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Remixpoint (3825) · RiskMitigated

Production Delays for Residential Battery Storage Systems Due to Global Semiconductor Shortage

First written in FY2022-Q2. 5 of 9 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2025.

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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022-Q3 – FY2023-Q1WorsenedFY2023-Q3MitigatedFY2024-Q1 – FY20252021: 12022: 320222023: 220232024: 220242025: 12025
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 3 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「In the battery storage business, the number of battery storage systems sold, including our proprietary-brand residential hybrid battery storage system, “remixbattery,” and small industrial hybrid battery storage systems for corporate customers such as factories and commercial facilities, grew steadily as we actively developed battery storage distributors and promoted sales activities, resulting in higher revenue and profit.」

    After the effects of production disruptions caused by the semiconductor shortage and the delayed JET certification eased, the number of residential and corporate battery storage systems sold increased, further reducing the impact of delay risks.
  2. FY2024MitigatedAnnual report

    「Production of battery storage systems, which had been disrupted by the global semiconductor shortage, recovered. In addition, the high safety and quality of our proprietary-brand residential hybrid battery storage system, “remixbattery,” were recognized, and it obtained JET grid interconnection certification, a third-party certification of product performance. As we actively developed battery storage distributors and promoted sales activities, the number of battery storage systems sold grew steadily, resulting in higher revenue and profit.」

    Production disruptions caused by the semiconductor shortage eased, and JET grid interconnection certification was obtained. The number of systems sold grew steadily through distributor development and sales activities.
  3. FY2024-Q3MitigatedAnnual report

    「Production of battery storage systems, which had been disrupted by the global semiconductor shortage, recovered. In addition, the high safety and quality of our proprietary-brand residential hybrid battery storage system, “remixbattery,” were recognized, and it obtained JET grid interconnection certification, a third-party certification of product performance. As we actively developed battery storage distributors and promoted sales activities, the number of battery storage systems sold grew steadily, resulting in higher revenue and profit.」

    Production disruptions caused by the semiconductor shortage eased, and JET grid interconnection certification was obtained. The development of distributors and sales activities progressed, and the number of battery storage systems sold grew steadily.
  4. FY2024-Q1MitigatedAnnual report

    「The high safety and quality of our proprietary-brand residential hybrid battery storage system, “remixbattery,” were recognized, and it obtained JET grid interconnection certification, a third-party certification of product performance. As production disruptions caused by the global semiconductor shortage eased, we began full-scale sales activities.」

    remixbattery obtained JET grid interconnection certification, and full-scale sales began as production disruptions caused by the semiconductor shortage eased.
  5. FY2023-Q3WorsenedAnnual report

    「Production of the residential battery storage system (remixbattery) had been disrupted by the global semiconductor shortage, and the acquisition of JET certification had also been delayed, postponing the full-scale establishment of the sales structure.」

    In addition to production disruptions caused by the semiconductor shortage, the acquisition of JET certification was delayed, and the delay in fully establishing the sales structure continued. Meanwhile, sales activities gradually began operating.
  6. FY2023-Q2MitigatedAnnual report

    「Sales activities for the residential battery storage system (remixbattery) also gradually began, resulting in higher revenue and profit for the cumulative consolidated second-quarter period compared with the same quarter of the previous year.」

    Although delays in production and the sales structure caused by the semiconductor shortage and the delayed JET certification remain, sales activities for remixbattery have gradually begun, and some progress has been made in addressing the delay risk.
  7. FY2023-Q1WorsenedAnnual report

    「Production of the residential battery storage system (remixbattery) has been disrupted by the global semiconductor shortage, and the acquisition of JET certification has also been delayed, postponing the full-scale establishment of the sales structure, although sales activities have gradually begun.」

    Production disruptions for remixbattery caused by the semiconductor shortage continued, while the acquisition of JET certification was also delayed, postponing the full-scale establishment of the sales structure. Meanwhile, sales activities have gradually begun.
  8. FY2022-Q3WorsenedAnnual report

    「Production of the residential battery storage system (remixbattery), which was scheduled to begin full-scale sales from the second quarter, was delayed by the global semiconductor shortage, and sales activities remained sluggish.」

    For remixbattery, which was scheduled for full-scale sales from the second quarter, production disruptions caused by the semiconductor shortage continued, and sales activities remained sluggish even in the following quarter.
  9. FY2022-Q2First statedAnnual report

    「Production of the residential battery storage system (remixbattery), which was scheduled to begin full-scale sales from the second quarter, was delayed by the global semiconductor shortage, pushing the launch into the following quarter and beyond.」

    The company stated that production of the residential battery storage system remixbattery was disrupted by the global semiconductor shortage, delaying the start of full-scale sales until the following quarter or later.
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"Infectious Disease Control Solutions and Own-Brand Products" moved the same way as this thread, in the same document, in 6 of its 9 moves.

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  1. ★This thread
  2. 1Infectious Disease Control Solutions and Own-Brand Products6×
  3. 2Risks of Higher Power Procurement Prices, Supply-Demand Mismatches and External Factors5×
  4. 3Expansion of Energy-Saving Support and Subsidy Consulting4×
  5. 4Securing and Developing Talented Personnel and Expanding the Organization4×
  6. 5Accelerating the Monetization of New Businesses and Optimizing the Portfolio through Strategic Investment3×
  7. 6Risk of Dilution of Existing Shareholders Through the Exercise of Stock Acquisition Rights3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Production Delays for Residential Battery Storage Systems Due to Global Semiconductor Shortage | Remixpoint,inc. (3825) | Komori