Here is a list of all US Firms that we can find (quickly) in Calcbench that have Chinese Sales in their segment disclosures. We included firms that list Chinese sales in the period 2012-2014. We then took the percentage of Chinese sales to overall revenue. That’s the picture.
Please note that a few firms stopped disclosing China in 2014. You will have to look at each one individually to figure out the story.
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| Company | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Abbott Laboratories | 4.5% | 5.5% | 6.5% | |
| Agilent Technologies Inc | 15.7% | 16.7% | 16.2% | |
| Air Products & Chemicals Inc /DE/ | 9.9% | 1.0% | 9.4% | |
| Alcoa Inc. | 1.4% | 1.1% | 1.7% | |
| Allegheny Technologies Inc | 10.9% | 11.8% | 5.9% | |
| Altera Corp | 32.7% | 29.0% | 30.9% | |
| Amphenol Corp /DE/ | 24.8% | 27.0% | 27.0.0% | |
| Analog Devices Inc | 12.6% | 13.3% | 16.0% | |
| Apple Inc | 14.6% | 15.2% | 16.8% | |
| Applied Materials Inc /DE | 9.0% | 10.5% | 17.7% | |
| Avago Technologies LTD | 41.5% | 46.4% | 49.3% | |
| Best Buy Co Inc | 4.1% | 4.4% | STOPPED DISCLOSING | |
| Boeing Co | 7.4% | 12.2% | 12.2% | |
| Borgwarner Inc | 6.9% | 8.6% | 10.7% | |
| Conocophillips | 2.4% | 3.6% | 3.1% | |
| Corning Inc /NY | 26.2% | 24.5% | 19.5% | |
| Cummins Inc | 6.1% | 6.9% | 7.5% | |
| Danaher Corp /DE/ | 15.8% | 8.5% | 8.7% | |
| Delphi Automotive PLC | 14.7% | 16.4% | 20.9% | |
| Dupont E I De Nemours & Co | 24.2% | 15.8% | 7.9% | |
| Emerson Electric Co | 24.7% | 12.7% | 11.6% | |
| Freeport-Mcmoran Inc | 6.4% | 5.2% | 4.5% | |
| General Dynamics Corp | 2.8% | 3.2% | STOPPED DISCLOSING | |
| Hanesbrands Inc. | 0.3% | 0.4% | 0.2% | |
| Intel Corp | 15.6% | 18.8% | 20.0% | |
| Joy Global Inc | 12.2% | 11.9% | 9.8% | |
| Kla Tencor Corp | 32.9% | 0.0% | Not Rptd | |
| L 3 Communications Holdings Inc | 0.6% | 0.0% | 0.0% | |
| Lam Research Corp | 8.9% | 13.5% | Not Rptd | |
| Leggett & Platt Inc | 9.1% | 9.6% | 10.3% | |
| Mead Johnson Nutrition Co | 29.7% | 31.3% | 31.3% | |
| Medtronic Inc | 4.3% | 4.8% | 5.0% | |
| Micron Technology Inc | 50.7% | 41.7% | 41.1% | |
| Mosaic Co | 1.6% | FY Change | 2.1% | |
| Motorola Solutions, Inc. | 8.1% | 8.6% | 2.7% | |
| National Oilwell Varco Inc | 6.2% | 5.2% | 8.9% | |
| Newfield Exploration Co /DE/ | 10.1% | 7.4% | 1.7% | |
| Nike Inc | 9.8% | 9.4% | Not Rptd | |
| Nvidia Corp | 49.9% | 0.0% | 0.0% | |
| Perkinelmer Inc | 10.3% | 11.8% | 12.3% | |
| Qualcomm Inc/DE | 41.7% | 49.4% | 49.8% | |
| Sandisk Corp | 23.7% | 30.6% | 30.6% | |
| Skyworks Solutions, Inc. | 52.3% | 54.6% | 68.7% | |
| TE Connectivity Ltd. | 16.3% | 16.5% | 17.5% | |
| Texas Instruments Inc | 42.1% | 42.6% | 43.7% | |
| Thermo Fisher Scientific Inc. | 5.9% | 6.8% | 7.2% | |
| Waters Corp /DE/ | 11.5% | 12.6% | 12.0% | |
| Western Digital Corp | 27.0% | 23.1% | Not Rptd | |
| Weyerhaeuser Co | 6.0% | 6.2% | 6.4% | |
| Xilinx Inc | 39.6% | 23.7% | 24.1% |