Delays in payment terminal deliveries due to semiconductor shortages
First written in FY2023. 2 of 4 entries say "Mitigated", first in FY2024. Latest entry: FY2026.
2 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「In response to these risks, the Group is working to secure inventory in anticipation of semiconductor shortages and other issues by strengthening cooperation with payment terminal manufacturers. It is also pursuing operational efficiency improvements and reviewing its procurement strategy to maintain and improve service quality and secure sustainable profitability.」
In response to risks involving shortages, price increases, and delivery delays for overseas components and products, the company explicitly cited cooperation with terminal manufacturers, inventory procurement, operational efficiency improvements, and a review of its procurement strategy as countermeasures. - FY2025ReframedAnnual report
「If changes in international conditions, including foreign exchange rates, US tariff policy, US-China economic friction, and the situation involving Russia and Ukraine, cause shortages of hardware components required to provide our services or increases in software prices, among other developments, and lead to delivery delays or higher procurement costs that reduce earnings, the Group's business performance may be affected.」
The risk of procuring terminals, previously centered on semiconductor shortages, was expanded to cover procurement risks involving overseas components and products, foreign exchange rates, tariffs, international conditions, and software prices. - FY2024MitigatedAnnual report
「As 2024 began, the surge in demand related to COVID-19 was subsiding. In light of the possibility of continued semiconductor shortages affecting the payment terminals we handle, we are continuing to work to secure inventory through advance orders.」
The likelihood of a semiconductor shortage materializing was assessed as low and its impact as limited, while easing demand conditions and measures involving advance orders were indicated. - FY2023First statedAnnual report
「In light of the semiconductor shortage affecting the payment terminals we handle, we are working to secure inventory through advance orders. However, if the shortage persists and causes delivery delays, our business performance may be affected.」
Securing inventory through advance orders is cited as a measure.