(8) Segment information CONSOLIDATED a) Industry Segment Information The first half of FY2002 (%) (Yen millions) Electronic materials 1.Net sales 1)Unaffiliated customers and 2)Intersegment Components Total revenue 2.Operating expenses Operating income (loss) Recording (Yen millions) 209,650 1,761,764 289,239 0 0 0 (%) Change % FY2001 (Yen millions) -27.5 552,195 (%) 0 209,650 100.0 1,761,764 289,239 100.0 -27.5 552,195 100.0 210,372 100.3 1,767,831 249,931 86.4 -15.8 486,837 88.2 39,308 13.6 - 65,358 11.8 0.3 137,716 (722) -0.3 (6,067) 1.Net sales 1)Unaffiliated customers media and 2)Intersegment systems Total revenue 2.Operating expenses Operating income (loss) Total The first half of FY2001 (US$ thousands) 1.Net sales 1)Unaffiliated customers 2)Intersegment Total revenue 2.Operating expenses Operating income (loss) 62,970 529,160 62,787 0 0 0 0 62,970 100.0 529,160 62,787 100.0 0.3 137,716 100.0 65,059 103.3 546,715 65,646 104.6 -0.9 146,751 106.6 (17,555) (2,859) -4.6 - (2,089) -3.3 272,620 2,290,924 352,026 0 0 0 (9,035) -22.6 689,911 -6.6 0 272,620 100.0 2,290,924 352,026 100.0 -22.6 689,911 100.0 275,431 101.0 2,314,546 315,577 89.6 -12.7 633,588 91.8 36,449 10.4 - 56,323 8.2 (2,811) -1.0 (23,622) b) Geographic segment information The first half of FY2002 (Yen millions) Japan Net Sales Americas Net Sales Operating income (loss) (4,928) (41,412) Europe Net Sales 37,686 316,689 Operating income Operating income (loss) Asia and others Net Sales Operating income Intersegment Net Sales eliminations Operating income (loss) Total Net Sales Operating income (loss) 167,171 (US$ thousands) 738 6,202 413,580 (872) 1,036,714 5 42 104,822 880,857 (2,246) (2,811) (%) % 232,777 0.4 19,751 8.5 -10.0 451 -2.3 1,189 39,504 136,342 15,626 100,258 - 2,236 -22.9 299,015 9.8 - 155,516 (18,874) -1.0 -1.0 2.2 7.0 5,005 352,026 (23,622) 20,982 8.6 305,389 568 2,290,924 (1,394) -15.8 2.7 160,041 0.0 -96.3 - (%) 459,685 -29.7 0.6 44,764 FY2001 (Yen millions) -28.2 69,960 (7,328) 123,369 272,620 (Yen millions) 1,404,798 49,216 Change The first half of FY2001 (%) 36,449 -22.6 689,911 - 56,323 10.4 8.2 The sales are classified by geographic areas of the seller and include transfers between geographic areas. c) Sales by Region The first half of FY2002 (Yen millions) Americas 52,019 (%) The first half of FY2001 (US$ thousands) (Yen millions) 437,134 62,889 19.1 (%) 17.9 Change % -17.3 FY2001 (Yen millions) 131,219 (%) 19.0 Europe 38,002 13.9 319,345 45,732 13.0 -16.9 101,018 14.6 Asia and others 97,385 35.7 818,361 129,925 36.9 -25.0 235,584 34.2 187,406 68.7 1,574,840 238,546 67.8 -21.4 467,821 67.8 85,214 31.3 716,084 113,480 32.2 -24.9 222,090 32.2 2,290,924 352,026 -22.6 689,911 Overseas sales total Japan Net sales 272,620 Notes: 1. Sales by region are classified by geographic areas of the buyer. 2. Sales to the Americas and Japan for the first half of FY2001 have been restated. (7,102 million yen previously included in Japan has been reclassified to the Americas). 3. U.S.$1 = Yen 119 - 18 -