Electronic component procurement and production risks stemming from the global semiconductor shortage
First written in FY2021. 5 of 13 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Overall, inventory adjustments have largely run their course, and the balance between demand and supply is showing signs of recovery, although」
Inventory adjustments in the electronic components industry have largely run their course, and the balance between demand and supply has begun to recover. Risks relating to the semiconductor shortage and supply constraints are easing compared with previously, although weakness remains in the industrial and automotive sectors. - FY2026-H1MitigatedAnnual report
「Overall, inventory adjustments have largely run their course, and the balance between demand and supply is showing signs of recovery, although」
Inventory adjustments in the electronic components industry have largely run their course, and the balance between demand and supply has begun to recover. Risks relating to the semiconductor shortage and supply constraints are easing compared with previously, although weakness remains in the industrial and automotive sectors. - FY2024MitigatedAnnual report
「Against the backdrop of the resumption of global economic activity following the COVID-19 pandemic, export volumes continued to trend gradually higher, supported by recovery production following the easing of the semiconductor shortage and the recovery of international logistics.」
Supply constraints affecting electronic component sourcing and production have eased somewhat due to the easing of the semiconductor shortage, recovery production and the recovery of international logistics. - FY2024-Q2MitigatedAnnual report
「Against the backdrop of the resumption of global economic activity following the COVID-19 pandemic, export volumes continued to trend gradually higher, supported by recovery production following the easing of the semiconductor shortage and the recovery of international logistics.」
The disclosure indicates recovery production following the easing of the semiconductor shortage and the recovery of international logistics, suggesting that supply constraints affecting electronic component sourcing and production have eased somewhat. At the same time, demand adjustments continue in the electronic components industry. - FY2024-Q1MitigatedAnnual report
「Although improvement in the automobile industry was expected as semiconductor shortages eased, recovery was expected to take time. The adjustment phase continued due to the reversal of stay-at-home demand for various electronic devices, slowing semiconductor-related investment and a pause in demand for industrial equipment.」
The global semiconductor shortage is considered to be easing, and improvements in the automobile industry are expected, so sourcing and production risks have eased somewhat. However, the recovery is expected to take time, and demand adjustments are continuing. - FY2023-Q3RestatedAnnual report
「The environment surrounding the export business was affected by restrictions on economic activity caused by lockdowns in China and shortages of electronic components such as semiconductors, which affected the supply chain.」
The impact on the supply chain of China's lockdowns and shortages of electronic components such as semiconductors continues to be described. - FY2023-Q2RestatedAnnual report
「The environment surrounding the export business was affected by restrictions on economic activity caused by lockdowns in China and shortages of electronic components such as semiconductors, which affected the supply chain.」
The impact on the supply chain of China's lockdowns and shortages of electronic components such as semiconductors continues to be described. - FY2023-Q1RestatedAnnual report
「The environment surrounding the export business remained favourable globally for ICT-related industries, but restrictions on economic activity caused by lockdowns in China and shortages of electronic components such as semiconductors affected the supply chain.」
The impact on the supply chain of shortages of electronic components such as semiconductors continues to be described. - FY2022Sourcing risk continues despite increased inventoriesAnnual report
「The global semiconductor shortage and disruptions in international transportation are currently occurring. Although the Group has taken measures such as increasing inventories, if this situation continues, it may become difficult to procure the Group's products, raw materials and components, which could affect product sales and production.」
In addition to the semiconductor shortage, disruptions in international transportation have been identified as sourcing risks, and the Group is responding by increasing inventories. The potential impact on sourcing, sales and production remains. - FY2022-Q3RestatedAnnual report
「Restrictions on economic activity due to the impact of COVID-19 and shortages of electronic components such as semiconductors affected the supply chain.」
The actual impact on the supply chain of shortages of electronic components such as semiconductors continues to be described. - FY2022-Q2MaterialisedAnnual report
「Restrictions on economic activity due to the spread of infection and shortages of electronic components such as semiconductors affected the supply chain.」
The disclosure has shifted from describing the global semiconductor shortage as a potential risk to electronic component sourcing and production to describing its actual impact on the supply chain. - FY2022-Q1RestatedAnnual report
「The electronic components industry remained generally firm, driven by the global recovery in automobile production and strength in ICT-related demand, amid concerns over a global semiconductor shortage and a resurgence of COVID-19 infections.」
Concerns about the global semiconductor shortage continue to be expressed. Although the recovery in automobile production and strength in ICT-related industries are mentioned, the disclosure does not state that the potential impact on component sourcing and production has been eliminated. - FY2021First statedAnnual report
「The global semiconductor shortage is currently causing disruptions, and if this situation continues, the Group's electronic-related businesses may experience difficulty procuring components, which could affect product production.」
The global semiconductor shortage was identified as an existing issue for the first time, with its potential impact on electronic component sourcing and product production described as a separate risk.