

Products and services

• Passive Components
• Sensor Application Products
• Magnetic Application Products
• Energy Application Products
• FS1525 µPOL Module
• FS3303 Micro POL Power Module
• MKP DC Capacitors B25696H Series
• MAF0603GWY Noise Suppression Filters
• NTCSP Automotive NTC Thermistors
• MT40 Series ThermoFuse Varistors
• SmartMotion Sensors
• TDK AIsight
• Trusted Positioning DRIVE
• Qeexo AutoML
• Electrochemical Additive Manufacturing (ECAM)

Quantifiable outcome

• 13.6% year-over-year revenue growth to JPY 2,504.8 billion
• +5 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability9 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core, strategic and minor.

• Fabric8LabscoreStrategic or Co-development Partner · 10 June 2026TDK acquired Fabric8Labs for up to $400 million in cash. The company specializes in Electrochemical Additive Manufacturing (ECAM) technology for thermal management in AI data centers, producing pure copper cold plate inserts using 3D-metal printing.
• QD LaserstrategicStrategic or Co-development Partner · 1 June 2026TDK entered into a business cooperation agreement with QD Laser for retinal projection optical engines for smart glasses. The partnership combines TDK's sensing technology with QD Laser's display technology.
• EngominorStrategic or Co-development Partner · 1 June 2026Partnership with Engo for sports AR glasses leveraging TDK's sensing technology for augmented reality eyewear applications.
• Gelion PLCstrategicStrategic or Co-development Partner · 2 April 2026Expanded collaboration with Gelion focusing on NES (Nano-Encapsulated Sulfur) cathode technology for lithium-sulfur batteries. TDK successfully manufactured pouch cells meeting performance expectations, targeting drone and EV markets.
• QinetiQminorStrategic or Co-development Partner · 31 March 2026Gelion supplied NES cathode samples to QinetiQ in the UK alongside TDK, for testing and validation of sulfur-based battery technology.
• Apple Inc.coreStrategic or Co-development Partner · 26 March 2026TDK joined Apple's American Manufacturing Program, committing to manufacture TMR sensors for iPhone in the U.S. for the first time. The $400 million program aims to expand domestic production of sensors and components as part of Apple's broader $600 billion U.S. investment commitment.
• SoftEye Inc.strategicStrategic or Co-development Partner · 30 January 2026TDK acquired SoftEye Inc., a company specializing in smart eyewear and augmented reality capabilities. SoftEye operates as TDK AIsight, strengthening TDK's position in AI glasses and AR technologies.
• Hokkaido UniversityminorStrategic or Co-development Partner · 6 January 2026TDK collaborated with Hokkaido University to develop an analog reservoir AI chip capable of real-time learning for edge applications like robotics and human-machine interfaces.
• QualcommminorStrategic or Co-development PartnerStrategic partnership between TDK Corporation and Qualcomm Technologies for wireless power transmission technology market development.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Murata Manufacturing: Murata is the global leader in ceramic capacitors, inductors, and MEMS sensors — a direct competitor across TDK's passive components and sensor application products lines. Both companies compete heavily in smartphone, automotive, and IoT component supply chains.
• Taiyo Yuden: Japanese manufacturer specializing in multilayer ceramic capacitors (MLCCs), inductors, and wireless components. Taiyo Yuden competes directly with TDK in the passive components space, particularly for consumer electronics and automotive applications.
• Samsung Electro-Mechanics: Samsung Electro-Mechanics is a major Korean manufacturer of MLCCs, substrate PCBs, and camera modules. It competes head-on with TDK in passive components and increasingly in substrates for advanced chip packaging, serving many of the same smartphone OEMs.
• Yageo Corporation: Taiwan-based global leader in resistors and capacitors, with strong positions in MLCCs through its Pulse Electronics and Kemet acquisitions. Directly competes with TDK in passive components serving automotive, industrial, and consumer electronics markets.
• Vishay Intertechnology: U.S.-headquartered manufacturer of discrete semiconductors (MOSFETs, diodes) and passive components (resistors, capacitors, inductors). Vishay overlaps with TDK across inductors, capacitors, and sensors, particularly serving automotive and industrial customers.
• AVX Corporation (Kyocera): Now a wholly-owned subsidiary of Kyocera, AVX is a major manufacturer of capacitors, connectors, and circuit protection devices. Strong direct overlap with TDK in MLCCs, film capacitors, and automotive electronic components.
• Alps Alpine: Japanese manufacturer of switches, sensors, and electronic components for automotive, consumer electronics, and IoT. Competes with TDK's sensor application products business, particularly in automotive position sensing and HMI components.

Broad incumbents

• Panasonic Industry / Panasonic Holdings: Panasonic manufactures a broad portfolio of electronic components including capacitors, resistors, inductors, and lithium-ion batteries. While broader in scope than TDK, it is a significant competitor in automotive batteries, sensors, and passive components.
• ROHM Semiconductor: Japanese manufacturer of semiconductors, ICs, discretes, and passive components including resistors and power modules. ROHM competes with TDK in the discrete/passive component space and increasingly in SiC power electronics for EVs.

Others

• Amperex Technology Limited (ATL) — internal: TDK's wholly-owned subsidiary ATL is the world's largest manufacturer of lithium-ion batteries for consumer electronics and a major battery supplier to Apple. Listed separately here as a relevant ecosystem participant that competes against CATL, LG Energy Solution, and BYD in lithium-ion cell manufacturing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/tdkamerica
• YouTubeyoutube.com/channel/UCA2HXJ8vq36SbX8v_Te8Esw
• Facebookfacebook.com/193961537318917
• LinkedInlinkedin.com/company/7505
• Instagraminstagram.com/tdk_corporation_official

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A11 records

Investments17 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TDK Corporation