Tight Supply of Semiconductor Components and Resin Materials and Soaring Purchase Prices
First written in FY2021. 5 of 15 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2026.
Seikoh Giken 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 2018: 12 of 32 companies on the "Worse" side.
43 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「In addition to asking existing component suppliers to cooperate in increasing production volumes, the company developed new procurement sources. As a result, it was able to expand the production capacity of optical connector polishing machines to approximately 3 times its previous level in one year.」
In response to the surge in demand and procurement constraints, the company asked existing suppliers to increase production and developed new procurement sources, expanding production capacity to approximately 3 times its previous level in one year. - FY2025MaterialisedAnnual report
「During the fiscal year under review, demand for some of the Group's products surged, causing the lead time from order receipt to shipment to extend to approximately 2 to 3 times the normal level.」
The surge in demand extended lead times to 2 to 3 times normal levels, resulting in actual constraints on supply capacity and component procurement. The company sought to shorten lead times by reallocating internal personnel and developing new procurement sources. - FY2025-H1MaterialisedAnnual report
「Due to higher material prices and other factors, the cost ratio deteriorated, and operating profit was ¥189.331 million, down 9.5% from the interim period of the previous fiscal year.」
Higher material prices were reflected in the results as a deterioration in the cost ratio and a decline in operating profit in the precision machinery business. - FY2024-Q3Unstable procurement environment continuesAnnual report
「To strengthen our manufacturing capabilities, we worked to strengthen relationships with business partners to maintain stable procurement even in an unstable supply environment caused by rising materials costs, natural disasters and other factors. At the Chinese subsidiary in Dalian, we also reduced the workforce in response to changes in the market environment and worked to establish a more competitive production system.」
Even after filings through the previous quarter stated that shortages of semiconductors and other supplies had been resolved, the Company says that the unstable procurement environment continues due to higher material costs and disasters, and is working to secure stable procurement by strengthening relationships with business partners. - FY2024-Q2MitigatedAnnual report
「In the information and communications and electronics-related markets in which the Group operates, the semiconductor shortage has been resolved, but demand for PCs and smartphones lacks momentum against a backdrop of higher prices.」
It states that the semiconductor shortage has been resolved, indicating partial mitigation of the previous supply-tightness risk. However, weak demand for PCs and smartphones due to higher prices remains. - FY2024-Q1MitigatedAnnual report
「In the automotive-related market, the shortage of semiconductor materials has eased somewhat, and automobile production is trending upward.」
It states that the shortage of semiconductor materials has eased somewhat and automobile production is trending upward, indicating partial mitigation of the supply-tightness risk. - FY2023WorsenedAnnual report
「The impact of the semiconductor shortage remains persistent, and automakers have continued to produce below plan. ... Operating expenses increased as the costs of resin and other materials, electricity, and transportation rose.」
Automakers have continued to produce below plan due to the semiconductor shortage, while higher costs for resin materials, electricity, and transportation have been reflected in higher operating expenses. - FY2023-Q3MaterialisedAnnual report
「The impact of the semiconductor shortage remains persistent, and automakers have continued to produce below plan. ... Operating expenses increased as the costs of resin and other materials, electricity, and transportation rose.」
Automakers have continued to produce below plan due to the semiconductor shortage, while higher costs for resin materials, electricity, and transportation have been reflected in higher operating expenses. - FY2023-Q2WorsenedAnnual report
「Automakers continued to experience production falling short of plan during the second quarter of the current fiscal year, as the impact of the semiconductor shortage that began in fiscal 2021 has yet to subside.」
The semiconductor shortage has not subsided since fiscal 2021, and automakers have continued to produce below plan. - FY2023-Q1WorsenedAnnual report
「In the automotive-related market, shortages of semiconductor materials and disruptions to parts procurement caused by lockdowns in Chinese cities led some automakers to adjust production.」
In addition to shortages of semiconductor materials, it describes disruptions to parts procurement caused by lockdowns in China and production adjustments by automakers, providing a more specific account of the impact of tight supply. - FY2022WorsenedAnnual report
「At present, shortages of semiconductors and resin materials continue to raise concerns about higher purchase prices and delivery delays. In addition, COVID-19, which has not subsided even two years after its emergence, and the increasingly tense situation in Ukraine since the beginning of 2022 have driven up resource prices and accelerated yen depreciation, while international logistics have become more disrupted than in recent years.」
It states that, in addition to shortages of semiconductors and resin materials, higher purchase prices, delivery delays, higher resource prices, yen depreciation, and disruption to international logistics are continuing and worsening. - FY2022-Q3Partial improvement in supply shortages and continued uncertainty over automotive-parts procurementAnnual report
「In Japan, the earnings environment improved in both the manufacturing and non-manufacturing sectors, supported by improvements in shortages of parts and raw materials and a recovery in personal consumption as activity restrictions were eased. In the automotive-related market, while uncertainty over parts procurement due to the impact of COVID-19 remained unresolved, automakers continued technological development to advance autonomous-driving levels and expand the adoption of electric vehicles.」
It states that shortages of parts and raw materials in Japan have improved, while uncertainty over parts procurement due to the impact of COVID-19 remains in the automotive-related market. - FY2022-Q2WorsenedAnnual report
「During the second quarter of the current fiscal year, supplies of semiconductors and resin materials fell short, and some automakers suspended plant operations, among other developments, causing the recovery to lose momentum.」
It states that shortages of semiconductors and resin materials led some automakers to suspend plant operations, providing a more specific indication of the impact of tight supply. - FY2022-Q1MaterialisedAnnual report
「However, during the first quarter of the current fiscal year, supplies of semiconductors and resin materials fell short, and some automakers suspended plant operations, among other developments, causing the recovery to lose momentum.」
It states that shortages of semiconductors and resin materials led automakers to suspend plant operations, indicating that the supply-tightness risk identified in the previous fiscal year has materialized in the business environment. - FY2021First statedAnnual report
「The supply of semiconductor components and resin materials essential to the products has been unstable, raising concerns about securing materials and higher purchase prices.」
It describes supply uncertainty, difficulty securing supplies, and higher purchase prices for semiconductor components and resin materials as new business-environment risks.