Difficulty procuring components for logistics equipment and longer lead times due to semiconductor shortages and other factors
First written in FY2023-Q1. 5 of 10 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2026.
The whole theme swung hardest in 2021: 8 of 14 companies on the "Worse" side.
4 other companies' latest entry also says "Dropped".
- FY2026DroppedAnnual report
「For logistics equipment and related products, amid a downward trend in inquiries, intensive efforts to secure orders resulted in order value exceeding the previous fiscal year’s results,」
In the description of logistics equipment for the fiscal year, there is no mention of the semiconductor shortage, difficulty procuring components including electrical equipment, or longer lead times. The decline in inquiries is described as the primary factor. - 2026-06-01SoftenedGeneral Meeting of Shareholders
「物流機器類については、引き合い案件が減少傾向にある中で売上高は比較的順調に推移いたしました」
部材調達難への言及はなく、物流機器の当期売上は前期比で減少したものの、売上推移は比較的順調と記載している。 - FY2024MitigatedAnnual report
「In the previous fiscal year, the procurement of various components, including electrical equipment, became extremely difficult due to the semiconductor shortage, reducing the number of projects recognized as revenue during the cumulative second-quarter period. However, in addition to procuring various components, including electrical equipment, ahead of schedule by the end of the previous fiscal year, orders remained relatively steady, resulting in revenue of ¥3,360 million, up 17.1% from the previous fiscal year.」
In response to the difficulty procuring components caused by the semiconductor shortage, advance procurement and securing orders led logistics equipment revenue to recover to a 17.1% year-on-year increase. - FY2024-Q3MitigatedAnnual report
「In logistics equipment, procurement of various components, including electrical components, became extremely difficult during the previous fiscal year due to semiconductor shortages, reducing the number of projects recognized as revenue during the cumulative second quarter. However, revenue was ¥2,584 million, up 15.8% year on year, as various components were procured ahead of schedule by the end of the previous fiscal year and order intake remained relatively solid.」
In response to the difficulty procuring components caused by the semiconductor shortage in the previous fiscal year, advance procurement and securing orders led logistics equipment revenue to recover to a 15.8% year-on-year increase. - FY2024-Q2MitigatedAnnual report
「In logistics equipment, procurement of various components, including electrical components, became extremely difficult during the previous fiscal year due to semiconductor shortages, reducing the number of projects recognized as revenue during the cumulative second quarter. However, revenue was ¥1,676 million, up 41.8% year on year, as various components were procured ahead of schedule by the end of the previous fiscal year and order intake remained relatively solid.」
In response to the difficulty procuring components and the decline in projects recognized as revenue in the previous fiscal year, advance procurement and securing orders led logistics equipment revenue to recover to a 41.8% year-on-year increase. - FY2024-Q1MitigatedAnnual report
「In the previous fiscal year, the procurement of various components, including electrical equipment, became extremely difficult due to the semiconductor shortage, reducing the number of projects recognized as revenue during the first quarter. However, in addition to procuring various components, including electrical equipment, ahead of schedule by the end of the previous fiscal year, orders remained relatively steady, resulting in revenue of ¥769 million, up 38.9% year on year.」
In response to the difficulty procuring components caused by the semiconductor shortage in the previous fiscal year, advance procurement and steady orders led logistics equipment revenue in the first quarter to recover to a 38.9% year-on-year increase. - FY2023MaterialisedAnnual report
「However, as the procurement of various components, including electrical equipment, became extremely difficult due to the semiconductor shortage and the period from order receipt to completion of delivery, installation and construction lengthened, the company also worked to expand sales, but revenue was ¥2,868 million, down 1.8% from the previous fiscal year.」
Difficulty procuring components and longer lead times caused by the semiconductor shortage continued throughout the fiscal year, and logistics equipment revenue fell 1.8% year on year. - FY2023-Q3MitigatedAnnual report
「During the first half, procurement of various components, including electrical components, became extremely difficult due to semiconductor shortages, extending the period from order receipt to completion of delivery, installation and construction. These issues gradually eased from October onward, and revenue progressed steadily, resulting in revenue of ¥2,231 million, up 14.3% year on year.」
Difficulty procuring components and longer lead times due to the semiconductor shortage occurred in the first half, but gradually eased from October onward, with logistics equipment revenue recovering to a 14.3% year-on-year increase. - FY2023-Q2MaterialisedAnnual report
「Although capital investment across the industry remained extremely challenging amid an uncertain business environment during the COVID-19 pandemic, order intake was relatively solid. However, procurement of various components, including electrical components, became extremely difficult due to semiconductor shortages, extending the period from order receipt to completion of delivery, installation and construction. As a result, revenue was ¥1,182 million, down 10.0% year on year.」
Difficulty procuring components, including electrical equipment, and longer lead times caused by the semiconductor shortage continued, and logistics equipment revenue fell 10.0% year on year. - FY2023-Q1First statedAnnual report
「The procurement of various components, including electrical equipment, became extremely difficult due to the semiconductor shortage, lengthening the period from order receipt to completion of delivery, installation and construction. As a result, the number of projects recognized as revenue during the first quarter decreased, and revenue was ¥553 million, down 22.5% year on year.」
Difficulty procuring components, including electrical equipment, and longer lead times caused by the semiconductor shortage actually occurred, leading to a decline in projects recognized as revenue in the first quarter and in logistics equipment revenue.