Risks to the Solar Cell Manufacturing Equipment Supply Structure from Capital Investment, Subcontractors, and Quality
First written in FY2016. 3 of 5 entries say "Mitigated", first in FY2020. Latest entry: FY2024.
The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.
15 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「In particular, globally extended lead times for parts occurred in the fiscal year before last (the 30th fiscal year), but lead times are currently returning to normal.」
Regarding extended lead times for parts, the company explains that conditions, which became apparent in the fiscal year before last, are now returning to normal lead times. It continues to respond through substitute products and overseas procurement. - FY2022MitigatedAnnual report
「The company secures the parts required for manufacturing by procuring substitutes and through overseas procurement using overseas subsidiaries.」
As a response to parts shortages, the company is using substitute products and overseas procurement, and explains that this has not resulted in any decline in its competitiveness. - FY2020MitigatedAnnual report
「At the Matsuyama Plant, production is based on a cell-based system in which manufacturing personnel assemble equipment, rather than line production using manufacturing equipment. Accordingly, the business can continue operating after a disaster at the plant if personnel and space can be secured. Even if sufficient personnel and space cannot be secured, the company will flexibly secure production capacity by increasing production at partner plants and through other measures.」
As responses to risks from delayed capital investment, subcontractors and the supply system, the company specifies business continuity measures using a cell-based production system, partner plants and backup arrangements. - FY2017RestatedAnnual report
「To respond to continued growth in the solar cell market, our Group will seek to maintain appropriate production volumes and capacity as necessary. However, if capital investment is delayed beyond plan and product supply capacity becomes insufficient, or if product demand does not expand as expected in response to the capital investment, this could affect our Group's performance.」
The company reiterates the supply-system risks from delayed capital investment, failure to achieve demand expectations, and subcontractor and quality issues, as well as its policy of maintaining production capacity. - FY2016First statedAnnual report
「However, if capital investment is delayed beyond plan and product supply capacity becomes insufficient, or if product demand does not expand as expected in response to the capital investment, this could affect our Group's performance. In addition, if changes in the business environment of subcontractors or other third parties cause problems in the supply system, or if the products supplied cannot maintain sufficient quality, this could affect our Group's performance.」
The company identified supply-system risks arising from delays in capital investment, failure to achieve demand expectations, changes among subcontractors and insufficient quality.