Jun Seki

Jun Seki leads Nidec Corporation as President and CEO, overseeing the world's largest manufacturer of small precision motors. Founded by the legendary Shigenobu Nagamori in Kyoto in 1973, Nidec has grown through relentless acquisition (over 60 companies acquired) and organic development into a diversified motor and power electronics company generating over $16 billion in annual revenue. Nidec's product portfolio spans an enormous range: hard disk drive spindle motors (where Nidec holds 85%+ global market share), automotive motors (power steering, brake systems, cooling fans), home appliance motors (washing machines, air conditioners, refrigerators), industrial motors, and increasingly, EV traction motor systems (the electric motors that drive electric vehicles). The EV traction motor business is the company's biggest strategic bet — Nidec aims to become a leading global supplier of complete e-axle systems for electric vehicles. The EV traction motor opportunity has been slower to materialize than initially hoped, as EV adoption growth has moderated and automakers have been cautious about outsourcing such a critical component. However, the structural shift toward electrification remains intact. Key stock drivers include EV traction motor order wins, HDD motor volumes (tied to data center demand and AI storage needs), automotive motor content growth, appliance motor demand, acquisition pipeline, yen exchange rate, and the overall pace of global vehicle electrification.