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Optorun (6235) · RiskChange in Major Customer Composition

Dependence on Specific Customers

First written in FY2017. 16 of 23 entries say "Restated". Latest entry: FY2024.

23entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2018-Q3RestatedFY2022-Q1 – FY20242018: 320182019: 420192020: 420202021: 420212022: 220222023: 320232024: 220242025: 1
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024Change in Major Customer CompositionAnnual report

    「Largan Precision Co., Ltd 5,842,939 18.0　Zhejiang Sunny Optics Co., Ltd. 3,711,514 11.5」

    2024年度はLargan Precision向けが18.0％、Zhejiang Sunny Optics向けが11.5％となり、前年度のSunny 16.0％、Largan 11.3％から主要顧客の構成が変化した。
  2. FY2024-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  5. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  6. FY2022Shift and concentration of key customersAnnual report

    「Apple Inc.グループ 3,182,051 10.3 2,158,794 6.3 Zhejiang Sunny Optics Co., Ltd. 1,651,439 5.3 8,225,327 24.0」

    Apple Inc.グループ向け売上比率は10.3％から6.3％へ低下した一方、Zhejiang Sunny Optics Co., Ltd.向けは5.3％から24.0％へ上昇し、主要顧客への依存構成が変化した。
  7. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  8. FY2021MitigatedAnnual report

    「Apple Inc.グループ 5,412,301 14.4 3,182,051 10.3」

    Apple Inc.グループ向け売上比率が14.4％から10.3％へ低下し、特定顧客への依存度がさらに低下した。
  9. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  10. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  11. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  12. FY2020MitigatedAnnual report

    「Apple Inc.グループ 9,101,519 21.3 5,412,301 14.4」

    Apple Inc.グループ向け売上比率は21.3％から14.4％へ低下し、特定顧客への依存度がさらに低下した。
  13. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  14. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  15. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  16. FY2019MitigatedAnnual report

    「Apple Inc.グループ 9,101,519 21.3」

    Apple Inc.グループ向け売上比率は前年度の25.7％から21.3％へ低下し、特定顧客への依存度がさらに低下した。
  17. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  18. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  19. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更がないとされた。
  20. FY2018MitigatedAnnual report

    「Apple Inc.グループ　11,507,817　25.7」

    Apple Inc.グループ向け売上比率は55.2％から25.7％へ低下し、売上高も18,442,040千円から11,507,817千円となった。特定顧客への依存度低減と新規事業・新規得意先開拓の方針を記載している。
  21. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更はないとされた。
  22. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    特定顧客への依存に関する既存リスクについて、重要な変更はないとされた。
  23. FY2017First statedAnnual report

    「As described in section 2, Production, Orders and Sales, subsection (3), Sales Performance, the Group had a high degree of dependence on specific customers in the fiscal year ended December 2017.」

    Sales to the Apple Inc. group totaled ¥18,442.040 million, accounting for 55.2% of total sales.
Moved together

"Development of New Sputtering Equipment and Next-Generation Deposition Equipment" moved the same way as this thread, in the same document, in 4 of its 23 moves.

433322★123456
  1. ★This thread
  2. 1Development of New Sputtering Equipment and Next-Generation Deposition Equipment4×
  3. 2Pushing the Boundaries of Optical Thin-Film Technology and Becoming a World-Class Technology-Driven Company3×
  4. 3Quality and Product Liability Risks Associated with Complex Equipment Manufacturing3×
  5. 4Sharing Value with Directors and Executive Officers through Restricted Stock Compensation3×
  6. 5Establishing a Diverse Equipment Production System and Improving Production Efficiency2×
  7. 6Concentration of Sales and Production in China2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Dependence on Specific Customers | OPTORUN CO.,LTD. (6235) | Komori