Shortages of Components for Semiconductors, IT Equipment and Other Products
First written in FY2022-Q3. 4 of 10 entries say "Mitigated", first in FY2022. Latest entry: FY2026.
Genetec moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
1 other company's latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「In terms of profit, factors included higher purchase prices for hardware components used in system development and the impact of lower revenue from FlexSim and 『ココダヨ』.」
The risk previously associated with component supply shortages had an actual impact on profit during the fiscal year in the form of higher purchase prices for hardware components. - FY2026-H1MitigatedAnnual report
「System development integrating software and hardware, one of the strengths of the Group, saw some hardware procurement delays incurred in the first quarter resolved, and second-quarter revenue exceeded the year-earlier level. However, this was not enough to recover the first-quarter decline, and revenue was ¥758 million, down 10.4% year on year.」
Some hardware procurement delays that arose in the first quarter were resolved in the second quarter, and second-quarter revenue exceeded the year-earlier level. However, the cumulative interim revenue did not fully recover the first-quarter decline and decreased year on year. - FY2025-H1MitigatedAnnual report
「In system development, the production structure recovered to normal operations from the same period of the previous year, when it was affected by delivery delays at outsourced contractors, and expanded beyond the level before the problem occurred. This, together with the acceleration into the first half of major customers' annual development plans, led to higher revenue and profit.」
The impact on production from delivery delays at subcontractors eased as production operations returned to normal. - FY2024-Q3MitigatedAnnual report
「In addition, hardware development back orders that arose during the first half owing to production capacity constraints at the manufacturing contractor are being steadily cleared toward the end of the fiscal year.」
Back orders for hardware development that arose in the first half due to components and materials and contract manufacturers are being cleared toward the fiscal year-end. - FY2024-Q1RestatedAnnual report
「In contract hardware development, difficulties in procuring components and materials have continued.」
The Company stated that difficulties in procuring components and materials have continued in contract hardware development, indicating that the impact on component supply remains. - FY2023-Q3SoftenedAnnual report
「Although the global semiconductor shortage is beginning to ease, concerns about its continued impact on the manufacturing sector remain.」
The Company stated that the global semiconductor shortage is easing, while concerns about its impact on the manufacturing sector persist. - FY2023-Q2WorsenedAnnual report
「A global shortage of semiconductor manufacturing components has emerged, raising concerns about its impact on the manufacturing sector.」
The global shortage of semiconductor manufacturing components continued and became more pronounced, indicating concerns about its impact on the manufacturing sector. Mastercam has also experienced delivery delays due to delays in the delivery of machine tools. - FY2023-Q1MaterialisedAnnual report
「Component shortages have caused delivery delays for machine tools, and similar delays have occurred for Mastercam orders that were scheduled for delivery at the same time as the machine tools.」
The component shortage previously identified as a risk materialized as delivery delays for machine tools and Mastercam. - FY2022MitigatedAnnual report
「The impact of global logistics disruptions and the semiconductor shortage is currently limited because the Company has secured the necessary component inventory.」
The Company stated that the impact of logistics disruptions and the semiconductor shortage is currently limited as a result of securing component inventory. - FY2022-Q3First statedAnnual report
「The difficult procurement environment for IT equipment due to the global semiconductor shortage has continued, and the Company is making every effort to secure components and materials.」
The Company stated that procurement difficulties for IT equipment due to the global semiconductor shortage have continued and that it is taking steps to secure components and materials.