Dependence on LED products and concentration of the earnings base in the overseas corporate business
First written in FY2019. 4 of 14 entries say "Restated". Latest entry: 2026-05-15.
No other company in this theme has enough history to compare yet.
- 2026-05-15MaterialisedEarnings presentation
「AIサーバー販売は堅調に推移する一方、世界的な半導体不足の影響により、大量の納期遅延発生。受注残約15億円は下期中に計上予定。」
海外事業の供給制約がAIサーバーの大量納期遅延と約15億円の受注残として実際に発生した。 - FY2025-H1MitigatedAnnual report
「The overseas solutions business focused on sales of energy-saving solutions to companies working toward decarbonisation, including LED lighting and commercial air conditioners, as well as Space Cool, sales of which began in the second half of the previous fiscal year.」
In the overseas business, the company handles Space Cool in addition to LED lighting and commercial air conditioners, and continues to expand its product lineup. - FY2023-Q1MitigatedAnnual report
「Although the overseas solutions business continues to be affected by the semiconductor shortage, conditions now allow it to resume sales of air conditioners that it had previously been unable to secure.」
Although the impact of the semiconductor shortage continues, conditions now allow the company to resume sales of air conditioners that it had previously been unable to secure, indicating a partial easing of supply constraints. - FY2022MaterialisedAnnual report
「Procurement of air conditioners and LED lighting has been delayed due to the semiconductor shortage and logistics stoppages caused by China's lockdowns, affecting sales.」
The risks associated with the overseas business's concentration on LED lighting and air conditioners and with supply actually materialised as procurement delays and sales impacts caused by the semiconductor shortage and China's lockdowns. - FY2022-Q3MaterialisedAnnual report
「Procurement of air conditioners and LED lighting has been delayed due to the semiconductor shortage and logistics stoppages caused by China's lockdowns, affecting sales.」
With regard to the risks associated with product concentration and supply in the overseas solutions business, the semiconductor shortage and logistics stoppages caused by China's lockdowns actually resulted in procurement delays and affected sales. - FY2022-Q2MaterialisedAnnual report
「In particular, the company was unable to procure sufficient air conditioners and LED lighting, which has affected sales.」
In response to the overseas business's concentration on products such as LED lighting, procurement constraints caused by the semiconductor shortage and logistics disruptions actually arose and affected sales. - FY2022-Q1WorsenedAnnual report
「Meanwhile, the semiconductor shortage left manufacturers with insufficient inventories of many products, including air conditioners, making it impossible to procure and sell them.」
A semiconductor shortage became apparent on the product supply side of the overseas business, constraining sales of LED products, air conditioners and other products. - FY2021-Q3RestatedAnnual report
「In the overseas subsidiaries business, the company consolidated and rebuilt its operations in the countries where it operates in order to establish a stronger sales organisation, and worked to sell conventional products such as LED products and virus-sanitizing devices.」
In addition to conventional products such as LED products, the company sells virus-sanitizing devices and continues to address its earnings base by rebuilding its overseas sales organisation. - FY2021-Q2RestatedAnnual report
「In the overseas subsidiaries business, the company worked to consolidate and rebuild its operations in the countries where it operates in order to establish a stronger sales organisation, and worked to sell conventional products such as LED products and virus-sanitizing devices.」
In response to the concentration on LED products, the company continues to sell new products, including virus-sanitizing devices, and rebuild its overseas sales organisation. - FY2020MitigatedAnnual report
「In the overseas subsidiaries business, the company will broadly propose LED lighting, commercial air conditioners, compressors and virus-sanitizing devices, among other products, and will work to contribute to the development of the countries in which it operates by rolling out, primarily through direct marketing, agency sales and e-commerce sales, the same business offered to Japanese companies not only for Japanese companies expanding overseas but also for local companies.」
In response to the concentration of products on LED lighting, the company is expanding its lineup to include air conditioners, compressors and virus-sanitizing devices, among other products, and advancing agency and e-commerce sales. - FY2020-Q3MitigatedAnnual report
「In the overseas subsidiaries business, the company worked to strengthen sales of new products in each country and build a sales structure for ReSPR, a virus-removal and sanitizing device for which it acquired exclusive distribution rights in 7 overseas countries in June.」
In response to the concentration of products on LED lighting, the acquisition of exclusive distribution rights for the new ReSPR product in 7 overseas countries and the establishment of a sales structure have taken concrete shape. - FY2020-Q2RestatedAnnual report
「In the Overseas Corporate Business, we strengthened sales of new products in each country and established sales structures for local companies.」
In response to the concentration of the overseas subsidiaries business on LED products, the company continues to sell new products in each country and build a sales structure for local companies. - FY2020-Q1RestatedAnnual report
「In the Overseas Corporate Business, we strengthened sales of new products in each country and established sales structures for local companies.」
In response to the concentration of the Overseas Corporate Business on LED products, we continue to sell new products in each country and establish sales structures for local companies. - FY2019First statedAnnual report
「In the Overseas Corporate Business, LED lighting is often the first product sold, and its sales account for a high proportion of sales in many regions. We will seek to diversify our earnings base by upselling commercial air conditioners, compressors and solar power generation systems and strengthening our product lineup.」
We recognized the concentration of products in LED lighting in the Overseas Corporate Business and identified upselling of commercial air conditioners, compressors and solar power generation systems, together with strengthening the product lineup, as countermeasures.