Unstable supply, price fluctuations and quality deterioration of components and materials
First written in FY2021. 6 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
QD Laser moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
25 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Due to various factors, including the situation in the Middle East and rare-earth regulations, if supply from those procurement sources becomes unstable in a manner that affects our manufacturing, or if prices rise sharply or the quality of supplied materials deteriorates, we may be unable to maintain product delivery schedules or quality, or sales may be affected if we raise the prices of our products.」
Regarding parts and materials supply risks, it specifically adds supply instability, sharp price increases and quality deterioration caused by the situation in the Middle East and rare-earth regulations. - FY2024-Q3WorsenedAnnual report
「In addition to the prolonged Russian invasion of Ukraine, the outbreak of military conflict between Israel and Palestine has heightened geopolitical risks. Together with the weakening yen and rising prices, these factors mean that the outlook remains uncertain.」
The expansion of geopolitical risks, yen depreciation and rising prices have been additionally identified as factors contributing to uncertainty in the external procurement environment, including the prices and supply of parts and materials. - FY2024-Q2RestatedAnnual report
「The outlook remains uncertain due to the prolonged geopolitical risks, yen depreciation and rising prices.」
It continues to describe uncertainty in the procurement and business environment due to geopolitical risks, yen depreciation and rising prices. - FY2024-Q1RestatedAnnual report
「Resource and various raw material prices remaining high due to the prolonged situation in Russia and Ukraine」
It describes the view that resource and raw material prices have continued to remain high as an external environmental factor. - FY2023MitigatedAnnual report
「Although the impact of the semiconductor shortage and higher raw material costs was limited」
It was explained that the semiconductor shortage and higher raw material costs continued as external factors but had only a limited impact on the Company's business results for the fiscal year. Meanwhile, the impact of China's lockdowns on individual products remained. - FY2023-Q3RestatedAnnual report
「The situation remained unstable due to a combination of higher resource and various raw material prices resulting from the situation in Russia and Ukraine, continued yen depreciation and other factors.」
It continues to describe instability in the external procurement environment due to higher resource and raw material prices and yen depreciation. - FY2023-Q2WorsenedAnnual report
「The situation has remained unstable due to intermittent lockdowns in major Chinese cities under China's zero-COVID policy, increased inflationary pressure resulting from the situation in Russia and Ukraine, rapid dollar appreciation and other factors.」
China's lockdowns, inflationary pressure and rapid dollar appreciation have combined to increase uncertainty in the external environment, including materials procurement and the business environment. - FY2023-Q1WorsenedAnnual report
「The situation has remained uncertain due to a combination of higher resource and various raw material prices resulting from the situation in Russia and Ukraine, rapid yen depreciation and other factors. In addition, amid concerns about the spread of the seventh wave of COVID-19 infections, the outlook is expected to remain uncertain.」
The situation in Ukraine, higher resource and raw material prices, and concerns about the seventh wave of COVID-19 infections have combined to sustain uncertainty in the external procurement and business environment. - FY2022WorsenedAnnual report
「The outlook remained uncertain amid numerous destabilizing factors, including the spread of the new Omicron variant and supply delays for electronic components and other items due to the semiconductor shortage. In addition, heightened geopolitical risks, including Russia's military invasion of Ukraine, have made the outlook remain extremely uncertain due to soaring energy and raw material prices, supply chain disruptions and other factors.」
In addition to supply delays caused by the semiconductor shortage, it specifically describes the situation in Ukraine, soaring energy and raw material prices, and supply chain disruptions, indicating increased uncertainty in the external procurement environment. - FY2022-Q3WorsenedAnnual report
「However, in addition to the spread of the sixth wave of infections following the identification of new variants, disruptions caused by the semiconductor shortage and other factors have left the outlook uncertain.」
It specifically describes disruptions caused by the semiconductor shortage as an external factor, indicating continued uncertainty regarding the outlook, including materials supply. However, it does not describe any direct impact on the Company's individual procurement activities. - FY2021First statedAnnual report
「If supply becomes unstable in a manner that affects our manufacturing, or if prices rise sharply or the quality of supplied materials deteriorates, we may be unable to maintain product quality or delivery schedules.」
The risks that fluctuations in the supply, prices and quality of externally sourced parts and materials may affect manufacturing, delivery schedules and quality.