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 analyst-maintained supply-chain map (companies, relationships and shortages) and the bill-of-materials risk register. Both are reviewed rather than scraped, so they change in steps, not continuously.
• •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 is an analyst judgement recorded in the data, 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.
• •Shortages are counted as active at the end of the quarter when their recorded start date falls on or before that date and no resolution is recorded.

What this edition can and cannot see

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

• •Computed over a curated map of 63 companies and 30 relationships, plus a register of 48 bill-of-materials items. Both are analyst-maintained and reviewed rather than scraped.
• •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.
• •Criticality and risk level are analyst ratings recorded in the data. They are the only judgements in this release; every other figure is a count or a ratio over those records.
• •The map has no time series. It changes when an analyst revises it, so consecutive editions can be identical, and when they are, this page says so instead of presenting unchanged figures as movement.
• •Nothing on this page is model-generated.

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 2026-10-01).