# Who are Yaskawa Electric's customers? Who does Yaskawa Electric earn revenue from?
Canonical: https://valuechain.wiki/yaskawa · Facet: customers · Updated: 2026-07-12T08:24:09.026+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Yaskawa Electric discloses no named confirmed revenue counterparties; 2 relationships are tracked as undisclosed/aggregate. Per the valuechain.wiki graph: 2 revenue edges, backed by 3 dated sources, 2 of them primary filings (as of 2026-07-12).

### 산업·자동화 (로봇·서보) (high)
- note: Supplies Motoman robots and servos across industrial automation (world No.1 high-end servo); the installed base generates recurring parts/service revenue.
- [confirms] YASKAWA Electric (EN, filing, published 2026-04-10) https://www.yaskawa-global.com/wp-content/uploads/2026/04/254Q_script_E.pdf: "Yaskawa FY2025 (ended Feb 2026) revenue JPY 542.1bn (+0.8%). Robotics JPY 119.2bn (+6.4% on China/Asia demand) but operating profit -14% on low-margin large projects. FY2026 seen recovering on AI/semiconductor demand. World No.1 in high-end servo motors (18M installed)."
- [confirms] Morningstar (EN, research, published 2026-01-01) https://www.morningstar.com/company-reports/1259190-yaskawa-electric-earnings-expecting-strong-growth-in-2025-driven-by-servo-and-robotic-recovery: "Motoman robots and servos to industrial/automation (No.1 servo)."
- [confirms] Yaskawa/TSE (JA, filing, published 2025-04-10) https://www.yaskawa-global.com/ir: "Motoman robots and servos to industrial/automation (No.1 servo)."

### EV·반도체 (서보·인버터) (high)
- note: Supplies servos and inverters into EV and semiconductor-equipment automation — a growth channel tied to EV/fab capex.
- [confirms] YASKAWA Electric (EN, filing, published 2026-04-10) https://www.yaskawa-global.com/wp-content/uploads/2026/04/254Q_script_E.pdf: "Yaskawa FY2025 (ended Feb 2026) revenue JPY 542.1bn (+0.8%). Robotics JPY 119.2bn (+6.4% on China/Asia demand) but operating profit -14% on low-margin large projects. FY2026 seen recovering on AI/semiconductor demand. World No.1 in high-end servo motors (18M installed)."
- [confirms] Yaskawa/TSE (JA, filing, published 2025-04-10) https://www.yaskawa-global.com/ir: "Servos and inverters for EV and semiconductor equipment."

Reverse side: https://valuechain.wiki/yaskawa/suppliers.md · Ripple: https://valuechain.wiki/yaskawa/ripple.md

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