Shortages and Price Increases Affecting Core Components and Materials
First written in FY2016. 5 of 11 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2021: 38 of 62 companies on the "Worse" side.
16 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「The company is also working to enhance price competitiveness by reviewing its development structure and strengthening its supply chain.」
In response to supply and price risks for semiconductors and other products, the company is reviewing its development structure and strengthening its supply chain in addition to advance ordering and delivery-date management. - FY2024RestatedAnnual report
「Recently, procurement lead times for electronic components and materials, particularly semiconductors, have lengthened, increasing the risk of failing to meet delivery deadlines. The company is strengthening advance ordering and delivery-date management for key core components while fully considering the risks of increased inventories and long-term supply contracts. It also expects a worldwide scramble for semiconductor products and will continue working to secure supplies.」
The company continues to describe longer procurement lead times for semiconductors and other products and efforts to secure supplies, including the risks of increased inventories and long-term supply contracts. - FY2023-Q1MitigatedAnnual report
「In the Technology Solutions business, during the cumulative first quarter of the current consolidated fiscal year, production and supply chain operations were constrained by the rigorous implementation of China’s zero-COVID policy, lockdowns in some regions, the global semiconductor shortage and other factors, but the impact on the performance of AES Technology Solutions, EMR Technology Solutions and other businesses was minor.」
China’s lockdowns, the global semiconductor shortage and production and supply chain constraints continued, but the disclosure states that their impact on the Technology Solutions business was minor. - FY2022-Q3RestatedAnnual report
「In the Technology Solutions business, during the cumulative third quarter of the current consolidated fiscal year, production and supply chain operations were restricted due in part to the renewed spread of infections in Southeast Asia, the rigorous implementation of China’s zero-COVID policy and the global semiconductor shortage, affecting the performance of AES Technology Solutions, EMR Technology Solutions and other businesses.」
The renewed spread of infections in Southeast Asia, China’s zero-COVID policy and the global semiconductor shortage continued to restrict production and supply chains and affect business performance. - FY2022-Q1MaterialisedAnnual report
「In the Technology Solutions business, during the cumulative first quarter of the current consolidated fiscal year, production and supply chain operations were restricted due in part to the renewed spread of infections in Southeast Asia and the global semiconductor shortage, affecting the performance of AES Technology Solutions, EMR Technology Solutions and other businesses.」
The semiconductor shortage and renewed spread of infections in Southeast Asia actually restricted production and supply chain operations, affecting the performance of AES and EMR. - FY2021WorsenedAnnual report
「Recently, procurement lead times for electronic components and materials, particularly semiconductors, have lengthened, increasing the risk of failing to meet delivery deadlines. The company is strengthening advance ordering and delivery-date management for key core components. It also expects a worldwide scramble for semiconductor products and will continue working to secure supplies.」
The risks of shortages and price increases for core components now specifically include longer procurement lead times for semiconductors and other products, as well as a worldwide scramble for supplies. The disclosure also describes strengthened advance ordering and delivery-date management. - FY2019RestatedAnnual report
「Although our group is working to secure second sources early and develop alternative components for core components, for general-purpose components it is necessary to reduce risk and costs by placing orders early based on long-term demand forecasts and through other measures.」
The company continues to address component supply risk by securing second sources, developing alternative components and placing orders early based on long-term demand forecasts. - FY2018RestatedAnnual report
「Although our group is working to secure second sources early and develop alternative components for core components, for general-purpose components it is necessary to reduce risk and costs by placing orders early based on long-term demand forecasts and through other measures.」
The company continues to address supply risk by securing second sources, developing alternative components and placing orders early based on long-term demand forecasts. - FY2018-Q1MitigatedAnnual report
「For Intuos, the component supply issues that existed through the previous fiscal year were resolved, and Intuos 3D, launched in the previous fiscal year, also contributed to sales.」
The disclosure states that the component supply issues affecting Intuos through the previous fiscal year were resolved, reducing supply-related risk to some extent. - FY2017RestatedAnnual report
「Going forward, if the costs of plastic cases and general-purpose components rise, or if supplies of core general-purpose components such as ICs, printed circuit boards and LCDs become insufficient, this may affect business performance. In addition, the supply system for proprietary core components, such as ceramic components for pen switches and custom ICs, could be disrupted if, for example, natural disasters cause problems with continued supply from ceramic and IC manufacturers.」
The risk discussion has been expanded to include supply issues involving proprietary components and cost increases resulting from materials regulations, while the underlying theme remains unchanged. - FY2016First statedAnnual report
「Going forward, if the costs of plastic cases and general-purpose components rise, or if supplies of core general-purpose components such as ICs, printed circuit boards and LCDs become insufficient, this may affect business performance.」
Measures described include securing second sources, developing alternative components and placing orders early based on long-term demand forecasts.