Risk of responding to customer-required delivery dates amid rising component prices and longer delivery times
First written in FY2022-Q2. 5 of 14 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-05-13.
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- 2026-05-13MitigatedEarnings
「半導体供給問題に端を発した電装機器の長納期化については概ね改善された」
電装機器の長納期化は概ね改善されたと記載された。 - FY2025MitigatedAnnual report
「Lead times for procured items, particularly electrical components, are returning to normal, and we will continue working to meet customers’ requested delivery dates.」
Long lead times for procured items, particularly electrical components, were said to be returning to normal, indicating an improvement from the previously severe delivery constraints. - FY2025-H1MitigatedAnnual report
「Although the long lead times for electrical equipment resulting from the semiconductor issue have improved considerably, there have also been situations in which we have been unable to fully meet customers’ requests because of concerns over staffing and production capacity arising from the large order backlog.」
The long lead times for electrical equipment resulting from the semiconductor issue were described as having improved considerably. However, constraints on staffing and production capacity arising from the large order backlog remain separately. - FY2024MitigatedAnnual report
「Although the long lead times for electrical components resulting from the semiconductor issue have improved considerably, some equipment still cannot be delivered within the short lead times previously possible. In response, we began holding inventory through advance purchases, but in reviewing delivery schedules we will remain fully aware of customers’ requested delivery dates and continue efforts to shorten lead times.」
The long lead times for electrical components were described as having improved considerably, and inventory procurement through advance purchases was begun. However, short lead times have not recovered for some equipment, and efforts to shorten delivery lead times are continuing. - FY2024-Q3SoftenedAnnual report
「However, in addition to price competition, delivery times have also become a severe competitive factor. Although extended lead times for semiconductor-related electrical components are showing signs of improvement, they are expected to continue for some time, so we will continue working to shorten delivery times.」
Long lead times for semiconductor-related electrical components were expected to continue for some time, but the addition of language indicating a recovery trend somewhat softened the situation from the previous quarter’s description that there were no signs of improvement. - FY2024-Q2SoftenedAnnual report
「In addition to price competition, competition over delivery lead times has also become severe. Although lead times for semiconductor-related electrical components are showing some signs of recovery, they are expected to remain extended for some time. We will continue to make active efforts to shorten delivery lead times.」
Long lead times for semiconductor-related electrical components were expected to continue for some time, but the addition of language indicating some recovery somewhat softened the situation from the previous quarter’s description that there were no signs of improvement. Efforts to shorten delivery lead times will continue. - FY2024-Q1SoftenedAnnual report
「Although lead times for semiconductor-related electrical components have shown some signs of recovery, there has been no significant improvement in the situation. We will continue to make active efforts to shorten delivery lead times.」
Some recovery was indicated in the long lead times for electrical components, but there was no significant improvement, and shortening delivery lead times remained an issue. - FY2023WorsenedAnnual report
「However, longer lead times for procured items, particularly electrical components, have become the norm, making shorter delivery lead times a challenge.」
Longer lead times for procured items, particularly electrical components, were described as having become the norm, with shorter delivery lead times emphasized as an ongoing issue in both the business environment and the medium-term plan. - FY2023-Q3RestatedAnnual report
「However, for these new orders, long lead times for semiconductor-related electrical components are continuing, and the lack of improvement in delivery lead times is having a major impact on order-taking activities. Improving delivery lead times remains an ongoing issue.」
It was reaffirmed that long lead times for semiconductor-related electrical components were continuing, delivery lead times for orders had not improved, and the impact on order-taking activities was ongoing. - FY2023-Q2WorsenedAnnual report
「The long lead times for electrical components that became pronounced early this spring are continuing, with no signs of improvement and an uncertain outlook. Electrical component lead times have become a bottleneck in the manufacturing process, and the resulting substantial extension of delivery lead times for orders is having a major impact on order-taking activities.」
It was stated that lead times for electrical components had not improved and, as a bottleneck in the manufacturing process, were substantially extending delivery lead times and having a major impact on order-taking activities. - FY2023-Q1WorsenedAnnual report
「However, price competition with equipment manufacturers in Japan and overseas remains severe. As longer lead times for procured items have become the norm and raw material price increases have become more pronounced, shortening delivery lead times for ordered equipment has become an urgent issue.」
Longer lead times for procured items were described as having become the norm rather than a temporary issue. Together with higher raw material prices, this has made shortening delivery lead times for ordered equipment an increasingly urgent issue. - FY2022WorsenedAnnual report
「However, price competition with equipment manufacturers in Japan and overseas remains severe, while longer lead times for procured items and higher raw material prices have also become pronounced.」
Longer lead times for procured items and higher raw material prices were described as a more pronounced situation than the previous period’s concerns over higher component prices and longer delivery lead times. - FY2022-Q3WorsenedAnnual report
「However, price competition with equipment manufacturers in Japan and overseas remains severe, while longer lead times and higher prices for procured items have also become pronounced.」
Longer lead times and higher prices for components and procured items were described as a more pronounced situation than the issues identified in the previous quarter. - FY2022-Q2First statedAnnual report
「The rapid recovery in economic activity has driven up component prices and extended delivery lead times. As a result, delivery schedules for new projects and ordered equipment have been affected, making shorter lead times to meet customers’ requested delivery dates a challenge.」
It was stated for the first time that higher component prices and longer delivery lead times accompanying the rapid recovery in economic activity were affecting delivery schedules for new projects and ordered equipment, creating a challenge in meeting customers’ requested delivery dates.