Risk of Supply Disruptions Due to Semiconductor Shortages, Soaring Resource Prices and Exchange-Rate Fluctuations
First written in FY2022. 1 of 6 entries say "Materialised", first in FY2023. Latest entry: FY2026.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
0 other companies' latest entry also says "Raised".
- FY2026RaisedAnnual report
「The inability to maintain stable supplies of products and merchandise due to supply-chain disruptions arising from the emergence of geopolitical risks and the spread of emerging infectious diseases and other factors」
In addition to supply and cost factors, the company explicitly identifies supply-chain disruptions caused by geopolitical risks as a risk of supply disruptions. - 2026-05-15ReframedRevision of earnings forecasts
「If the Group becomes unable to supply products and merchandise stably due to supply-chain disruptions arising from the manifestation of geopolitical risks or the spread of emerging infectious diseases, or if prolonged economic effects affect the business activities of customers and partner companies, this could materially affect the Group’s operating results and other matters.」
With respect to supply disruption risk, the Company explicitly cited supply-chain disruptions arising from the manifestation of geopolitical risks, in addition to higher material and resource prices and exchange-rate fluctuations. - FY2025Update to disclosures on supply and cost factorsAnnual report
「Although the outlook remains uncertain due to soaring component and resource prices and sharp exchange-rate fluctuations, we will work as a group to further improve profitability.」
In addition to the previous disclosure on semiconductor shortages and difficulties in procuring components, the company now identifies soaring component and resource prices and sharp exchange-rate fluctuations as factors contributing to an uncertain outlook. - FY2024RestatedAnnual report
「During the current consolidated fiscal year, conditions were unstable, including soaring energy prices from the perspective of geopolitical risks related to Ukraine and the situation in the Middle East, continued global inflationary pressure, and sharp exchange-rate fluctuations.」
The company has stated that instability in supply and the business environment due to component shortages, soaring resource and energy prices, and exchange-rate fluctuations continues. - FY2023MaterialisedAnnual report
「During the current consolidated fiscal year, economic activity took place under continued restrictions on certain activities amid the COVID-19 pandemic, in addition to unstable conditions such as difficulties in procuring components due to semiconductor shortages, soaring energy prices and sharp exchange-rate fluctuations.」
The company has stated that difficulties in procuring components due to semiconductor shortages, soaring energy prices and exchange-rate fluctuations continue to be part of the actual business environment. - FY2022First statedAnnual report
「In addition, the impact on the supply chain and logistics of semiconductor shortages, soaring resource prices and sharp exchange-rate fluctuations has become apparent, creating a highly uncertain situation, including disruptions to the supply of products and merchandise.」
The company has identified as a new risk the situation in which semiconductor shortages, soaring resource prices and sharp exchange-rate fluctuations affect the supply chain and logistics, resulting in apparent disruptions to the supply of products and merchandise.