Shortages of Semiconductors and Other Components
First written in FY2022-Q2. 4 of 11 entries say "Mitigated", first in FY2024-Q1. Latest entry: FY2026.
Aval Data moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
1 other company's latest entry also says "Reframed".
- FY2026ReframedAnnual report
「Our products use high-performance components, particularly semiconductors, and in some cases alternative suppliers are difficult to find. Accordingly, we are working to build, maintain and strengthen good relationships with suppliers and have systems in place to respond promptly if problems arise. However, temporary supply delays, quality issues or other problems at these suppliers could affect our business performance.」
The Company has reframed the previous reference to shortages of components, including semiconductors, as procurement risk involving dependence on suppliers for which alternatives are difficult to find, supply delays and quality issues. - FY2024MitigatedAnnual report
「As difficulties in procuring components eased and products in the order backlog were completed and delivered, capital investment in industrial equipment generally proceeded as expected.」
Difficulties in procuring components eased, and progress was made in completing and delivering products from the order backlog. Meanwhile, raw materials and supplies increased by ¥846 million due to a supply-demand gap before orders were placed, and the disclosure does not state that the impact had fully disappeared. - FY2024-Q3MitigatedAnnual report
「As difficulties in procuring components eased and products in the order backlog were completed and delivered, capital investment in industrial equipment generally proceeded as expected.」
Difficulties in procuring components eased, and progress was made in completing and delivering products from the order backlog. The disclosure states that although the impact of shortages remained, conditions had improved from the previous quarter. - FY2024-Q2MitigatedAnnual report
「Although difficulties in procuring some components continued depending on the type of semiconductor, the arrival of previously difficult-to-procure components enabled progress in working through the long-lead-time order backlog, converting orders into products and supplying them to customers. Performance was generally steady.」
Although difficulties in procuring some components continued, the arrival of previously difficult-to-procure components enabled progress in working through the long-lead-time order backlog, converting orders into products and supplying them to customers, partially alleviating the impact of the shortages. - FY2024-Q1MitigatedAnnual report
「Although difficulties in procuring some components continued depending on the type of semiconductor, the arrival of previously difficult-to-procure components enabled progress in working through the long-lead-time order backlog, converting orders into products and supplying them to customers. Performance was generally steady.」
Although difficulties in procuring components continued depending on the type of semiconductor, previously unavailable components began to arrive, allowing progress in working through the long-lead-time order backlog and supplying products to customers. The impact of the shortages was partially alleviated. - FY2023Partial easing and continuation of supply difficultiesAnnual report
「To address continuing component shortages that vary by semiconductor type, we also purchased some high-priced products available on the market and fulfilled our supply responsibilities to customers.」
Although component shortages continued depending on the type of semiconductor, shortages were partially eased for contract-manufactured and in-house products, enabling progress in completing and delivering products from the order backlog. - FY2023-Q3MaterialisedAnnual report
「These products are supplied for factory automation generally, various inspection equipment and liquid crystal display-related equipment. Although some products were affected by difficulties in procuring components, performance was generally solid.」
The Company stated that difficulties in procuring components were actually affecting some image-processing module products. Meanwhile, sales in this product category rose 7.1% year on year, indicating a limited impact on overall performance. - FY2023-Q2RestatedAnnual report
「Against this operating backdrop, we continued to provide products that meet customer needs and enhance customer value. To address the global shortage of components, we also purchased some high-priced products available on the market and fulfilled our supply responsibilities to customers.」
The Company stated that the global shortage of components was continuing and that it was fulfilling its supply responsibilities to customers by purchasing some high-priced products available on the market. - FY2023-Q1MaterialisedAnnual report
「Against this operating backdrop, we continued to provide products that meet customer needs and enhance customer value. To address the global shortage of components, we also purchased some high-priced products available on the market and fulfilled our supply responsibilities to customers.」
The Company stated that the global shortage of components was continuing. It also stated that it had purchased high-priced products available on the market to address the shortages. - FY2022MaterialisedAnnual report
「During the fiscal year, order intake fluctuated significantly. This increase resulted from an accumulation of long-term orders from customers against a backdrop of shortages of components, including semiconductors.」
Actual shortages of components, combined with the concentration of customers' long-term orders, resulted in contract-manufactured product orders of ¥15,155 million, up 197.6% year on year, and an order backlog of ¥10,384 million, up 550.9%. - FY2022-Q2First statedAnnual report
「The outlook remains difficult to assess due to the impact of COVID-19 on economic activity and social life in general, as well as shortages of components, including semiconductors.」
The Company identified shortages of components, including semiconductors, for the first time as a factor contributing to the uncertain outlook alongside the impact on economic activity and social life. Although it stated that shortages had occurred, it did not describe any specific damage to the Company.