Dependence on Major Business Partners
First written in FY2016. 2 of 7 entries say "Worsened", first in FY2020. Latest entry: FY2026.
Sanshin Electronics 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 2017: 6 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Other".
- FY2026Lower supplier concentration and higher customer concentrationAnnual report
「Purchases from the top 3 suppliers in the device business and their respective group companies accounted for approximately 65% of total purchases during the consolidated fiscal year. Sales to the top 4 customers in the device business and their respective group companies accounted for approximately 50% of total sales during the consolidated fiscal year.」
While concentration among major suppliers declined from approximately 75% in the previous disclosure to approximately 65%, sales concentration among the top 4 customers in the device business was approximately 50%, making customer concentration risk more specific. - FY2024WorsenedAnnual report
「Purchases from the top 3 suppliers in the device business and their respective group companies accounted for approximately 75% of total purchases during the consolidated fiscal year.」
Concentration among major suppliers was quantified at approximately 75%, up from the previous approximately 60%. Sales to the top 4 customers in the device business also accounted for approximately 40%, indicating concentration risk on both the supplier and customer sides. - FY2021-Q1MaterialisedAnnual report
「The Company terminated the following agreement effective 30 June 2020.」
In relation to concentration risk among major suppliers, termination of the authorized distributor agreement with Renesas Electronics Corporation changed from planned to completed. - FY2020WorsenedAnnual report
「After receiving a request from Renesas Electronics Corporation, one of its major suppliers, to terminate the authorized distributor agreement, the Company conducted careful internal reviews and decided to terminate the agreement with the company. The termination date was scheduled for 30 June 2020, and sales of its products during the consolidated fiscal year were approximately ¥13.9 billion, accounting for 11.3% of total sales.」
Purchases from the top 3 major suppliers accounted for approximately 60%, and the decision was made to terminate the authorized distributor agreement with Renesas Electronics Corporation. Sales of its products were approximately ¥13.9 billion, or 11.3% of consolidated sales, showing that dependence risk had emerged as a specific contractual issue. - FY2019MitigatedAnnual report
「Sales to 5 major electronics manufacturers in Japan and overseas and their respective group companies accounted for approximately 50% of the Group’s total sales during the consolidated fiscal year. Purchases from 4 major semiconductor and electronic component manufacturers in Japan and overseas and their respective group companies accounted for approximately 60% of the Group’s total purchases during the consolidated fiscal year.」
Sales concentration among 5 customers declined from approximately 60% to approximately 50%. However, concentration among 4 suppliers remained at approximately 60%, so the overall dependence risk has not disappeared. - FY2018Supplier concentration changed from 3 companies to 4 companiesAnnual report
「Purchases from 4 major semiconductor and electronic component manufacturers in Japan and overseas and their respective group companies accounted for approximately 60% of the Group’s total purchases during the consolidated fiscal year.」
While sales concentration among 5 customers remained at approximately 60%, the number of concentrated suppliers changed from 3 to 4, with the ratio stated as approximately 60%. - FY2016First statedAnnual report
「Sales to 5 major electronics manufacturers in Japan and overseas and their respective group companies accounted for approximately 60% of the Group’s total sales during the consolidated fiscal year. Accordingly, the production trends, production systems, corporate reorganizations, order trends, and changes in related policies of these customers could affect the Group’s performance. Purchases from 3 major semiconductor and electronic component manufacturers in Japan and overseas and their respective group companies accounted for approximately 60% of the Group’s total purchases during the consolidated fiscal year.」
Concentration in 5 customers and 3 suppliers accounted for approximately 60% each.