Dependence on specific external suppliers for component supplies
First written in FY2018. 8 of 20 entries say "Restated". Latest entry: FY2024.
Nihon Plast 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 2020: 25 of 83 companies on the "Worse" side.
26 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「We are considering measures to minimize risks when problems arise, including investigating alternative products, promoting multiple sourcing and bringing special processes in-house.」
Specific mitigation measures were presented in response to dependence on external suppliers for certain components, including investigating alternative products, adopting multiple sourcing and bringing special processes in-house. - FY2024-Q2MitigatedAnnual report
「The global semiconductor supply shortage has gradually eased, and automobile production is showing signs of recovery.」
The easing of the semiconductor supply shortage has led to a recovery in customers' production, and the impact of production cuts caused by the previous component supply constraints has weakened. - FY2024-Q1MitigatedAnnual report
「The global semiconductor supply shortage is gradually easing」
The semiconductor supply shortage has gradually eased, contributing to customers' production recovery and the elimination of production losses. The impact of production cuts caused by the previous component supply constraints has weakened. - FY2023-Q3WorsenedAnnual report
「Although the Group remains in a difficult situation due to lower revenue resulting from the continuing semiconductor supply shortage across all segments and the impact of the Shanghai lockdown in China, among other factors,」
The semiconductor supply shortage has continued as a factor behind lower revenue across all segments, while China has also been affected by the Shanghai lockdown. - FY2023-Q2WorsenedAnnual report
「Excluding foreign exchange effects and other factors, the Group remains in a difficult situation due to lower revenue resulting from the continuing semiconductor supply shortage across all segments and the impact of the Shanghai lockdown in China, among other factors.」
The semiconductor supply shortage has continued as a substantive factor behind lower revenue across all segments, while China has also been affected by the Shanghai lockdown. - FY2023-Q1WorsenedAnnual report
「Prolonged global semiconductor supply shortage」
Semiconductor shortages related to dependence on specific external suppliers and component supplies have persisted and materialized in results as lower revenue excluding foreign exchange effects, substantial last-minute production cuts and production losses. quantified: false; materialized: true. - FY2022WorsenedAnnual report
「The Group is also being affected by customers' production cuts resulting from the global semiconductor supply shortage, which is contributing to deteriorating results. The impact has persisted, and the timing of its resolution remains unforeseeable. We will seek to mitigate the risk by obtaining the latest information as frequently and in as much detail as possible and implementing appropriate production responses in line with fluctuations in customers' production.」
The impact of semiconductor shortages has persisted in the form of customers' production cuts and deteriorating results, and the timing of its resolution remains unforeseeable. Meanwhile, information gathering and production responses continue as mitigation measures. - FY2022-Q3WorsenedAnnual report
「Disruptions in the supply of components, particularly semiconductors, associated with the spread of COVID-19 infections have persisted, and automobile production continues to be reduced.」
The impact of semiconductor shortages related to dependence on component supplies has persisted, expanding into continued automobile production cuts. - FY2022-Q2WorsenedAnnual report
「The scale of automobile production cuts is expanding due to disruptions in the supply of components, particularly semiconductors, associated with the spread of COVID-19 infections in Southeast Asia.」
The impact of semiconductor shortages related to external component supplies has become more concrete through disruptions in component supplies originating in Southeast Asia and expanding automobile production cuts. - FY2022-Q1MaterialisedAnnual report
「Automobile production is being substantially reduced due to the global semiconductor supply shortage.」
The impact of semiconductor shortages related to external component supplies has materialized as substantial automobile production cuts, with actual effects on sales and production in Japan and elsewhere. - FY2021MaterialisedAnnual report
「The Group has also begun to experience the impact of the global semiconductor supply shortage, although it is currently difficult to reasonably forecast its impact on the Group. We will seek to mitigate the risk by obtaining the latest information as frequently and in as much detail as possible and implementing appropriate production responses in line with fluctuations in customers' production.」
The disclosure explicitly states that the Group has also begun to experience the impact of the global semiconductor supply shortage in connection with its dependence on external component supplies. - FY2021-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2021-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2020-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2019RestatedAnnual report
「If stable supplies of these components cannot be obtained from key suppliers for any reason, the Group's production activities could be affected.」
Dependence on specific external suppliers for component supplies and the impact of supply disruptions on production activities continue to be disclosed. - FY2019-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2019-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2019-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were reported regarding dependence on specific external suppliers for component supplies. - FY2018First statedAnnual report
「For some components used in manufacturing its products, the Group relies heavily on certain suppliers. Therefore, if stable supplies of these components cannot be obtained from key suppliers for any reason, the Group's production activities could be affected.」
Dependence on key suppliers for certain components and the impact of supply stoppages on production activities are described as risks.