MEDIUMOutside partySupplier
few sources of supply
“10-K Item 1: 'Our reliance on these parties exposes us to vulnerability owing to our dependence on a few sources of supply.'”
SYNA · Concentration risk · 10-K extracted
Synaptics (SYNA) concentration risks
Updated
The most significant concentration Synaptics discloses is few sources of supply, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: Synaptics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
Asia-based contract manufacturers and fabricators
“10-K Item 1: 'Our third-party contract manufacturers and semiconductor fabricators are predominantly Asia-based organizations.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18Synaptics' disclosed concentrations sit on the supply side rather than with customers. The filing states that the company depends on a few sources of supply, a medium-share exposure with the character of a dependency: a problem at any one of those suppliers cannot easily be routed around. Alongside it, the third-party contract manufacturers and semiconductor fabricators are predominantly Asia-based, also a medium-share exposure, but structural in nature, since it reflects how the fabless chip model is built rather than a choice of one counterparty. Taken together, the two exposures compound each other. The structural geographic footprint creates a shared regional backdrop, while the narrow supplier base means any disruption in that region lands on a small number of names. The supplier dependency is the more idiosyncratic of the two and is the one that could most directly affect delivery and margins; the Asia footprint is a standing condition of the business. Neither source quantifies a percentage, so the sizing rests on the filing's own language, and investors should treat the net picture as a manageable but real supply-chain concentration.
For the engine’s reasoning on SYNA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AMBQ | Ambiq Micro, Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| SYNA● | Synaptics Incorporated | 0 | 2 | 0 | 2 |
| AIP | Arteris, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.