Delays in the Supply of Specialty Parts and Surging Raw Material Prices
First written in FY2016. 3 of 10 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q1.
Kawasaki Heavy Industries moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「Although the immediate impact is limited, supply shortages of electronic components and other items, logistics disruptions and higher raw material prices are showing signs of easing, but still require close monitoring.」
The company explained that the impact of shortages of electronic components and other items, logistics disruptions and higher raw material prices was limited and appeared to be easing, while continuing to monitor the situation closely. - FY2023MaterialisedAnnual report
「Procured components such as semiconductors have been in short supply due to U.S.-China trade tensions and the impact of the COVID-19 pandemic, resulting in production delays for some products.」
The company stated that component shortages, including semiconductors, had materialised as production delays for some products, rather than remaining only a concern. It also described the use of substitute products and production adjustments. - FY2023-Q2RestatedAnnual report
「Although logistics disruptions are improving, shortages of semiconductors and raw materials continue, and the impact on product supplies still requires close monitoring.」
While logistics disruptions are improving, the company continues to describe semiconductor and raw material shortages and their impact on product supplies. - FY2023-Q1RestatedAnnual report
「Meanwhile, shortages of semiconductors and raw materials, logistics disruptions and other factors are also affecting product supplies.」
The company continues to describe the impact of semiconductor and raw material shortages and logistics disruptions on product supplies. It also stated that supply shortages in the Precision Machinery & Robot business were improving. - FY2022MaterialisedAnnual report
「Across the Group's businesses, shortages of semiconductors, resin materials and other items caused by U.S.-China trade tensions and the COVID-19 pandemic have been compounded by the impact of lockdowns under China's zero-COVID policy, and delivery delays for some production components have continued.」
The risk of supply disruptions for specialised components and raw materials materialised as shortages of semiconductors and resin materials, logistics disruptions, component delivery delays and an impact on product supplies. - FY2022-Q3RestatedAnnual report
「In addition, shortages of semiconductors and raw materials, logistics disruptions and other factors are also affecting product supplies.」
The company continues to describe the impact of semiconductor and raw material shortages and logistics disruptions on product supplies. - FY2022-Q2MaterialisedAnnual report
「Meanwhile, shortages of semiconductors and raw materials, logistics disruptions and other factors are also affecting product supplies.」
Shortages of semiconductors and raw materials and logistics disruptions were disclosed as having an actual impact on product supplies, rather than remaining merely a concern. - FY2022-Q1WorsenedAnnual report
「Meanwhile, shortages of semiconductors and raw materials, logistics disruptions and other factors are also affecting product supplies.」
The company stated that shortages of semiconductors and raw materials and logistics disruptions were actually affecting product supplies. It also indicated concerns that higher raw material prices and freight rates were putting pressure on earnings in the Energy Solutions & Marine business. - FY2021-Q1WorsenedAnnual report
「Although delivery delays by customer suppliers remain a concern for semiconductor-related robots, the company expects demand to steadily expand over the medium to long term as major semiconductor manufacturers resume investment.」
The company explicitly noted concerns about delivery delays by customer suppliers related to the spread of COVID-19, while also stating its outlook for a recovery in demand as major semiconductor manufacturers resume investment. - FY2016First statedAnnual report
「If procurement of specialised raw materials or components available from only a limited number of suppliers is disrupted, impairing the Group's production activities, or if the prices of raw materials, components and other items surge, the Group's business performance may be affected.」
Monitoring market trends, managing supplier quality, and avoiding excessive concentration on particular suppliers through diversification were identified as countermeasures.