Reliance on Third-Party Manufacturers and Suppliers
First written in FY2016. 8 of 21 entries say "Restated". Latest entry: 2026-10-30.
Plat'Home 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 2020: 4 of 21 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In addition, the rapid expansion of data center investment driven by AI demand has brought tight supplies of general-purpose semiconductors to the fore. Concerns continue that persistently high memory prices and supply constraints will spread across a wide range of industries and drive up final product prices.」
Regarding the risk associated with reliance on third-party suppliers, it identifies tight supplies of general-purpose semiconductors driven by AI and data center investment, persistently high memory prices, and supply constraints as new factors affecting the business. - 2026-05-15WorsenedRevision to earnings forecast
「In addition, the rapid expansion of data center investment driven by AI demand has brought tight supplies of general-purpose semiconductors to the fore. Concerns continue that persistently high memory prices and supply constraints will spread across a wide range of industries and drive up final product prices.」
汎用半導体の供給ひっ迫、メモリー価格の高止まり、供給制約の波及を、部材調達に関する新たな悪化要因として具体化している。 - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter, although the impact of the semiconductor component shortage that had become pronounced from the second quarter of the previous fiscal year had not been resolved, total revenue and gross profit increased from the same period of the previous year.」
It continues to report that the impact of the semiconductor component shortage has not been resolved. Meanwhile, total revenue and gross profit exceeded those of the same period of the previous year. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter, although the impact of the semiconductor component shortage that had become pronounced from the second quarter of the previous fiscal year had not been resolved, total revenue and gross profit increased from the same period of the previous year.」
It continues to report that the impact of the semiconductor component shortage has not been resolved. Meanwhile, total revenue and gross profit exceeded those of the same period of the previous year. - FY2024-Q1Supply constraints continued; deliveries of general products resumedAnnual report
「For microservers, revenue declined significantly from the same period of the previous year due to continued disruptions in the supply of materials caused by the semiconductor shortage, as well as a decline in large-volume shipments recorded in the same period of the previous year. For general products, delayed product deliveries resumed as semiconductor components became available again, and total revenue from computer-related products exceeded that of the same period of the previous year at ¥64 million, an increase of ¥10 million, or 18.5%.」
For microservers, revenue declined as disruptions in the supply of materials continued, while deliveries of delayed products resumed for general products. Although the impact of supply constraints remained, some improvement by product category was also reported. - FY2023WorsenedAnnual report
「During the fiscal year, customer demand remained relatively firm, but the semiconductor component shortage that had become pronounced from the second quarter onward continued. Although the company accelerated development of new products using relatively readily available materials and began shipping them, this was insufficient to make up for shortages of existing products. As a result, product supply difficulties led both the IoT business and general products to hold back on accepting orders, causing shipment delays. In addition, material procurement costs rose due to supply shortages and higher prices, and total revenue and gross profit declined significantly from the same period of the previous year.」
The semiconductor component shortage continued throughout the fiscal year, resulting in restrained order acceptance and shipment delays for both the IoT business and general products. Higher material procurement costs also contributed to significant declines in total revenue and gross profit. - FY2023-Q3WorsenedAnnual report
「During the cumulative third quarter, customer demand remained relatively firm, but the semiconductor component shortage that had become pronounced from the second quarter onward continued. As a result, product supply difficulties led both the IoT business and general products to hold back on accepting orders, causing shipment delays. In addition, material procurement costs rose due to supply shortages and higher prices, and total revenue and gross profit declined significantly from the same period of the previous year.」
The semiconductor component shortage continued, resulting in restrained order acceptance and shipment delays for both the IoT business and general products. Higher material procurement costs also contributed to significant declines in total revenue and gross profit. - FY2023-Q2WorsenedAnnual report
「During the cumulative second quarter, customer demand remained relatively firm, but shortages of semiconductor components, particularly from the second quarter onward, disrupted procurement for both the IoT business and general products, making it necessary to hold back on accepting orders and causing shipment delays. In addition, the sharp depreciation of the yen increased material procurement costs, and total revenue and gross profit declined significantly from the same period of the previous year.」
The semiconductor component shortage became apparent in stalled procurement, restraint in accepting orders, and shipment delays, while higher material procurement costs due to the yen's depreciation added to the pressure. Its specific impact on the declines in revenue and gross profit is described. - FY2023-Q1MaterialisedAnnual report
「During the cumulative first quarter, customer demand remained relatively firm, but IoT business revenue increased only slightly from the same period of the previous year due to the impact of shortages of semiconductor components.」
It states that the semiconductor component shortage actually constrained growth in IoT business revenue. - FY2022WorsenedAnnual report
「In addition to supply chain disruptions caused by COVID-19, delivery delays and price increases for product materials have become more severe due to surging prices for energy and other raw materials stemming from the Ukraine crisis, the yen's depreciation, and the semiconductor shortage.」
In addition to the existing supply shortages, delivery delays, and higher procurement prices, it specifically identifies the Ukraine crisis, the yen's depreciation, and surging energy and raw material prices, stating that product material risks have become more severe. Supply delays and price increases have actually occurred. - FY2022-Q3MaterialisedAnnual report
「During the cumulative third quarter, economic and corporate activity in the IoT market also stagnated due to the impact of COVID-19 and the global semiconductor shortage.」
It states that, in connection with reliance on third-party suppliers and component suppliers, delays in component supplies due to the global semiconductor shortage and higher material prices actually occurred. - FY2022-Q1MaterialisedAnnual report
「During the cumulative first quarter, business discussions were delayed due to the impact of COVID-19, while semiconductor component supply was delayed and material prices rose. However, customer demand remained relatively firm, and IoT business revenue exceeded that of the same period of the previous year.」
It states that delays in semiconductor component supplies and higher material prices actually occurred in connection with reliance on third-party suppliers and component suppliers. - FY2021WorsenedAnnual report
「If shortages in the raw materials market cause component suppliers to delay deliveries or drive up procurement prices for product materials, stable supply at appropriate costs may become difficult, potentially adversely affecting the company’s operations and profitability.」
In addition to the existing reliance on third-party manufacturers and suppliers, it specifically identifies shortages of raw materials, delays in component deliveries, and higher procurement prices as risks. - FY2020RestatedAnnual report
「The company relies heavily on contract manufacturers and external component suppliers for the manufacture and procurement of its products.」
The company has reiterated its dependence on third-party manufacturers and component suppliers and the risks of reduced supply volumes and higher costs resulting from contract changes and other factors. - FY2019RestatedAnnual report
「The company relies heavily on contract manufacturers and external component suppliers for the manufacture and procurement of its products.」
The company has reiterated its dependence on third-party manufacturers and component suppliers and the risks of reduced supply volumes and higher costs resulting from contract changes and other factors. - FY2018RestatedAnnual report
「The company relies heavily on contract manufacturers and external component suppliers for the manufacture and procurement of its products.」
The company has reiterated its dependence on third-party manufacturers and component suppliers and the risks of reduced supply volumes and higher costs resulting from contract changes and other factors. - FY2017RestatedAnnual report
「The company relies heavily on contract manufacturers and external component suppliers for the manufacture and procurement of its products.」
The company has reiterated its dependence on third-party manufacturers and component suppliers and the risks of reduced supply volumes and higher costs resulting from contract changes and other factors. - FY2016First statedAnnual report
「The company relies heavily on contract manufacturers and external component suppliers for the manufacture and procurement of its products.」
The company indicates that termination or changes to contracts may reduce supply volumes or increase cost burdens, potentially affecting operations and productivity.