Delays in Sourcing Parts from Southeast Asia
First written in FY2022-Q2. 5 of 7 entries say "Mitigated", first in FY2023. Latest entry: FY2026-H1.
The whole theme swung hardest in 2022: 101 of 160 companies on the "Worse" side.
23 other companies' latest entry also says "Mitigated".
- FY2026-H1MitigatedAnnual report
「The automotive industry, a major customer base for our Group, remained on a recovery trend overall, supported by stabilizing semiconductor supplies and steady new-vehicle sales.」
The company stated that semiconductor supply had stabilized, and production risks in the automotive industry associated with component supply constraints were moving toward mitigation. - FY2024MitigatedAnnual report
「In the automotive industry, a major customer of the group, automakers' production activities are gradually normalizing, but the business environment surrounding the group remains challenging because of accelerating EV demand in the Chinese market and prolonged increases in raw-material, outsourcing and energy costs.」
Production activities in the automotive industry associated with component supply constraints were said to be returning to normal, and the previous risk of supply delays was moving toward mitigation. - FY2024-Q2MitigatedAnnual report
「In the automotive industry, a major customer of the group, automakers' production activities are gradually normalizing, but the business environment surrounding the group is becoming increasingly challenging because of prolonged increases in raw-material and energy prices.」
Production activities at automotive companies were said to be returning to normal, and production risks associated with component supply constraints were moving toward mitigation. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, a major customer of the group, the effects of the semiconductor shortage have eased, and automakers' production activities are gradually normalizing.」
Regarding production risks in the automotive industry associated with component supply constraints, the company stated that the impact of semiconductor shortages had eased and that production activities were returning to normal. - FY2023MitigatedAnnual report
「In the automotive industry, a major customer of the group, manufacturers had continued to adjust operations because of tight semiconductor and parts supplies, but parts supplies have improved and the production activities of automakers are gradually normalizing.」
Regarding delays in the supply of components, including from Southeast Asia, the company stated that component supply had improved and that production activities at automotive companies were returning to normal. - FY2022-Q3RestatedAnnual report
「In the automotive industry, a major customer base for our Group, concerns include a global semiconductor supply-demand crunch, delays in procuring parts from Southeast Asia, and soaring raw-material prices.」
The company reconfirmed delays in sourcing components from Southeast Asia as a concern regarding the outlook for the automotive industry. - FY2022-Q2First statedAnnual report
「The automotive industry, a major customer of the group, had been steadily recovering, but the outlook has become uncertain because of concerns including tight global semiconductor supply and demand, delays in sourcing parts from Southeast Asia, and soaring raw-material prices.」
The company identified delays in sourcing components from Southeast Asia for the first time as a concern regarding the outlook for the automotive industry.