Dependence on Sales to Samsung Group
First written in FY2016. 7 of 19 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2026.
Wacom moved to the "Worse" side of this theme in 2016, 6 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 27 of 87 companies on the "Worse" side.
30 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 42.0% of consolidated sales in the previous consolidated fiscal year and 41.5% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group declined slightly from 42.0% to 41.5%. Although it remained high, dependence declined year on year. - 2026-05-13Cited as achievedGeneral Meetings of Shareholders
「当社は、テクノロジーソリューション事業において、サムスングループという特定顧客に対する依存度が連結売上高ベースで 42.0%という状況にあります」
サムスングループへの売上依存度42.0％を、株主提案への反論における事業構造の事実として引用した。 - FY2025RaisedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 39.7% of consolidated sales in the previous consolidated fiscal year and 42.0% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group increased from 39.7% to 42.0%, further increasing sales dependence. - FY2024RaisedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 33.4% of consolidated sales in the previous consolidated fiscal year and 39.7% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group increased from 33.4% to 39.7%, further increasing sales dependence. - FY2023RaisedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 21.8% of consolidated sales in the previous consolidated fiscal year and 33.4% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group rose substantially from 21.8% to 33.4%, further increasing sales dependence. - FY2022RaisedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 21.5% of consolidated sales in the previous consolidated fiscal year and 21.8% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group increased from 21.5% to 21.8%, increasing sales dependence. - FY2021MitigatedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for 24.7% of total sales in the previous consolidated fiscal year and 21.5% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group declined from 24.7% to 21.5%, reducing sales dependence. The company also continues to work to minimize risk through customer diversification. - FY2020-Q3RestatedAnnual report
「Sales to Samsung, a major customer, increased due to higher sales for its latest model, and total sales of pen and sensor systems for smartphones were slightly above the same period of the previous year.」
It was reconfirmed that total sales of pen and sensor systems for smartphones were slightly above the same period of the previous year due to increased sales for Samsung's latest model. - FY2020-Q2RestatedAnnual report
「Sales to Samsung, a major customer, increased due in part to demand for its latest model moving forward, and total sales of pen and sensor systems for smartphones exceeded the same period of the previous year.」
Samsung remained a major customer, and sales to the company increased as demand for its latest model moved forward. - FY2020-Q1MaterialisedAnnual report
「Because the timing of demand from Samsung, a major customer, was pushed back compared with the same period of the previous year, total sales of pen and sensor systems for smartphones were substantially below the same period of the previous year.」
The delay in demand from Samsung became evident in the form of a substantial year-on-year decline in smartphone-related sales. - FY2019RaisedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for a relatively high percentage of total sales, at 15.4% in the previous consolidated fiscal year and 21.4% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group increased from 15.4% to 21.4%, increasing sales dependence. - FY2018MitigatedAnnual report
「Sales to Samsung Group, a major customer in the Technology Solutions business, accounted for a relatively high percentage of total sales, at 18.8% in the previous consolidated fiscal year and 15.4% in the current consolidated fiscal year.」
The percentage of sales to Samsung Group declined from 18.8% to 15.4%, reducing sales dependence. It was also disclosed that the impact of the disappearance of demand for the previous Galaxy Note7 model continued into the current period. - FY2018-Q3MaterialisedAnnual report
「Mass-production shipments for Samsung's latest model, the Galaxy Note8, proceeded smoothly, but sales were below the same period of the previous year because the impact of demand for the previous model, the Galaxy Note7, having disappeared in the previous period continued into the current period.」
While mass-production shipments for the Galaxy Note8 progressed, the decline in smartphone-related sales caused by the disappearance of demand for the previous model continued through the cumulative third quarter. - FY2018-Q2MaterialisedAnnual report
「For smartphones, we also began mass-production shipments for Samsung's next model, the Galaxy Note8. Against this backdrop, during the second quarter of the current consolidated cumulative period, smartphone-related sales expanded for Samsung's next model but declined because demand for the previous model disappeared, among other factors.」
Mass-production shipments for the Galaxy Note8 began, while the disappearance of demand for the previous model became evident in the form of lower smartphone-related sales. - FY2018-Q1MaterialisedAnnual report
「For smartphones, we also worked on development and preparations for mass production for Samsung's next model. Against this backdrop, during the first quarter of the current consolidated cumulative period, demand for current models came to an end as the smartphone business entered a transition period ahead of the launch of Samsung's next model.」
Demand for Samsung's current smartphone models actually came to an end, and smartphone-related sales to the company were substantially below the same period of the previous year. - FY2017MaterialisedAnnual report
「Samsung's Galaxy Note 7 was discontinued in October due to quality problems, significantly affecting business activities.」
The discontinuation of the Galaxy Note 7 actually affected full-year results through lower smartphone-related sales. Sales to Samsung Group accounted for 18.8%. - FY2017-Q3MaterialisedAnnual report
「Because Samsung's Galaxy Note 7 was discontinued in October due to quality problems, among other factors, the issue significantly affected smartphone-related results from the third quarter of the current consolidated fiscal year onward.」
The October discontinuation of the Galaxy Note 7 due to quality problems occurred, and an actual impact on smartphone-related results for the company was disclosed. - FY2017-Q2MaterialisedAnnual report
「Due in part to the quality problems with Samsung's Galaxy Note 7 that emerged from September, the issue was expected to have a significant impact on our second-half results for smartphones.」
A quality problem arose with smartphones from Samsung, a major customer, and the impact on second-half results for sales to the company was expected. - FY2016First statedAnnual report
「Sales to Samsung Group accounted for a relatively high percentage of total sales, at 24.9% in the previous consolidated fiscal year and 21.6% in the current consolidated fiscal year.」
It was disclosed that changes in product demand or business strategy at major customers could affect results.