Communications (smartphones, tablets) — Concentration risk (as a percent)
Amkor Technology Communications (smartphones, tablets) — Concentration risk (as a percent) increased by 2100.0% to 44.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 10.0%, from 40.0% to 44.0%. Over 3 years (FY 2021 to FY 2025), Communications (smartphones, tablets) — Concentration risk (as a percent) shows an upward trend with a 48.0% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase suggests higher dependency on a few key clients, raising risk if those clients face market challenges, while a decrease indicates a more diversified customer base.
Detailed definition
This metric represents the proportion of total segment revenue derived from a single major customer or a small group of...
Peer comparison
Peer companies in the semiconductor packaging and testing industry typically monitor customer concentration to gauge exposure to major smartphone OEMs, with levels often varying based on the maturity of the client relationship.
amkr_segment_communications_smartphones_tablets_concentration_risk_as_a_percentHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 10.3% | 10.3% | 10.3% | 11% | 11% | 11% | 11% | 12.5% | 12.5% | 12.5% | 12.5% | 47% | 48% | 52% | 40% | 40% | 51% | 2% | 44% |
| QoQ Change | — | +0.0% | +0.0% | +7.3% | +0.0% | +0.0% | +0.0% | +13.6% | +0.0% | +0.0% | +0.0% | +276.0% | +2.1% | +8.3% | -23.1% | +0.0% | +27.5% | -96.1% | >999% |
| YoY Change | — | — | — | — | +7.3% | +7.3% | +7.3% | +13.6% | +13.6% | +13.6% | +13.6% | +276.0% | +284.0% | +316.0% | -14.9% | -16.7% | -1.9% | — | +10.0% |
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Frequently Asked Questions
- What is Amkor Technology's communications (smartphones, tablets) — concentration risk (as a percent)?
- Amkor Technology (AMKR) reported communications (smartphones, tablets) — concentration risk (as a percent) of 44.0% in Q1 2026.
- How has Amkor Technology's communications (smartphones, tablets) — concentration risk (as a percent) changed year-over-year?
- Amkor Technology's communications (smartphones, tablets) — concentration risk (as a percent) increased by 10.0% year-over-year, from 40.0% to 44.0%.
- What is the long-term trend for Amkor Technology's communications (smartphones, tablets) — concentration risk (as a percent)?
- Over 3 years (2021 to 2025), Amkor Technology's communications (smartphones, tablets) — concentration risk (as a percent) has grown at a 48.0% compound annual growth rate (CAGR), from 41.0% to 133.0%.
- What does communications (smartphones, tablets) — concentration risk (as a percent) mean?
- The percentage of revenue in the communications segment that comes from a single major customer.