TDK Corporation Consolidated Nine-Month Period of FY March 2010(U.S. GAAP) 8) Segment Information 1. Geographic segment information [9-month-period results] Term Region Japan Americas Europe Asia and others Intersegment eliminations Total Net sales Operating income (loss) Net sales Operating income (loss) Net sales Operating income (loss) Net sales Operating income Net sales Operating income (loss) Net sales Operating income The 9-month-period of FY2009 (April 1, 2008 Dec. 31, 2008) (Yen millions) % 237,470 100.0 (14,467) -6.1 68,599 100.0 7,185 10.5 54,585 100.0 (5,304) -9.7 439,084 100.0 21,816 5.0 211,422 (42) 588,316 100.0 9,272 1.6 The 9-month-period of FY2010 (April 1, 2009 December 31, 2009) (Yen millions) 199,584 (13,366) 58,115 (1,791) 112,534 (15,384) 442,903 48,172 215,623 136 597,513 17,495 % 100.0 -6.7 100.0 -3.1 100.0 -13.7 100.0 10.9 100.0 2.9 Change (U.S.$ thousands) (Yen millions) Change(%) 2,169,391 (37,886) -16.0 (145,283) 1,101 631,685 (10,484) -15.3 (19,468) (8,976) 1,223,196 57,949 106.2 (167,217) (10,080) 4,814,163 3,819 0.9 523,609 26,356 120.8 2,343,728 4,201 1,478 178 6,494,707 9,197 1.6 190,163 8,223 88.7 [3rd quarter results] Term Region Japan Americas Europe Asia and others Intersegment eliminations Total Net sales Operating income (loss) Net sales Operating income (loss) Net sales Operating income (loss) Net sales Operating income Net sales Operating income (loss) Net sales Operating income (loss) 3Q of FY2009 (Oct. 1, 2008 Dec. 31, 2008) (Yen millions) % 69,042 100.0 (8,942) -13.0 23,067 100.0 1,406 6.1 33,166 100.0 (4,546) -13.7 137,680 100.0 4,891 3.6 71,176 (2,082) 191,779 100.0 (5,109) -2.7 3Q of FY2010 (October 1, 2009 December 31, 2009) (Yen millions) 77,254 1,639 16,436 (4,668) 40,365 (4,708) 156,491 19,729 78,884 (101) 211,662 12,093 % 100.0 2.1 100.0 -28.4 100.0 -11.7 100.0 12.6 100.0 5.7 Change (U.S.$ thousands) (Yen millions) Change(%) 839,718 17,815 178,652 (50,739) 438,750 (51,174) 1,700,989 214,446 857,435 (1,098) 2,300,674 131,446 8,212 11.9 10,581 (6,631) -28.7 (6,074) 7,199 21.7 (162) 18,811 13.7 14,838 303.4 7,708 1,981 19,883 10.4 17,202 - Notes: 1. Net sales in each geographic area are based on the location of TDK entities where the sales are generated. 2. U.S.$1=Yen 92, for convenience only. 11 TDK Corporation Consolidated Nine-Month Period of FY March 2010(U.S. GAAP) 2. Sales by region [9-month-period results] Term Region Americas Europe Asia and others Overseas sales total Japan Net sales The 9-month-period of FY2009 (Apr. 1, 2008 Dec. 31, 2008) (Yen millions) % 65,262 11.1 49,716 8.4 381,048 64.8 496,026 84.3 92,290 15.7 588,316 100.0 The 9-month-period of FY2010 Change (April 1, 2009 December 31, 2009) (Yen millions) % (U.S.$ thousands) (Yen millions) Change(%) 59,278 644,326 (5,984) -9.2 9.9 62.3 80,677 13.5 876,924 30,961 379,522 63.5 4,125,239 (1,526) -0.4 519,477 86.9 5,646,489 23,451 4.7 78,036 13.1 848,218 (14,254) -15.4 597,513 100.0 6,494,707 9,197 1.6 3Q of FY2009 (Oct. 1, 2008 Dec. 31, 2008) 3Q of FY2010 Change (October 1, 2009 December 31, 2009) (Yen millions) % (U.S.$ thousands) (Yen millions) Change(%) 22,808 10.8 247,913 2,135 10.3 29,003 13.7 315,250 3,285 12.8 130,624 61.7 1,419,826 13,918 11.9 182,435 86.2 1,982,989 19,338 11.9 29,227 13.8 317,685 545 1.9 19,883 10.4 211,662 100.0 2,300,674 [3rd quarter results] Term (Yen millions) Region % 20,673 10.8 Americas 25,718 13.4 Europe 116,706 60.8 Asia and others 163,097 85.0 Overseas sales total 28,682 15.0 Japan 191,779 100.0 Net sales Notes: 1. Overseas sales are based on the location of the customers. 2. U.S.$1=Yen 92, for convenience only. 12