Product shortages and undelivered orders due to a sharp increase in POS demand
First written in FY2018-Q1. 2 of 8 entries say "Softened", first in FY2019-Q1. Latest entry: FY2025-H1.
No other company in this theme has enough history to compare yet.
- FY2025-H1MitigatedAnnual report
「With semiconductor and raw-material shortages resolved, the register business, which primarily targets small and medium-sized food-service establishments, grew on rising demand for automatic change machines and ticket vending machines capable of handling the new banknotes.」
The company states that supply constraints in the POS and register business eased as semiconductor and raw-material shortages were resolved. However, the decline following the end of special demand related to the invoice system remains. - FY2024-Q3RestatedAnnual report
「The electronic cash register and POS business was affected by higher costs caused by the weaker yen and shortages of semiconductors and raw materials, resulting in supply delays, but results improved as demand continued after the introduction of the invoice system and new products also contributed.」
Although supply delays caused by semiconductor and raw-material shortages and the weaker yen continued, the company reports improved operating results driven by sustained demand following the introduction of the invoice system and the effect of new products. - FY2023RestatedAnnual report
「The electronic cash register and POS businesses experienced supply disruptions due to shortages of semiconductors and raw materials. Although costs were also pushed up by the sharp depreciation of the yen, operating results remained flat as a result of large-scale OEM supplies and the introduction of products such as the CashHive self-checkout system at major distribution chains.」
While supply disruptions caused by shortages of semiconductors and raw materials and higher costs due to the weaker yen continued, large-scale OEM supplies and the introduction of CashHive at major chains supported operating results. - FY2023-Q3WorsenedAnnual report
「The electronic cash register and POS business was affected by shortages of semiconductors and raw materials, resulting in supply disruptions across the product range.」
The previous supply constraints related to POS demand continue, and supply disruptions have occurred across products generally. - FY2022-Q1MaterialisedAnnual report
「During the quarter, both the Company and its collaborative partners experienced production delays because production materials became difficult to procure worldwide, and the postponement of deliveries resulted in a substantial decline in revenue and losses.」
In the POS and register business, production delays and postponed deliveries actually occurred due to a worldwide shortage of production components, rather than sharply rising demand. - FY2021-Q2SoftenedAnnual report
「In the second quarter, the number of installations fell sharply because of the reversal of the special demand generated by the reduced-tax-rate subsidy program, as well as closures and other factors affecting small and mid-sized food-service and other service businesses.」
Conditions surrounding POS demand shifted from product shortages and undelivered orders caused by sharply expanding demand to a sharp decline in installations following the end of the special demand related to the reduced tax rate and customer closures. - FY2019-Q1SoftenedAnnual report
「Electronic cash registers and POS systems continued to benefit from demand generated by the subsidy program for measures addressing the reduced tax rate, but sales slowed as installations at existing customers progressed.」
As installations among existing customers progressed, conditions shifted from the risk of undelivered orders accompanying sharply expanding demand to a slowdown in sales. - FY2018-Q1First statedAnnual report
「However, because products sold out as demand expanded sharply, undelivered orders arose and the contribution to operating results was carried over to the second quarter.」
Product supply could not keep pace with the sharp expansion in demand for POS systems and registers, resulting in actual stockouts and undelivered orders, with the contribution to operating results carried over to the second quarter.