Supply-Chain Disruption
First written in FY2022. 4 of 9 entries say "Mitigated", first in FY2024-Q3. Latest entry: 2026-07-21.
The whole theme swung hardest in 2020: 67 of 113 companies on the "Worse" side.
- 2026-07-21MitigatedOther Disclosures
「Regarding higher material prices, we are also working to identify market trends at an early stage and diversify supply-chain risks through multiple sourcing.」
The company described responses to higher material prices and supply constraints, including early identification, multiple sourcing and the use of alternative materials. - FY2026RestatedAnnual report
「Shortages of raw materials and components may arise, disrupting production by our group, due to production stoppages and delivery delays caused by unexpected accidents at suppliers, the spread of infectious diseases and other factors, as well as problems with logistics networks.」
Despite assuming multiple sourcing, supply chain disruption risks related to semiconductor supply from suppliers, infectious diseases, logistics networks and business partners remain ongoing. - FY2025MitigatedAnnual report
「The economic environment also provided opportunities to capture improvements in performance, including the normalization of supply chains and an overall increase in demand for automotive products, except in some regions, during the consolidated fiscal year.」
The supply chain has been reported to be normalizing, and some easing of supply constraints caused by semiconductor shortages and logistics disruptions has been confirmed. - FY2024MitigatedAnnual report
「The economic environment also provided opportunities to capture improvements in performance, including the normalization of supply chains and an overall increase in demand for automotive products, except in some regions, during the consolidated fiscal year.」
The explanation indicates that the supply chain has been normalizing, with some easing of the downward pressure from semiconductor shortages and logistics disruptions. - FY2024-Q3MitigatedAnnual report
「More stable semiconductor supplies have also contributed, and demand for automotive products is showing signs of improvement in some regions.」
The explanation indicates that semiconductor supply, which constituted part of the supply chain disruption risk, has been stabilizing. - FY2023-Q3MaterialisedAnnual report
「Material and component costs and logistics expenses increased substantially. In addition to the increase resulting from surging market prices, supply instability caused by lockdowns associated with the spread of COVID-19 in countries from which components are sourced led to additional cost increases from temporarily changing suppliers and transportation methods.」
Supply instability caused by lockdowns in countries from which components are sourced has appeared in the U.S. business results as temporary changes in suppliers and transportation methods, as well as higher costs. - FY2023-Q2MaterialisedAnnual report
「Sales of automotive products decreased in Vietnam due to the impact of the semiconductor shortage and other factors.」
Constraints on the supply of parts, including semiconductors, have actually emerged as a decline in automotive sales in Vietnam. - FY2023-Q1MaterialisedAnnual report
「Automotive sales in the Czech Republic decreased 3.2% on a foreign-currency basis due to lower orders from major customers and other factors, reflecting the impact of the semiconductor shortage and delays in parts supplies.」
Delays in parts supplies have actually led to lower orders from major customers and lower sales in Europe, indicating that supply-chain disruption risk has materialized. - FY2022First statedAnnual report
「Shortages of raw materials and parts may arise, disrupting production by the Group, due to sudden accidents at suppliers, production stoppages or delivery delays caused by the spread of COVID-19 and other factors, and problems in logistics networks.」
While assuming multiple sourcing of raw materials and parts, the Company separately identified supplier stoppages and delivery delays, logistics networks, and supply disruptions involving semiconductors and other items at business partners as risks.