Komori
Ubiteq (6662) · RiskSpecify supply stoppage factors

Supply Risks from the Operations and Regulation of Chinese and Domestic Contract Manufacturers

First written in FY2016. 3 of 7 entries say "Restated". Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MitigatedFY2021OtherFY2023 – FY20262016: 12017: 020172018: 120182019: 120192020: 020202021: 120212022: 020222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Risk of insufficient supply capacity and shutdowns at outsourced production partnersA theme 65 companies write about · 67 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.

1 other company's latest entry also says "Other".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. FY2026Specify supply stoppage factorsAnnual report

    「However, if a natural disaster, accident, labor shortage or other event that disrupts manufacturing activities were to occur at a contract manufacturer, or if new laws or regulations affecting manufacturing were to be introduced, production plans and product supply could be delayed.」

    On the premise that production is consolidated with domestic contract manufacturers, natural disasters, accidents, labor shortages and new laws and regulations were specified as factors that could delay supply.
  2. FY2025RestatedAnnual report

    「At domestic contract manufacturing plants, it is necessary to continually ensure production lines and maintain manufacturing quality. In selecting contract manufacturers, we carefully assess their suitability and provide thorough technical guidance and other support. However, if a problem that disrupts manufacturing were to occur at a contract manufacturing plant, or if laws or regulations that disrupt manufacturing were to be implemented, this could affect procurement and sales plans and could affect the performance of the Company and its consolidated subsidiaries.」

    Even after consolidating production in Japan, the disclosure continues to address supply risks arising from the operations, quality and regulatory environment of contract manufacturers, as well as measures involving contract manufacturer selection and technical guidance.
  3. FY2023Explicitly state the consolidation of manufacturing bases in Japan and management of contract manufacturersAnnual report

    「We have currently consolidated production at manufacturing plants in Japan. At domestic contract manufacturing plants, it is necessary to continually ensure production lines and maintain manufacturing quality. In selecting contract manufacturers, we carefully assess their suitability and provide thorough technical guidance and other support.」

    Following the consolidation of production in Japan, the disclosure continues to identify contract manufacturer selection and technical guidance as countermeasures.
  4. FY2021MitigatedAnnual report

    「At domestic contract manufacturing plants producing in-vehicle equipment for Car Solutions, it is also necessary to continually ensure production lines and maintain manufacturing quality. In selecting contract manufacturers, we carefully assess their suitability and provide thorough technical guidance and other support, but the performance of the Group could also be affected by operating conditions at domestic plants.」

    While continuing to disclose supply risks relating to contract manufacturers in China and Japan, the disclosure specifies the assessment of contract manufacturers and thorough technical guidance as countermeasures.
  5. FY2019RestatedAnnual report

    「If a problem that disrupts manufacturing were to occur at a Chinese contract manufacturing plant, or if laws or regulations that disrupt manufacturing were to be implemented, this could affect procurement and sales plans for security module-related products in the contract manufacturing business and could affect the performance of the Group.」

    The disclosure continues to address operating and regulatory risks at Chinese contract manufacturers, as well as risks relating to production lines and quality maintenance at domestic contract manufacturers.
  6. FY2018RestatedAnnual report

    「At domestic contract manufacturing plants producing in-vehicle equipment for Car Solutions, it is also necessary to continually ensure production lines and maintain manufacturing quality, and the performance of the Group could be affected by operating conditions at domestic plants.」

    In addition to operating and regulatory risks at Chinese contract manufacturers, the disclosure continues to address the need to secure production lines and maintain quality at domestic contract manufacturers, as well as the impact of their operating conditions.
  7. FY2016First statedAnnual report

    「If a problem that disrupts manufacturing were to occur at a Chinese contract manufacturing plant, or if laws or regulations that disrupt manufacturing were to be implemented, this could affect procurement and sales plans for security module-related products in the Electronic Equipment business and could affect the performance of the Group.」

    The disclosure also states that production lines must be secured and quality maintained at domestic contract manufacturers of in-vehicle equipment.
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