Risk of External Suppliers Halting the Supply of Critical Components
First written in FY2016. 5 of 14 entries say "Mitigated", first in FY2020. Latest entry: 2026-07-31.
Alps Alpine moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-07-31WorsenedEarnings
「Operating profit declined year on year due to higher costs resulting from rising memory prices amid expanded data-center investment, among other factors.」
Higher memory prices driven by data-center investment affected actual profit through increased costs. - FY2026WorsenedAnnual report
「In addition to price increases resulting from shortages of memory, a critical component for mobility products, and increases in the prices of bullion and other raw materials used mainly in component products, material prices could rise sharply due to higher crude oil prices arising from the prolonged situation in the Middle East, procurement disruptions for naphtha-derived materials, and business withdrawals by suppliers. This could worsen the cost ratio of the Company's products and affect the Group's performance and financial condition.」
The risks related to critical components and external supplies were described in more specific terms, including memory shortages, higher bullion and crude oil prices, procurement disruptions for naphtha-derived materials, and business withdrawals by suppliers. - 2026-04-30WorsenedRevision of earnings forecasts
「Prices may rise due to shortages of memory, a critical component mainly for our automotive products, and increases in the prices of bullion and other raw materials, mainly for our components products. This could worsen the cost ratio of our products and, in turn, affect the operating results and financial condition of our group.」
Shortages and price increases for memory, a critical component, and higher prices for bullion and other raw materials were specified as supply and procurement risks. - FY2025MitigatedAnnual report
「As measures to prevent supply problems, the Group has worked to strengthen its supply chain management, including securing alternative sources of supply and establishing systems that enable the production locations of procured components to be identified for swift response in the event of a natural disaster, infectious disease outbreak, accident or other event.」
The response to supply risks for critical components was made more specific as supply chain strengthening, including alternative sources of supply, a production-location identification system, supplier evaluations and partnership building. - FY2024-Q1MitigatedAnnual report
「During the three-month period ended June 30 of the current fiscal year, the global economy continued to show a gradual recovery, although supply restrictions caused by supply chain disruption and the semiconductor shortage had eased, while」
It was stated that supply restrictions caused by supply chain disruption and the semiconductor shortage had eased with respect to the risk of supply stoppages and shortages of critical components from external suppliers. However, material prices have remained elevated. - FY2023WorsenedAnnual report
「Amid the continuing global semiconductor shortage, automakers have continued to adjust production due to various geopolitical effects arising from the situation in Ukraine, US-China decoupling and the situation in Taiwan. The Group has also experienced lower sales due to production adjustments, higher material costs due to tight supply and demand for electronic components, and higher logistics costs and production losses resulting from supply chain disruption.」
It was stated that the supply risk for critical components continued due to the semiconductor shortage and geopolitical factors, with the resulting effects continuing to appear as lower sales, higher material and logistics costs, and production losses. - FY2023-Q3MitigatedAnnual report
「During the nine-month period ended December 31 of the current fiscal year, the global economy was on a gradual recovery trend as restrictions on activities related to COVID-19, logistics supply and demand constraints, the semiconductor shortage and other factors eased.」
It was stated that supply constraints, including the semiconductor shortage, had eased. Measures to maintain planned production and sales by securing component inventories have also continued. - FY2023-Q1MitigatedAnnual report
「Against this business backdrop, the Company worked to respond swiftly to changing conditions and minimize their impact on performance by addressing soaring material and logistics costs and maintaining planned production and sales through securing component inventories.」
To mitigate the risks associated with component supplies, material prices and logistics costs, the Company worked to secure component inventories and control the impact through planned production. - FY2022WorsenedAnnual report
「Amid the continuing global semiconductor shortage, automakers continued to adjust production, as they did last year, due to area lockdowns under China's zero-COVID policy and various effects arising from the situation in Ukraine. The Company has also experienced lower sales due to production adjustments, higher material costs due to tight supply and demand for electronic components, and higher logistics costs and production losses resulting from supply chain disruption.」
The external supply risk for critical components continued and intensified due to the semiconductor shortage, lockdowns and the situation in Ukraine, with the effects becoming apparent in lower sales, higher material and logistics costs, and production losses. - FY2022-Q3MaterialisedAnnual report
「In addition, the impact of the semiconductor shortage from the previous fiscal year did not subside, while supplies of components other than semiconductors also became unstable. Supply chain disruptions continued to worsen, and automobile manufacturers in particular continued to revise their production plans.」
It was stated that, in addition to semiconductors, supplies of other components had also become unstable, deepening supply chain disruption and the risk of supply stoppages and shortages at external suppliers. - FY2022-Q2MaterialisedAnnual report
「The impact of semiconductor shortages, which had become apparent from the previous fiscal year, expanded. In addition, supply chain disruptions became more severe as supplies of components other than semiconductors also became unstable.」
The discussion stated that, in addition to worsening semiconductor shortages, supplies of components other than semiconductors had also become unstable, as risks of supply stoppages and shortages from external suppliers. - FY2022-Q1MaterialisedAnnual report
「The impact of semiconductor shortages resulting from the rapid economic recovery became more severe from the second half of the previous year, making it difficult for automobile production to proceed as planned.」
The discussion described the actual impact of the risk of supply stoppages for critical components, with worsening semiconductor shortages preventing automobile production from proceeding as planned. - FY2020MitigatedAnnual report
「To prevent supply problems, the Group is strengthening supply chain management and working to ensure that it can respond quickly by securing alternative suppliers and using systems that identify the production locations of procured components when disasters, accidents or other events occur. The Group is also working to minimize production delays and lost sales opportunities by maintaining component inventories at a certain level.」
The Group specified measures to address the risk of supply stoppages by external suppliers, including alternative suppliers, systems for identifying production locations and component inventories. - FY2016First statedAnnual report
「The Group seeks to manufacture critical components internally, but obtains certain critical components from companies outside the Group. If these suppliers are unable to deliver the required quantities of components as scheduled due to disasters or other events, production delays and lost sales opportunities may occur, potentially affecting the Group's business performance and financial position.」
While pursuing in-house production, the Group disclosed production delays and lost sales opportunities caused by disasters and other events affecting external suppliers as risks.