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BeMap (4316) · RiskRestated

Stagnation in the manufacturing and distribution of information and communications equipment due to reduced semiconductor supply

First written in FY2022-Q2. 5 of 10 entries say "Restated". Latest entry: FY2026.

10entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2023-Q1MitigatedFY2023 – FY2024-Q1WorsenedFY2024RestatedFY2025 – FY20262021: 12022: 320222023: 320232024: 120242025: 120252026: 12026
Same theme, other companies
Supply Constraints and Inventory Stockouts of IT Equipment Due to Semiconductor ShortagesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

2 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.
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  1. FY2026RestatedAnnual report

    「In addition to the above, concerns have arisen over the manufacturing, distribution and transportation processes for raw materials, including information and communications equipment, due to the situation in Ukraine and the global shortage of semiconductors. This may result in delays and other issues in delivering products to customers whose orders involve hardware sales by the Group.」

    The company continued to disclose semiconductor shortages, concerns about the transportation process, and the possibility of delays in hardware deliveries.
  2. FY2025RestatedAnnual report

    「In addition to the above, concerns have arisen over the manufacturing, distribution and transportation processes for raw materials, including information and communications equipment, due to the situation in Ukraine and the global shortage of semiconductors. This may result in delays and other issues in delivering products to customers whose orders involve hardware sales by the Group.」

    The company continued to disclose semiconductor shortages, concerns about the transportation process, and the possibility that inventories could increase and remain on hand longer as a result of advance ordering and become obsolete inventory.
  3. FY2024WorsenedAnnual report

    「In addition, to address competition for these raw materials, inventories have tended to increase and remain on hand longer as a result of advance ordering, and they may become obsolete inventory if sales cannot be made as planned.」

    The company specifically disclosed shortages of semiconductors and other supplies, concerns about the transportation process, and the possibility that inventories could increase and remain on hand longer as a result of advance ordering and become obsolete inventory.
  4. FY2024-Q1MitigatedAnnual report

    「Concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies have gradually eased, but」

    The company continued to state that concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies were gradually easing.
  5. FY2023MitigatedAnnual report

    「In the IT-related industry, which is one of the main business areas of the Group, demand remained firm, mainly for projects carried over from the previous fiscal year, and concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies gradually eased.」

    The disclosure changed to state that concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies were gradually easing. However, separately, excess hardware inventory and valuation losses arose as a result of securing larger-than-usual inventories.
  6. FY2023-Q3RestatedAnnual report

    「Concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies have gradually eased, but」

    The company continued to recognize that concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies were gradually easing.
  7. FY2023-Q2MitigatedAnnual report

    「Concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies have gradually eased.」

    The disclosure changed to state that concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies were gradually easing.
  8. FY2023-Q1RestatedAnnual report

    「The business is expected to be affected by the economic downturn going forward, while concerns have arisen over a worsening labor shortage, intensifying competition for orders, and disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies.」

    The company continued to disclose concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies.
  9. FY2022-Q3RestatedAnnual report

    「In the IT industry, the Group's main business area, demand was maintained, mainly through continuing projects from the previous fiscal year, but an economic downturn is expected to have an impact going forward. Concerns also arose over increasingly severe labor shortages, intensifying competition for orders, and stagnation in the production and distribution of information and telecommunications equipment due to reduced semiconductor supplies.」

    The company continued to disclose concerns over disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies, as in the previous quarter.
  10. FY2022-Q2First statedAnnual report

    「The business is expected to be affected by the economic downturn going forward, while concerns have arisen over a worsening labor shortage, intensifying competition for orders, and disruptions to the manufacturing and distribution of information and communications equipment due to reduced semiconductor supplies.」

    For the first time, the company disclosed the possibility that reduced semiconductor supplies could disrupt the manufacturing and distribution of information and communications equipment as an environmental risk in the IT-related industry.
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Stagnation in the manufacturing and distribution of information and communications equipment due to reduced semiconductor supply | BeMap,Inc. (4316) | Komori