Concerns over Supply Constraints and Production Activity Due to Semiconductor Shortages
First written in FY2021-Q3. 3 of 7 entries say "Restated". Latest entry: FY2023.
0 other companies' latest entry also says "Dropped".
- FY2023DroppedAnnual reportThe explicit reference to supply constraints caused by semiconductor and parts shortages, which had been included through the previous fiscal year, cannot be found in the current fiscal year's disclosures on business risks and the business environment.
- FY2022WorsenedAnnual report
「Sales amounted to ¥5.632 billion, an increase of ¥320 million from the previous consolidated fiscal year, as demand gradually recovered with the resumption of economic activity despite the impact of parts shortages and other factors at customers. In addition, capital investment was planned to advance these priority measures, but the shortage of semiconductors and materials made implementation take longer than expected, limiting capital investment to ¥94 million.」
The disclosure states that parts shortages affected customer demand and sales, while semiconductor and material shortages also delayed the implementation of capital investment. The impact of supply constraints has extended beyond production activity to the execution of investments. - FY2022-Q3RestatedAnnual report
「During the nine months ended December 31, the Japanese economy showed signs of a gradual recovery, but difficult conditions continued due to shortages of parts and semiconductors caused by global supply chain disruptions, as well as soaring raw material and energy prices.」
Parts and semiconductor shortages caused by global supply chain disruptions continue to be identified as a concern. - FY2022-Q2RestatedAnnual report
「During the six months ended September 30, the Japanese economy showed signs of a gradual recovery, but difficult conditions continued due to the impact of another resurgence of COVID-19, shortages of parts and semiconductors, and soaring raw material and energy prices.」
Parts and semiconductor shortages continue to be identified as concerns in the economic environment. However, this disclosure does not indicate any new specific development in supply constraints. - FY2022-Q1RestatedAnnual report
「Although demand from customers has been gradually recovering from the decline caused by the spread of COVID-19, sales amounted to ¥1.273 billion, up 6.6% year on year, due in part to the renewed spread of infections and difficulties faced by customers in procuring parts.」
Difficulties faced by customers in procuring parts remain a business concern. At the same time, customer demand is gradually recovering, and sales are higher year on year. - FY2021MaterialisedAnnual report
「Demand from customers, which had stagnated since the previous consolidated fiscal year, increased as production activity at major customers, including those related to construction machinery and machine tools, improved despite the impact of parts procurement shortages.」
The disclosure states that parts procurement shortages are directly affecting production activity at major customers. At the same time, it says that customer production activity and demand improved despite these effects. - FY2021-Q3First statedAnnual report
「There are also concerns including restrictions on economic activity resulting from a resurgence of COVID-19 infections, high raw material prices and semiconductor shortages.」
The semiconductor shortage has newly been identified as a concern for the outlook, alongside restrictions on economic activity and higher raw material costs.