半導体製造をデータと技術で変革するパートナーPartners in transforming semiconductor manufacturing with data and technology
半導体関連企業様を中心に、新製品開発、新規事業、業務改善などをご支援します
We support new product development, new businesses and business improvement, mainly for semiconductor-related companies.

Supporting Decision-Making with Industrial Intelligence

It depicts “where to fight and why we can win” through the lens of
.

We use frameworks to solidify the foundation of our strategy, employ analytical systems to decipher structure, causality, and the future, and implement management decisions.
We ensure that the “basis” and “story” of our strategy are sound.

This is a framework developed by someone who, having worked on the front lines for both the seller (TEL) and the buyer (Samsung), realized that “static analysis doesn’t work.”

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The “rationale” and “story” behind the strategy are weak.

You can list markets and strategies. But the reasoning behind “why that market” and “why we can win” doesn’t hold up—this is the most common concern on the front lines.

I decided to “target this market,” but I can’t fully explain “why that one.”

The target and the strategies are listed side by side, but they don’t form a coherent narrative.

While they can list their strengths and weaknesses, there’s little evidence to support the claim that “that’s why we can win.”

When asked, “Are you really sure this is okay?” during an investment decision-making session, I find myself at a loss for words.

The weakness lies not so much in the strategy itself as in “the logic and narrative underpinning the strategy.” If this is weak, it will cause anxiety among both employees and investors.

How Amico Operates — Supported by Two Pillars

First, organize the issues (using the 3Cs, SWOT, etc.), then (1) solidify the foundation and (2) support it with structure, causality, and future projections. Finally, move to implementation.

STEP 01 / The Foundation of the Strategy

Define the target market and winning products in a logical and consistent manner

If this area is weak, it will cause concern among both employees and investors.

Tools Used: STP, 3C, SWOT, 5 Forces, PESTEL, VRIO

What You’ll Gain: A Solid Strategic Foundation and a Story You Can Articulate

STEP 02 / Differentiation Engine

Support that strategy through structure, causality, and the future

A perspective you won’t find at major firms or local consulting firms.

Tools Used: Ecosystem Analysis, Causal Loops, System Dynamics, Simulation, Technology Roadmaps

Benefits: Verified accuracy and optimal timing for investments

AI expands information discovery at every stage (and we recommend that customers take advantage of it as well). Finally, we move on to the implementation roadmap.

Clearly define the target market and “winning products” in a logical and consistent manner

Using STP, we determine “where to compete, refine our value proposition, and use a framework to validate “why we can win.”

S

Segmentation

Divide the market into meaningful units

T

Targeting

Choosing Where to Fight

P

Positioning

Define Why Customers Choose Your Company

Defining “Winning Products and Services”

Clearly define the “job to be done” (JTBD) that customers want to accomplish, the points of differentiation, and the reasons why “we can win.”

Putting “Reasoning and Story” into Words

Use 3C, SWOT, 5 Forces, and PESTEL to verify the analysis from multiple angles, and weave the narrative from “Why here? → That’s why we can win” into a single, coherent thread.

Even though it’s the same “STP,” Amico takes a different approach.

Rather than focusing on region or scale, we target “customers who are facing process margin barriers at the next technology node and struggling with yield —narrowing our focus based on real technological variables. Because both the seller and buyer have tacit knowledge, even within the same framework, the “robustness of the story” is different.

Supporting Strategy Through Structure, Causality, and the Future

We put the strategy finalized in Step 1 through a “wind tunnel test” in this dynamic industry. We conduct a冷静な stress test to determine whether it can survive future headwinds.

1

Understanding Phenomena

Data

Understand the facts regarding demand, prices, production capacity, and inventory

What You’ll Gain: Based on “Facts,” Not Assumptions

2

Reading the Structure

Ecosystem Map

Identify the entities that create value, as well as supply chain bottlenecks, alternative suppliers, and dependency risks

Benefits: Market Entry Opportunities, Potential Partners, Procurement Risks

3

Unraveling Causality

Causal Loop Diagram

Why does that problem occur, and what needs to be adjusted to fix it?

What You’ll Gain: Root Causes and “Effective Levers”

4

Testing the Future

System Dynamics / Demand Simulation / Technology Roadmap

Estimate return on investment and timing based on multiple scenarios, including regional and usage-specific factors, price fluctuations, and geopolitical risks

What You’ll Learn: When to Move and Where to Break

Many consulting firms deliver a “strategic narrative.” Amico, on the other hand, uses dynamic simulations to “stress test” it.

The Role of Consultants in the Age of AI

We live in an age where anyone can gather information.The value of consulting has shifted to “what comes next.”

Things AI Can Answer

  • The market size is ○○ billion yen
  • The growth rate is ○○%
  • List of Key Players

What Amiko Answers

  • Why is the market structured this way?
  • What Are Customers Afraid Of?
  • Where are the barriers to entry?
  • Which positions should I target at this company?

AI accompanies you all the way to mastering its use. On top of that, it takes on decision-making that AI cannot see— this is industrial intelligence.

So, what customers get

What we provide is not an analytical method. It is a “strategic framework” that can be explained and a “state of mind” that enables sound judgment.

Reducing the Cost of Decision-Making Errors

Avoid low-potential market entries, misguided product planning, and unnecessary development investments before getting started.

Increasing the Probability of Success in Growth Investments

Identify areas with a clear path to success and make investment decisions based on sound reasoning.

Focus limited resources

Instead of spreading ourselves too thin, we’ll focus our management resources on what really works.

The final deliverable isn’t a fancy report— it’s a plan that’s ready to be put into action, outlining “what to do, who will do it, by when, and in what order.”

We offer our services in four stages.

A

Business Challenge Assessment

Objective: To clarify what the real issue is

Deliverables: Issue Structure Diagram, Issue Map, Priority Issue List

Customer Value: A Clear Set of Topics for Discussion at Management Meetings

B

Market, Competition, and Ecosystem Analysis

Objective: To identify where opportunities lie

Deliverables: Market Structure Diagram, Competitor Comparison, Ecosystem Map, Market Entry Opportunity Analysis

Customer Value: Gaining Clarity on Target Markets, Customers, and Positioning

C

Growth Strategy and New Business Concepts (STP and Product Definition)

Objective: To design a strategy with a clear path to victory by following a logical framework

Deliverables: Target Customers, Value Proposition, Business Model, Technology Roadmap

Customer Value: Determines the Direction of Development, Sales Channels, and New Business Initiatives

D

Implementation Roadmap and Ongoing Support

Objective: Putting Strategy into Action — Becoming a “Translator” Between Management and the Front Lines

Deliverables: Initiative Prioritization, Implementation Plan, KPIs, Sales/Development/DX Roadmap

Customer Value: Aligning management and frontline perspectives to ensure effective action

What Makes This System “Authentic”

Neither the foundation nor the analytics engine will produce the same results no matter who operates them.40 years of hands-on experience determines our precision.

“An Eye for Which Variables Work

Identifying What Really Works Amid Countless Factors (Based on Experience Working on Both Sides: Equipment Manufacturers and Device Manufacturers)

You can even enter “down-to-earth variables”

The barrier of yield improvement curves, a year and a half lost to customer approval, and delays in evaluating alternative materials due to geopolitical risks—incorporating variables not found in the catalog into the formula

Critical Evaluation of AI Output

Don’t take AI-generated causal diagrams and estimates at face value; correct for implicit biases and oversights.

“Moving Forward,” Made Possible by Your Support

We were able to make a well-founded decision on whether or not to enter the market

The direction for the new business and products has been determined.

I’ve gained a “yardstick” for making investment decisions

We were able to identify the hypothesized causes of the quality issues.

Over 120 cases / Materials, Components, Equipment, IT, Finance / SMEs to TSE Prime-listed companies, regional banks, and corporate venture capital (CVC) firms

Together, we’ll map out “where to fight and why we can win” using the
framework.

We lay a solid foundation using a framework, support it with an analytical system, and implement management decisions.
Let’s start by hitting the ball against the wall.

Amico Consulting LLC: Supporting Decision-Making with Industrial Intelligence
TEL 090-3982-0961 (Reception hours: 9:00–18:00 / Excluding Saturdays, Sundays, and holidays)

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