Dependence on external business partners and supply, quality and information-management risks
First written in FY2016. 4 of 16 entries say "Materialised", first in FY2021-Q1. Latest entry: 2026-07-31.
Sony Group moved to the "Worse" side of this theme in 2018, 6 years before the typical company in this theme (2024).
The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2026WorsenedAnnual report
「For example, since the second half of fiscal 2025, rising global demand for semiconductor memory has caused prices to surge and supply shortages to emerge. In addition to securing procurement at reasonable prices through discussions with third-party suppliers, Sony is working to minimise the impact through measures involving product design and sales strategies. However, if these price increases and supply shortages become more severe or persist for longer than expected, they could adversely affect results in the G&NS, ET&S, and I&SS segments.」
The risk of dependence on external suppliers materialised as surging semiconductor memory prices and supply shortages from the second half of fiscal 2025. The company is working to contain the impact through procurement discussions, product design, and sales strategies. - 2026-05-08First statedFinancial Results Presentation
「The company plans to limit the impact on the FY26 operating profit outlook to approximately ¥30 billion through measures in procurement, design and sales in response to soaring memory prices.」
The company identified the impact of soaring memory prices on earnings as a new cost factor and disclosed plans to contain the impact through procurement, design and sales measures. - FY2025MitigatedAnnual report
「Regarding the global semiconductor shortage that was pronounced from the second half of fiscal 2020 through the first half of fiscal 2022, global semiconductor supply was stable as of the end of fiscal 2024, but a renewed constraint on supply could affect Sony's business results and financial condition.」
The recent supply constraints caused by the semiconductor shortage were considered to have stabilised as of the end of fiscal 2024, but the risk associated with dependence in the event of a recurrence remains. - FY2024MitigatedAnnual report
「Regarding the global semiconductor shortage that was pronounced from the second half of fiscal 2020 through the first half of fiscal 2022, global semiconductor supply was stable as of the end of fiscal 2023, but a renewed constraint on supply could affect Sony's business results and financial condition.」
The recent supply constraints caused by the global semiconductor shortage were considered to have stabilised as of the end of fiscal 2023, but the risk associated with dependence in the event of a recurrence remains. - FY2023MitigatedAnnual report
「Although global demand for semiconductors and other parts was trending downward as of the end of fiscal 2022, a renewed surge in demand could affect Sony's business results and financial condition.」
The disclosure described the continuing effects of the past situation in which global semiconductor and parts shortages prevented the company from meeting demand, while noting that demand was trending downward and recent supply constraints had eased somewhat by the end of fiscal 2022. The risk of renewed demand growth remains. - FY2022-Q3MaterialisedAnnual report
「For example, Sony continues to work to secure the semiconductors and other parts it needs in response to the global shortages of semiconductors and other parts that have become pronounced since the second half of fiscal 2020, but supply shortages continued as of the third quarter of fiscal 2021. In addition, because of the impact of longer procurement and transportation lead times resulting from global logistics disruptions, the company continued to be unable to fully meet market demand for hardware in the G&NS segment and a broad range of products in the EP&S segment.」
The risk of dependence on external suppliers and logistics continued to materialise in the third quarter as sales conditions in which demand could not be fully met because of semiconductor and parts shortages and longer lead times. - FY2022-Q2RestatedAnnual report
「The lower operating rate of a particular partner supplying parts for multiple product categories, together with logistics disruptions, caused production delays due to parts shortages for certain products.」
Parts shortages and production delays associated with dependence on external suppliers and logistics continued to be identified as effects of the spread of COVID-19. - FY2021MaterialisedAnnual report
「The lower operating rate of a particular partner supplying parts for multiple product categories, together with logistics disruptions, caused production delays due to parts shortages for certain products.」
The risk of dependence on external suppliers and business partners continued to materialise as parts shortages, production delays, and a global shortage of semiconductors and parts. - FY2021-Q2MaterialisedAnnual report
「The lower operating rate of a particular partner supplying parts for multiple product categories caused production delays due to parts shortages for certain products.」
The risk of dependence on external suppliers continues to materialise as lower operating rates at a particular partner, parts shortages, and production delays. - FY2021-Q1MaterialisedAnnual report
「In addition, the lower operating rate of a particular partner supplying parts for multiple product categories caused production delays due to parts shortages for certain products.」
The risk of dependence on external suppliers materialised again this quarter as lower operating rates at a particular partner, parts shortages, and production delays. - FY2020WorsenedAnnual report
「The lower operating rate of a particular partner supplying parts for multiple product categories caused production delays due to parts shortages for certain products.」
The risk of dependence on third-party suppliers and business partners materialised as lower partner operating rates, parts shortages, and production delays associated with the spread of COVID-19. - FY2018WorsenedAnnual report
「Sony's products and services have become increasingly dependent on third-party suppliers and other business partners for parts, software, and network services, including semiconductors, chipsets for PlayStation game consoles and mobile products, LCD panels used in mobile products and televisions, and the Android operating system used in mobile products, televisions, and services.」
The disclosure stated that dependence on third-party suppliers and business partners extends beyond parts to software and network services and is increasing. - FY2017RestatedAnnual report
「As the need to rapidly develop businesses and improve operating efficiency within limited management resources has grown, Sony has become increasingly dependent on external suppliers and business partners for parts and components, software, and network services.」
The company continues to identify increasing dependence on external suppliers and business partners as a risk. - FY2016First statedAnnual report
「As the need to deploy businesses rapidly and improve operational efficiency within limited management resources has increased, Sony has become increasingly dependent on external suppliers and business partners for parts and components, software and network services.」
Sony identifies growing dependence on outsourced production, parts, software and network services, logistics, human resources, accounting and other functions as a risk.