Dependence on the capital investment plans and creditworthiness of specific customers
First written in FY2016. 6 of 13 entries say "Restated". Latest entry: FY2025-H1.
Nikon moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2025: 8 of 20 companies on the "Worse" side.
3 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「In addition, the Group’s revenue may be affected if a major customer changes its capital investment plans, among other factors.」
The company continued to disclose the risk that changes to major customers’ capital investment plans could affect revenue. - FY2024MitigatedAnnual report
「This information has not been disclosed because there is no single external customer accounting for 10% or more of revenue.」
The company disclosed that no single external customer accounts for 10% or more of consolidated revenue. - FY2024-Q2RestatedAnnual report
「In addition, the Group’s revenue may be affected if a major customer changes its capital investment plans, among other factors.」
The company continued to describe the risk that changes to major customers’ capital investment plans could affect revenue. - FY2023-Q3RestatedAnnual report
「In addition, the Group’s revenue may be affected if a major customer changes its capital investment plans, among other factors.」
The company continued to disclose the risk that changes to major customers’ capital investment plans could affect revenue. - FY2023-Q2RestatedAnnual report
「In addition, the Group’s revenue may be affected if a major customer changes its capital investment plans, among other factors.」
The company continued to disclose the risk that changes to major customers’ capital investment plans could affect revenue. - FY2022MitigatedAnnual report
「As there was no customer group accounting for 10% or more of consolidated revenue in the consolidated fiscal year under review, this information has been omitted.」
The company disclosed that, for the customer group that accounted for 11.8% of revenue in the previous fiscal year, there was no customer group accounting for 10% or more of consolidated revenue in the fiscal year under review. - FY2021MitigatedAnnual report
「Revenue generated from this customer group amounted to ¥107,347 million in the previous consolidated fiscal year (18.2% of total sales) and ¥53,230 million in the consolidated fiscal year under review (11.8% of total sales).」
Dependence on the specific customer group decreased from 18.2% to 11.8% of revenue and from ¥107,347 million to ¥53,230 million. - FY2020WorsenedAnnual report
「There is a customer group that accounts for 10% or more of the Group’s consolidated revenue. Revenue generated from this customer group amounted to ¥107,347 million in the fiscal year under review (Precision Equipment and Industrial Equipment and Other).」
Regarding dependence on specific customers, the customer group’s share of revenue rose from 11.4% in the previous fiscal year to 18.2%, with revenue reaching ¥107,347 million. - FY2019WorsenedAnnual report
「There is a customer group that accounts for 10% or more of the Group’s consolidated revenue. Revenue generated from this customer group amounted to ¥80,602 million in the fiscal year under review (Precision Equipment and Industrial Equipment and Other).」
Regarding dependence on specific customers, the company disclosed for the first time the existence of a customer group accounting for 10% or more of consolidated revenue and revenue of ¥80,602 million. - FY2018-Q3RestatedAnnual report
「In addition, differences in competitive positions among companies have become more pronounced depending on their technological capabilities and the characteristics of the devices they manufacture, accelerating industry淘汰 and increasing dependence on specific customers. Under these circumstances, if a major customer of the Group changes its capital investment plans, sharply reduces order volumes or shifts orders to a competitor, or encounters difficulty paying its obligations for any reason, this could adversely affect the Group's earnings and financial position.」
Continues to disclose the risk that淘汰 in customer industries and changes in capital investment plans may increase dependence on specific customers and affect earnings and financial position. - FY2018-Q2WorsenedAnnual report
「In addition, differences in competitive positions among companies have become more pronounced depending on their technological capabilities and the characteristics of the devices they manufacture, accelerating industry淘汰 and increasing dependence on specific customers.」
Changed to a description stating that淘汰 in customer industries is progressing and dependence on specific customers is increasing. - FY2017RestatedAnnual report
「As a result of these circumstances, the capital investment plans of the Group's major customers are susceptible to change. For example, if a customer were to sharply reduce order volumes, shift orders to a competitor or encounter difficulty paying its obligations for any reason, this could adversely affect the Group's earnings and financial position.」
Continues to identify restructuring in the semiconductor and FPD industries and dependence on changes in customers' capital investment plans as risks. - FY2016First statedAnnual report
「As a result of these circumstances, the capital investment plans of the Group's major customers are susceptible to change. For example, if a customer were to sharply reduce order volumes, shift orders to a competitor or encounter difficulty paying its obligations for any reason, this could adversely affect the Group's earnings and financial position.」
Identifies restructuring in the semiconductor and liquid-crystal-panel industries and fluctuations in customers' capital investment as major risks.