Risk of difficulty procuring raw materials and components and delivery delays
First written in FY2022. 3 of 6 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2024-Q3.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「Electronics performed well, including thickness gauges, as the shortage of component supplies eased, but」
The easing of the component supply shortage was reported, indicating that conditions surrounding the procurement difficulty risk are improving in some areas. - FY2024-Q2MitigatedAnnual report
「The economy remained firm as the reclassification of COVID-19 as a Class 5 infectious disease and the easing of supply constraints supported a recovery in manufacturing activity and an increase in inbound demand.」
The company reported the easing of supply constraints and the recovery of production activity in the manufacturing sector, indicating that conditions surrounding the risk of difficulty procuring components and raw materials are improving. - FY2023-Q3MaterialisedAnnual report
「In soft urethane for automotive interior materials, domestic operations and Chinese subsidiaries were affected by the semiconductor shortage and supply-chain disruptions caused by the continuation of China's zero-COVID policy, but business remained on a recovery trend」
The risk of difficulty procuring components and raw materials continues to affect the business through the semiconductor shortage and supply-chain disruptions caused by the continuation of China's zero-COVID policy. - FY2023-Q2MaterialisedAnnual report
「In soft urethane for automotive interior materials, domestic operations and Chinese subsidiaries were affected by procurement difficulties caused by the semiconductor shortage and the Shanghai lockdown, but business remained on a recovery trend」
The risk of difficulty procuring components and raw materials has materialized in actual business operations as procurement difficulties caused by the semiconductor shortage and the Shanghai lockdown. - FY2023-Q1MaterialisedAnnual report
「Soft polyurethane remained in a challenging environment in Japan due to automakers' production adjustments affected by semiconductor shortages and difficulties procuring components resulting from the Shanghai lockdown, although」
The risk of difficulty procuring components and raw materials has materialized in the form of procurement difficulties caused by the semiconductor shortage and the Shanghai lockdown, as well as production adjustments by automakers. - FY2022First statedAnnual report
「For some components and raw materials used in the products provided by the Group, there is a risk that stable procurement cannot be secured due to market supply and demand conditions and disruptions to logistics.」
The company identified difficulty procuring components and raw materials due to supply and demand conditions and logistics disruptions, insufficient production capacity, lost sales opportunities and delivery delays as new major risks.