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V Technology (7717) · FactChanges in major customers and continued concentration among Chinese customers

Sales concentration among major Chinese customers

First written in FY2021. . Latest entry: FY2026.

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ProgressHeldSoftenedWorseOtherFY2021 – FY20262021: 120212022: 020222023: 120232024: 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. FY2026Changes in major customers and continued concentration among Chinese customersAnnual report

    「Zhejiang Laibao Display Technology Co., Ltd. 5,721 10.80」

    当年度の主要顧客としてZhejiang Laibao Display Technology社の売上高57億21百万円、総販売実績に対する割合10.80%を開示した。前年度に主要顧客として開示された3社から構成が変化した一方、中国顧客への集中は継続している。
  2. FY2025Changes in major customer mix and continued concentration among Chinese customersAnnual report

    「Xiamen Tianma Optoelectronics Co., Ltd. 8,143 17.63 Guangzhou China Star Optoelectronics Semiconductor Display Technology Co., Ltd. 6,466 14.00 株式会社エイチ・ティー・エル 4,979 10.78」

    主要顧客として中国のXiamen Tianma社が売上高81億43百万円・17.63%、Guangzhou China Star社が64億66百万円・14.00%を占め、半導体関連ではエイチ・ティー・エルが49億79百万円・10.78%を占めた。
  3. FY2023Continued sales concentration among Chinese customersAnnual report

    「Guangzhou China Star Optoelectronics Semiconductor Display Technology Co., Ltd. 8,216 19.00」

    当連結会計年度の主要顧客として、中国のGuangzhou China Star社への売上高82億16百万円、総販売実績に対する割合19.00%を開示している。
  4. FY2021First statedAnnual report

    「Shenzhen China Star Optoelectronics Semiconductor Display Technology Co., Ltd. 15,809 28.65 Wuhan BOE Optoelectronics Technology Co., Ltd. 10,858 19.68 Sakai SIO International Guangzhou Co.,Ltd. 10,067 18.24」

    当連結会計年度の主要顧客として、中国の3社への販売実績を個別に開示している。
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