Delivery Delays Caused by Shortages of Semiconductors and Production Materials
First written in FY2022-Q1. 6 of 13 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2025-H1.
Tb Group moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2021: 7 of 12 companies on the "Worse" side.
6 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「The electronic cash register and POS businesses were affected by higher costs resulting from the weaker yen, but, as shortages of semiconductors and raw materials were resolved,」
The company stated that the resolution of semiconductor and raw material shortages eased supply constraints in the POS and electronic cash register businesses. However, higher costs resulting from the weaker yen continued. - FY2024MitigatedAnnual report
「The company continued to take steps such as changing sources of supply and the materials themselves, and worked to maintain production, in order to avoid as far as possible production delays and lower profits resulting from market changes such as difficulties procuring certain semiconductor components, higher prices and the weaker yen.」
Risks of production delays and lower profits resulting from difficulties procuring semiconductor components and other parts, higher prices and the weaker yen remain, but the company has specified measures to maintain production by changing suppliers and materials. - 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 and higher costs caused by semiconductor and raw material shortages and the weaker yen continued, performance improved on demand related to regulatory compliance and the impact of new products. - FY2024-Q2MitigatedAnnual report
「The electronic cash register and POS business continued to be affected by higher costs caused by the weaker yen and shortages of semiconductors and raw materials, resulting in supply delays, but results improved due to rush demand ahead of the introduction of the invoice system and the impact of new product launches.」
Although supply delays and higher costs caused by semiconductor and raw material shortages and the weaker yen remained, POS business performance improved due to demand related to the invoice system and the impact of new product launches. - FY2024-Q1RestatedAnnual report
「The electronic cash register and POS businesses experienced delivery delays due to higher costs caused by the weaker yen and shortages of semiconductors and raw materials. However, performance improved during the quarter because production of the core NR-3800 series was carried out and a new high-end POS system was introduced.」
The company stated that supply delays caused by semiconductor and raw material shortages and higher costs resulting from the weaker yen continued in the POS business. It also noted that production of the core product improved performance. - FY2023RestatedAnnual report
「The electronic cash register and POS businesses were affected by semiconductor and raw material shortages, resulting in supply disruptions.」
Supply disruptions caused by semiconductor and raw material shortages continued through the full-year results. The company stated that large-lot OEM supply and the introduction of self-checkout systems provided some support. - 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. Results also remained weak due to the impact of higher costs caused by the sharp depreciation of the yen.」
Supply disruptions caused by semiconductor and raw material shortages spread across the product lines, while higher costs resulting from the sharp depreciation of the yen also affected POS business performance. - FY2023-Q2WorsenedAnnual report
「The electronic cash register and POS businesses were affected by semiconductor and raw material shortages, resulting in supply disruptions across their product lines. They were also affected by higher costs arising from semiconductor and raw material shortages, higher transportation costs and the sharp depreciation of the yen, which affected business performance.」
In addition to supply disruptions across the product lines caused by semiconductor and raw material shortages, higher transportation costs and higher costs resulting from the sharp depreciation of the yen affected the performance of the POS business. - FY2023-Q1WorsenedAnnual report
「The electronic cash register and POS businesses were affected by shortages of semiconductors and raw materials and higher costs, resulting in supply disruptions in some areas.」
Semiconductor and raw material shortages and higher costs actually caused supply disruptions in the POS and electronic cash register businesses. - FY2022WorsenedAnnual report
「The company was also affected by shortages of semiconductors and raw materials and higher costs.」
The company stated that semiconductor and raw material shortages and higher costs actually affected the performance of its LED & ECO business during the fiscal year. - FY2022-Q3WorsenedAnnual report
「Meanwhile, shortages of semiconductors and other components and raw materials and soaring resource prices worldwide were accompanied by the renewed spread of COVID-19 caused by the new Omicron variant, increasing uncertainty over the outlook for the global economy.」
Shortages of semiconductors and other components and raw materials coexisted with soaring resource prices and the renewed spread of the Omicron variant, indicating that supply constraints and uncertainty in the external environment are continuing and expanding. - FY2022-Q2WorsenedAnnual report
「In addition, rising crude oil prices and the risk of production cuts or suspensions at related companies due to semiconductor component shortages have increased as economic activity recovers, and conditions of high uncertainty continue.」
The company stated that semiconductor component shortages increased the risk of production cuts or suspensions at related companies, indicating that external supply constraint risks are continuing and expanding. - FY2022-Q1First statedAnnual 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.」
Worldwide difficulties in procuring production materials and production delays actually occurred, leading to postponed delivery dates and substantial revenue declines and losses. Semiconductor and material supply constraints were identified as an independent risk separate from the impact of COVID-19.