Supply Instability Affecting Products and Devices Due to the Global Semiconductor Shortage
First written in FY2022-Q3. 2 of 4 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2028-H1.
Kyoritsu Computer & Communication moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2026: 4 of 7 companies on the "Worse" side.
1 other company's latest entry also says "Materialised".
- FY2028-H1MaterialisedAnnual report
「Revenue recognition for some projects was pushed back to the third quarter or later due to delays in equipment deliveries and other factors.」
The company states that equipment delivery delays actually occurred, pushing revenue recognition for some projects back to the third quarter or later. - FY2023-Q2WorsenedAnnual report
「In the Solutions Business, the company pursued activities to resolve customers' issues, focusing on discussions concerning the introduction of various solutions and equipment and the development of infrastructure to enable telework and DX (*1). However, large projects and new investment showed signs of slowing amid caution over uncertainties including the semiconductor shortage and the sharp depreciation of the yen.」
The risk of product supply disruptions due to the semiconductor shortage continues to affect large projects and new investment in the Solutions business. - FY2022WorsenedAnnual report
「Amid various sources of instability, including soaring raw-material costs and delays in the supply of various electronic components due to the semiconductor shortage」
In addition to unstable supplies of products and devices due to the semiconductor shortage, higher raw-material costs and continuing delays in the supply of various electronic components are identified as ongoing external risks. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, unstable supplies of products due to the semiconductor shortage and other issues remain areas of concern regarding future impacts.」
The disclosure states that unstable supplies of products in the Solutions business and devices in the Mobile business actually occurred and affected the number of units sold.