Concentration of business with specific customers
First written in FY2017. 2 of 5 entries say "Worsened", first in FY2020. Latest entry: FY2026.
SCREEN Holdings moved to the "Worse" side of this theme in 2020, 1 year 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 "Other".
- FY2026Update to Major Customers and Revenue SharesAnnual report
「Taiwan Semiconductor Manufacturing Company, Ltd. 88,507 14.6」
TSMC was again listed as a major customer, with sales of ¥88,507 million accounting for 14.6% of consolidated net sales. - FY2024Changes in Major Customers and Updated Revenue SharesAnnual report
「SiEn (QingDao) Integrated Circuits Co., Ltd. 52,064 10.3」
The company listed SiEn instead of TSMC as a major customer, and sales to that customer accounted for 10.3%. The quantitative disclosure of concentration risk among specific customers has been updated. - FY2023WorsenedAnnual report
「Taiwan Semiconductor Manufacturing Company, Ltd. 72,307 17.6 100,786 21.9」
Sales to TSMC, the largest customer, increased from 17.6% in the previous fiscal year to 21.9%, indicating a numerical increase in concentration among specific customers. - FY2020WorsenedAnnual report
「Although the impact of US-China trade tensions on performance is currently not significant, sales to China account for more than 20%. If US-China relations deteriorate further and shipments of products to China become difficult, the resulting decline in group sales could adversely affect profits and other results.」
Regarding concentration risk by customer and region, the filing specifies that the proportion of sales to China exceeds 20% and notes the possibility that worsening US-China relations could make shipments difficult. - FY2017First statedAnnual report
「Our group’s sales also tend to be concentrated among certain customers. Accordingly, trends in capital investment by these customers and orders received from them could adversely affect our group’s financial position and operating results.」
The filing identifies the risk that customers’ capital investment and order trends may affect performance as industry consolidation among major semiconductor manufacturers progresses.