HIGHOutside partySupplier
sole-sourced or single-sourced components
“10-K Item 1: 'Some of the components required in our products are currently either sole sourced or single sourced.'”
PACB · Concentration risk · 10-K extracted
Pacific Biosciences of Californ (PACB) concentration risks
Updated
The most significant concentration Pacific Biosciences of Californ discloses is sole-sourced or single-sourced components, 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.
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Source: Pacific Biosciences of Californ’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
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).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Pacific Biosciences' disclosed concentration risk is confined to the supply chain: certain components required in its products are currently sole sourced or single sourced, a high-share dependency exposure. This is a structural feature of how the company manufactures its sequencing instruments and consumables rather than a diversified, multi-vendor supply model. Because this is a dependency-type exposure, the risk is tied to the reliability, capacity, and continued cooperation of specific named-category suppliers rather than to broader industry or macro trends. A disruption at any one of these sole- or single-source suppliers could directly affect the company's ability to manufacture and ship product, with no readily available substitute in the near term. With only this single exposure disclosed, the supply chain is the dominant concentration factor for Pacific Biosciences investors to track. Because it is high-share and dependency-based rather than diversified, any negative supplier-side news — capacity constraints, quality issues, or a supplier exit — would be a meaningfully more consequential event than it would be for a company with a broadly diversified vendor base.
For the engine’s reasoning on PACB’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Devices
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AORT | Artivion, Inc. | 4 | 4 | 0 | 8 |
| AVNS | Avanos Medical, Inc. | 2 | 0 | 1 | 3 |
| ATEC | Alphatec Holdings, Inc. | 1 | 1 | 0 | 2 |
| ABT | Abbott Laboratories | 1 | 0 | 0 | 1 |
| PACB● | Pacific Biosciences of Californ | 1 | 0 | 0 | 1 |
| AHCO | AdaptHealth Corp. | 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.