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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%

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