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Nidec (6594) · RiskRestated

Spindle Motors for HDDs: Concentration Among a Small Number of Customers

First written in FY2016. 2 of 4 entries say "Restated". Latest entry: FY2019.

4entries
4years
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ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2017RestatedFY2018 – FY20192016: 120162017: 120172018: 120182019: 12019
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

22 other companies' latest entry also says "Restated".

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Showing 14 of the 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2019RestatedAnnual report

    「In addition, there are only 3 HDD manufacturers, and NIDEC supplies HDD motors to all of them as a major supplier, with a share of more than 80% of the HDD motor market.」

    The customer and market concentration structure, consisting of supplies to 3 HDD manufacturers and a market share of more than 80%, is reaffirmed.
  2. FY2018RestatedAnnual report

    「There are only 3 HDD manufacturers, and NIDEC supplies HDD motors to all of them as a major supplier, with a share of more than 80% of the HDD motor market.」

    The customer and market concentration structure, consisting of supplies to 3 HDD manufacturers and a market share of more than 80%, is reaffirmed.
  3. FY2017WorsenedAnnual report

    「There are only 3 HDD manufacturers, and NIDEC supplies HDD motors to all of them as a major supplier, with a share of more than 80% of the HDD motor market.」

    HDD customer concentration risk is quantified by the 3 customers and market share of more than 80%.
  4. FY2016First statedAnnual report

    「NIDEC's HDD spindle motors are sold to a small number of specific customers and account for a higher percentage of sales than they do for NIDEC's other customers.」

    The concentration of sales among a small number of specific customers and the impact on performance if orders are reduced are identified as risks.
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Spindle Motors for HDDs: Concentration Among a Small Number of Customers | NIDEC CORPORATION (6594) | Komori