Production capacity risk from a sharp increase in orders or constraints at contract manufacturing partners
First written in FY2018. 9 of 11 entries say "Restated". Latest entry: 2026-10-19.
Shirai Electronics Industrial moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- 2026-10-19WorsenedRevision of earnings forecasts
「一方で、原材料や OEM 製品の供給制約、納期の長期化等の懸念もあり、お客様へ安定して製品を供給することに対する不透明な状況が続いております。」
原材料・OEM製品の供給制約と納期長期化が、安定供給に関する具体的な懸念として示されている。 - FY2026RestatedAnnual report
「If orders from domestic and overseas customers increase sharply, or if processing prices charged by contract manufacturers and subcontractors rise or the company becomes unable to secure sufficient capacity from them, this could affect the Group's operating results and financial position.」
The company continues to describe production capacity risks arising from a sharp increase in orders, higher prices charged by contract manufacturers and subcontractors, and difficulties securing them. - FY2020RestatedAnnual report
「If orders from domestic and overseas customers increase sharply, or if processing prices charged by contract manufacturers and subcontractors rise or the company becomes unable to secure sufficient capacity from them, this could affect the Group's operating results and financial position.」
The company continues to describe production capacity risks arising from a sharp increase in orders, higher prices charged by contract manufacturers and subcontractors, and difficulties securing them. - FY2020-Q3RestatedAnnual report
「During the nine months ended December 31, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter of the consolidated fiscal year, there were no new business or other risks and no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2020-Q1RestatedAnnual report
「During the cumulative period of the first quarter of the consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2019RestatedAnnual report
「If orders from domestic and overseas customers increase sharply, or if processing prices charged by contract manufacturers and subcontractors rise or the company becomes unable to secure sufficient capacity from them」
The company continues to describe production capacity risks arising from a sharp increase in orders, higher prices charged by contract manufacturers and subcontractors, and difficulties securing them. - FY2019-Q3RestatedAnnual report
「During the nine months ended December 31, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2019-Q2RestatedAnnual report
「During the cumulative second quarter of the consolidated fiscal year, there were no new business or other risks and no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2019-Q1RestatedAnnual report
「During the cumulative period of the first quarter of the consolidated fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the production capacity risks arising from a sharp increase in orders or constraints at contract manufacturers and subcontractors. - FY2018First statedAnnual report
「If orders from domestic and overseas customers increase sharply, or if processing prices charged by contract manufacturers and subcontractors rise or the company becomes unable to secure sufficient capacity from them, this could affect the Group's operating results and financial position.」
The company expressly identifies increases in outsourced processing prices and difficulties securing contractors and subcontractors due to a sharp increase in orders as production capacity risks.