Procurement risks arising from soaring prices and shortages of steel materials and other items, and accidents at suppliers
First written in FY2017. 8 of 12 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
0 other companies' latest entry also says "Other".
- FY2024While the semiconductor shortage is improving, production adjustments have occurred due to supply shortages at body manufacturersAnnual report
「Although shortages of semiconductors and other parts were improving, operations were suspended and production was adjusted in the fourth quarter due to a UAW strike in the United States and supply shortages at domestic body manufacturers, affecting production activities.」
Although improvement was reported in the previously identified shortages of semiconductors and other parts, operating suspensions and production adjustments actually occurred due to other supply constraints, including shortages at domestic body manufacturers. - FY2024-Q3RestatedAnnual report
「During the first nine months of the fiscal year, the business environment for domestic and overseas truck and construction machinery operations remained uncertain. Although shortages of semiconductors and other parts were improving, the yen's depreciation and concerns about a global economic downturn persisted.」
Although shortages of semiconductors and other parts were improving, uncertainty in the procurement and production environment continued due to the yen's depreciation and concerns about an economic downturn. - FY2024-Q2RestatedAnnual report
「During the first six months of the fiscal year, the business environment for domestic and overseas truck and construction machinery operations remained uncertain. Although shortages of semiconductors and other parts were improving, the yen's depreciation and concerns about a global economic downturn persisted.」
As in the previous quarter, shortages of semiconductors and other parts were reported to be improving, indicating an improvement in the risk of supply constraints. - FY2024-Q1MitigatedAnnual report
「During the first quarter of the fiscal year, the business environment for domestic and overseas truck and construction machinery operations remained uncertain. Although shortages of semiconductors and other parts were improving, raw material prices and energy costs remained elevated, while sharp currency fluctuations and concerns about a global economic downturn persisted.」
Regarding the parts supply constraints whose actual impact had previously been disclosed, shortages of semiconductors and other parts were reported to be improving. Meanwhile, elevated raw material prices and other costs continue. - FY2023-Q3RestatedAnnual report
「During the first nine months of the fiscal year, the business environment for domestic and overseas truck and construction machinery operations remained uncertain. Parts supply constraints continued due to China's lockdowns, the semiconductor shortage and logistics disruptions, while energy costs and raw material prices remained elevated because of conditions in Europe, alongside sharp currency fluctuations.」
Parts supply constraints caused by the semiconductor shortage and logistics disruptions, as well as elevated energy and raw material prices, continue. - FY2023-Q2RestatedAnnual report
「During the six months ended the second quarter of the current fiscal year, the business environment for domestic and overseas trucks and construction machinery remained uncertain due to continuing supply constraints for parts caused by China's lockdowns, the semiconductor shortage and logistics disruptions, as well as higher energy and resource prices resulting from the situation in Europe.」
In addition to the semiconductor shortage, parts supply constraints caused by China's lockdowns and logistics disruptions continued, while soaring energy and resource prices were reaffirmed as concerns affecting the procurement and production environment. - FY2023-Q1RestatedAnnual report
「The situation remained uncertain due to the continuing semiconductor shortage and soaring resource prices resulting from China's lockdowns, conditions in Europe and other factors. Sales decreased year on year due to the impact of customer operating adjustments caused by constraints on parts supplies.」
The disclosure states that parts supply constraints and soaring resource prices continued, and that actual business activities were affected, including by lower production at the Onomichi Plant. - FY2022-Q3RestatedAnnual report
「During the nine months ended the third quarter of the current fiscal year, domestic and overseas demand for trucks and construction machinery was on a recovery trend, but supply constraints for parts due to the resurgence of COVID-19 and the global semiconductor shortage, among other factors, continued, leaving the outlook uncertain.」
The disclosure states that constraints on parts supplies caused by the global semiconductor shortage and other factors continue, reaffirming the risk of procurement constraints. - FY2022-Q2MaterialisedAnnual report
「During the six months ended the second quarter of the current fiscal year, domestic and overseas demand for trucks and construction machinery was on a recovery trend, but was affected by sharply lower production due to the global semiconductor shortage and difficulty procuring parts.」
The previously disclosed difficulty in procuring parts actually occurred and manifested itself in a substantial production reduction. - FY2020RestatedAnnual report
「Although the Company is taking measures under its procurement policy, including securing multiple suppliers and providing rapid recovery support, significant cost increases or production stoppages could adversely affect the Group's operating results and financial position.」
While taking measures such as securing multiple suppliers and providing recovery support, the Company continues to face risks from shortages of materials and parts, higher costs and production stoppages. - FY2018RestatedAnnual report
「If soaring steel prices resulting from supply and demand conditions, shortages of steel and other key materials, or supplier accidents prevent procurement, this could adversely affect the Group's operating results and financial position through higher manufacturing costs or production stoppages.」
The risks of procurement disruptions and higher costs due to soaring steel and other material prices, shortages and supplier accidents continue to be disclosed. - FY2017First statedAnnual report
「If soaring steel prices resulting from supply and demand conditions, shortages of steel and other key materials, or supplier accidents prevent procurement, this could adversely affect the Group's operating results and financial position through higher manufacturing costs or production stoppages.」
For materials and parts procured from suppliers outside the Group, the Company identifies higher steel prices, shortages and supplier accidents as risks that could increase costs or cause production stoppages.