Soaring Raw Material and Component Prices and Shortages
First written in FY2017. 18 of 25 entries say "Restated". Latest entry: FY2026-H1.
Aisan Industry moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 57 companies on the "Worse" side.
29 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「The increase in tariff burdens on exports to the United States has increased the need across the industry to review production locations, restructure supply chains, and implement further cost-reduction measures.」
In addition to the previously identified higher raw material and energy prices and other factors, increased tariff burdens on exports to the United States have emerged in actual industry conditions as creating a need to restructure supply chains and implement additional cost reductions. - FY2025-H1ReframedAnnual report
「In addition, severe conditions continue due to elevated raw material and energy prices, changes in customers’ production plans, inflation and exchange-rate fluctuations, and the impact of heightened international tensions.」
The company explicitly identifies changes in customers’ production plans as a new factor affecting conditions, in addition to elevated raw material and energy prices, inflation, and exchange-rate fluctuations, and explains that severe conditions are continuing. - FY2024-Q3RestatedAnnual report
「Meanwhile, uncertainty continues due to inflation stemming from elevated raw material and energy prices and rising wages, exchange-rate fluctuations, and the impact of heightened international tensions.」
Uncertainty in the pricing and cost environment continues against a backdrop of elevated raw material and energy prices, inflation caused by rising wages, and exchange-rate fluctuations. - FY2024-Q2RestatedAnnual report
「In the automotive industry, production by automakers has remained at high levels as semiconductor supply shortages are gradually being resolved. However, uncertainty continues due to inflation stemming from elevated raw material and energy prices and rising wages, as well as exchange-rate fluctuations.」
While semiconductor supply shortages are being resolved, uncertainty continues against a backdrop of elevated raw material and energy prices, inflation caused by rising wages, and exchange-rate fluctuations. - FY2024-Q1ReframedAnnual report
「Meanwhile, uncertainty continues due to inflation stemming from elevated raw material and energy prices and rising wages, as well as sharp exchange-rate fluctuations.」
In addition to the previously identified higher raw material and energy prices and global inflation, the company explicitly identifies rising wages as an inflationary factor and explains that uncertainty in the pricing and cost environment continues. - FY2023-Q2WorsenedAnnual report
「During the cumulative second quarter of the fiscal year, uncertain conditions continued in the automotive industry due to production fluctuations at automakers resulting from semiconductor shortages and COVID-19, rising raw material and energy prices, global inflation and the rapid depreciation of the yen, among other factors.」
In addition to the existing risk of higher raw material and component prices, global inflation and higher raw material and energy prices have continued as actual industry conditions, and the impact of higher overhead costs on regional profit has also been indicated. - FY2023-Q1WorsenedAnnual report
「During the cumulative first quarter of the fiscal year, uncertain conditions continued in the automotive industry due to production cuts by automakers resulting from semiconductor shortages, the spread of COVID-19 and the Shanghai lockdown in China, rising raw material and energy prices, and the rapid depreciation of the yen, among other factors.」
In addition to the existing risk of component shortages, higher raw material and energy prices have emerged as actual factors worsening industry conditions, while higher material and logistics costs have also affected segment profit. - FY2022-Q3MaterialisedAnnual report
「During the nine-month period ended the third quarter, the recovery in automotive production remained limited due to semiconductor shortages, logistics disruptions and the impact of COVID-19, among other factors.」
The component supply risk, previously disclosed as the possibility of product shortages, has materialised, with semiconductor shortages, together with logistics disruptions and other factors, constraining the recovery in vehicle production. - FY2022-Q2RestatedAnnual report
「During the first six months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to existing risks, including higher raw material and component prices and product shortages. - FY2022-Q1RestatedAnnual report
「During the first three months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to existing risks, including higher raw material and component prices and product shortages. - FY2021-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to existing risks, including higher raw material and component prices and product shortages. - FY2021-Q2RestatedAnnual report
「During the first six months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to existing risks, including higher raw material and component prices and product shortages. - FY2021-Q1RestatedAnnual report
「During the first three months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to existing risks, including higher raw material and component prices and product shortages. - FY2020-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there have been no material changes regarding higher raw material and component prices and product shortages. - FY2020-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2020-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2019RestatedAnnual report
「We have entered into basic transaction agreements with these suppliers and maintain stable business relationships with them, but there is no guarantee that market changes will not lead to higher prices or product shortages.」
While maintaining stable business relationships with multiple suppliers, the company continues to face the risks of higher raw material and component prices and product shortages. - FY2019-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2019-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2019-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2018RestatedAnnual report
「We have entered into basic transaction agreements with these suppliers and maintain stable business relationships with them, but there is no guarantee that market changes will not lead to higher prices or product shortages. This could increase the cost of sales of our group and adversely affect our group’s operating results and financial position.」
The annual disclosure continues to identify higher raw material and component prices and product shortages as risks that may occur even with stable procurement arrangements. - FY2018-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation stating that there have been no material changes regarding surging raw material and component prices and shortages. - FY2018-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes regarding surging raw material and component prices and shortages. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes regarding surging raw material and component prices and shortages. - FY2017First statedAnnual report
「There is no guarantee that price surges or shortages will not arise due to changes in market conditions. If they do, they could increase the Group’s manufacturing costs and adversely affect the Group’s operating results and financial position.」
Although procurement is conducted from multiple suppliers, the company newly identifies price surges and shortages caused by changes in market conditions as factors that could worsen performance.