Of 24 companies checked, only Guangku Technology discloses an input-cost share at or above 60% — direct materials at 63.02% of operating cost
Asked (summary):For 24 named companies, give one row each from primary filings where possible, with filing name and date for every fact: named top buyers with revenue shares (or state that none are disclosed, keeping anonymised shares anonymised); named suppliers with purchase or cost shares; an input-type cost breakdown (materials, components, wafers, substrates, manufacturing services) as a share of cost of goods sold or cost of revenue, stating whether disclosed input costs sum to 60% or more; and where a filing gives nothing, say so — never estimate, infer, or de-anonymise.
All 24 requested companies are covered, one row each, drawn from the latest accessible annual report, 10-K, prospectus or equivalent filing for each firm, across 24 independent source hosts with no URL backing more than one row. Each cell below records what the checked filing actually discloses — "not disclosed" means the filing was checked and gives no qualifying figure, not "no".
Named counterparty with a share, or qualifying input-cost share
Names without shares, or anonymised shares only
Filing checked, nothing qualifying disclosed
Guangku Technology is the only company of the 24 whose filing gives a qualifying input-cost share reaching 60%: direct materials were 63.02% of 2025 operating cost, with its anonymised top five customers at 39.83% of sales and top five suppliers at 19.42% of purchases.
money.finance.sina.com.cnBWX Technologies shows the heaviest named buyer concentration: the U.S. Government took about 68% of consolidated 2025 revenue, down from 76% in 2024.
investors.bwxt.comUltra Clean's two named customers, Applied Materials and Lam Research, each passed 10% of revenue and together took 58.7% of fiscal 2025 revenue; AeroVironment names the U.S. Army at about 25% of FY2026 revenue.
sec.gov ·
investor.avinc.comSupplier disclosure is the weakest column: no company names a supplier with a purchase share; the only quantified disclosures are anonymised — Guangku's top five at 19.42% of purchases and one Hesai supplier above 10%.
sec.gov
All 24 companies, with exact disclosures and filing citations
| Company | Buyers / customers | Suppliers | Input-cost breakdown | ≥60%? |
|---|
Primary-filing disclosure survey of the 24 requested companies, one row per company, compiled from the latest accessible annual report, Form 10-K, prospectus or shareholder-meeting document per firm (filing dates 2021–2026; a blank date means the checked document exposed none). Each cell quotes what the filing discloses about named customers and their revenue shares, named suppliers and their purchase shares, and input-type cost categories as shares of cost of goods sold, cost of revenue or operating cost; percentages are taken only where the filing itself states a share — nothing is computed from absolute amounts, and anonymised counterparties are kept anonymised. Long disclosure texts are shown in full in the table; the chart summarises each cell to one of three statuses.