Nidec Corporation

The Asia-Pacific automotive 48V systems market is projected to grow from $6.68 billion in 2025 to $29.94 billion by 2035, at a 16.17% CAGR, according to a new report from ResearchAndMarkets.com. Stricter emissions standards, government incentives, and demand for affordable electrification are accelerating 48V mild-hybrid adoption across China, India, Japan, South Korea, and Southeast Asia. These systems deliver 10–15% fuel-efficiency gains and serve as a bridge between conventional engines and full EVs. The report profiles key players including Hitachi, Nidec, and Mitsubishi Electric, and highlights challenges such as high implementation costs, complex system integration, and battery supply chain vulnerabilities.

An analysis from Yuanta Securities Thailand indicates that SALEE's performance has accelerated to 14 to 15 million baht per quarter starting from the fourth quarter of 2025, after receiving orders to produce chip trays for a new semiconductor group investing in Thailand. This has boosted capacity utilization and lifted the net profit margin to 5 percent from the previous 2 to 3 percent. With ample remaining capacity, the company can take on production orders without additional investment. Analysts expect SALEE's profit to grow year-on-year in every quarter this year, and if profit for the rest of the year matches the first quarter of 2026, full-year profit would reach 60 million baht, up 78 percent from the previous year, equivalent to earnings per share of 0.04 baht and a dividend yield of 4 to 5 percent per annum. This estimate is based on only 50 percent capacity utilization and is further supported by government consumption stimulus measures that will help the plastics and label business grow in the second half of 2026. In addition, a key customer like Nidec, which is producing components for humanoid robots and continuously expanding investment in Thailand, will be a long-term positive factor for SALEE, as the components produced are special heat-resistant plastics manufactured in cleanrooms, with few direct competitors in Thailand. Technically, the stock price is holding above all moving average levels, with support at 0.60 baht and resistance at 0.68 baht. If it breaks through, there is a chance to test 0.80 baht.

Component makers tied to the humanoid robotics supply chain rallied sharply on Tuesday as investors sought out specialist suppliers. Sensor makers Ouster, Cognex, and Allegro Microsystems closed up 15.6%, 5.9%, and 4.9% respectively, while edge AI vision processor maker Ambarella surged 28%. Motor makers like Nidec, RBC Bearings, Regal Beloit, and Ametek closed between 1% and 8% higher, with Regal Beloit gaining 8.3% after Kerrisdale Capital disclosed a long position citing the physical AI angle. AI brain maker NVIDIA gained 2.6%, battery maker Enersys rose 4.3%, and power electronics names such as Wolfspeed surged 9%. The moves highlight that component suppliers sell into multiple robot OEMs simultaneously, meaning any broad acceleration in humanoid build rates lifts the entire component tier. However, Reuters reported on June 29 that doubts are creeping into the broader AI trade, with a Bank for International Settlements warning that AI and automation asset valuations may be overextended, a caution directly relevant to high-multiple humanoid component names.