Risk of Delays in Materials Supply and Impact on Sales Due to Global Semiconductor Shortage
First written in FY2021. 4 of 11 entries say "Worsened", first in FY2022-Q1. Latest entry: FY2026.
Minato Holdings moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).
0 other companies' latest entry also says "Other".
- FY2026Widening gap between supply-demand tightness and demand recovery by applicationAnnual report
「Supply-demand tightness for general-purpose applications, including PCs and smartphones, driven by expanding demand related to generative AI, continues. We recognize that this remains an environment requiring close monitoring of the impact of market fluctuations and customer inventory adjustments.」
While supply-demand tightness related to generative AI demand continues, the impact of market fluctuations and customer inventory adjustments in general-purpose applications requires close monitoring, highlighting differences by application. - FY2026-H1PC demand has partially recovered, while smartphone and server demand remains weakAnnual report
「Demand for PCs among our customers recovered as the need to replace devices emerged. Among our other industrial customers, however, inventory adjustments continued.」
In the semiconductor-related market, demand recovered as customers replaced PC devices, while inventory adjustments by industrial customers continue. - FY2024-Q3RestatedAnnual report
「In the intelligent stereo camera business, the establishment of a framework for mass production has continued to be delayed due to component procurement delays caused by the semiconductor shortage, but」
While the semiconductor shortage has eased across the market, delays in component procurement and in establishing a mass-production framework continue in the intelligent stereo camera business. - FY2024-Q1The semiconductor shortage is easing, while component procurement delays continue in ISCAnnual report
「Although the global semiconductor shortage showed signs of easing through the previous fiscal year, adjustments in component procurement and product inventory continued, particularly as demand for PCs and servers slowed.」
The global semiconductor shortage showed signs of easing across the market, but in the ISC business, delays in procuring components due to the shortage continue to delay the establishment of a mass-production framework. - FY2023-Q3Some delivery delays have improved, while delays continue in ISCAnnual report
「In the ISC business, shipments of mass-production products continue to be delayed due to the impact of component procurement delays caused by the semiconductor shortage, but」
While delivery delays for sourced products have been improving in the telework solutions business, component procurement delays caused by the semiconductor shortage and shipment delays for mass-production products have continued in the ISC business. - FY2023-Q1WorsenedAnnual report
「Due to the continuing impact of the global semiconductor shortage from the previous consolidated fiscal year, delivery lead times for both industrial-use memory modules, the main products, and memory modules for personal computers have lengthened, affecting production at customer companies. However, demand has remained strong because the policy of securing components has continued.」
The global semiconductor shortage continues to affect the business through longer delivery lead times and impacts on customer production. Demand remains strong, but the actual effects of supply constraints continue. - FY2022WorsenedAnnual report
「Meanwhile, profit declined due to factors including a substantial increase in product costs associated with sourcing various components amid the global semiconductor shortage, higher import and domestic logistics costs, and the continued trend toward yen depreciation.」
The impact of the semiconductor shortage materialized over the full year as an operating loss in the digital device peripherals business through higher component sourcing costs, logistics costs and yen depreciation. - FY2022-Q3WorsenedAnnual report
「In addition, tight supply and demand for semiconductor components has caused delays in the delivery of equipment sourced by the group, raising concerns that deliveries of equipment to customer companies could also be delayed. The company nevertheless focused its sales activities on equipment and services that it could propose.」
The impact of the semiconductor shortage has materialized as delays in the delivery of sourced equipment and has extended to concerns about delayed deliveries to customer companies. - FY2022-Q2MaterialisedAnnual report
「Meanwhile, as supply and demand for digital devices tightened amid the global semiconductor shortage, the segment's profit margin remained below expectations due mainly to higher product costs associated with sourcing various components.」
The global semiconductor shortage has resulted in an actual decline in profit margins in the digital device peripherals business through higher component sourcing costs. - FY2022-Q1WorsenedAnnual report
「Meanwhile, as supply and demand for digital devices tightened amid the global semiconductor shortage, the segment's profit margin remained below expectations due mainly to higher product costs associated with sourcing various components.」
The global semiconductor shortage has led to an actual decline in profit margins through tighter supply and demand for digital devices and higher component sourcing costs, increasing the impact of supply shortage risk. - FY2021First statedAnnual report
「In the core memory module business, the possibility remains that some products and sales could be affected because rising prices for memory products and delays in component supplies have continued as a result of the global semiconductor shortage.」
Against a backdrop of the ongoing global semiconductor shortage, rising memory prices and component supply delays, the company newly identified the possibility of impacts on some products and sales as a risk.