Risk of materials shortages and price increases
First written in FY2020. 8 of 17 entries say "Mitigated", first in FY2022-Q2. Latest entry: 2026-06-04.
The whole theme swung hardest in 2018: 12 of 32 companies on the "Worse" side.
0 other companies' latest entry also says "Raised".
- FY2026-H1MitigatedAnnual report
「Meanwhile, on the profit side, the operating margin improved by 2.5 percentage points, from 9.8% in the previous interim consolidated accounting period to 12.3% in the current interim consolidated accounting period, as the pass-through of higher component costs into selling prices progressed.」
The Company explained that progress in passing higher component costs through to selling prices helped address margin pressure from rising component prices and led to an improved operating margin. - FY2025RestatedAnnual report
「However, if extreme imbalances in supply and demand for components across the industry make components difficult to procure, resulting in chronic delivery delays and component price increases, the Group's financial position and operating results may be adversely affected through margin pressure and lower orders caused by price increases and delivery delays.」
The Company continues to disclose the risks of component shortages, delivery delays and price increases. - FY2024MitigatedAnnual report
「Improved availability of electronic components enabled the Group to work down its order backlog.」
Improved availability of electronic components enabled the electronic applications and transportation-related businesses to work down delayed deliveries and their order backlog. The impact of component shortages was partially alleviated. - FY2024-Q3MitigatedAnnual report
「In the communications and broadcasting, electronic applications, and transportation-related businesses, sales increased as some improvement in the supply of electronic components enabled the Group to work down its order backlog.」
Some improvement in the supply of electronic components enabled the Group to work down its order backlog and increase sales in the communications and broadcasting, electronic applications, and transportation-related businesses. This indicates that the impact of component shortages was partially alleviated. - FY2024-Q2MitigatedAnnual report
「In the communications and broadcasting, electronic applications, and transportation-related businesses, sales increased as some improvement in the supply of electronic components enabled the Group to work down its order backlog.」
Some improvement in the supply of electronic components enabled the Group to work down its order backlog and increase sales in the communications and broadcasting, electronic applications, and transportation-related businesses. This indicates that the impact of component shortages was partially alleviated. - FY2024-Q1MitigatedAnnual report
「In the communications and broadcasting, electronic applications, and transportation-related businesses, sales increased as some improvement in the supply of electronic components enabled the Group to work down its order backlog.」
The Company explained that some improvement in the supply of electronic components enabled it to work down its order backlog and lift delivery restrictions on transportation-related products. The impact of component procurement risks was partially alleviated. - FY2023MaterialisedAnnual report
「The Company has not been materially affected by component shortages because it strengthened coordination with customers, obtained production information at an early stage and placed orders in advance.」
While explaining that coordination with customers and advance ordering limited the overall impact on the Group, the Company stated that delivery restrictions due to delays in customers obtaining semiconductor components occurred in the transportation-related business, while deliveries were postponed due to component shortages in the defense and other businesses. - FY2023-Q3MaterialisedAnnual report
「Some products were delivered later than planned, with deliveries shifting from the previous fiscal year to the current fiscal year due to delays in obtaining components.」
Delivery delays caused by component shortages actually occurred in the defense and other businesses. - FY2023-Q2RestatedAnnual report
「The Company has not been materially affected by component shortages because it strengthened coordination with customers, obtained production information at an early stage and placed orders in advance.」
The Company explained that it continues to coordinate with customers, obtain production information at an early stage and place orders for components in advance in response to component shortages, with no material impact resulting. - FY2023-Q1RestatedAnnual report
「The Company has not been materially affected by component shortages because it strengthened coordination with customers, obtained production information at an early stage and placed orders in advance.」
Although component shortages have continued, the Company explained that there has been no material impact because it has coordinated with customers, obtained production information at an early stage and placed orders in advance. - FY2022MitigatedAnnual report
「The Company has not been materially affected by component shortages because it strengthened coordination with customers, obtained production information at an early stage and placed orders in advance.」
The Group limited the overall impact of component shortages by obtaining customers' production information at an early stage and placing orders in advance. Meanwhile, customers in the communications-related business adjusted production due to shortages of semiconductor components. - FY2022-Q3MaterialisedAnnual report
「In Southeast Asia, the renewed spread of COVID-19 caused disruptions to global supply chains through temporary factory closures and other factors. This resulted in supply constraints, including global shortages of components and materials and bottlenecks in logistics. In the communications-related business, communications infrastructure for expanding coverage of 5G for smartphones and 10G for broadband increased. However, customers adjusted production due to shortages of semiconductor components, so sales did not increase and could not offset the decline caused by the phaseout of 1G broadband communications infrastructure production.」
Global shortages of components and materials and logistics disruptions actually occurred, leading to customer production adjustments and lower sales in the communications-related business. However, the Group explained that it experienced no material impact from component shortages overall because it obtained customers' production information at an early stage and placed orders in advance. - FY2022-Q2MitigatedAnnual report
「The Company has not been materially affected by component shortages because it obtained customers' production information at an early stage and placed orders in advance.」
The Company explained that it obtained customers' production information at an early stage and placed orders for components in advance in response to component shortages, with no material impact resulting. - FY2021RestatedAnnual report
「However, if extreme imbalances in supply and demand for components across the industry make components difficult to procure, resulting in chronic delivery delays and component price increases, the Group's financial position and operating results may be adversely affected through margin pressure and lower orders caused by price increases and delivery delays.」
The Company has reiterated the risks of component shortages, delivery delays and price increases, as well as its response of maintaining relationships with suppliers. - FY2020First statedAnnual report
「If extreme imbalances in supply and demand for components across the industry make components difficult to procure, resulting in chronic delivery delays and component price increases, the Group's financial position and operating results may be adversely affected through margin pressure and lower orders caused by price increases and delivery delays.」
The Group is working to maintain relationships with suppliers and secure stable procurement, while identifying supply-demand imbalances as a risk.