Risk of slower pole shipments for base stations due to semiconductor shortages
First written in FY2022-Q3. 4 of 7 entries say "Worsened", first in FY2023-Q1. Latest entry: FY2026.
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- FY2026MitigatedAnnual report
「Shipments of poles for mobile-phone base stations also gradually began to resume,」
The Group stated that shipments of poles for base stations, which had fallen sharply due to the semiconductor shortage and other factors, had gradually begun to resume. - FY2023Sharp decline in COP shipments and recognition of inventory valuation lossAnnual report
「Shipments of COP, which had been strong in the previous fiscal year, fell sharply, and net sales were ¥13.049 billion, down 20.3% year on year. ... As the Group recorded an inventory valuation loss of ¥275 million on metal parts for these poles, segment profit was ¥660 million, down 74.1% year on year.」
The decline in COP shipments against the backdrop of the semiconductor shortage and other factors resulted in a 20.3% full-year decline in net sales, and the Group also recorded an inventory valuation loss of ¥275 million on metal parts. - FY2023-Q3WorsenedAnnual report
「In a challenging environment in which nationwide shipments of concrete poles fell approximately 17% year on year, shipments of poles for mobile-phone base stations fell sharply due to the semiconductor shortage and other factors,」
The slowdown in shipments of poles for base stations due to the semiconductor shortage and other factors became more pronounced, materializing as an approximately 17% decline in nationwide shipments and a substantial decrease in shipments to base stations. - FY2023-Q2WorsenedAnnual report
「In an extremely challenging environment in which nationwide shipments of concrete poles fell approximately 16% year on year, shipments of poles for mobile-phone base stations fell sharply due to the semiconductor shortage and other factors,」
The slowdown in shipments of poles for base stations due to the semiconductor shortage and other factors became more pronounced in the current quarter, materializing as a substantial decline in shipment volume. - FY2023-Q1WorsenedAnnual report
「Shipments of poles for mobile-phone base stations fell sharply due to the semiconductor shortage and other factors, and net sales were ¥2.974 billion, down 5.4% year on year.」
The slowdown in shipments of poles for base stations due to the semiconductor shortage, which had been a concern and had emerged in the previous fiscal year, became more pronounced in the current quarter as a substantial decline in shipment volume and a year-on-year decrease in business revenue. - FY2022MaterialisedAnnual report
「Nationwide shipments of concrete poles were also flat year on year. Although demand for poles for mobile-phone base stations remained strong, as in the previous fiscal year, it slowed in the second half of the fiscal year.」
In connection with concerns about slower shipments of poles for base stations due to the semiconductor shortage, the Group stated that demand for base-station poles actually slowed in the second half of the fiscal year. - FY2022-Q3First statedAnnual report
「Shipments of poles for mobile-phone base stations remain strong in the pole-related business, but a slowdown due to the semiconductor shortage is a concern.」
While shipments of poles for mobile-phone base stations remain strong, the Group identified the possibility of a future slowdown due to the semiconductor shortage as a new risk.