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Helios Techno Holding (6927) · FactChange in the largest customer and higher sales concentration

Concentration of sales among major customers

First written in FY2019. . Latest entry: FY2026.

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8years
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ProgressHeldSoftenedWorseOtherFY2019 – FY20262019: 120192020: 120202021: 120212022: 120222023: 020232024: 020242025: 120252026: 12026
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.

62 other companies' latest entry also says "Other".

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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.
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  1. FY2026Change in the largest customer and higher sales concentrationAnnual report

    「Zhejiang Laibao Display Technology Co., Ltd.　4,577,405　32.3　株式会社ブイ・テクノロジー　2,731,686　19.3」

    主要顧客は前期のブイ・テクノロジー23.2％、Wuhan China Star15.0％から、当期はZhejiang Laibao Display Technology32.3％、ブイ・テクノロジー19.3％へ変化した。最大顧客への販売集中度が上昇した。
  2. FY2025主要顧客の構成変化・販売集中度上昇Annual report

    「株式会社ブイ・テクノロジー　2,294,551　23.2　Wuhan China Star Optoelectronics Technology Co.,Ltd.　1,479,018　15.0」

    当期はブイ・テクノロジー向け販売が総販売実績の23.2％、Wuhan China Star向けが15.0％を占め、主要顧客として開示された。
  3. FY2022Innolux Corporationの主要顧客化・顧客構成変化Annual report

    「Innolux Corporation　1,534,077　17.1　株式会社ブイ・テクノロジー　1,062,240　11.9」

    Innolux Corporation向け販売が総販売実績の17.1％、ブイ・テクノロジー向けが11.9％となり、主要顧客として開示された。
  4. FY2021Further decline in the major-customer ratioAnnual report

    「株式会社ブイ・テクノロジー　804,782　10.0」

    ブイ・テクノロジー向け販売比率は前期の14.1％から10.0％へ低下した。
  5. FY2020主要顧客集中度低下・顧客構成変化Annual report

    「株式会社ブイ・テクノロジー　1,975,725　14.1　Truly Smart Display(Hong Kong) Limited　―　―」

    ブイ・テクノロジー向け販売比率は前期の20.8％から14.1％へ低下し、前期に11.4％だったTruly Smart Display向けは10％未満となり記載対象外となった。
  6. FY2019First statedAnnual report

    「V Technology Co., Ltd. 4,808,923 20.8; Truly Smart Display (Hong Kong) Limited 2,642,966 11.4」

    For the full year, sales to V Technology and Truly Smart Display accounted for 20.8% and 11.4% of total sales, respectively.
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Helios Techno Holding's next results are scheduled for 2026-11-06. Read the earnings preview
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Concentration of sales among major customers | Helios Techno Holding Co.,Ltd. (6927) | Komori