Uncertain outlook due to semiconductor supply shortages
First written in FY2022-Q2. 4 of 8 entries say "Restated". Latest entry: FY2025-H1.
The whole theme swung hardest in 2022: 6 of 12 companies on the "Worse" side.
0 other companies' latest entry also says "Dropped".
- FY2025-H1DroppedAnnual report
「By application, vehicle-related revenue increased 8.9% to ¥22,548 million, compared with ¥20,697 million in the same period of the previous year, mainly because of a recovery in orders at the company’s subsidiary.」
There is no longer any direct reference to the semiconductor supply shortages or their normalization previously described. The recovery factor for vehicle-related orders is described as a recovery in orders at the company’s subsidiary. - FY2024-Q3MitigatedAnnual report
「Revenue increased 18.9% to ¥33,768 million, compared with ¥28,391 million in the same period of the previous year, mainly because of higher orders from automakers, the company’s major customers, following the normalization of semiconductor supply.」
Regarding the semiconductor supply shortages previously cited as a concern, the company now describes a normalization of supply and higher orders from major customers, while vehicle-related revenue increased 18.9% year on year. - FY2024-Q2MitigatedAnnual report
「For automotive applications, mainly due to the recovery in orders from our major automotive-manufacturer customer as semiconductor supplies normalized, sales were ¥20,697 million, up 15.2% from ¥17,961 million in the same period of the previous year.」
Regarding semiconductor supply, which had previously been cited as a concern, the company now describes a normalization of supply and a recovery in orders from major customers, while vehicle-related revenue increased 15.2% year on year. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, restrictions on economic activity related to COVID-19 were eased. However, the economy remained difficult to predict as the continued global semiconductor supply shortage, surging raw material and energy prices, and resulting inflation raised concerns over weaker consumer sentiment.」
The company continues to state that global semiconductor supply shortages remain ongoing. - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, restrictions on economic activity related to COVID-19 were eased in stages. However, uncertainty about the outlook intensified due to the continued global semiconductor supply shortage, the situation in Ukraine and higher import prices resulting from the rapid depreciation of the yen.」
The company continues to state that global semiconductor supply shortages remain ongoing. - FY2023-Q1RestatedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, restrictions on economic activity related to COVID-19 were gradually eased. However, the economy remained difficult to predict due to the continued global semiconductor supply shortage, the prolonged situation in Ukraine, and further increases in raw material prices caused by the rapid depreciation of the yen.」
The company continues to state that global semiconductor supply shortages remain ongoing. - FY2022-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, Japan’s economy remained uncertain, despite a recovery trend in corporate earnings, due to the semiconductor supply shortage, higher raw material costs caused by surging crude oil prices, and COVID-19.」
The company continues to cite semiconductor supply shortages as a concern alongside higher raw-material costs resulting from surging crude oil prices and COVID-19. - FY2022-Q2First statedAnnual report
「The outlook remains uncertain because of concerns including higher raw-material costs resulting from semiconductor supply shortages and surging crude oil prices.」
The company identified semiconductor supply shortages for the first time as a concern alongside higher raw-material costs resulting from surging crude oil prices. The text does not describe any specific impact of semiconductor supply shortages on the group’s performance.