Risk of supply delays due to natural disasters and supplier business succession issues
First written in FY2021. 4 of 9 entries say "Mitigated", first in FY2023. Latest entry: FY2026.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
14 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Securing multiple suppliers and conducting evaluation tests for alternative materials」
As measures addressing natural disasters, supplier issues and materials supply constraints, the Group continues to expressly disclose securing multiple suppliers and conducting evaluation tests for alternative materials. - FY2025MitigatedAnnual report
「Securing multiple suppliers and conducting evaluation tests for alternative materials」
As measures addressing natural disasters, supplier business succession issues and materials supply constraints, the Group has expressly disclosed securing multiple suppliers and conducting evaluation tests for alternative materials. - FY2024-Q2MitigatedAnnual report
「During the second quarter of the current consolidated cumulative period, Japan's economy continued to recover moderately, and automobile production increased as supply constraints eased. However, exports remained sluggish against a backdrop of slowing overseas economies, while conditions remained difficult to view optimistically due to rising prices and other factors.」
The disclosure states that automobile production increased as supply constraints eased, indicating that some of the component supply constraints that had continued from the previous fiscal year had eased. - FY2023MitigatedAnnual report
「Accordingly, shortages of components centered on semiconductors are expected to improve, but it remains necessary to closely monitor supply-chain risks and the impact of trade friction between the United States and China, earthquakes and natural disasters, as well as exchange-rate fluctuations.」
While indicating that shortages of components centered on semiconductors are expected to improve, the disclosure states that supply-chain, trade-friction, natural-disaster and foreign-exchange risks will continue to be closely monitored. - FY2023-Q2RestatedAnnual report
「During the second quarter of the current consolidated cumulative period, Japan's economy continued to recover moderately, and automobile production increased as supply constraints eased. However, exports remained sluggish against a backdrop of slowing overseas economies, and conditions remained difficult to view optimistically due to rising prices and other factors.」
It has been reaffirmed that soaring raw-material prices and supply constraints on components, including semiconductors, continue to affect the business environment. - FY2023-Q1WorsenedAnnual report
「During the first quarter of the current consolidated cumulative period, Japan's economy recovered moderately against a backdrop of eased restrictions resulting from efforts to balance measures against COVID-19 with socioeconomic activity, although it was affected by soaring raw-material prices and supply constraints on components, including semiconductors.」
In addition to the previously disclosed natural disasters and supplier issues, supply constraints on components, including semiconductors, and soaring raw-material prices have emerged in the actual business environment. - FY2022WorsenedAnnual report
「However, in addition to supply-chain risks such as a prolonged shortage of components centered on semiconductors and soaring raw-material prices, it is necessary to closely monitor the impact of trade friction between the United States and China, earthquakes and natural disasters, as well as geopolitical risks and exchange-rate fluctuations.」
In addition to natural disasters and supplier business succession issues, the disclosure expressly identifies the prolonged shortage of components centered on semiconductors, soaring raw-material prices and concerns over the supply of specific components unable to keep pace with a rapid expansion in demand. - FY2022-Q3WorsenedAnnual report
「The economy recovered at a moderate pace, while the effects of supply constraints on components and raw materials, including semiconductors, were apparent.」
Regarding supply-delay risks, it is expressly stated that, in addition to natural disasters and supplier business succession issues, supply constraints on components and raw materials, including semiconductors, are occurring in the current economic environment. - FY2021First statedAnnual report
「If increasingly frequent natural disasters and fires associated with global warming disrupt the procurement of purchased components, or if supplier business succession issues disrupt the procurement of materials, production and supply of the Group's products may be delayed, affecting the performance and financial condition of the Group.」
Delays in materials procurement and product supply due to natural disasters, fires and supplier business succession issues have been disclosed as a new risk category.