Inability to Procure Raw Materials and Components Reliably
First written in FY2016. 5 of 17 entries say "Worsened", first in FY2017. Latest entry: 2026-07-30.
Oki Electric Industry moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
14 other companies' latest entry also says "Materialised".
- 2026-07-30MaterialisedEarnings presentation
「Various measures are being pursued in light of soaring semiconductor memory market prices and instability in the Middle East.」
The company was pursuing measures such as advance procurement and alternative sourcing in response to procurement risks, including soaring semiconductor memory prices, while disclosing an impact of ¥0.4 billion on first-quarter operating profit, indicating that part of the impact had materialized. - FY2026WorsenedAnnual report
「Although the company is working to secure stable supplies of components and raw materials for mechatronics products, printers, PBX systems and various IoT products, delays in procuring components and raw materials, price increases or supply disruptions could occur due to declines in suppliers' supply capacity caused by natural disasters, accidents or labor shortages; tight supply and demand for semiconductor components, including DRAM; higher prices; changes in tariff policies and import and export regulations in various countries and regions; stronger protectionist trade policies; and logistics disruptions on major maritime transport routes.」
In addition to the existing shortages of components and higher raw material prices, the company expanded its description of procurement risk factors to include DRAM, tariffs and export controls, protectionist trade policies, and disruptions on maritime transport routes. - FY2025-H1MitigatedAnnual report
「In terms of profit, in addition to the positive effect of higher revenue, the impact of higher component costs in the same interim period of the previous year fell away, among other factors. Operating profit was ¥6.2 billion (¥5.2 billion in the same period, up 513.4%).」
The impact of higher component costs in the same period of the previous year fell away, becoming a factor in the improvement in operating profit alongside higher revenue. - FY2024MitigatedAnnual report
「Revenue increased as the impact of lower production caused by difficulties in procuring components improved and volumes increased from large-scale projects in the Enterprise Solutions business and other projects.」
The impact of lower production caused by difficulties in procuring components improved, contributing to higher overall revenue. Measures including expanding procurement sources, making design changes and using alternative components also continued. - FY2024-Q2MitigatedAnnual report
「Revenue increased as the impact of lower production caused by difficulties in procuring components improved and volumes increased from large-scale projects that had started.」
The impact of lower production caused by difficulties in procuring components improved, contributing to higher overall revenue. The EMS business also reported higher revenue and higher profit as the impact of supply chain disruptions improved. - FY2024-Q1MitigatedAnnual report
「Revenue increased as the impact of lower production caused by difficulties in procuring components improved.」
The impact of lower production caused by difficulties in procuring components improved, contributing to higher overall revenue. The EMS business also reported higher revenue and higher profit as the impact of supply chain disruptions improved. - FY2023-Q3Continued impact and progress in addressing alternative componentsAnnual report
「Supply chain disruptions, including higher raw material prices and shortages of components, particularly semiconductors, continued during the period. … The company continued to implement measures to address supply chain disruptions, including strengthening procurement capabilities by expanding its sources and using alternative components through design changes, and preparations for production using alternative components made steady progress.」
While supply chain disruptions from higher raw material prices and component shortages continued, the company explained that preparations for production using expanded procurement sources, design changes and alternative components were making steady progress. - FY2023-Q2Continued impact and progress in countermeasuresAnnual report
「Supply chain disruptions, including higher raw material prices and shortages of components, particularly semiconductors, continued during the period. … Although supply chain disruptions continued during the period, the company steadily secured the recognition of orders shifted from the previous year due to difficulties in procuring components and implemented appropriate pricing.」
While higher raw material prices and shortages of components such as semiconductors continued, the company responded by recognizing orders shifted from the previous period and implementing appropriate pricing. - FY2023-Q1WorsenedAnnual report
「The negative impact on operating profit from supply chain disruptions is estimated at approximately ¥3.2 billion.」
Shortages of components such as semiconductors and higher raw material prices continued, and the negative impact of supply chain disruptions on operating profit was quantified at approximately ¥3.2 billion. - FY2022-Q3WorsenedAnnual report
「Although the company is working to minimize the impact of prolonged delays in component supplies by expanding its procurement sources and sourcing alternative products, production delays continue as shortages have spread to a wider range of components. The impact of production delays caused by component shortages is estimated at approximately ¥18 billion in revenue and approximately ¥5.5 billion in operating profit.」
Although the company continued to expand its procurement sources and source alternative products, component shortages spread and production delays continued. The impact amounted to approximately ¥18 billion in revenue and approximately ¥5.5 billion in operating profit, up from the estimate for the previous quarter. - FY2022-Q2WorsenedAnnual report
「The impact of production delays caused by component shortages is estimated at approximately ¥10 billion in revenue and approximately ¥3 billion in operating profit.」
Production delays caused by component shortages actually affected revenue and operating profit, with the negative impact quantified at approximately ¥10 billion in revenue and approximately ¥3 billion in operating profit. - FY2022-Q1MaterialisedAnnual report
「Problems caused by supply chain disruptions, including shortages of components such as semiconductors and higher raw material prices, have also become apparent.」
Shortages of components such as semiconductors, higher raw material prices and supply chain problems had become evident, with the negative impact on operating profit estimated at approximately ¥700 million. - FY2021MitigatedAnnual report
「The OKI Group procures certain products, components and materials from multiple sources. If material shortages or the forced shutdown of production facilities occur, the Group has established a system to secure alternative sources of materials and alternative production facilities.」
The company explicitly described measures to reduce procurement risk by diversifying suppliers and securing alternative sources and production facilities. - FY2020-Q3MaterialisedAnnual report
「The flooding caused by a typhoon in October damaged part of the supply chain, which also resulted in delays in procuring components.」
Supply chain damage caused by the typhoon actually affected the EMS business through delays in procuring components. - FY2020-Q2MaterialisedAnnual report
「Typhoon Hagibis occurred on 12 October 2019. The OKI Group suffered no major personal injuries among employees or major property damage such as building collapses. However, some supply chains involved in component deliveries were damaged.」
Typhoon Hagibis caused no personal injuries or major property damage, but actual damage occurred in some supply chains involved in component deliveries. - FY2017WorsenedAnnual report
「The OKI Group directly or indirectly requires raw materials such as petroleum and metals for its production activities. A sharp rise in the prices of these raw materials could adversely affect the OKI Group's operating results and financial condition.」
In addition to the existing risk of being unable to procure supplies, the company specifically identified higher prices for raw materials such as petroleum and metals. - FY2016First statedAnnual report
「Due to disasters and other factors, the company may be unable to secure stable supplies of these items or switch suppliers or procured components because of their specialized nature.」
The company disclosed the risk that procurement could not continue due to disasters or the specialized nature of components.