Supply Chain and Parts Procurement Risks in Southeast Asia Associated with COVID-19
First written in FY2021. 3 of 11 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2025: 5 of 16 companies on the "Worse" side.
10 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThe securities report contains no separate risk disclosure regarding Southeast Asian supply chains or semiconductor shortages that had been included previously.
- FY2024-Q2RestatedAnnual report
「The automotive market performed steadily as semiconductor supply shortages were resolved, but」
The report continues to characterize the automotive market as firm due to the resolution of the semiconductor supply shortage, reconfirming that supply constraint risks had been mitigated. - FY2024-Q1MitigatedAnnual report
「The automotive market performed steadily as semiconductor supply shortages were resolved.」
The report states that the semiconductor shortage affecting the automotive field, which had become apparent through the previous fiscal year, had been resolved, indicating that component procurement risks were moving toward mitigation. - FY2023RestatedAnnual report
「Although difficulties in procuring semiconductors and other products due to supply-side constraints were easing,」
The report continues to state that difficulties in procuring semiconductors and other products were easing, reconfirming that supply chain risks remained on a mitigation trend from the previous quarter. - FY2023-Q3MitigatedAnnual report
「In the global economy during the first nine months of the current consolidated fiscal year, difficulties in procuring semiconductors and other products due to supply-side constraints were easing, although」
The report states that the procurement difficulties arising from the semiconductor shortage and supply constraints that had become apparent through the previous quarter were easing, indicating that the risk was moving toward mitigation. - FY2023-Q2ReframedAnnual report
「During the nine months ended the second quarter of the current fiscal year, the global economy continued to transition to a new phase of living with COVID-19 as restrictions on activities and overseas travel were eased, while concerns remained about the effects of soaring global resource prices and supply-chain disruptions.」
The supply chain risk that had been specified in the previous quarter as reduced automotive production caused by the semiconductor shortage and supply chain interruptions is described this quarter as a concern over the impact of global supply chain disruptions and has been incorporated into the discussion of the macroeconomic environment. - FY2023-Q1RestatedAnnual report
「Although the automotive field was affected by the semiconductor shortage and reduced production due to supply chain interruptions, and the telecommunications field was affected by production adjustments in the Chinese market, demand for components for 5G communications was strong against the backdrop of advancing digitalization, and orders for industrial equipment remained firm amid a recovery in capital investment in Japan and overseas. Overall, market conditions were favorable during the first quarter of the current consolidated cumulative period.」
Reduced automotive production due to the semiconductor shortage and supply chain interruptions, as well as production adjustments in China's telecommunications market, are continuing. At the same time, demand for 5G communications and orders for industrial equipment remain firm, reconfirming the coexistence of supply constraints and expanding demand. - FY2022-Q3WorsenedAnnual report
「In the electronics industry to which our Group belongs, production adjustments occurred in the Chinese communications market, while the automotive sector was affected by declining production due to semiconductor shortages and supply-chain disruptions. In contrast, demand expanded in the industrial-equipment sector against a backdrop of recovering capital investment in Japan and overseas.」
The semiconductor shortage and supply chain disruptions that had become apparent since the previous fiscal year have progressed to the specific impact of reduced automotive production due to supply chain interruptions. Production adjustments have also occurred in China's telecommunications market. - FY2022-Q2MaterialisedAnnual report
「Production adjustments occurred in the Chinese market in the telecommunications field, while the semiconductor shortage and supply chain disruptions became apparent in the automotive field.」
The supply chain and component procurement risks that had been a concern since the previous fiscal year materialized in the form of a semiconductor shortage and supply chain disruptions in the automotive field, while production adjustments occurred in China's telecommunications market. - FY2022-Q1ReframedAnnual report
「While the pace of recovery has increased as a result of large-scale economic measures by governments around the world, negative factors including the global semiconductor shortage, soaring resource prices and the slowdown in the Chinese economy have also emerged, leaving the outlook uncertain. In Japan, economic activity has gradually normalized and the economy has seen modest growth as vaccination rates have risen, as in Europe and the United States, and the state of emergency has been fully lifted. However, concerns remain over a future resurgence in COVID-19 cases and difficulties in procuring resources.」
In addition to the previous risks involving Southeast Asian supply chains and component procurement, the global semiconductor shortage, soaring resource prices and difficulties in procuring resources have become prominent sources of uncertainty on the supply side. - FY2021First statedAnnual report
「As the impact of COVID-19 remains difficult to bring under control, Southeast Asia and other regions have become new supply chain risks, with component procurement issues and partial production adjustments observed. We expect the challenging business environment to continue.」
Southeast Asia is identified as a new supply chain risk, with component procurement issues and partial production adjustments already observed.