Customer Production Adjustments Due to Shortages of Semiconductors and Electronic Components
First written in FY2022-Q1. 4 of 12 entries say "Restated". Latest entry: FY2024.
Ishii Hyoki moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Sales of control panels for machine tools and industrial machinery increased from the previous consolidated fiscal year as difficulties in procuring materials such as electronic components were partially resolved, but customers continued production adjustments recently, and orders received declined.」
Difficulties in procuring materials such as electronic components eased partially and sales increased. However, customer production adjustments and the decline in orders remain as new constraints. - FY2024-Q3WorsenedAnnual report
「Sales of printed products for automobiles increased compared with the same period of the previous year after the Company won orders for new mass-production products. Sales of control panels for machine tools and industrial machinery also increased year on year as difficulties in procuring materials such as electronic components eased partially. However, customer production adjustments continue recently, and orders have decreased.」
Although difficulties in procuring materials have eased partially, customer production adjustments continued and orders for control panels decreased. - FY2024-Q2RestatedAnnual report
「Sales of control panels for machine tools and industrial machinery increased from the same period of the previous year as difficulties in procuring materials such as electronic components were partially resolved, but customers' advance orders have recently slowed.」
Although difficulties in procuring materials have eased partially, the slowdown in customers' advance orders continues. - FY2024-Q1MitigatedAnnual report
「Sales of control panels for machine tools and industrial machinery increased from the same period of the previous year as difficulties in procuring materials such as electronic components were partially resolved, but customers' advance orders have recently slowed.」
Difficulties in procuring materials such as electronic components have eased partially, and sales of control panels increased. However, the slowdown in customers' advance orders was identified as a new concern. - FY2023RestatedAnnual report
「During the current consolidated fiscal year, the Group continued to face a situation in which restrictions on domestic and international travel due to COVID-19 forced it to scale back its sales activities. Meanwhile, demand for package substrates for semiconductor applications continued to expand, capital investment in this field increased, and net sales rose compared with the previous consolidated fiscal year. Recently, however, capital investment in this field has shown signs of slowing, while higher raw material prices and longer procurement lead times continue, requiring attention to future demand trends and production activity.」
While demand for package substrates and sales continued to expand, slower capital investment, higher raw material prices and longer procurement lead times remained risks. - FY2023-Q3RestatedAnnual report
「The machine tool and industrial machinery fields were affected by difficulties in procuring materials such as electronic components, but customers continued placing orders ahead of anticipated longer delivery times, and revenue increased from the same period of the previous year.」
Although difficulties in procuring materials such as electronic components and longer delivery times continue, sales in the machine tools and industrial machinery sectors exceeded the same period of the previous year due to advance orders. - FY2023-Q2WorsenedAnnual report
「In the printed circuit board field, demand for package substrates for the 5G next-generation communications market and semiconductor applications continued to expand, and orders increased year on year. However, production was affected by difficulties in procuring materials, and sales decreased compared with the same period of the previous year.」
Difficulties in procuring materials such as semiconductors and electronic components have actually appeared as an impact on production and lower sales despite the increase in orders. - FY2023-Q1RestatedAnnual report
「The machine tool and industrial machinery fields were affected by difficulties in procuring materials such as electronic components, but customers continued placing orders ahead of anticipated longer delivery times, and revenue increased from the same period of the previous year.」
Although difficulties in procuring materials such as electronic components continue, sales in this field exceeded the same period of the previous year due to advance orders. - FY2022MaterialisedAnnual report
「Demand for package substrates for the 5G next-generation communications market and semiconductor applications continued to expand, as in the previous consolidated fiscal year, and capital investment in these fields increased, resulting in higher net sales than in the previous consolidated fiscal year. While demand for the Group's products supporting high-precision polishing is expected to remain firm, material prices have risen and delivery delays have occurred, raising concerns about their impact on production activity.」
Against the backdrop of shortages of semiconductors and electronic components, higher material prices and delivery delays actually occurred, creating concerns about their impact on production activity. - FY2022-Q3WorsenedAnnual report
「Close attention must also be paid to increasing downside risks to production activity, including shortages of electronic components such as semiconductors and surging crude oil and natural gas prices.」
It has been explicitly stated that the risk of a downturn in production activity due to shortages of semiconductors and electronic components is increasing, indicating that the risk is continuing and expanding. - FY2022-Q2MaterialisedAnnual report
「Lead times from order receipt to shipment have lengthened as a result of shortages of electronic components, and net sales decreased compared with the same period of the previous year.」
The shortage of semiconductors and electronic components materialized as longer lead times from order receipt to shipment and lower sales in the machine tools and industrial machinery sectors. - FY2022-Q1First statedAnnual report
「However, attention should be paid to customer production adjustments resulting from shortages of electronic devices, including semiconductors and electronic components, for which demand is increasing sharply.」
The shortage of semiconductors and electronic components, where demand is rising sharply, has newly been identified as a risk leading to customer production adjustments.