SpaceNexus Supply-Chain Concentration Report

Concentration by supplier country

Mapped supply relationships attributed to the supplier’s country of domicile.

Concentration by supplier tier

Where in the chain the mapped supply sits.

Chokepoints: suppliers by dependent customers

Suppliers ranked by how many distinct mapped customers depend on them. The fan-in figure, not a revenue figure.

Single-source critical dependencies

Mapped customers for which exactly one mapped supplier provides a relationship marked critical.

Elevated bill-of-materials risk by category

Components in the risk register at critical or high risk, grouped by subsystem category.

Elevated-risk components

Every component the register rates critical or high, sole-supplier items first.

Shortages active at 2026-09-30

Recorded shortages whose start date falls on or before the end of the quarter and for which no resolution is recorded.

Methodology

• •Computed over the supply-chain map (companies, relationships and shortages) and the bill-of-materials risk register. Both are a curated sample written into our code by an AI assistant in February 2026 from its general knowledge, not from cited sources, and last reviewed for errors on 2026-03-25; no entry carries a source, so this release describes the shape of that sample, not sourced research. They change only when we edit them.
• •Concentration shares are counts of mapped relationships, not dollars or volumes. A country holding 30% of mapped relationships holds 30% of the relationships WE HAVE MAPPED, which is not the same as 30% of the industry.
• •A relationship is "critical" when the register marks it so. Criticality was recorded in the data when the entries were written, not derived from a source, and it is the only judgement in this release.
• •A single-source dependency is a customer for which exactly one mapped supplier supplies a relationship marked critical. Suppliers outside the map cannot be counted, so this is an upper bound on single-sourcing we can see and a lower bound on the real figure.

What this edition can and cannot see

Coverage limits travel with the numbers, here and in every export of them.

• •Curated sample, not a complete map. The relationships, shortages and BOM values were last reviewed for errors on 2026-03-25 (company names and countries last updated 2026-10-07), so "as of 2026-09-30" means the map as it stood on that day, not evidence gathered during the quarter.
• •Computed over a sample map of 63 companies and 30 relationships, plus a register of 48 bill-of-materials items. How it was made: an AI assistant wrote these entries into our code in February 2026 from its general knowledge, not from cited sources, and they were last reviewed for errors on 2026-03-25. No relationship, rating or shortage carries a source, so treat the map as an illustration of how the supply chain fits together, not as sourced research. The BOM register was made the same way. Both change only when we edit them.
• •Every share on this page is a share OF THAT MAP. A country holding a third of mapped relationships holds a third of what we have mapped, which is not a market share and must not be cited as one.
• •Relationships are attributed to the supplier’s country of domicile, not to where manufacturing physically happens. A supplier producing in a third country is counted under its domicile.

Sources and licences

The same credits are written into every CSV and JSON export of this data, so a downloaded file still names its sources.

• UK Companies House: Company registration data from the UK Companies House register. Contains public sector information licensed under the Open Government Licence v3.0. Open Government Licence v3.0

Cite this edition

SpaceNexus Supply-Chain Concentration Report, Q3 2026. SpaceNexus, data as of 2026-09-30. https://spacenexus.us/releases/supply-chain-concentration/2026-Q3. https://spacenexus.us/releases/supply-chain-concentration/2026-Q3 (retrieved 2026-10-08).