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SEC filings · customer concentration

Who depends on Samsung Electronics

4 listed suppliers report Samsung Electronics as a customer worth 10% or more of their revenue, led by Onto Innovation at 15%.

0major customers now
—of revenue from them
4listed suppliers depending on it
2011–2026years covered
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Suppliers that depend on Samsung Electronics

Listed companies whose annual report names Samsung Electronics as a customer worth 10% or more of their revenue. If Samsung Electronics cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Onto InnovationONTO15%from 17%FY 2014: 27%FY 2015: 13%FY 2017: 10%FY 2018: 10%FY 2020: 15%FY 2022: 13%FY 2023: 19%FY 2024: 17%FY 2026: 15%10 yearsFY 2026 · filed 24 Feb 2026
Qnity ElectronicsQ11%from 12%FY 2023: 12%FY 2024: 12%FY 2025: 11%3 yearsFY 2025 · filed 26 Feb 2026
Silicon LaboratoriesSLAB10%from 10%FY 2011: 13%FY 2012: 19%FY 2013: 15%FY 2015: 12%FY 2016: 10%6 yearsFY 2016 · filed 1 Feb 2017
QorvoQRVO10%from 10%FY 2013: 22%FY 2014: 25%FY 2015: 14%FY 2016: 7%FY 2017: 7%FY 2020: 8%FY 2021: 7%FY 2022: 11%FY 2023: 12%FY 2024: 12%FY 2025: 10%FY 2026: 10%12 yearsFY 2026 · filed 8 May 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
AdeiaADEA38%last FY 2018FY 2018: 38%1 yearFY 2018 · filed 26 Feb 2021
InterDigitalIDCC22%last FY 2020FY 2017: 13%FY 2018: 25%FY 2019: 25%FY 2020: 22%4 yearsFY 2020 · filed 18 Feb 2021
Penguin SolutionsPENG17%last FY 2020FY 2015: 11%FY 2018: 34%FY 2019: 18%FY 2020: 17%4 yearsFY 2020 · filed 22 Oct 2020
Cirrus LogicCRUS15%last FY 2016FY 2016: 15%1 yearFY 2016 · filed 30 May 2018
PhotronicsPLAB15%last FY 2024FY 2015: 15%FY 2016: 17%FY 2020: 16%FY 2021: 17%FY 2022: 15%FY 2023: 14%FY 2024: 15%7 yearsFY 2024 · filed 19 Dec 2024
Pdf SolutionsPDFS13%last FY 2012FY 2012: 13%1 yearFY 2012 · filed 14 Mar 2014
Applied MaterialsAMAT12%last FY 2024FY 2016: 13%FY 2017: 23%FY 2018: 13%FY 2020: 18%FY 2021: 20%FY 2022: 12%FY 2023: 15%FY 2024: 12%8 yearsFY 2024 · filed 13 Dec 2024
Lattice SemiconductorLSCC12%last FY 2015FY 2015: 12%1 yearFY 2015 · filed 2 Mar 2016
FormfactorFORM11%last FY 2021FY 2011: 11%FY 2012: 12%FY 2015: 15%FY 2019: 12%FY 2021: 11%5 yearsFY 2021 · filed 23 Feb 2024
QualcommQCOM10%last FY 2019FY 2019: 10%1 yearFY 2019 · filed 4 Nov 2020
SemtechSMTC2%last FY 2022FY 2017: 7%FY 2018: 8%FY 2019: 8%FY 2020: 4%FY 2021: 2%FY 2022: 2%6 yearsFY 2022 · filed 16 Mar 2022

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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