Komori
Jtec (3446) · RiskRestated

Capacity, Quality and Delivery Risks at Outsourced Processing Suppliers

First written in FY2018. 3 of 5 entries say "Restated". Latest entry: FY2026.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018 – FY2019MitigatedFY2020RestatedFY2022 – FY20262018: 12019: 120192020: 120202021: 020212022: 120222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.

34 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We conduct annual assessments of external contractors regarding business continuity, manufacturing capacity and quality. However, if any event involving a problem with quality, delivery times or other matters is identified, this could affect the business and financial results of our Group.」

    The risks related to subcontractor capacity, quality and delivery times continue to be addressed through annual assessments and the development of new subcontractors.
  2. FY2022RestatedAnnual report

    「In our Group's optical business, we are proceeding with the insourcing of the rough-processing finishing stage, which is the upstream process for nano-processing using EEM, in order to accommodate expanding demand. However, much of the work is still outsourced to processing contractors.」

    While proceeding with the insourcing of the rough-processing finishing stage, much of the work remains outsourced, and the view that risks related to subcontractor capacity, quality and delivery times remain continues to be disclosed.
  3. FY2020MitigatedAnnual report

    「In our optical business, we are proceeding with the insourcing of the rough-processing finishing stage, which is the upstream process for nano-processing using EEM, in order to accommodate expanding demand. However, much of the work is still outsourced to processing contractors.」

    While concrete measures to insource the rough-processing finishing stage have taken shape, much of the work remains outsourced, and the risks related to capacity, quality and delivery times remain.
  4. FY2019RestatedAnnual report

    「However, if demand expands sharply in the future and subcontractors are unable to handle it, or if the number of new subcontractors increases and their management is neglected, resulting in problems with quality, delivery times or other matters, this could disrupt our operations and affect our business and financial results.」

    The risks of insufficient capacity and problems with quality and delivery times associated with outsourcing the rough-processing finishing stage continue to be disclosed. Future insourcing is also under consideration.
  5. FY2018First statedAnnual report

    「However, if demand expands sharply in the future and subcontractors are unable to handle it, or if the number of new subcontractors increases and their management is neglected, resulting in problems with quality, delivery times or other matters, this could disrupt our operations and affect our business and financial results.」

    The optical business outsources the rough-processing finishing stage, identifying insufficient capacity during a sharp increase in demand and problems with quality and delivery times as risks.
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