Supply Chain Disruptions Caused by Logistics Bottlenecks and Semiconductor Shortages
First written in FY2021. 4 of 12 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2025-H1.
Tanaka Seimitsu Kogyo 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 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「Although the automotive industry, our customers, was affected by the circumstances described above, global vehicle sales remained broadly flat, supported by a recovery trend resulting from the resolution of supply constraints on semiconductors and other components.」
The company states that supply constraints on semiconductors and other components had been resolved, indicating that the risk of production adjustments caused by supply constraints through the previous fiscal year was moving toward mitigation and resolution. - FY2024MitigatedAnnual report
「Vehicle sales by the automotive industry, our customers, increased worldwide as the industry entered a recovery trend following the easing of supply constraints on semiconductors and other components.」
The company states that global vehicle sales in the customer industry increased as supply constraints on semiconductors and other components eased. - FY2024-Q3MitigatedAnnual report
「As the recovery trend strengthened following the easing of supply constraints on semiconductors and other items, global vehicle sales increased.」
The company states that global vehicle sales increased as supply constraints on semiconductors and other components eased and the automotive industry entered a recovery trend. - FY2024-Q1MitigatedAnnual report
「Although the impact of semiconductor supply shortages has been prolonged, global vehicle sales increased as the recovery trend began to emerge with supply constraints starting to ease.」
Although the impact of semiconductor supply shortages has been prolonged, the company describes a recovery trend in which vehicle sales began to increase as supply constraints started to ease. - FY2023-Q3RestatedAnnual report
「Net sales were ¥23,917 million, up 13.5% year on year, due to the expansion of the mobility business and the foreign currency translation effect, despite lower sales resulting from production adjustments by customers due to supply chain disruptions.」
Customer production adjustments caused by supply chain disruptions continued to appear in the results as a factor reducing revenue. Meanwhile, expansion of the Mobility business and the effect of foreign currency translation increased revenue. - FY2023-Q2WorsenedAnnual report
「In terms of profit and loss, although fixed costs were reduced in connection with structural reforms and other measures, the effects of production cuts and higher resource prices resulted in operating income of ¥392 million, down 28.6% year on year, ordinary income of ¥374 million, down 41.4%, and a quarterly net loss attributable to owners of the parent of ¥89 million (quarterly net income attributable to owners of the parent of ¥13 million in the same quarter of the previous year).」
In addition to customer production adjustments and lower production caused by supply chain disruptions, the effects of higher resource prices were reflected in earnings. Operating profit and ordinary profit declined year on year, and profit attributable to owners of the parent was a loss. - FY2023-Q1WorsenedAnnual report
「In this environment, revenue was ¥7,068 million, up 2.3% year on year, as the expansion of the Mobility business and the effect of foreign currency translation outweighed the decline in revenue caused by customer production adjustments resulting from supply chain disruptions. Regarding the income statement, despite fixed-cost reductions associated with structural reforms and other measures, the substantial impact of lower production resulted in an operating loss of ¥33 million, compared with operating profit of ¥440 million in the same quarter of the previous year.」
Customer production adjustments caused by supply chain disruptions reduced revenue, while substantial production cuts caused operating profit to deteriorate from ¥440 million in the same period of the previous year to an operating loss of ¥33 million. - FY2022MaterialisedAnnual report
「Against this backdrop, although vehicle sales by the automotive industry, our customers, were recovering worldwide as the economy improved, they did not recover to the level of the previous fiscal year because customer production adjustments resulting from semiconductor shortages and other factors compounded the situation.」
Customer production adjustments caused by semiconductor shortages and supply chain disruptions are described as an actual business-environment factor that continued to hinder the recovery of global vehicle sales during the fiscal year. - FY2022-Q3MaterialisedAnnual report
「Against this backdrop, although vehicle sales by the automotive industry, our customers, were recovering worldwide as the economy improved, they did not recover to the level of the same period of the previous year because customer production adjustments resulting from semiconductor shortages and other factors compounded the situation.」
The company states that customer production adjustments resulting from semiconductor shortages and other factors continued to materialise in the business environment and hinder the recovery of global vehicle sales. - FY2022-Q2MaterialisedAnnual report
「Although vehicle sales increased worldwide in the automotive industry, a customer of the Company, as the economy recovered, production adjustments by customers due to semiconductor shortages and other factors prevented sales from recovering to pre-COVID-19 levels.」
The company states that customer production adjustments resulting from semiconductor shortages and other factors materialised in the business environment and prevented global vehicle sales from recovering to pre-COVID-19 levels. - FY2022-Q1MaterialisedAnnual report
「Although vehicle sales increased worldwide in the automotive industry, a customer of the Company, as the economy recovered, production adjustments by customers due to semiconductor shortages and other factors prevented sales from recovering to pre-COVID-19 levels.」
Regarding the semiconductor shortages and supply chain disruptions identified as risks in FY2021, the company states that they materialised in the business environment as production adjustments by customers and prevented sales from recovering to pre-COVID-19 levels. - FY2021First statedAnnual report
「The situation remains unpredictable as logistics have stagnated due to the spread of COVID-19 and supply chains have been disrupted, with semiconductors becoming a bottleneck.」
Supply chain disruptions caused by logistics stagnation and semiconductor shortages have been specifically described for the first time as a new risk in the business environment.