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Npc (6255) · RiskMitigated

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.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2020 – FY20242016: 12017: 120172018: 020182019: 020192020: 120202021: 020212022: 120222023: 020232024: 12024
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.

15 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
Moved together

"Start of manufacturing and revenue recognition for a large-scale production line project" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333322★123456
  1. ★This thread
  2. 1Start of manufacturing and revenue recognition for a large-scale production line project3×
  3. 2Research and development of solar panel dismantling equipment and selection for an NEDO project3×
  4. 3Progress in considering the establishment of a collection and recycling system for end-of-life solar panels3×
  5. 4Medium- to Long-Term Alignment of Interests with Shareholders through a Restricted Stock Compensation Plan3×
  6. 5Expansion of business operations into environmental services, including inspection, reuse and recycling2×
  7. 6Enhancing the Value-Added Features, Inspection Services and Nationwide Network for Solar Panel Inspection Equipment2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Npc's next results are scheduled for 2026-10-07. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks to the Solar Cell Manufacturing Equipment Supply Structure from Capital Investment, Subcontractors, and Quality | NPC Incorporated (6255) | Komori