Delays in the Supply of Components and Various Equipment Due to Semiconductor Shortages
First written in FY2022-Q3. 4 of 10 entries say "Materialised", first in FY2022. Latest entry: FY2026.
Nitto Kogyo moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「The business environment became uncertain, as labor shortages at construction sites persisted and supply-demand disruptions arose from specification changes for certain components, while heightened tensions in the Middle East also began to affect the procurement of materials.」
Although difficulties in procuring components were described as easing compared with the previous fiscal year, supply-demand disruptions caused by specification changes and the impact of the situation in the Middle East on materials procurement have newly emerged in the business environment. - FY2025Supply constraints have eased, but some impact continuesAnnual report
「Although risks related to tight supply are easing, difficulties in procuring components and sharply higher raw material prices continue to affect part of the Group's supply chain.」
Although supply constraints caused by the semiconductor shortage and other factors have eased compared with the previous fiscal year, the company states that difficulties in procuring components remain in parts of the supply chain. - FY2025-H1MitigatedAnnual report
「In this industry, capital investment has shown signs of recovery, while difficulties in procuring components have been largely resolved.」
Regarding difficulties in procuring components, including the semiconductor shortage, recognition has shifted from prolonged but easing conditions through the previous fiscal year to the impact having been largely resolved. - FY2024-Q3RestatedAnnual report
「Although the impact of difficulty procuring components has eased, new housing starts remained weak, while the recovery in machinery orders and the number of privately owned non-residential buildings stalled, leaving uncertainty regarding the outlook.」
The company continues to recognize that the impact of difficulties in procuring components has eased, with supply constraint risks largely unchanged from the previous quarter. - FY2024-Q2MitigatedAnnual report
「Although the impact of difficulty procuring components has eased, new housing starts have recently weakened, while the recovery in machinery orders and the number of privately owned non-residential buildings has stalled, leaving uncertainty regarding the outlook.」
The company described the impact of difficulties in procuring components as having eased, indicating a shift in supply constraint risks from prolongation and continuation through the previous quarter to partial easing. - FY2024-Q1RestatedAnnual report
「New housing starts remained firm, but the recovery in machinery orders and the number of privately owned non-residential buildings stalled, while the impact of difficulty procuring components and other factors was prolonged, leaving uncertainty regarding the outlook.」
The company continues to recognize that the impact of difficulties in procuring components has been prolonged, with no new change in supply constraint risks disclosed. - FY2023-Q3MaterialisedAnnual report
「The number of privately owned non-residential buildings and new housing starts remained firm. However, machinery orders showed signs of stagnation in their recovery, while the impact of difficulty procuring components was prolonged, leaving uncertainty regarding the outlook.」
The company stated that the impact of difficulties in procuring components, including the semiconductor shortage, has been prolonged, indicating that supply constraints are continuing. - FY2023-Q2MaterialisedAnnual report
「In the circuit breaker, switchgear, parts, and other segment, sales of breakers and switches declined due in part to delays in the supply of some products caused by difficulties procuring materials. However, sales of thermal equipment and EV charging stations increased, resulting in sales of ¥5,704 million, up 0.2% year on year.」
Delays in the supply system for some products caused by difficulties in procuring components materialized and became a factor behind lower sales of circuit breakers and switchgear. - FY2022MaterialisedAnnual report
「In addition to the loss of sales from GIGA School initiative projects recorded in the previous fiscal year, sales of network equipment and related components declined due to lower office-related orders and delays in the supply of various equipment caused by the semiconductor shortage.」
Delays in the supply of various equipment caused by the semiconductor shortage materialized and led to lower revenue and profit and construction delays in the electrical and information infrastructure-related distribution business. - FY2022-Q3First statedAnnual report
「During the nine months ended the third quarter, although signs of economic recovery emerged in Japan as the impact of COVID-19 gradually eased, the outlook remained uncertain amid numerous downside risks, including soaring raw material prices, shortages of components, and concerns about the spread of new variants. In addition, delays in the supply of various equipment due to the semiconductor shortage contributed to net sales of ¥28,490 million, down 23.4% year on year, and segment profit (operating profit) of ¥689 million, down 51.9%.」
The company identified component shortages as a downside economic risk for the first time and stated that delays in the supply of various equipment caused by the semiconductor shortage had materialized as lower revenue and profit in the electrical and information infrastructure-related distribution business.