Transition to new-regulation gaming machines and stalled capital investment due to the semiconductor shortage
First written in FY2022-Q2. 4 of 9 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2024-Q3.
Japan Cash Machine moved to the "Worse" side of this theme in 2022.
1 other company's latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「In terms of profit, in addition to higher sales, margins improved as supply shortages of materials eased,」
The company reports that the easing of electronic material shortages has improved margins, indicating a shift from the supply constraints seen through the previous quarter toward partial relief. - FY2024-Q2ReframedAnnual report
「Although shortages and price increases for semiconductors and other materials that began in the second half of the previous fiscal year are expected to ease toward the second half of the current fiscal year, they have affected the supply of some products.」
Although shortages of semiconductors and electronic materials are expected to ease, the effects of delayed transitions and supply constraints remain in the form of supply shortages for some products. - FY2024-Q1WorsenedAnnual report
「Demand for our core products, banknote validator units and printer units, was strong, but supply temporarily fell short due to difficulties procuring semiconductors and other electronic materials.」
The shortage of electronic materials has actually resulted in temporary supply shortages of globally marketed gaming products for which demand is strong. - FY2023ReframedAnnual report
「As the difficulty in procuring semiconductors and other electronic materials is gradually easing, we will work to establish a system capable of reliably supplying products in response to persistently strong demand, particularly in the North American and European gaming markets.」
While shortages of semiconductors and electronic materials remain a risk, the difficult procurement situation is gradually improving, and the focus is shifting toward establishing a supply system. - FY2023-Q3WorsenedAnnual report
「As normalization of the supply of electronic materials remains time-consuming due to supply chain disruptions, expenses came under pressure from delivery delays for some products and higher procurement and logistics costs resulting from the use of materials available on the market.」
The normalization of electronic material supplies is taking time, and the impact continues in the form of delivery delays for some products and higher procurement and logistics costs resulting from the use of materials available on the market. - FY2023-Q2WorsenedAnnual report
「The impact of shortages of electronic components, particularly semiconductors, stemming from supply chain disruptions has persisted. Especially in the second quarter under review, the trend toward slower growth in performance, particularly profits, became pronounced due to production and delivery delays for some products and higher costs caused by rising component prices.」
The shortage of electronic materials has resulted in production and delivery delays for some products and higher costs due to rising material prices, slowing profit growth. - FY2023-Q1RestatedAnnual report
「In addition to the global shortage of electronic materials that has continued since the previous fiscal year, new concerns have emerged, including higher resource and raw material prices due to geopolitical risks related to the situation in Ukraine and other factors, and the outlook remains uncertain.」
The company reconfirms that the global shortage of electronic materials has continued from the previous fiscal year. - FY2022-Q3WorsenedAnnual report
「Global supply chain disruptions caused by shortages of semiconductors and other electronic components have been observed in many areas, and the outlook remains uncertain.」
In addition to the continuing delay in the transition to new-regulation gaming machines, shortages of semiconductors and other electronic components and global supply chain disruptions are identified as risks to the Group's supply and operating environment. - FY2022-Q2First statedAnnual report
「The transition from old-regulation gaming machines following their removal has also made little progress, partly due to the semiconductor shortage, and customers continued to restrain capital investment.」
The semiconductor shortage has delayed the transition to new-regulation gaming machines, leading customers in the gaming venue equipment market to restrain capital investment.