Komori
Kanda Tsushinki (1992) · RiskDropped

Production Delays and Delivery Impact for Switching Equipment Due to Semiconductor Shortages

First written in FY2021. 4 of 9 entries say "Restated". Latest entry: FY2024.

9entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q1 – FY2022-Q2MaterialisedFY2022RestatedFY2023-Q3 – FY20242021: 320212022: 220222023: 320232024: 12024
Same theme, other companies
Supply Constraints and Inventory Stockouts of IT Equipment Due to Semiconductor ShortagesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Kanda Tsushinki moved to the "Worse" side of this theme in 2021, 5 years before the typical company in this theme (2026).

2 other companies' latest entry also says "Dropped".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024DroppedAnnual report
    No standalone disclosure concerning production delays and delivery-date impacts for switching equipment caused by the semiconductor shortage, which had been disclosed through the previous quarter, can be identified in the sections on business and other risks and the business environment in this filing.
  2. FY2024-Q2RestatedAnnual report

    「However, the prolonged shortage of semiconductors has disrupted the supply of components, while the situation in Ukraine and other factors have driven up raw-material and energy prices. The impact of fluctuations in financial markets, including interest rates, foreign exchange and equities, also means that uncertainty over the outlook continues.」

    Disruptions in component supply caused by the semiconductor shortage are continuing and have been reaffirmed, together with soaring raw-material and energy prices and volatility in financial markets, as factors contributing to an uncertain outlook.
  3. FY2024-Q1RestatedAnnual report

    「However, the prolonged shortage of semiconductors has disrupted the supply of components, while the situation in Ukraine and other factors have driven up raw-material and energy prices. The impact of fluctuations in financial markets, including interest rates, foreign exchange and equities, also means that uncertainty over the outlook continues.」

    The filing states that disruptions in component supply caused by the semiconductor shortage are continuing and reaffirms them, together with soaring raw-material and energy prices and volatility in financial markets, as factors contributing to an uncertain outlook.
  4. FY2023-Q3RestatedAnnual report

    「The outlook remains uncertain due to the impact of disruptions in component supply caused by the prolonged semiconductor shortage, soaring raw-material and energy prices against the backdrop of the situation in Ukraine and other factors, and volatility in financial markets, including interest rates, foreign exchange and equities.」

    Disruptions in component supply caused by the semiconductor shortage are continuing and, together with soaring raw-material and energy prices, have been reaffirmed as factors contributing to an uncertain outlook.
  5. FY2022MaterialisedAnnual report

    「Delays in product supply caused by the semiconductor shortage, which had been a concern at the beginning of the fiscal year, affected the imaging business, and sales fell below plan.」

    The filing states that delays in product supply caused by the semiconductor shortage actually affected the imaging business and that sales fell below plan.
  6. FY2022-Q3RestatedAnnual report

    「In addition to the impact of delays in product supply caused by the semiconductor shortage, which had been a concern at the beginning of the fiscal year, new businesses failed to progress as expected and sales fell below plan.」

    Delays in product supply caused by the semiconductor shortage continued to be identified as a factor affecting results through the nine months ended the third quarter, indicating that the already materialized risk persists.
  7. FY2022-Q2MaterialisedAnnual report

    「Against this backdrop, in addition to the technological capabilities in the information, communications and video businesses that the Group has cultivated over many years, the Group steadily developed a solutions business suited to society in the lighting-control industry. However, in addition to the impact of delays in product supply caused by semiconductor shortages, which had been a concern at the beginning of the fiscal year, new businesses did not progress as expected, and sales fell below plan.」

    The filing states that delays in product supply caused by the semiconductor shortage, which had been a concern at the beginning of the fiscal year, actually affected results, indicating that the risk has materialized.
  8. FY2022-Q1MaterialisedAnnual report

    「Although shortages of semiconductors, including related components, delayed production of switching equipment and affected delivery schedules, work orders carried over at the beginning of the period were completed as scheduled. Sales also progressed generally smoothly due in part to increases in maintenance work and maintenance fees.」

    The filing states that shortages of semiconductors and related components actually delayed switching-equipment production and affected delivery dates, indicating that an existing risk has materialized. At the same time, it states that outstanding construction projects were completed as scheduled and that sales generally progressed smoothly.
  9. FY2021First statedAnnual report

    「Looking ahead, we expect uncertainty to persist due to the impact of COVID-19 and the effect on delivery dates of delays in switching-equipment production caused by shortages of semiconductors, including related components, in global markets.」

    The filing identifies as a new risk the possibility that shortages of semiconductors and related components could delay switching-equipment production and affect delivery dates.
Moved together

"Developing the DALI lighting control business into a new core business" moved the same way as this thread, in the same document, in 3 of its 9 moves.

3★1
  1. ★This thread
  2. 1Developing the DALI lighting control business into a new core business3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Kanda Tsushinki yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.