Impact of Supply Constraints on Semiconductors and Other Electronic Components on the Economic Recovery
First written in FY2022-Q2. 5 of 10 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024-Q3.
0 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「Although delays in the supply of production materials caused by supply chain disruptions are improving, procurement remains unstable for some materials and material costs continue to rise.」
While delays in the supply of production materials are said to be improving, instability in the procurement of some materials and rising material costs continue. - FY2024-Q2MitigatedAnnual report
「In manufacturing as well, delays in the supply of production materials caused by supply chain disruptions are showing signs of improvement, but procurement remains unstable in some areas and material costs continue to rise.」
The filing states that delays in material supplies that caused production and shipment delays in the previous fiscal year are showing signs of improvement, but some procurement instability and rising material costs remain. - FY2024-Q1MitigatedAnnual report
「In manufacturing as well, delays in the supply of production materials caused by supply chain disruptions are showing signs of improvement, but instability in material procurement and costs continues in some areas.」
While delays in material supplies that caused actual production and shipment delays in the previous fiscal year are showing signs of improvement, some instability in procurement and costs continues. - FY2023WorsenedAnnual report
「As economic activity normalized, demand for our group's products also increased and orders rose steadily. However, delays in the supply of production materials affected delivery schedules for many products, resulting in a decline in sales.」
Delays in material supplies affected delivery schedules for many products, and the performance impact of declining sales despite increased orders continued throughout the fiscal year. - FY2023-Q3MaterialisedAnnual report
「Meanwhile, delays in the supply of production materials affected delivery schedules for many products, and sales remained sluggish.」
Delays in the supply of production materials affected delivery schedules for many products, and the actual impact on performance continued in the form of sluggish sales. - FY2023-Q2MaterialisedAnnual report
「Although orders remained strong in our group's measurement and control devices-related and power supply and power control-related fields amid efforts to normalize economic activity, sales were significantly affected by production delays caused by material shortages.」
Production delays caused by material supply constraints continued, and the filing states that strong orders had a significant impact that prevented them from translating into sales. - FY2023-Q1MaterialisedAnnual report
「Against the backdrop of efforts to normalize economic activity, orders progressed steadily in our group's measurement and control devices-related and power supply and power control-related fields. However, extended lead times for ordered projects and shipment delays caused by shortages of production materials affected sales.」
Production and shipment delays caused by shortages of production materials continued, and the filing states that extended lead times for ordered projects also had an actual impact on sales. - FY2022MaterialisedAnnual report
「In manufacturing, shortages of many components, including electronic and resin components, have continued, and the impact on production has become increasingly pronounced, raising continued concerns about the economic recovery. Our group also experienced production delays for some products due to component supply shortages.」
The supply constraints, previously limited to semiconductors and similar components, spread to many components, including electronic and resin components, and the filing states that our group also experienced production delays for some products. - FY2022-Q3MaterialisedAnnual report
「Under these circumstances, manufacturers have faced shortages of many components, including electronic components such as semiconductors and resin components such as connectors, due to supply constraints. The impact on production, including production cuts, has become increasingly pronounced, raising concerns about the economic recovery, and uncertainty about the outlook continues. In addition, shortages of many types of components affected the production of some products and caused supply delays.」
Regarding the supply constraints on semiconductors and other components identified as a concern in the previous quarter, the filing states that component shortages actually occurred, affecting the production of some products and causing supply delays. - FY2022-Q2First statedAnnual report
「In addition, concerns have arisen over the impact on the economic recovery of supply constraints affecting electronic components, including semiconductors, and uncertainty about the outlook for global economic activity continues.」
The filing explicitly identifies the possibility that supply constraints on semiconductors and other electronic components could affect the economic recovery as a new external risk.