Japan Display (6740) · RiskSoftened
Dependence on specific models and customers
First written in FY2016. 4 of 10 entries say "Softened", first in FY2022. Latest entry: FY2026.
10entries
11years
0from disclosures
How it moved
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 318 companies write about · 332 as a headwind · 3 as a tailwind
The whole theme swung hardest in 2022: 26 of 105 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 336 threads.Full recordFilings, disclosures and news, newest first
- FY2026SoftenedAnnual report
「Apple Inc. group 3,345 2.5」
Sales to the Apple Inc. group accounted for 2.5% of total sales, down from 16.3% in the previous fiscal year. Sales concentration among specific customers declined further on a numerical basis. - FY2024SoftenedAnnual report
「Apple Inc. Group ¥66,443 million 27.8」
The ratio of sales to the Apple Inc. group declined from 30.7% in the previous fiscal year to 27.8%, indicating a further numerical reduction in sales concentration among specific customers. - FY2023SoftenedAnnual report
「Apple Inc. group ¥83,226 million 30.7」
Sales to the Apple Inc. group declined from 35.2% of revenue in the previous fiscal year to 30.7%, indicating that the concentration of sales among specific customers weakened further on a numerical basis. - FY2022SoftenedAnnual report
「Apple Inc. Group 104,265 35.2」
The proportion of sales to the Apple Inc. group declined from 53.5% in the previous fiscal year to 35.2%, indicating a numerical reduction in sales concentration among specific customers. - FY2020WorsenedAnnual report
「Apple Inc. group 312,905 62.1」
Sales to the Apple Inc. group were ¥312,905 million, representing 62.1% of total sales, up from 60.6% in the previous fiscal year, indicating a higher degree of concentration. - FY2019WorsenedAnnual report
「Apple Inc. Group 385,659 60.6」
Revenue from the Apple Inc. group was ¥385,659 million, representing 60.6% of total sales, up from 54.9% in the previous fiscal year, indicating increased customer concentration. - FY2018WorsenedAnnual report
「Apple Inc. group 393,847 54.9」
Sales to the Apple Inc. group were ¥393,847 million, accounting for 54.9% of total sales, up from 53.8% in the previous fiscal year. Sales concentration among specific customers increased on a numerical basis. - FY2018-Q2MaterialisedAnnual report
「Sales decreased year on year due to OLED adoption by major customers in the high-end product field and aggressive pricing by competitors, among other factors.」
The adoption of OLEDs by major customers was identified as a factor behind the decline in sales to China, and the impact of dependence on specific customers' product adoption became evident in the results. - FY2017RestatedAnnual report
「Apple Inc. group ¥475,868 million 53.8%; Huawei group ¥114,130 million 12.9%」
The Company restated its sales dependence on specific customers in numerical terms. The proportion attributable to the Apple Inc. Group was 53.8%, and that attributable to the Huawei Group was 12.9%. - FY2016First statedAnnual report
「Apple Inc. group」
Sales to the Apple Inc. group were ¥531,372 million, accounting for 53.7% of total sales, while sales to the Huawei group were ¥118,531 million, or 12.0%. The company identified a decline in orders for specific customers and models as a risk.