Electronic component shortages and rising procurement costs
First written in FY2022. 7 of 18 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-11-10.
Aiphone moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2018: 12 of 32 companies on the "Worse" side.
20 other companies' latest entry also says "Materialised".
- FY2026Continuing delivery delays alongside planned full-year productionAnnual report
「Although there were delays in the supply of some products, revenue increased because production for the full year was completed as planned.」
In Vietnam, delays in the supply of some products remained, but production was completed as planned for the full year and revenue increased. - FY2026-H1MaterialisedAnnual report
「Sales in local-currency terms declined because delays occurred in some production and production volume fell below the level of the same period of the previous year.」
Supply and production constraints on electronic components and other items have materialized as delays in some production and lower production volumes at the Vietnam production base, resulting in lower revenue. - FY2025MitigatedAnnual report
「We are producing systematically to ensure a stable supply of products and optimize component inventories. As production exceeded the previous fiscal year, revenue increased.」
In Thailand and Vietnam, production volumes increased due to planned production and a stable supply of products. We are continuing to optimize inventories and adjust production in response to component supply risks. - FY2025-H1Rebound after clearing the order backlog caused by supply difficultiesAnnual report
「In the renewal market, demand for monitoring support has remained high since the first quarter, and the introduction of systems using subsidies has progressed. However, sales declined because they did not reach the level of the same period of the previous year, when the order and delivery backlog caused by product supply difficulties had been cleared.」
Although demand for monitoring support and the use of subsidies continued in the care market, sales and revenue declined compared with the same period of the previous year, when the order and delivery backlog caused by supply difficulties had been cleared. - FY2024-Q3Supply stabilization alongside some remaining constraintsAnnual report
「As the supply of components is showing signs of stabilization, except for some items, we will continue working to normalize product and component inventories.」
The supply of electronic components is showing signs of stabilization, except for some items, easing the impact of supply shortages, while constraints on some components remain. - FY2024-Q2Supply recovery alongside region-specific supply delaysAnnual report
「As component supplies showed signs of recovery, production was adjusted among the Group's operations. As a result, production in the second quarter fell below the same period of the previous year, although cumulative production increased substantially. Going forward, production adjustments will continue, as supplies are showing signs of stability except for certain components.」
Although the supply of electronic components is generally recovering and stabilizing, constraints on some components remain, and production adjustments are continuing. - FY2024-Q1Supply recovery alongside region-specific supply delaysAnnual report
「At Aiphone PTY, its Australian sales subsidiary, sales expanded, particularly of the high-demand IP network-compatible intercom systems, as supply of core products began to recover, and revenue increased. At Aiphone PTE., its Singapore sales subsidiary, although delays remained in the supply of some products, sales remained strong, particularly in the care and commercial markets, and revenue increased substantially.」
It states that supply shortages are showing signs of recovery in Australia, while delays in the supply of some products remain in Singapore, indicating that recovery conditions vary by region. - FY2023WorsenedAnnual report
「The global shortage of electronic components has caused production and delivery delays for some products, which may affect our operating results and other matters depending on future developments.」
The company continues to identify production and delivery delays caused by electronic component shortages as a major risk, and also describes the situation in which higher component procurement costs are having a significant impact on operating results. - FY2023-Q3Third-quarter recovery in component supply alongside continuing cumulative impactAnnual report
「As the supply of electronic components and other items began to recover, production in the third quarter was at the same level as in the same period of the previous year. However, because component shortages during the first half had a significant impact, cumulative production volume was substantially below the same period of the previous year.」
Although the electronic component shortage began to ease in the third quarter, the impact of the first-half supply shortage remains in the form of a year-on-year decline in cumulative production volume. - FY2023-Q2WorsenedAnnual report
「At アイホンコミュニケーションズ（タイランド）, the manufacturing subsidiary that produces and ships products and other items for our group, component shortages caused production delays for some products, resulting in production volume being substantially below the same period of the previous year.」
The impact of electronic component shortages extended beyond domestic sales to the manufacturing subsidiaries in Thailand and Vietnam, where production volume was substantially below the same period of the previous year at both locations. - FY2023-Q1MaterialisedAnnual report
「At アイホンコミュニケーションズ（タイランド）, the manufacturing subsidiary that produces and ships products and other items for our group, component procurement was delayed by tight global supply and demand for electronic components and other items. As a result, production delays occurred for some products, and production volume was substantially below the same period of the previous year.」
The risk of tight supply and demand for electronic components has materialised at the Thai manufacturing subsidiary as procurement delays, production delays and a substantial decline in production volume. - FY2022First statedAnnual report
「Our group procures components and other items from numerous suppliers. If supply stoppages or delays, price increases or other issues arise due to suppliers' production capacity constraints or political and economic developments in various countries, they may affect our operating results and other matters. In addition, the global shortage of electronic components has caused production and delivery delays for some products, which may affect our operating results and other matters depending on future developments.」
The company identifies component procurement as a separate major risk, citing the possibility of supply stoppages, delays and price increases, as well as production and delivery delays resulting from the global shortage of electronic components.