Business impact of rising raw-material prices and difficulty procuring electronic components
First written in FY2022-Q3. 8 of 11 entries say "Materialised", first in FY2022. Latest entry: FY2026.
Daido Signal moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 13 of 16 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In particular, we expect the operating environment to become more challenging, including concerns that rising raw-material costs and the unstable procurement of components and materials, particularly semiconductors, may continue over the long term,」
The company identified the risk that rising raw-material costs and unstable procurement of components, including semiconductors, may continue over the long term and that the operating environment may become more challenging, in addition to the actual impact to date. - FY2025Set out both expectations for improvement and concerns about prolonged component shortagesAnnual report
「In addition, improvement is expected in shortages of components, particularly semiconductors.」
The company describes the impact of unstable electronic-component procurement on orders and costs, while also indicating expectations for improvement in component shortages. - FY2024MaterialisedAnnual report
「Meanwhile, capital investment in fields related to our business remained subject to a cautious approach, and procurement of electronic components, including semiconductors, also remained unstable, resulting in a continued impact on our orders.」
The company states that instability in electronic-component procurement continued and, together with railway operators’ cautious approach to capital investment, affected orders throughout the fiscal year. - FY2024-Q3MaterialisedAnnual report
「However, procurement of electronic components, including semiconductors, remains unstable, and the impact on our orders continues as a result.」
The company states that the continued instability of procurement of electronic components, including semiconductors, and railway operators’ cautious approach to capital investment have continued to affect orders. - FY2024-Q2MaterialisedAnnual report
「However, procurement of electronic materials, including semiconductors, remains unstable, and the impact on our orders continues as a result.」
The continued instability of procurement of electronic materials, including semiconductors, has continued to affect orders, together with a cautious approach to capital investment. - FY2024-Q1MaterialisedAnnual report
「In addition, procurement of electronic materials, including semiconductors, remains unstable.」
The continued instability of procurement of electronic materials, including semiconductors, is an actual business-environment factor and, together with weak demand, is affecting performance and orders. - FY2023-Q3MaterialisedAnnual report
「However, difficulty procuring electronic components, including semiconductors, continues, and the impact on our orders also continues, including through revisions to capital investment plans and postponement of order placements.」
The continued difficulty procuring electronic components due to semiconductor shortages and other factors has continued to affect orders through revisions to capital investment plans and postponed orders. - FY2023-Q2MaterialisedAnnual report
「The current uncertain and challenging environment continues, including higher costs resulting from the global difficulty procuring electronic components and the rapid depreciation of the yen, but」
The company states that the global difficulty procuring electronic components and higher costs resulting from the rapid depreciation of the yen continue to be actual business-environment factors. - FY2023-Q1MaterialisedAnnual report
「Even amid an uncertain and challenging environment, including the continuing impact of COVID-19 and the global difficulty procuring electronic components」
The company states that the global difficulty procuring electronic components continues to be an actual business-environment factor. - FY2022MaterialisedAnnual report
「In addition, many of the materials used in our products are sourced overseas, and exchange-rate fluctuations may affect us through higher procurement costs. In particular, we expect the operating environment to become more challenging, including from rising raw-material costs, led by higher crude-oil prices, and prolonged shortages of components and materials, especially semiconductors.」
The company states that rising raw-material prices and shortages of components, including semiconductors, have already affected component procurement and performance in its industrial equipment-related business. - FY2022-Q3First statedAnnual report
「Meanwhile, rising prices for crude oil and other raw materials and difficulty procuring electronic components have emerged, affecting a broad range of industries.」
The company describes rising raw-material prices and difficulty procuring electronic components as new supply-constraint risks affecting the business environment across a broad range of industries.