Risk of delays in procuring related materials due to the wood shock and other factors
First written in FY2022-Q2. 5 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2024.
Okamoto Industries moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.
7 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Sales of automotive interior materials increased substantially as automakers' production volumes remained firm and the materials were adopted for new vehicle models.」
The impact of production adjustments by automakers and component supply constraints has eased to some extent, with the recovery in vehicle production and adoption in new vehicle models reflected in a substantial increase in sales. - FY2024-Q3MitigatedAnnual report
「Industrial films saw higher sales as demand for overseas sticker applications recovered.」
Demand for overseas sticker applications recovered, leading to higher sales of industrial films. The impact of supply constraints and weak market conditions has eased to some extent. - FY2024-Q2MitigatedAnnual report
「Industrial films saw higher sales as shipments related to semiconductors resumed.」
Shipments related to semiconductors resumed, leading to higher sales of industrial films. The partial easing of supply and demand constraints is reflected in results. - FY2024-Q1MitigatedAnnual report
「Industrial films saw higher sales as market inventories showed signs of clearing.」
The clearing of accumulated market inventories led to higher sales of industrial films. - FY2023RestatedAnnual report
「Market conditions for automotive interior materials and building-material-related products remain unstable, while the competitive environment is intensifying due to shortages of semiconductors and other components, as well as the ongoing review of the existing supply chain,」
We continue to recognize unstable market conditions and intensifying competition resulting from shortages of semiconductors and other components and the review of the supply chain. - FY2023-Q3WorsenedAnnual report
「Industrial films saw lower sales due to a sharp slowdown in demand for semiconductor applications and weak demand for stickers. Automotive interior materials saw higher sales as orders for new models offset weak market conditions caused by the semiconductor shortage. Among medical products, sterilizers' sales were in line with the previous year as price revisions offset lower orders.」
The sharp slowdown in demand for semiconductor applications and weak market conditions caused by the semiconductor shortage continue to constrain demand and production for automotive interior materials and sterilizers, as well as reduce industrial film sales. - FY2023-Q2WorsenedAnnual report
「Among medical products, sterilizers saw lower sales due to reduced production volumes caused by delays in the arrival of materials, including semiconductors, although market conditions are showing signs of recovery.」
Delays in the arrival of materials, including semiconductors, have resulted in lower production volumes and lower sterilizer sales, with supply constraint risks continuing. - FY2023-Q1WorsenedAnnual report
「Industrial films saw lower sales as market conditions remained weak due to the semiconductor shortage.」
In addition to the existing shortages of related materials and supply constraints, the semiconductor shortage has led to weak market conditions and lower sales of industrial films, indicating that supply constraint risks are continuing and expanding. - FY2022WorsenedAnnual report
「In the industrial products business, the impact of supply shortages of various components due to semiconductor shortages, lockdowns around the world and disruptions to logistics networks continues.」
In addition to the previous shortages of materials related to the wood shock, semiconductor shortages, component supply shortages and disruptions to logistics networks continue. - FY2022-Q3WorsenedAnnual report
「Wallpaper sales were roughly in line with the previous year, despite growth in housing starts, due to the impact of delays in construction schedules caused by shortages of materials such as timber and semiconductor products.」
In addition to shortages of materials related to the wood shock, shortages of materials such as semiconductor products were cited, with delays in construction schedules leading to wallpaper sales remaining roughly in line with the previous year. - FY2022-Q2MaterialisedAnnual report
「Wallpaper sales were roughly in line with the previous year, despite housing starts turning upward, partly due to the impact of longer construction periods caused by delays in procuring materials related to the wood shock and other factors.」
The document states that delays in procuring materials related to the wood shock and other factors led to longer construction periods, leaving wallpaper sales roughly in line with the previous year.