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Sun (6736) · RiskMitigated

Impact of semiconductor and electronic component shortages on product supply

First written in FY2021. 3 of 8 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2024-Q2.

8entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2022-Q1MaterialisedFY2022 – FY2023-Q3MitigatedFY2024-Q1 – FY2024-Q22021: 220212022: 320222023: 32023
Same theme, other companies
Delayed supply of electrical installation materials due to the semiconductor shortageA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

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

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2MitigatedAnnual report

    「Although supply across the semiconductor industry is recovering, soaring material costs continue, and there is a possibility that this could affect the supply of our products and our profits. The situation remains uncertain at this point.」

    Supply across the semiconductor industry showed signs of recovery, and the risk of supply shortages has eased somewhat. However, higher material costs and the possibility of an impact on product supply and profits remain.
  2. FY2024-Q1MitigatedAnnual report

    「Although overall semiconductor supply is gradually recovering, higher costs are continuing and may affect the supply of the company's products and its profit, leaving the situation uncertain at present. As difficulties in procuring components are easing, the segment as a whole reported higher revenue and profit.」

    Supply across the semiconductor industry and difficulties in procuring components showed signs of recovery and resolution, and the M2M business also reported higher revenue and profit. However, higher costs and the possibility of an impact on product supply and profits remain.
  3. FY2023-Q3MaterialisedAnnual report

    「In the M2M business, revenue declined 24.8% as shipment volumes decreased due to difficulties procuring components. Profit also declined due to the impact of higher raw material costs.」

    Concerns over shortages of semiconductors and electronic components materialized in actual results as lower shipment volumes due to difficulties procuring components and lower revenue and profit due to higher raw material costs.
  4. FY2023-Q2MaterialisedAnnual report

    「In the M2M business, revenue declined as shipment volumes fell due to difficulties procuring components. In addition, profit declined due to the impact of higher raw material prices.」

    Concerns over shortages of semiconductors and electronic components appeared in actual results as lower shipment volumes due to difficulties procuring components and lower profit due to higher raw material costs.
  5. FY2023-Q1MaterialisedAnnual report

    「In the M2M business, revenue declined as shipment volumes fell due to difficulties procuring components. In addition, profit declined due to the impact of higher raw material prices.」

    Concerns over shortages of semiconductors and electronic components materialized beyond the potential impact on product supply, with actual declines in shipments due to difficulties procuring components and lower profit due to higher raw material costs.
  6. FY2022WorsenedAnnual report

    「In the pachinko market, the deadline for removing machines subject to the former regulations arrived at the end of January 2022, generating temporary replacement demand for gaming machines. However, significant uncertainty remains for the future due to supply difficulties and higher costs caused by the COVID-19 pandemic and continuing global semiconductor shortages, as well as the decline in the number of pachinko halls.」

    The company explicitly stated that semiconductor shortages were continuing, causing supply difficulties and higher costs. In the pachinko market, the decline in the number of halls has added to the risk factors affecting product supply and profitability.
  7. FY2022-Q1RestatedAnnual report

    「Although the COVID-19 pandemic and shortages of semiconductors and electronic components may affect the supply of the company's products, the situation remains uncertain at present.」

    The company continued to state that, in addition to the COVID-19 pandemic, shortages of semiconductors and electronic components could affect product supply, with the extent of the impact remaining uncertain at present.
  8. FY2021First statedAnnual report

    「Although the COVID-19 pandemic and shortages of semiconductors and electronic components may affect the supply of the company's products, the situation remains uncertain at present.」

    In addition to the COVID-19 pandemic, shortages of semiconductors and electronic components were identified as a new external risk that could affect the supply of the company's products. The company stated that the extent of the impact remained uncertain at present.
Moved together

"Profit pressure from increased goodwill amortization" moved the same way as this thread, in the same document, in 6 of its 8 moves.

665533★123456
  1. ★This thread
  2. 1Profit pressure from increased goodwill amortization6×
  3. 2Losses from Upfront Development Investment in a New Business6×
  4. 3Decline in M2M communications equipment sales5×
  5. 4Increase in fixed-cost burden in the mobile data solutions business5×
  6. 5Expanding market share in entertainment-related fields3×
  7. 6Companywide results turned loss-making3×

★ 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.

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Impact of semiconductor and electronic component shortages on product supply | SUNCORPORATION (6736) | Komori