Dependence on specific suppliers for parts and purchased goods
First written in FY2016. 7 of 14 entries say "Materialised", first in FY2020. Latest entry: FY2026.
G-Tekt moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Production cuts in the North America segment due to semiconductor shortages」
Production cuts by North American customers due to semiconductor shortages again materialized in the current fiscal year as a factor behind changes in sales and production. - 2026-05-15MaterialisedRevision of earnings forecasts
「Production cuts in the North America segment due to semiconductor shortages」
Supply constraints affecting semiconductors and components, previously described as having eased temporarily, reappeared as an actual factor behind production cuts in North America. - FY2025-H1MitigatedAnnual report
「In the automotive industry, concerns regarding parts supplies have been resolved, and finished-vehicle manufacturers have continued stable production.」
The previously materialized constraints on semiconductor and parts supplies have eased as concerns were resolved, and finished-vehicle manufacturers have continued stable production, according to the explanation. - FY2024-Q3MitigatedAnnual report
「In the automotive industry, the impact of sharp production fluctuations caused by the semiconductor supply disruptions that occurred in the previous year has subsided, and global automotive production and sales volumes have increased compared with the same period of the previous year.」
The effects of the semiconductor supply constraints and supply chain disruptions that had materialized in the previous year subsided, and global automotive production and sales increased, according to the explanation. - FY2024-Q2MitigatedAnnual report
「In the automotive industry, global vehicle production recovered as shortages of semiconductors and other components eased.」
As shortages of semiconductors and other components eased, the recovery in global automotive production partially alleviated the supply constraints that had previously materialized. However, the source does not state that the parts shortages have been resolved. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, semiconductor supply constraints are gradually easing, and finished-vehicle manufacturers that were forced to cut production in the previous fiscal year have successively increased production.」
Although semiconductor supply constraints remain, their gradual easing and increased production by finished-vehicle manufacturers indicate that the supply chain constraints that had previously materialized have eased to some extent. - FY2023-Q3MaterialisedAnnual report
「Supply chain disruptions caused by semiconductor supply constraints and China's zero-COVID policy, among other factors, have forced automotive production to undergo substantial fluctuations.」
Supply chain risks, including dependence on the procurement of parts and purchased items, continued to materialize as supply chain disruptions and production fluctuations caused by semiconductor supply constraints and China's zero-COVID policy. - FY2023-Q1MaterialisedAnnual report
「In the automotive industry, major customers made production adjustments at the start of the period due to the global semiconductor shortage and the impact of the Shanghai lockdown, but production moved toward normalization in the latter half.」
The semiconductor shortage and Shanghai lockdown actually resulted in production adjustments by major customers, and procurement and supply chain risks continued to affect the operating environment. At the same time, production normalization in the latter half of the period was also described. - FY2022MaterialisedAnnual report
「Although production and sales activity in the automotive industry had begun to recover as global demand returned, supply chain risks materialized due to shortages of semiconductors and other components, resulting in temporary production shutdowns and production adjustments at major customers.」
Procurement dependence and supply chain risks materialized in annual results as shortages of semiconductors and other components and temporary production shutdowns and production adjustments at major customers. Measures including securing alternative suppliers, conducting hazard-map surveys and distributing processes were also described. - FY2022-Q3MaterialisedAnnual report
「Customers reduced production due to semiconductor shortages and delays in parts supplies from Asia, resulting in lower revenue due to declines in mass-production sales and die-equipment sales, among other factors.」
Regarding supply chain risks, including dependence on specific suppliers, delays in parts supplies from Asia and semiconductor shortages materialized as production cuts by customers and a 10.4% year-on-year decline in North American revenue. - FY2022-Q2WorsenedAnnual report
「In addition to the semiconductor shortage that has continued since the first quarter, the spread of infectious diseases in Southeast Asia has made parts procurement difficulties more severe」
Supply chain risks, including dependence on specific suppliers, became more severe as semiconductor shortages and the spread of infectious diseases in Southeast Asia made parts procurement increasingly difficult. - FY2020MaterialisedAnnual report
「Regarding supply chain disruptions, we outsource the manufacture of dies to die manufacturers, but in situations such as the lockdown of Wuhan, China, we are working to mitigate risks and achieve an early recovery by shortening die-manufacturing lead times, distributing processes and securing logistics in the event of an emergency.」
The previously identified risk of dependence on procurement sources materialized as impacts on operations and logistics from the lockdown of Wuhan, China, and measures were presented involving shorter lead times, process dispersion and the securing of alternative suppliers. - FY2017RestatedAnnual report
「The Group depends on specific suppliers inside and outside the Group for the procurement of key components and purchased items.」
The Group continues to identify its dependence on specific suppliers for parts and purchased items as an ongoing risk. - FY2016First statedAnnual report
「The Group depends on specific suppliers inside and outside the Group for the procurement of key components and purchased items.」
The inability to procure supplies due to shutdowns at specific suppliers and other events is identified as a risk to results.