Postponements and unit restrictions on new-model sales due to the global semiconductor shortage
First written in FY2022-Q2. 3 of 7 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2026: 4 of 8 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「However, our group will work to limit the risk of higher procurement costs and ensure stable procurement by securing components early, strengthening relationships with suppliers and diversifying procurement sources, thereby minimizing the impact.」
The disclosure identifies the risk of procurement difficulties and price increases caused by fluctuations in the supply and demand of electronic components and supply chain disruptions, and describes measures including early procurement, stronger supplier relationships and diversification of procurement sources. - FY2023MitigatedAnnual report
「Meanwhile, as tight global supplies of electronic components, including semiconductors, are gradually improving, the Group will continue to focus on advance orders for components and arrangements for alternative parts to minimize the impact on gaming machine sales volumes and sales schedules.」
The disclosure states that tight supplies of semiconductors and other electronic components are beginning to ease, while advance orders and arrangements for substitute components continue to mitigate the impact of supply risks. - FY2023-Q2RestatedAnnual report
「In the pachinko and pachislot industry, the continuing difficulty of procuring electronic components and other parts has become a constraint for gaming machine manufacturers and is affecting total sales of pachinko and pachislot machines.」
Difficulties in procuring electronic components and other items have continued to affect total gaming machine sales. It was reconfirmed that there has been no material change in the nature of the risk from the previous quarter. - FY2023-Q1WorsenedAnnual report
「The prolonged shortage of electronic components, including semiconductors, has had a significant impact on gaming machine manufacturers' sales schedules, and some models have also been unable to supply enough machines to meet parlors' requested purchase volumes.」
The shortage of semiconductors and other components has expanded beyond its impact on sales schedules and has emerged as a supply shortfall relative to the number of machines requested by parlors. - FY2022RestatedAnnual report
「Meanwhile, gaming machine manufacturers continue to face tight supplies of semiconductors and other electronic components, resulting in changes to sales schedules and restrictions on the number of units sold for some new models. In this environment, the Group will work to minimize the impact on gaming machine sales volumes and schedules by focusing on advance component orders and arranging substitute components.」
Tight supplies of semiconductors and other components, along with changes to sales schedules and unit restrictions, have continued, while measures involving advance orders and substitute components have been disclosed. - FY2022-Q3WorsenedAnnual report
「The company has been forced to operate in a difficult environment as shortages of components, particularly semiconductors, worldwide have made the supply of gaming machines unstable.」
The shortage of semiconductors and other components has continued and expanded beyond the previous sales postponements and unit restrictions to include instability in the supply of gaming machines. At the same time, efforts are being made to secure components for increased production of hit machines. - FY2022-Q2First statedAnnual report
「Although the global semiconductor shortage has resulted in some new-model sales being postponed and sales volumes being restricted, pachinko machine replacements have generally proceeded smoothly, supported by the broader range of titles supplied by manufacturers and the growing retention of fans of machines compliant with the new regulations.」
The actual occurrence of new-model sales postponements and sales volume restrictions due to the global semiconductor shortage was disclosed as a new supply-side risk.