Shortages and Price Increases for Raw Materials and Components
First written in FY2017. 7 of 17 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-08-07.
Imasen Electric Industrial moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「The recovery trend has been gradual due to inflation caused by higher resource prices and foreign exchange movements.」
Inflation caused by higher resource prices and foreign exchange movements continued to weigh on the domestic economy. - FY2026WorsenedAnnual report
「The procurement of raw materials and components consumed by our group has been affected by market changes, changes in tariff policies and price increases resulting from concerns over resource and energy supplies. During the fiscal year, the impact of the situation in the Middle East was added to these factors, leaving the outlook uncertain.」
Regarding supply and price risks for raw materials and components, the impacts of changes in tariff policies and the situation in the Middle East were identified, heightening uncertainty in the procurement environment. The company is proceeding with supplier diversification, extending inventory days and switching to local procurement. - FY2026-H1WorsenedAnnual report
「The business environment remains challenging in the automotive industry, the main business field of our group, due to the continued sluggish sales of Japanese automakers in the Chinese market and declining exports to the United States as a result of additional U.S. tariffs.」
In addition to sluggish sales by Japanese automakers in China, declining exports to the United States due to additional U.S. tariffs were identified as factors contributing to the challenging environment for the automotive-related business. - FY2025WorsenedAnnual report
「During the fiscal year, the outlook remained uncertain, partly due to changes in tariff policies.」
Regarding supply and price risks for raw materials and components, the impact of changes in tariff policies was identified in addition to conventional market and resource and energy factors. The company is responding by diversifying suppliers, extending inventory days and switching to local procurement. - FY2025-H1RestatedAnnual report
「Although production activity is recovering as the supply chain recovers, including the easing of the semiconductor supply shortage, the business environment remains challenging due to intensifying competition accompanying the expansion of the NEV market in China and other Asian countries, as well as continued increases in raw material prices.」
Although the semiconductor supply shortage and supply chain were said to be recovering, raw material prices remain elevated, and supply and price risks remain. - FY2024-Q1RestatedAnnual report
「Although production activity is gradually recovering as semiconductor shortages ease, soaring raw material prices continue to make the operating environment challenging.」
The semiconductor supply shortage was said to be easing, but raw material prices remain elevated, and procurement and price-increase risks remain. - FY2023RestatedAnnual report
「The procurement of raw materials and components consumed by the Group is affected by global shortages of raw materials, semiconductors and other materials, market changes, and soaring prices caused by uncertainty over the supply of resources and energy, leaving the outlook uncertain.」
The impact of shortages of raw materials and semiconductors, uncertainty over the supply of resources and energy, and soaring prices continues. The Company also continues to respond by diversifying suppliers, extending inventory coverage and pursuing cost reduction activities. - FY2023-Q3RestatedAnnual report
「The automotive industry, one of the Group's principal business sectors, continues to face difficult conditions due to semiconductor supply shortages, higher raw material prices and disruption to international logistics.」
Supply and price risks involving semiconductors, raw materials and logistics continue to affect the business environment. - FY2023-Q2WorsenedAnnual report
「Downside economic risks, including production constraints and component shortages caused by logistics disruptions such as lockdowns in China, have accumulated,」
In addition to semiconductor and component shortages, logistics disruptions associated with lockdowns in China, production constraints and higher raw material prices were identified as conditions actually affecting the business environment. - FY2023-Q1WorsenedAnnual report
「Declining automobile production volumes due to semiconductor shortages, soaring raw material prices and disruptions to international logistics are expected, and the operating environment is expected to remain challenging.」
The impact of semiconductor shortages, soaring raw material prices and disruptions to international logistics is expected to continue. Increased transportation costs due to port issues in North America and the impact of higher raw material prices in Asia were identified as actual effects on performance. - FY2022MaterialisedAnnual report
「Since the previous fiscal year, the Company has been affected by global shortages of raw materials, semiconductors and other materials, price increases caused by market changes, and higher transportation costs resulting from disruptions to maritime transport.」
Shortages and soaring prices of raw materials and semiconductors, disruptions to maritime transport and higher transportation costs were described as having actually affected the business. Diversifying suppliers and extending inventory coverage were also presented as response measures. - FY2022-Q3WorsenedAnnual report
「In Japan and overseas, infections with variants such as Omicron are currently increasing rapidly, and the Company is continuing to closely monitor the course of the pandemic, supply-side issues involving semiconductors and other materials, and the impact of rising raw material prices.」
While supply-side issues involving semiconductors and other materials continue, rising raw material prices were explicitly identified as a new area requiring close monitoring. - FY2022-Q2MaterialisedAnnual report
「The challenging situation continues as a result of shortages of components caused by the resurgence of COVID-19 infections and semiconductor shortages.」
Following the previous quarter, semiconductor shortages continued, and this time shortages of components caused by the resurgence of infections were also explicitly identified as having an actual impact on automobile production and business activity. - FY2022-Q1MaterialisedAnnual report
「Although the Company is affected by a decline in automobile production volumes due to semiconductor shortages,」
In connection with the risk of shortages of raw materials and components, semiconductor shortages were described as having actually contributed to a decline in automobile production volumes. - FY2019RestatedAnnual report
「However, global shortages of raw materials and other materials, price increases caused by market changes, and unforeseen accidents or other incidents at suppliers may result in shortages of raw materials and other materials and higher manufacturing costs.」
The risk of higher manufacturing costs due to shortages of raw materials and components, soaring prices and supplier accidents continues to be described. - FY2018RestatedAnnual report
「However, global shortages of raw materials and other materials, price increases caused by market changes, and unforeseen accidents or other incidents at suppliers may result in shortages of raw materials and other materials and higher manufacturing costs.」
The risks of shortages of raw materials and components, soaring prices and higher costs caused by supplier accidents continue to be described. - FY2017First statedAnnual report
「Global shortages of raw materials and other materials, price increases caused by market changes, and unforeseen accidents or other incidents at suppliers may result in shortages of raw materials and other materials and higher manufacturing costs.」
Shortages of raw materials and components, soaring prices and higher manufacturing costs caused by supplier accidents were explicitly identified as risks for the first time.