Supply Constraints Caused by Virus Variants and Shortages of Semiconductors and Other Components
First written in FY2022-Q3. 3 of 5 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2023.
COMSYS Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 7 of 14 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「During the current consolidated fiscal year, the Japanese economy was moving toward normalization of social and economic activity under the post-COVID environment, and economic recovery was expected. However, it remained necessary to continue closely monitoring surging energy and raw material prices, supply-side constraints such as shortages of various materials, and volatility in financial and capital markets, among other factors.」
In addition to shortages of semiconductors and other materials, the continued surge in energy and raw material prices and supply constraints were specifically identified as risk factors of concern. - FY2023-Q3MaterialisedAnnual report
「The SYSKEN Group's orders from telecommunications operators for facility construction remained firm, resulting in orders of ¥23,929 million, up 13.4% year on year. Sales were ¥19,131 million, down 12.6% year on year, and operating profit was ¥636 million, down 47.3%, due to the reactionary decline following the completion of projects including advanced wireless environment development, government-related construction and solar power generation facilities.」
Amid the continuing impact on construction progress, including supply constraints caused by material shortages, the SYSKEN Group's sales and operating profit declined due to the reactionary decline and other factors. - FY2023-Q2MaterialisedAnnual report
「SYSKEN Group orders received totaled ¥16,083 million, up 10.9% year on year, as it worked to expand orders for telecommunications infrastructure construction from telecommunications carriers. However, net sales were ¥11,972 million, down 19.2%, and operating profit was ¥311 million, down 62.9%, due to the impact of a decline following the completion of high-capacity wireless environment development projects, lower capital investment by telecommunications carriers, delays in construction progress caused by delayed delivery of materials and a decline in construction carried over from the previous fiscal year.」
Delays in construction progress caused by delayed delivery of materials have been quantified as factors reducing sales and operating profit at the SYSKEN Group. - FY2023-Q1MaterialisedAnnual report
「日本コムシス Group reported orders received of ¥58,127 million, down 6.3% year on year, net sales of ¥45,530 million, down 21.1%, and operating income of ¥307 million, down 92.9%, due to declines in public-sector projects in its social systems-related business, lower capital investment by telecommunications carriers, and extended construction periods caused by semiconductor shortages.」
Actual extensions of construction schedules caused by semiconductor shortages have occurred and have been quantified as factors reducing orders, sales and operating profit at the Nippon COMSYS Group. - FY2022-Q3First statedAnnual report
「It is necessary to continue monitoring the impact of the spread of variant strains, supply-side constraints such as shortages of semiconductors and other materials, and fluctuations in the financial and capital markets.」
Supply-side constraints caused by the spread of variant strains and shortages of semiconductors and other materials are disclosed as new factors requiring attention in the economic environment.