Sales and Market-Environment Risks from Difficulties Procuring Semiconductors and Other Materials
First written in FY2021. 9 of 18 entries say "Worsened", first in FY2022-Q2. Latest entry: 2026-08-07.
Asti 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 2018: 12 of 31 companies on the "Worse" side.
25 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「Uncertainty about the outlook continues, including soaring raw material and energy prices due to the ongoing trend toward yen depreciation.」
Higher raw material and energy prices associated with yen depreciation were reflected in the results as a factor behind the decline in operating profit. - FY2026MaterialisedAnnual report
「The operating environment surrounding our group remains challenging, as the Chinese government's rare-earth export restrictions have also affected India.」
It states that rare-earth export restrictions affected production activity in India and have actually materialized as lower sales. Material procurement risk has materialized. - FY2026-H1WorsenedAnnual report
「In India, calls for “Make in India” are growing, which is a tailwind for the company. However, export restrictions on rare earths imposed by the Chinese government amid US-China trade friction have also adversely affected production activities in India, resulting in a decline in sales during the interim consolidated accounting period.」
Regarding material and component procurement risks, it states that rare-earth export restrictions adversely affected production activity in India and have actually materialized as lower sales. - FY2025-H1WorsenedAnnual report
「In addition, we have been unable to pass on all of the increases in material prices and overseas production costs resulting from the weaker yen, creating a challenging operating environment.」
Material prices and overseas production costs continue to rise due to the weaker yen, and it has been made clear that the full increase in costs cannot be passed on, deepening profitability risk. - FY2024Supply constraints ease, but price inflation continuesAnnual report
「Although the impact of component shortages eased, sales increased, particularly for automotive electrical components, mainly due to strong orders from customer companies overseas. However, the significant decline in sales of consumer and industrial equipment, resulting from weaker demand for outdoor-related products, had a major impact, leading to an overall decline in sales.」
Although the impact of component shortages has eased, factors reducing profitability, including soaring material and energy prices caused by the weaker yen, continue to persist. - FY2024-Q3RestatedAnnual report
「However, factors reducing profitability, including the prolonged fragmentation of the global economy due to the Ukraine crisis and surging material and energy prices resulting from yen depreciation, remain unresolved, and the environment surrounding the Company remains uncertain.」
It states that factors reducing profitability, including soaring material and energy prices, remain unresolved. - FY2024-Q2Component shortages have eased, but price increases continueAnnual report
「However, factors reducing profitability, including the prolonged fragmentation of the global economy due to the Ukraine crisis and surging material and energy prices resulting from yen depreciation, remain unresolved, and the environment surrounding the Company remains uncertain.」
The Company states that the resolution of component shortages increased sales in automotive electrical components, while factors reducing profitability, including surging material and energy prices, remain unresolved. - FY2024-Q1MitigatedAnnual report
「Production in the automotive industry also recovered as supply constraints for semiconductors eased.」
The Company states that easing semiconductor supply constraints led to a recovery in automotive production. Meanwhile, yen depreciation and higher component prices remain factors reducing profitability. - FY2023-Q3RestatedAnnual report
「Meanwhile, the environment surrounding the Group remains uncertain, due to the yen's depreciation and rising prices resulting from global monetary tightening, as well as surging raw material and energy prices attributable to the situation in Ukraine.」
Regarding external risks associated with the procurement environment for semiconductors and other raw materials, the Company continues to identify surging raw material and energy prices and rising prices as factors contributing to an uncertain outlook. - FY2023-Q2WorsenedAnnual report
「当第２四半期連結累計期間における世界経済は、新型コロナウイルス感染症に対する影響からの経済活動の持ち直しがみられるものの、世界的な金融引き締めの影響による円安相場の加速、ウクライナ情勢に起因する材料・エネルギー価格の高騰など、当社を取り巻く環境は依然として先行き不透明な状況が続いております。」
In addition to the previous difficulties procuring semiconductors and other raw materials, surging material and energy prices attributable to the situation in Ukraine have been identified, broadening the scope of supply and cost environment risks. - FY2023-Q1MaterialisedAnnual report
「In automotive electrical and electronic components, recovery from lower sales in the four-wheel vehicle market due to the impact of COVID-19 resulted in net sales of ¥4,259 million, up 4.3% year on year, but production losses caused by difficulties procuring raw materials due to lockdowns in China and other factors resulted in operating income of ¥19 million, down 49.5%.」
In addition to difficulties procuring semiconductors and other raw materials, shortages caused by China's lockdowns have actually resulted in production losses, reducing operating profit from automotive electrical components. - FY2022WorsenedAnnual report
「The Group's net sales are affected by the sales conditions of its major customers, including four-wheel vehicle manufacturers, two-wheel vehicle manufacturers, and home appliance manufacturers. Although sales have been affected by the globally unstable market environment, including the spread of COVID-19 and difficulties procuring materials such as semiconductors, it is currently difficult to reasonably calculate the amount of the impact.」
The Company continues to identify difficulties procuring materials such as semiconductors as a risk affecting sales, and states that the amount of the impact is difficult to reasonably calculate. - FY2022-Q3WorsenedAnnual report
「In addition, the outlook remains uncertain due to the global shortage of materials including semiconductors and surging raw material and logistics costs.」
In addition to shortages of materials such as semiconductors, surging raw material prices and logistics costs have been identified, broadening the scope of supply and cost environment risks. - FY2022-Q2WorsenedAnnual report
「In addition, the outlook remains uncertain due to the global semiconductor shortage, surging raw material prices, and strained logistics.」
In addition to the previous difficulties procuring materials such as semiconductors, surging raw material prices and strained logistics have been identified, broadening the scope of supply and market environment risks. - FY2022-Q1RestatedAnnual report
「Economic activity in Japan remains sluggish due to repeated declarations of a state of emergency and other measures, while the outlook remains uncertain amid shortages of materials such as semiconductors.」
Shortages of materials such as semiconductors continue to be cited as a factor contributing to an uncertain outlook. Although no quantified impact has been provided, material shortages remain an actual business condition. - FY2021MaterialisedAnnual report
「Our sales have been affected by the globally unstable market environment, including the spread of COVID-19 and difficulties procuring materials such as semiconductors, but it is currently difficult to reasonably calculate the amount of the impact.」
The Company states that COVID-19 and difficulties procuring materials such as semiconductors have affected sales, and that the amount of the impact is difficult to reasonably calculate.