Delays in Contract Manufacturing Due to EV Parts Supply and Logistics Disruptions
First written in FY2022. 4 of 10 entries say "Worsened", first in FY2023-Q2. Latest entry: FY2027-H1.
Quantum Solutions moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
1 other company's latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「As of the date of submission of this interim report, no new purchase order (PO) has been issued, and the specific order and payment dates have not been determined.」
Supply and procurement risks have actually emerged in the form of new POs, order dates and payment dates remaining undetermined even after the GPU contract was mutually terminated. - FY2026ReframedAnnual report
「If GPU procurement prices rise, equipment supply is constrained, power costs increase, data-centre resources become scarce, customer demand falls short of expectations, or technological updates proceed faster than expected, the investment recovery period may be extended, adversely affecting the financial position and operating results of our group.」
The focus of supply and logistics risks has shifted from delays in EV component procurement to prolonged investment recovery in AIDC due to GPUs, power, data-centre resources, customer demand and technological updates. - FY2025ReframedAnnual report
「In the AI solutions business of our group, the AIDC business faces the risk of supply-chain fragmentation resulting from US-China tensions.」
The focus of supply-chain risks has clearly shifted from EV components and logistics to the procurement of equipment and materials for the AIDC business. - FY2025-H1WorsenedAnnual report
「If increased production by server manufacturers closes the supply-demand gap or supply-chain fragmentation caused by US-China tensions intensifies further, there is a risk that the Company will be unable to maintain its advantageous position.」
In addition to the existing risks of EV component procurement and logistics delays, risks relating to the procurement of GPU servers for the AI infrastructure business have materialised, including the potential for the resolution of supply-demand imbalances and supply-chain fragmentation caused by US-China tensions to undermine the business's competitive advantages. - FY2024ReframedAnnual report
「As tensions between the United States and China have intensified, the global economy has become increasingly fragmented, making it necessary for the Company to rebuild its supply chain and review its marketing structure for new domestic businesses.」
The focus of supply and logistics risks has expanded from the procurement of EV components and production in Thailand to the restructuring of supply chains for AI-related businesses, including GPUs, amid tensions in US-China relations and the fragmentation of the global economy. - FY2024-Q1RestatedAnnual report
「Production and sales volumes remained low relative to the plan due to production delays and other factors」
The production delays previously reported against a backdrop of EV parts and logistics issues have continued in the current quarter, resulting in low production and sales volumes. - FY2023WorsenedAnnual report
「EV production and sales volumes remained low relative to the plan due to delays in procuring parts, delays and cancellations of shipments, and defects in parts, adhesive materials and other items, partly because the business had only just commenced, and the plan was not achieved.」
Delays in parts procurement, shipment delays and cancellations, and defects in parts, adhesive materials and other items actually occurred, causing EV production and sales volumes to fall below plan. - FY2023-Q2WorsenedAnnual report
「However, supply-chain disruptions caused by the impact of COVID-19 have delayed the procurement of parts and the arrival of finished products.」
COVID-19-related delays in procuring parts have continued and have now also led to delays in the arrival of finished products. - FY2023-Q1MaterialisedAnnual report
「Transport delays resulting from China's COVID-19 measures caused delays in procuring some parts.」
Transport delays resulting from China's COVID-19 measures actually occurred and affected the outsourced production plan through delays in procuring some parts. - FY2022First statedAnnual report
「If delays occur in the supply of parts under these circumstances, the Company's outsourced production plan may be delayed, creating a risk of an adverse impact on sales performance.」
The risk that lockdowns, factory shutdowns, transport stoppages and port congestion could delay the outsourced production plan in connection with the supply of parts from Japan and China to Thailand has been organized for the first time.