Disruption to the Supply of Retail AI Equipment Due to China Sourcing, Semiconductor Shortages and Other Factors
First written in FY2024. 1 of 2 entries say "Restated". Latest entry: FY2025.
2 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「In anticipation of future deployment plans, our group is working to build long-term relationships with partner factories and considering risk-mitigation measures such as diversifying procurement channels. If these risks materialize, the group's business, financial condition and results of operations could be affected.」
The company reiterates the risks associated with sourcing from China, US-China trade friction, Japan-China relations and semiconductor shortages, and describes efforts to build long-term relationships and diversify procurement channels. - FY2024First statedAnnual report
「In its Retail AI business, our group sources IoT devices, including Skip Cart, from China. If the impact of the COVID-19 pandemic on supply chains, US-China trade friction, political or diplomatic issues between Japan and China, or other events were to arise, or if relationships with suppliers were to deteriorate, procurement of IoT devices could be disrupted and business opportunities could shrink.」
The company identifies procurement of IoT equipment from China, international conditions and tight semiconductor demand as risks specific to the Retail AI business.