Component Supply Shortages in Southeast Asia and Power Shortages in China
First written in FY2022-Q2. 4 of 8 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2026-H1.
The whole theme swung hardest in 2026: 15 of 18 companies on the "Worse" side.
8 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the interim accounting period, there were no new business or other risks and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The Company states that there have been no newly arisen or material changes in supply constraint risks, including parts supply shortages in Southeast Asia and power shortages in China. - FY2024MitigatedAnnual report
「During the fiscal year, Japan’s economy showed signs of recovery as economic activity normalized with the COVID-19 pandemic coming under control, although」
Regarding supply constraints such as parts shortages through the previous fiscal year, the Company described the containment of the infectious disease and the normalization of economic activity, indicating that the external environment relating to supply constraints was improving. - FY2024-Q3MitigatedAnnual report
「During the nine-month period ended the third quarter, Japan’s economy saw improving business conditions as social and economic activity normalized following the easing of COVID-19 countermeasures and supply constraints in the automobile industry eased.」
The Company stated that supply constraints in the automotive industry had continued to ease and indicated that the risks associated with supply constraints such as parts supply shortages were trending downward. - FY2024-Q1MitigatedAnnual report
「Economic conditions in Japan during the six-month period ended in the first quarter improved broadly, with manufacturing recovering for the first time in a long while as supply constraints in the automotive sector eased and the rise in raw material prices moderated, while non-manufacturing also continued to improve on the recovery in inbound demand and the transition beyond the COVID-19 pandemic.」
Regarding supply constraints such as parts supply shortages identified in the previous fiscal year, the Company stated that conditions in the automotive sector had eased and indicated that the related supply constraint risks were trending downward. - FY2023-Q2MitigatedAnnual report
「During the six-month period ended the second quarter, Japan’s economy benefited from continued progress toward normalizing economic activity, including easing supply constraints such as parts shortages and the avoidance of restrictions on activities in Japan. However, soaring raw material prices and the spread of the seventh wave of COVID-19 weighed on the economy, resulting in stagnant business conditions.」
Although the region-specific factors of parts supply shortages in Southeast Asia and power shortages in China were not separately described, the Company explained that supply constraints, including parts shortages, had eased, and described the related supply constraint risks as trending downward. - FY2022DroppedAnnual report
「Although signs of recovery in economic activity have emerged in Japan during the current fiscal year as a result of measures to contain infections, including vaccinations, declarations of a state of emergency and the implementation of priority preventive measures, downside factors remain, including the renewed spread of infections caused by successive variants, the increasingly tense situation in Ukraine and soaring raw material prices. The outlook therefore remains uncertain.」
The parts supply shortages in Southeast Asia and power shortages in China identified in the previous quarter were not separately reiterated in the descriptions of the key risks and economic environment for the current fiscal year. - FY2022-Q3RestatedAnnual report
「During the cumulative period of the third quarter, there were no occurrences of the major risks that management recognizes as potentially having a material impact on the company's financial position, operating results or cash flows, among matters concerning the business and accounting conditions described in this quarterly report, nor were there any material changes to the section entitled "Business and Other Risks" in the annual securities report for the previous fiscal year.」
The Company states that there have been no material changes in its key risks, including parts supply shortages in Southeast Asia and power shortages in China. - FY2022-Q2First statedAnnual report
「New risk factors, including parts supply shortages in Southeast Asia and power shortages in China, have also arisen, and the situation remains uncertain.」
In addition to COVID-19, parts supply shortages in Southeast Asia and power shortages in China were identified as newly arisen external risk factors.