Dependence on Intel Sales
First written in FY2016. 4 of 9 entries say "Mitigated", first in FY2023. Latest entry: FY2026.
Ibiden moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 7 of 18 companies on the "Worse" side.
3 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「NVIDIA Corp. 122,470 29.4 Intel Corp. 75,319 18.1」
The proportion of sales to Intel declined from 20.8% to 18.1%, while sales to NVIDIA increased to 29.4%. The composition of major customers changed, reducing dependence on Intel. - FY2025MitigatedAnnual report
「Intel Corp. 76,709 20.8 NVIDIA Corp. 75,077 20.3 Advanced Micro Devices Inc. 40,707 11.0」
The proportion of sales to Intel declined from 30.9% in the previous fiscal year to 20.8%, while sales to NVIDIA and AMD accounted for 20.3% and 11.0%, respectively, indicating a more diversified customer mix. - FY2024MitigatedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 36.1% in the fiscal year ended March 2023 and 30.9% in the fiscal year ended March 2024.」
The proportion of sales to Intel declined from 36.1% to 30.9%, but remained relatively high, accounting for approximately 30% of total sales. - FY2023MitigatedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 43.3% in the fiscal year ended March 2022 and 36.1% in the fiscal year ended March 2023.」
The proportion of sales to Intel declined from 43.3% to 36.1%. Meanwhile, sales to Advanced Micro Devices Inc. newly accounted for 12.1% of total sales, changing the composition of major customers. - FY2022WorsenedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 35.7% in the fiscal year ended March 2021 and 43.3% in the fiscal year ended March 2022.」
The proportion of sales to Intel increased from 35.7% to 43.3%, further increasing dependence on a specific customer. - FY2021WorsenedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 25.9% in the fiscal year ended March 2020 and 35.7% in the fiscal year ended March 2021.」
The proportion of sales to Intel increased from 25.9% to 35.7%, further increasing dependence on a specific customer. - FY2020WorsenedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 21.4% in the fiscal year ended March 2019 and 25.9% in the fiscal year ended March 2020.」
The proportion of sales to Intel increased from 21.4% to 25.9%, increasing dependence on a specific customer. - FY2017RestatedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 20.9% in the fiscal year ended March 2016 and 19.7% in the fiscal year ended March 2017.」
The company reports that sales to Intel accounted for 19.7%, indicating continued relatively high dependence on a specific customer and uncertainty over continued adoption. - FY2016First statedAnnual report
「Sales to Intel accounted for a relatively high proportion of total sales, at 23.3% in the fiscal year ended March 2015 and 20.9% in the fiscal year ended March 2016.」
The company provides the percentage of sales to Intel and identifies PC shipments, CPU prices, generational transitions and adoption by competitors as influencing factors.