Sumida (6817) · RiskMitigated
Prolonged Inventory Adjustments in Electronic Components Following Post-COVID Demand Growth and Supply Concerns
First written in FY2024-H1. 2 of 4 entries say "Softened", first in FY2024. Latest entry: FY2026-H1.
4entries
3years
1from disclosures
How it moved
Same theme, other companies
Risk of higher costs and weaker earnings due to shortages and procurement difficulties involving components and raw materialsA theme 162 companies write about · 168 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 162 companies compared. The sentences above are computed from all 162.Full recordFilings, disclosures and news, newest first
- FY2026-H1MitigatedAnnual report
「In the electronic components industry, the prolonged inventory adjustment had largely ended and demand continued to recover.」
コロナ後の需要増加と供給不安を背景とする電子部品業界の在庫調整について、概ね終了し需要が回復基調を維持していると記載され、リスク認識が弱まった。 - 2026-07-31SoftenedEarnings
「In the electronic components industry, the prolonged inventory adjustment had largely ended and demand continued to recover.」
The company stated that the prolonged inventory adjustment in the electronic components industry had largely ended. - FY2024SoftenedAnnual report
「電子部品業界は、コロナ後の需要増加と供給不安が重なり在庫が膨らんでいましたが、ようやくこれらの在庫が解消に向かい出荷が増加傾向にあると見ています。」
コロナ後の需要増加と供給不安による在庫調整は続いているものの、在庫解消と出荷増加の兆しが示され、リスク認識は弱まった。 - FY2024-H1First statedAnnual report
「電子部品業界は、コロナ後の需要増加と供給不安が重なり在庫が膨らんでおり、この調整に時間を要していると見ています。」
コロナ後の需要増加と供給不安により電子部品業界の在庫が膨らみ、在庫調整の長期化を業界環境上のリスクとして初めて独立して記載している。