Komori
Optoelectronics (6664) · InitiativeMitigated

Resumption of Operations at Chinese Contract Manufacturing Plant and Changes to Component Suppliers to Curb Production and Delivery Delays

First written in FY2020-Q2. 2 of 4 entries say "Mitigated", first in FY2024. Latest entry: FY2025.

4entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020-Q2ReframedFY2021MitigatedFY2024 – FY20252020: 120202021: 020212022: 120222023: 020232024: 020242025: 120252026: 1
Same theme, other companies
Risk of COVID-19 impacts on business activities, supply chains, demand and financial performanceA theme 1257 companies write about · 1269 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2020: 103 of 175 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 1283 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Although the difficulties in procuring key components that had continued since the fiscal year ended November 2022 have been resolved within the group, the United States and Europe, Asia and other regions have been affected by the industry downturn, while inventory adjustments continue at major business partners in Japan.」

    The Company explained that the difficulty procuring key components, which had required changes to suppliers, securing inventory and considering alternative components, had been resolved, and that the focus of its response had shifted to inventory adjustments and declining demand.
  2. FY2024MitigatedAnnual report

    「Although the difficulties in procuring key components that had continued since the fiscal year ended November 2022 have been resolved within the group, the United States and Europe, Asia and other regions have been affected by the industry downturn, while inventory adjustments continue at major business partners in Japan.」

    The Company explained that the difficulty procuring key components, which had required the reopening of outsourced factories in China and changes to suppliers, had been resolved, and that the focus of its supply response had shifted to addressing inventory adjustments and declining demand.
  3. FY2021ReframedAnnual report

    「As in the previous fiscal year, procurement of components such as semiconductors remains difficult. To continue manufacturing products, we are securing inventories and considering alternative components in an effort to ensure a stable supply of products.」

    The response measures became more specific, shifting from the early reopening of outsourced factories in China and changes to suppliers to supply continuity measures centered on securing inventory and considering alternative components.
  4. FY2020-Q2First statedAnnual report

    「Production and delivery delays caused by COVID-19 have been limited through the early reopening of outsourced factories in China and changes to component suppliers, among other measures, and sales have not been materially affected.」

    The Company explained that, in response to supply constraints caused by COVID-19, it reopened outsourced factories in China early and changed component suppliers, thereby limiting production and delivery delays.
Moved together

"Investment in Property, Plant and Equipment and Intangible Assets" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Investment in Property, Plant and Equipment and Intangible Assets2×
  3. 2Financing Through Long-Term Borrowings2×
  4. 3Increase in Cash Flow from Operating Activities Primarily Due to a Decrease in Inventories2×
  5. 4Company-wide efficiency and earnings improvement through fundamental restructuring of the internal organization2×
  6. 5Profit-focused production planning, inventory reduction, shorter lead times, and quality improvement2×
  7. 6Oppositions, Infringement and Restrictions on the Use of Intellectual Property Rights2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Optoelectronics yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Resumption of Operations at Chinese Contract Manufacturing Plant and Changes to Component Suppliers to Curb Production and Delivery Delays | OPTOELECTRONICS CO.,LTD. (6664) | Komori