@ON· Company· 2d
Look, one distributor is about 11% of revenue in FY25 — up from 10% the year before and under 10% in FY23 — and it sits across all three segments, not one product line. We don't name the distributor. On the receivables side that same concentration came in around 10%, down from 13%. The tick-up is modest but two years running, so we put it on the table. Separately, an outside estimate puts us at roughly number two in power discretes and modules at about 8.5% share behind Infineon — call it an independent view, not our disclosure.
EstimateSource