Risk of Disruption to the Supply of Materials and Components
First written in FY2021. 6 of 9 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024-Q2.
The whole theme swung hardest in 2026: 7 of 11 companies on the "Worse" side.
4 other companies' latest entry also says "Mitigated".
- FY2024-Q2MitigatedAnnual report
「For the Group, demand from the automotive sector entered a recovery trend as the semiconductor shortage eased, while demand for semiconductor manufacturing equipment remained sluggish due to the impact of production adjustments and other factors.」
Demand from the automotive industry showed signs of recovery as the semiconductor shortage eased, indicating partial easing of the supply and production constraints caused by the shortage. Meanwhile, demand for semiconductor manufacturing equipment remains weak because of production adjustments and other factors. - FY2024-Q1MitigatedAnnual report
「For the Group, demand from the automotive sector entered a recovery trend as the semiconductor shortage eased, while demand for semiconductor manufacturing equipment remained sluggish due to the impact of production adjustments and other factors.」
Demand from the automotive industry showed signs of recovery as the semiconductor shortage eased, indicating partial easing of the supply and production constraints previously caused by the shortage. Meanwhile, demand for semiconductor manufacturing equipment remains weak because of production adjustments and other factors. - FY2023MaterialisedAnnual report
「Products for the automotive industry were affected by production adjustments and other factors resulting from the semiconductor shortage, but they showed signs of recovery in the second half of the fiscal year.」
The company states that production adjustments caused by the semiconductor shortage actually affected demand for products for the automotive industry. It also indicates signs of recovery in the second half of the fiscal year. - FY2023-Q3MaterialisedAnnual report
「The domestic economy moved toward normalization as restrictions on activities imposed in response to COVID-19 were eased, but uncertainty about the outlook increased further as resource, energy and raw-material prices continued to rise and supply constraints affecting some components remained.」
Supply constraints affecting some components continue to be cited as an actual business-environment factor, indicating that the risk of disruption to the supply of materials and components continues to materialize. - FY2023-Q2MaterialisedAnnual report
「The domestic economy moved toward normalization as restrictions on activities imposed in response to COVID-19 were eased, but uncertainty about the outlook increased further amid surging energy and raw-material prices, supply constraints affecting some components and the rapid depreciation of the yen.」
Supply constraints affecting some components continue to be cited as an actual business-environment factor, indicating that the risk of disruption to the supply of materials and components continues to materialize. - FY2023-Q1MaterialisedAnnual report
「The prolonged Russia-Ukraine war and the impact of lockdowns resulting from the spread of COVID-19 infections in China, among other factors, have increased uncertainty about the outlook through supply constraints and higher raw-material prices, as well as significant volatility in the financial and capital markets.」
Constraints on the supply of raw materials are cited as an actual business-environment factor, indicating that the risk of disruption to the supply of materials and components continues to materialize. - FY2022MaterialisedAnnual report
「More recently, uncertainty over the global economy has increased further, with additional increases in raw material prices and supply chain disruptions resulting from Russia's invasion of Ukraine, as well as rapid yen depreciation.」
Supply-chain disruption is cited as an actual external business-environment factor related to the risk of disruption to the supply of materials and components. - FY2022-Q3MaterialisedAnnual report
「In addition to the spread of variant infections, shortages of semiconductor components and continuing increases in raw-material prices and transportation costs have become evident」
The shortage of semiconductor components is cited as a continuing external business-environment factor, indicating that the risk of disruption to the supply of materials and components has materialized as a specific event. - FY2021First statedAnnual report
「Supply disruptions caused by factors other than disasters ・Discontinuation of production of raw materials or components required to manufacture the company’s products ・Sudden bankruptcy or business suspension by subcontractors ・Searching for alternative products ・Searching for distribution channels with strong ties to manufacturers」
The company has identified supply disruptions caused by the discontinuation of raw-material or component production and the bankruptcy or business suspension of subcontractors as risks, and cites searching for alternative products and distribution channels as mitigation measures.