Who depends on Huawei
Huawei appears in 7 disclosed customer relationships between 2014 and 2021.
Get an email when Huawei's customer concentration changes
When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.
Suppliers that depend on Huawei
Listed companies whose annual report names Huawei as a customer worth 10% or more of their revenue. If Huawei cuts orders or switches supplier, these are the companies that feel it.
Formerly disclosed
| Supplier | Its revenue from this company | Change vs prior year | History | Latest filing |
|---|---|---|---|---|
| Lumentum HoldingsLITE | 15% | last FY 2019 | 1 year | FY 2019 · filed 27 Aug 2019 |
| InterDigitalIDCC | 15% | last FY 2020 | 2 years | FY 2020 · filed 18 Feb 2021 |
| Micron TechnologyMU | 12% | last FY 2019 | 1 year | FY 2019 · filed 8 Oct 2021 |
| SynapticsSYNA | 10% | last FY 2019 | 1 year | FY 2019 · filed 21 Aug 2020 |
| MACOM Technology Solutions HoldingsMTSI | 10% | last FY 2017 | 4 years | FY 2017 · filed 26 Nov 2019 |
| QorvoQRVO | 5% | last FY 2021 | 8 years | FY 2021 · filed 24 May 2021 |
| ALPHA & OMEGA SEMICONDUCTORAOSL | 2% | last FY 2019 | 1 year | FY 2019 · filed 30 Aug 2021 |
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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