HIGHOutside partySupplier
semiconductor chips
“10-K Item 1A: 'the Company is dependent on single or limited sources of supply for certain components used in the manufacture of its products including semiconductor chips'”
VC · Concentration risk · 10-K extracted
Visteon (VC) concentration risks
Updated
The most significant concentration Visteon discloses is semiconductor chips, classified HIGH 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.
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Source: Visteon’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 4 disclosed concentrations
HIGH1
MEDIUM1
LOW2
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).
MEDIUMOutside partyCustomer
26%
Ford
“10-K Item 1: 'Ford| 26 | %'”
LOWOutside partyCustomer
12%
General Motors
“10-K Item 1: 'General Motors| 12 | %'”
LOWOutside partyCustomer
10%
Volkswagen
“10-K Item 1: 'Volkswagen| 10 | %'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile combines a high-share supply dependency and a set of medium and small customer dependencies that together reflect the company's position in the automotive cockpit electronics supply chain. On the supply side, the company is dependent on single or limited sources for certain components including semiconductor chips, a high-share dependency whose character is idiosyncratic — a disruption at a sole-source chip supplier would directly impair the ability to fulfill OEM production orders, and there is no disclosed alternate procurement path for those specific components. The customer side of the profile involves three disclosed OEM relationships. Ford represents the largest disclosed customer share at a medium disclosed size, while General Motors and Volkswagen each represent small disclosed shares. All three are dependency exposures: OEM customers set annual production volumes, can request design changes that require re-sourcing, and can award future platform business to competing suppliers. The concentration in a handful of global vehicle manufacturers means that production slowdowns, platform transitions, or loss of a design win at any of these three accounts would affect the company's revenue. The semiconductor supply dependency and the OEM customer concentration are linked: a chip shortage would most directly impair the company's ability to serve the platforms and programs where those chips are specified. (Note: the customer percentages appear only in pipe-delimited table fragments and are described qualitatively here rather than cited as specific figures.)
For the engine’s reasoning on VC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Auto Parts
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, | 3 | 0 | 1 | 4 |
| APTV | Aptiv PLC | 1 | 2 | 1 | 4 |
| ALV | Autoliv, Inc. | 1 | 2 | 0 | 3 |
| VC● | Visteon Corporation | 1 | 1 | 2 | 4 |
| ADNT | Adient plc | 0 | 1 | 0 | 1 |
| AAP | Advance Auto Parts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.