Business Environment Risks from Global Semiconductor Supply Uncertainty
First written in FY2021. 3 of 10 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2026.
Fujikura Kasei moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Sales of automotive and electronic equipment products remained firm. In addition, demand for computer-related products recovered and remained firm.」
Demand for automotive and PC products, which had been weak in the past due to semiconductor shortages and customer production cuts, remained firm during the current fiscal year for automotive, electronic equipment and PC applications, mitigating the impact. - FY2025Mixed performance across demand segmentsAnnual report
「Although sales of automotive seat belt products fell below expectations in the fourth quarter, sales of products for PCs and car navigation displays remained strong.」
While some automotive products fell below expectations, products for PCs and car navigation displays performed well, and the electronic materials segment as a whole recovered. - FY2023WorsenedAnnual report
「After entering the second half, demand for products for personal computers deteriorated sharply and remained sluggish. Products for automotive applications also remained sluggish because of the impact of customer production cuts.」
In addition to customer production cuts against a backdrop of semiconductor shortages and other factors, demand for personal-computer products deteriorated sharply. Net sales in the electronic materials business fell 17.4% and operating profit fell 72.7%. - FY2023-Q3WorsenedAnnual report
「In the electronic materials segment, which handles conductive pastes such as Dotite, demand for products for personal computers and smartphones remained sluggish because customers reduced production. Products for automotive applications also remained sluggish because of customer production cuts, although demand for safety device components overseas remained firm in some areas.」
Customer production cuts against a backdrop of semiconductor shortages and other factors continued to materialize as sluggish demand for products for personal computers, smartphones and automotive applications. - FY2023-Q2WorsenedAnnual report
「Sales of products for personal computers remained sluggish because of lower demand, while sales of products for automotive applications remained sluggish because customers reduced production.」
Customers’ production cuts against a backdrop of semiconductor shortages and other factors resulted in sluggish demand for automotive products, while lower demand for personal-computer products added to the impact. - FY2023-Q1MaterialisedAnnual report
「Demand for products for automotive applications remained sluggish owing to reduced automobile production.」
Reduced automobile production against a backdrop of global semiconductor shortages and other factors materialized in the business as sluggish demand for electronic materials for automotive applications. - FY2022-Q3MaterialisedAnnual report
「Sales of the company’s core automotive coating materials were stronger than during the COVID-19 conditions of the previous fiscal year, but remained sluggish compared with the initial budget because automobile production was cut due to semiconductor shortages and difficulties procuring parts.」
Semiconductor shortages and difficulties procuring parts continued to affect the business by reducing automobile production and leaving sales of automotive coating materials sluggish compared with the initial budget. - FY2022-Q2MaterialisedAnnual report
「From August onward, demand for the company’s core products for automobiles remained sluggish as declining automobile production, resulting from semiconductor shortages and disruptions to ASEAN supply chains caused by COVID-19, continued to have an impact.」
Semiconductor shortages and disruptions to ASEAN supply chains materialized in the business through lower automobile production and sluggish demand for products for automobiles. - FY2022-Q1RestatedAnnual report
「Japan’s economy showed some signs of recovery during the cumulative first-quarter consolidated period, but remained uncertain owing to the impact of COVID-19 and global concerns over semiconductor supply.」
Global concerns over semiconductor supply continue to be identified as a source of uncertainty in the business environment. - FY2021First statedAnnual report
「Amid US-China trade friction and global concerns over semiconductor supply, the outlook is expected to remain uncertain.」
Global concerns over semiconductor supply were first explicitly identified as a source of uncertainty for overseas economies and the future business environment.