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Hamamatsu Photonics K.K. (6965) · RiskMaterialised

Difficulties Procuring Electronic Component Materials and Supply Chain Disruptions

First written in FY2022. 1 of 3 entries say "Restated". Latest entry: FY2023-Q2.

3entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q12022: 120222023: 22023
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

Hamamatsu Photonics K.K. moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).

The whole theme swung hardest in 2021: 3 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q2MaterialisedAnnual report

    「Sales declined because flat-panel sensors for dental diagnostic equipment could not be produced in sufficient quantities due to difficulties procuring components.」

    It was stated that difficulty procuring components had materialized in the form of insufficient production of flat-panel sensors for dental applications and lower sales.
  2. FY2023-Q1RestatedAnnual report

    「Uncertainty remains due to difficulty procuring components, higher raw material prices resulting from the situation in Ukraine and other factors, and unstable exchange rate movements.」

    Difficulty procuring components and higher raw material prices continue to be cited as sources of uncertainty. It was stated that there had been no material changes to business and other risks from the securities report for the previous fiscal year.
  3. FY2022First statedAnnual report

    「If supply chain disruptions caused by disasters, war or terrorism, or tight component supplies resulting from a sudden increase in demand occur, the company may be unable to manufacture its principal products because of difficulties procuring electronic components, which could affect the operating performance and financial position of the group.」

    Difficulty procuring electronic component materials was identified as a separate major risk. The company disclosed measures including developing suppliers in Japan and overseas, strengthening relationships with existing suppliers, and responding through the Supply Chain Committee. The text also specifically referred to prolonged difficulty procuring raw materials as a source of uncertainty in the business environment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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Difficulties Procuring Electronic Component Materials and Supply Chain Disruptions | HAMAMATSU PHOTONICS K.K. (6965) | Komori