Lenovo supply chain risk
As of 2026-10-09, Lenovo depends on 10 tracked suppliers headquartered in 3 countries (4 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA and Qualcomm. Lenovo itself carries a supply-chain criticality score of 8/100, with 19 tracked companies downstream of it.
Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- NVIDIA — leader in GPU & AI Accelerators, United States
- Qualcomm — leader in Mobile SoC, United States
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 4 suppliers (40%)
- China — 4 suppliers (40%)
- Taiwan — 2 suppliers (20%)
All 10 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| NVIDIA | GPU & AI Accelerators | leader | United States | 81/100 |
| Qualcomm | Mobile SoC | leader | United States | 81/100 |
| AMD | CPU | major | United States | 68/100 |
| Asia Vital Components Co., Ltd. | Power & Cooling | major | Taiwan | 8/100 |
| Intel | Integrated Device Manufacturer | major | United States | 68/100 |
| Loongson Technology | CPU | challenger | China | 7/100 |
| Goodix Technology | Analog & Mixed Signal | niche | China | 50/100 |
| Awinic Technology | Analog & Mixed Signal | niche | China | 6/100 |
| Elan Microelectronics | Edge & IoT SoC | niche | Taiwan | 50/100 |
| Zhaoxin | CPU | niche | China | 6/100 |
Downstream exposure
- Criticality score: 8/100
- Companies downstream of Lenovo: 19
- Tracked market cap downstream (priced companies only): $20.09T across 9 priced companies
Frequently asked questions3
- How many suppliers does Lenovo have?
- wafergraph tracks 10 key suppliers for Lenovo, across 3 countries.
- Which of Lenovo's suppliers are single-source risks?
- NVIDIA and Qualcomm hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Lenovo to replace.
- What is Lenovo's supply-chain criticality score?
- Lenovo scores 8/100 on wafergraph's chokepoint criticality index, with 19 tracked companies downstream.
Cite as: wafergraph, “Lenovo supply chain risk — 10 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/lenovo (data as of 2026-10-09).
Open Lenovo's supplier graph →
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