Impact of Semiconductor Shortages on Equipment Procurement and Equipment Sales
First written in FY2022. 2 of 5 entries say "Worsened", first in FY2024. Latest entry: FY2026.
Logizard moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Against a backdrop of heightened geopolitical risks in recent years, supply chains are being rebuilt and reviewed across industries. The supply of materials and products from manufacturers for the equipment and devices we provide may also be affected, creating an emerging risk of spillover effects on business activities and revenue.」
The company reiterates the risk that geopolitical risks and supply-chain restructuring may affect the supply of equipment and devices, and describes responses involving coordination with manufacturers and early identification of supply conditions. - FY2025WorsenedAnnual report
「Against the backdrop of rising geopolitical risks in recent years, industries are rebuilding and reviewing their supply chains. The supply of components and products from manufacturers for the equipment and devices provided by the Company may also be affected, creating a situation in which the risk of spillover effects on business activities and sales is materializing.」
In addition to the previously identified risks of semiconductor shortages and longer delivery times, the disclosure states that spillover risks to equipment and device supplies are materializing against the backdrop of supply chain restructuring driven by geopolitical risks. - FY2024WorsenedAnnual report
「In response to rising geopolitical risks, industries are reviewing their supply chains. The supply of the equipment and devices provided by the Company may also be affected by manufacturers, which could affect sales. We will continue to work closely with manufacturers, closely monitor supply conditions and take steps to ensure reliable procurement.」
In addition to supply shortage risks for semiconductors and other items, the disclosure explicitly identifies the potential impact on equipment and device supplies and sales from rising geopolitical risks and supply chain reviews. - FY2023MitigatedAnnual report
「We will continue to work closely with manufacturers, closely monitor supply conditions and take steps to ensure reliable procurement.」
The disclosure specifies measures to secure equipment and devices in response to supply shortage risks by working with manufacturers and monitoring supply conditions. - FY2022First statedAnnual report
「There is a risk that procurement forecasts may become uncertain and that equipment procurement may become difficult because of unforeseen factors, such as difficulty obtaining equipment due to a contraction in the market for purchased products caused by shortages of semiconductors and other raw materials, longer equipment delivery times, and surging equipment purchase prices. If this risk materializes, it may affect the performance of the Group.」
The disclosure identifies the potential impact of shortages of semiconductors and other items, longer delivery times and higher purchase prices on equipment procurement and equipment sales as both a priority issue and a business risk.