Supply Risk from Prolonged Electronic Component Procurement Lead Times and Customs Clearance Policies
First written in FY2021. 4 of 9 entries say "Restated". Latest entry: FY2026.
Sansha Electric Manufacturing 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 2022: 103 of 163 companies on the "Worse" side.
54 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「We continue to consider alternative procurement sources for key components, select multiple suppliers, and develop new procurement sources in Japan and overseas.」
The company reaffirmed the supply risks related to component procurement lead times, customs policies, transportation delays and costs, along with measures involving alternative procurement sources, multiple suppliers and advance ordering. - FY2024-Q1RestatedAnnual report
「On the production side, shortages of parts are gradually easing, but procurement lead times for raw materials have not yet shortened,」
Although parts shortages show signs of easing, procurement lead times for raw materials have not shortened, and difficulties in procurement and production delays remain ongoing issues. - FY2023WorsenedAnnual report
「There are also risks of disruptions to operations due to terrorism, regional conflicts, deteriorating international relations and resulting security and geopolitical instability; higher transportation costs due to surging crude oil prices; and transportation delays and higher transportation costs caused by tight container supply and demand.」
In addition to the existing risk of longer procurement lead times for electronic components and other items, the company explicitly identified geopolitical, operational and transportation delay and cost risks. It is considering alternative procurement sources for key components, while also describing the potential impact if procurement difficulties persist for an extended period. - FY2023-Q2RestatedAnnual report
「Meanwhile, production delays remain an issue because difficulties in procuring raw materials, including semiconductors, electronic components and molded resin products, continue on the production side.」
Difficulties in procuring semiconductors, electronic components, molded resin products and other items, along with production delays, continue. - FY2023-Q1RestatedAnnual report
「Meanwhile, production delays continue to be an issue because difficulties in procuring raw materials, including semiconductors, electronic components and molded resin products, persist.」
Difficulties in procuring semiconductors, electronic components, molded resin products and other items, along with the resulting production delays, continue. The risk of extended procurement lead times from the previous fiscal year remains in place. - FY2022WorsenedAnnual report
「On the production side, procurement lead times for semiconductors, electronic components and other items lengthened from the middle of the fiscal year under review, and the situation has still not improved.」
Longer procurement lead times did not improve throughout the fiscal year, affecting business performance through higher procurement costs and production delays. - FY2022-Q3WorsenedAnnual report
「However, procurement lead times for semiconductors, electronic components and other items began to lengthen toward the end of the second-quarter cumulative period, and the trend became even more serious from the third-quarter cumulative period onward. With no signs of improvement, production delays occurred across many products.」
Longer procurement lead times for semiconductors and electronic components became even more serious, resulting in production delays across many products. The impact of procurement risks continued to expand from the previous quarter. - FY2022-Q2MaterialisedAnnual report
「In this business, production delays occurred because procurement lead times for semiconductors, electronic components and other parts lengthened, and sales of approximately ¥200 million were postponed to the second half of the fiscal year.」
Longer procurement lead times for electronic components and other parts resulted in actual production delays, and sales of approximately ¥200 million were postponed to the second half of the fiscal year. The risk of extended procurement lead times has translated into a quantifiable sales postponement. - FY2021First statedAnnual report
「As demand for 5G-related and automotive components increases, procurement lead times for electronic components may lengthen, making timely procurement difficult. Some materials are also procured overseas, and changes in customs policies in individual countries may make them unavailable for procurement.」
The company identified longer procurement lead times caused by increased demand for 5G and automotive components, as well as the possibility of being unable to procure overseas materials because of customs policies, as new supply risks.