Product Delivery Delays or Disruptions Due to Supply Interruptions at Raw-Material Suppliers and Contractors
First written in FY2021. 7 of 14 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2026.
Awa Paper & Technological Company moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
14 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Revenue fell below the previous fiscal year due in part to the time required to respond with alternative products following production stoppages by raw-material manufacturers.」
Production stoppages by raw material manufacturers and delays in arranging substitute products had an actual impact on supply and sales performance. - FY2026-H1MaterialisedAnnual report
「Under these circumstances, sales declined for automotive-related materials due in part to the destabilization of raw material procurement caused by changes in the external environment and the impact of inventory adjustments by customers. Sales of water-treatment-related materials were sluggish because of the impact of raw material shortages.」
The destabilization of raw material procurement and shortages of raw materials were reflected in the results as lower sales of automotive-related materials and sluggish sales of water-treatment-related materials. - FY2024-Q3MitigatedAnnual report
「Demand in the automotive-related parts market during the third quarter of the current consolidated cumulative period was on a recovery trend as the semiconductor shortage eased, but the pace of recovery slowed due in part to the continued impact of the downturn in the Chinese economy.」
The disclosure states that demand in the automotive parts market began to recover as the semiconductor shortage eased. While the previous constraints on semiconductor supplies improved in part, the slowdown in the recovery caused by the sluggish Chinese economy remains. - FY2023MitigatedAnnual report
「The Group has established a framework for stable business continuity across the Group by considering and procuring alternative materials for key raw materials, diversifying suppliers through multiple sourcing, securing appropriate inventories and taking other measures.」
To address the risks of supply stoppages and procurement difficulties, the Group has established a framework combining alternative materials, multiple sourcing, supplier diversification and appropriate inventories. - FY2023-Q3MitigatedAnnual report
「In addition, transportation costs declined as logistics disruptions eased.」
The disclosure states that transportation costs related to supply constraints and logistics disruptions declined as logistics disruptions eased. - FY2023-Q2MitigatedAnnual report
「Demand in the automotive parts market remained generally firm, although supply constraints on semiconductors and other items persisted, with China driving the market.」
The disclosure states that demand in the automotive parts market remained generally firm, with signs of improvement despite continuing supply constraints on semiconductors and other items. Supply constraint risks persist, but some improvement was seen from the production cuts and logistics disruptions through the previous quarter. - FY2023-Q1MaterialisedAnnual report
「Demand in the automotive parts market remained firm for replacement applications, but demand for original-equipment applications was affected by the current state of the global economy as well as the semiconductor shortage.」
The disclosure states that the semiconductor shortage actually affected demand for automotive parts for original-equipment applications. - FY2022MaterialisedAnnual report
「The global economy during the current consolidated fiscal year entered a recovery trend as economic activity resumed in earnest due in part to the spread of COVID-19 vaccinations. However, the outlook remained uncertain due to concerns over renewed infections caused by variant strains, supply chain disruptions resulting from the continuation of China’s zero-COVID policy, and further increases in raw material and fuel prices resulting from the worsening situation in Ukraine.」
Supply chain disruptions continued, and further increases in raw material and fuel prices also occurred, bringing the risk of supply constraints into the actual business environment. - FY2022-Q3MaterialisedAnnual report
「Although the global economy remained on a recovery trend as economic activity resumed in earnest due in part to the spread of COVID-19 vaccinations, the outlook remained uncertain due to renewed infections caused by variant strains, continued supply chain disruptions, and soaring raw material and fuel prices.」
Supply chain disruptions continued, and production cuts due to shortages of semiconductors and other components also occurred. The company stated that supply constraints were actually affecting production in the automotive-related market. - FY2022-Q2WorsenedAnnual report
「Although the global economy continued to show signs of recovery, supported by economic policies in various countries and the spread of COVID-19 vaccinations, the outlook remained uncertain due to developments involving variant strains and ongoing logistics disruptions.」
The company stated that developments involving variant strains and logistics disruptions continued in relation to supply stoppage and delay risks, and that production cuts due to semiconductor shortages had also occurred. - FY2022-Q1WorsenedAnnual report
「The outlook remains uncertain due to the spread of new COVID-19 variants, logistics disruptions caused by container shortages, and semiconductor supply shortages, among other factors.」
In relation to the risk of supply stoppages at raw-material suppliers and subcontractors, supply constraints caused by semiconductor shortages and logistics disruptions due to container shortages were newly identified as external environmental factors. - FY2021First statedAnnual report
「If any of the following events occur, the Group’s products could face prolonged supply delays or supply stoppages, adversely affecting the Group’s business performance: ① suspension of raw-material supplies from suppliers due to unforeseen events such as natural disasters, the spread of infectious diseases or political turmoil; ② suspension of raw-material supplies due to product discontinuations or other factors; or ③ the closure or suspension of operations by subcontractors.」
The company newly organized the risk of prolonged supply delays or stoppages caused by raw-material suppliers suspending supply, raw materials being discontinued, or subcontractors closing or suspending operations.