Global Difficulty Procuring Components and Materials
First written in FY2022-Q2. 6 of 10 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Although production adjustments due to semiconductor supply shortages are being resolved,」
Explains that customer production adjustments due to the semiconductor shortage, among the supply constraints affecting parts and materials, are moving toward resolution. - FY2024-Q3RestatedAnnual report
「In the automotive parts industry, our Group's major customers, orders have begun to recover on the back of increased production volumes and firm demand resulting from the recovery in supply across the automotive parts supply chain.」
Reconfirms that, with supply recovering across the supply chain and production volumes increasing, customer orders have been recovering amid supply constraints affecting parts and materials. - FY2024-Q2MitigatedAnnual report
「In the automotive parts industry, our Group's major customers, orders have begun to recover on the back of increased production volumes and firm demand resulting from the recovery in supply across the automotive parts supply chain.」
The supply recovery and increased production volumes across the supply chain, including parts and materials, have been indicated, partially mitigating the impact of global difficulty sourcing parts and materials. - FY2024-Q1MitigatedAnnual report
「In the automotive parts industry, our Group's major customers, production volumes by customers have recovered as the semiconductor shortage has eased, but an uncertain situation continues due to surging raw material and energy prices, among other factors.」
The semiconductor shortage, among the supply constraints affecting parts and materials, has eased and customer production volumes have recovered. However, other cost and supply concerns, including surging raw material and energy prices, remain. - FY2023RestatedAnnual report
「Customer production adjustments caused by shortages of semiconductor and parts supplies continued, but production finally began to recover toward the end of the period.」
While shortages of parts and materials continue to manifest as production adjustments by customers, also notes signs of production recovery toward the end of the period. - FY2023-Q3RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue as shortages of semiconductor and parts supplies have yet to be resolved, while costs continue to rise, including surging steel prices.」
Reconfirms that customer production adjustments are continuing due to the prolonged and unresolved shortages of semiconductor and parts supplies. - FY2023-Q2RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue amid the prolonged shortages of semiconductor and parts supplies, while costs continue to rise, including surging steel prices.」
Reconfirms that the prolonged shortages of semiconductor and parts supplies continue to manifest as production adjustments by customers. - FY2023-Q1RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue amid the prolonged shortages of semiconductor and parts supplies, while costs continue to rise, including surging steel prices.」
Reconfirms that customer production adjustments are continuing due to the prolonged shortages of semiconductor and parts supplies. - FY2022-Q3RestatedAnnual report
「In the automotive parts industry, our Group's major customers, demand for new vehicles remains strong worldwide. However, production adjustments by customers continue to be affected by semiconductor shortages and parts shortages caused by the spread of infection.」
Reconfirms that global difficulty sourcing parts and materials, including parts shortages associated with the spread of infection, is continuing to manifest as production adjustments by customers. - FY2022-Q2First statedAnnual report
「Meanwhile, in some parts of Southeast Asia, the renewed spread of COVID-19 has had a major impact on manufacturing, resulting in global difficulty sourcing parts and materials.」
States that the renewed spread of infection in Southeast Asia has affected manufacturing and resulted in global difficulty sourcing parts and materials, identifying this as a new supply constraint risk.