Decline in Product Shipments and Revenue Due to the Global Semiconductor Shortage
First written in FY2022-Q1. 3 of 6 entries say "Restated". Latest entry: FY2023.
Access moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
12 other companies' latest entry also says "Materialised".
- FY2023MaterialisedAnnual report
「In Europe, some customers were affected by lower shipments of end products resulting from a shortage of semiconductors for TVs.」
Some European customers actually experienced lower shipments of end products due to the semiconductor shortage. However, the Web Platform business as a whole recorded higher revenue, driven in part by an upturn in orders for in-vehicle infotainment systems. - FY2023-Q2RestatedAnnual report
「The global economy during the six months ended the current second quarter remained uncertain, due to the resurgence of COVID-19 infections caused by the Omicron variant, soaring raw material prices, supply chain disruptions, and Russia's invasion of Ukraine, among other factors.」
Uncertainty in the global economy has continued due to the resurgence of infectious diseases, soaring raw material prices, supply chain disruptions, and the invasion of Ukraine, among other factors. - FY2022ReframedAnnual report
「The Group provides products and services to customers globally, and its revenue is affected by global demand, economic conditions, price fluctuations, and industrial and industry trends. In particular, a decline in shipments of semiconductors and end products incorporating the Group's products may adversely affect the Group's financial position and operating results.」
The risk was broadened from the specific factor of the global semiconductor shortage to the wider risk of fluctuations in economic conditions, including global demand, economic conditions, prices, industrial trends, and declining shipments of semiconductors and end products. - FY2022-Q3RestatedAnnual report
「Due to the global semiconductor shortage, if shipments of TVs and in-vehicle equipment incorporating our browser decline, or if telecommunications operators and others have difficulty procuring network equipment, royalty income and software licence income for white-box products received by us may decline, potentially adversely affecting our financial position and operating results.」
The risk of lower revenue due to reduced shipments of TVs and in-vehicle equipment and difficulty procuring network equipment caused by the semiconductor shortage continues. - FY2022-Q2RestatedAnnual report
「Due to the global semiconductor shortage, if shipments of TVs and in-vehicle equipment incorporating our browser decline, or if telecommunications operators and others have difficulty procuring network equipment, royalty income and software licence income for white-box products received by us may decline, potentially adversely affecting our financial position and operating results.」
The risk of lower revenue due to reduced shipments of TVs and in-vehicle equipment and difficulty procuring network equipment caused by the semiconductor shortage continues. - FY2022-Q1First statedAnnual report
「Due to the global semiconductor shortage, if shipments of TVs and in-vehicle equipment incorporating our browser decline, or if telecommunications operators and others have difficulty procuring network equipment, royalty income and software licence income for white-box products received by us may decline, potentially adversely affecting our financial position and operating results.」
The global semiconductor shortage has been identified as a new material risk, with the potential for royalty and licence income to decline as a result of lower shipments of TVs and in-vehicle equipment and difficulty procuring network equipment.