Shortages of Specialized Materials and Components
First written in FY2016. 2 of 6 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2023.
Sanyo Denki moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2023MitigatedAnnual report
「In addition to promoting supplier diversification, product design changes, evaluation of alternative components, and the conversion of purchased components to in-house production, the group appropriately reflects market fluctuations in selling prices when they occur at a level that could have a material impact on its financial condition.」
As measures to address procurement risks, the filing specifically described supplier diversification, product design changes, evaluation of alternative components, in-house production, and passing market fluctuations through to selling prices. - FY2023-Q3MaterialisedAnnual report
「Meanwhile, demand for large-scale electrical construction projects was sluggish due to difficulties in procuring materials.」
Difficulties in procuring materials continued to affect the business, appearing as sluggish demand for large-scale electrical construction projects. - FY2022-Q3MaterialisedAnnual report
「In addition, orders for other electrical construction projects were sluggish due to difficulties in procuring materials.」
Difficulties in procuring materials were reflected in the business as sluggish orders for electrical construction projects. Supply constraints for semiconductors and other products and disruptions to logistics networks were also described. - FY2020ReframedAnnual report
「To maintain a structure that is not materially affected by market fluctuations in components and raw materials, our group is diversifying its suppliers and, when market fluctuations occur that could have a material impact on its financial condition, appropriately reflects them in selling prices.」
The description expanded from the previous individual risk of shortages of specialized materials and components to procurement risks, including market fluctuations in components and raw materials, supplier diversification, and passing such fluctuations through to selling prices. - FY2017RestatedAnnual report
「We understand that the materials and components used by our group are currently available in sufficient quantities. However, supply shortages of essential materials may occur if supplies are delayed or disrupted or if demand within the industry increases.」
The risks of delays or interruptions in the supply of specialized materials and components and of supply shortages were reiterated. - FY2016First statedAnnual report
「Some materials and components are difficult to source from alternative suppliers, while others can be obtained only from a limited number of specific suppliers.」
The filing described the possibility that necessary materials could become scarce due to supply delays or disruptions and increased demand within the industry.