SmartDrive (5137) · RiskDropped
Tight supply and demand for electronic components, primarily semiconductors
First written in FY2022. 1 of 3 entries say "Mitigated", first in FY2023. Latest entry: FY2025.
3entries
4years
0from disclosures
How it moved
Same theme, other companies
Risk of higher costs and weaker earnings due to shortages and procurement difficulties involving components and raw materialsA theme 162 companies write about · 168 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
15 other companies' latest entry also says "Dropped".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 162 companies compared. The sentences above are computed from all 162.Full recordFilings, disclosures and news, newest first
- FY2025DroppedAnnual reportThe FY2025 section on "Business and Other Risks" contains no standalone disclosure concerning tight supply and demand for electronic components, primarily semiconductors.
- FY2023MitigatedAnnual report
「The Group is promoting support for multiple devices and has secured multiple suppliers, and therefore believes that the impact at present is minor.」
Although the risk of tight supply and demand for semiconductors and other components continues, the company explains that the impact at present is minor because it supports multiple devices and has secured multiple suppliers. - FY2022First statedAnnual report
「Procurement of automotive devices: Electronic components, primarily semiconductors, are in tight supply worldwide. If the prolonged supply constraints make it difficult to obtain automotive devices, or if purchase prices from suppliers rise sharply, the Group's operating results and financial condition may be adversely affected.」
The company identifies prolonged supply constraints, difficulty obtaining components, and higher purchase prices as procurement risks.