Komori
Sankyo (6417) · RiskRestated

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.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2MitigatedFY20232021: 12022: 420222023: 120232024: 020242025: 020252026: 12026
Same theme, other companies
Product Supply Delays Due to Semiconductor ShortageA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 4 of 8 companies on the "Worse" side.

4 other companies' latest entry also says "Restated".

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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
Moved together

"Declining fan population and shrinking demand for gaming machines" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222★123
  1. ★This thread
  2. 1Declining fan population and shrinking demand for gaming machines2×
  3. 2Business closures, supply disruptions and delayed demand recovery due to the spread of COVID-192×
  4. 3Uncertainty in Overseas Economies and an Unclear Economic Outlook2×

★ 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.

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