Tight Supply and Demand for Certain Components
First written in FY2018-Q3. 8 of 19 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2022: 100 of 156 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2026DroppedAnnual reportThe FY2026 description of the business environment and operating performance does not identify the previously reported component shortages and longer delivery times as separate factors.
- FY2025RestatedAnnual report
「In the Construction Machinery Business, difficult conditions persisted, including continued lower purchasing appetite due to product price increases and delivery issues for vehicles.」
The statement says that lower purchasing appetite due to product price increases and delivery issues for vehicles continue. - FY2025-H1RestatedAnnual report
「In the Industrial Equipment business, some semiconductor companies made active capital investments against a backdrop of growing AI-related demand. However, the overall market had not recovered because of the acceleration of semiconductor localization in China and worsening US-China relations, while other markets remained in an adjustment phase, resulting in continued instability,」
The statement describes a situation in which aggressive investment is being made in some segments of the semiconductor market, while the overall market has yet to recover and adjustment phases continue in other markets. - FY2024-Q2RestatedAnnual report
「As price increases for products due to higher resource prices and longer delivery times due to component shortages continued in some areas, among other developments, difficult conditions persisted,」
Longer delivery times due to component shortages continued, and price increases for products due to higher resource prices are also stated. - FY2024-Q1RestatedAnnual report
「As demand for disaster recovery construction work, centered on the Kumamoto area, eased and longer delivery times due to component shortages continued, among other developments, difficult conditions persisted,」
The continued occurrence of longer delivery times for construction machinery due to component shortages is stated, reaffirming the impact of supply constraints. - FY2023-Q3RestatedAnnual report
「In the Construction Machinery Business, in addition to the continuing impact of component shortages in lengthening delivery times for construction machinery and industrial vehicles,」
The longer delivery times for construction machinery due to component shortages continue to be stated as part of the operating environment, with the impact extending to industrial vehicles. - FY2023-Q2RestatedAnnual report
「In the Construction Machinery Business, while the business continued to be affected by longer delivery times due to component shortages,」
The impact of component shortages in lengthening delivery times for construction machinery continues to be stated, indicating that supply constraints remain in place. - FY2023-Q1WorsenedAnnual report
「As industries affected by semiconductor shortages and lockdowns in China were forced to adjust production, among other developments, unstable conditions continued,」
In addition to the previously reported component shortages and longer delivery times, production adjustments caused by semiconductor shortages and lockdowns in China are stated, indicating that the impact of supply constraints has extended to the Industrial Equipment Business. - FY2022-Q3Semiconductor and component shortages worsenedAnnual report
「The global semiconductor shortage worsened, and supply chain disruptions continued for an extended period.」
In addition to the previously reported longer delivery times for construction machinery due to component shortages, the worsening global semiconductor shortage and prolonged supply chain disruptions are stated. - FY2022-Q2Component shortages led to longer delivery times for construction machineryAnnual report
「As shortages of operators at construction sites and component shortages caused a marked lengthening of delivery times for construction machinery, the sales division secured inventories of construction machinery through advance procurement as a measure to address longer delivery times and established a system capable of meeting demand, among other measures,」
The previously reported tight supply and demand for components and delivery delays have materialized as longer delivery times for construction machinery due to component shortages. - FY2021Manufacturers increased capital investment due to the semiconductor shortageAnnual report
「As semiconductor shortages affected various industries, semiconductor manufacturers increased capital investment, while demand for robots in the Chinese market began to recover.」
In addition to the previously reported inventory adjustments, restraints on capital investment and delivery delays, increased capital investment by semiconductor manufacturers against a backdrop of semiconductor shortages is stated. - FY2021-Q1COVID-19 caused delivery delaysAnnual report
「While difficult conditions continued, including weak demand associated with the COVID-19 pandemic, delivery delays and declines in used machinery prices,」
In addition to the previously reported postponement of industrial machinery and construction machinery deliveries, delivery delays associated with the COVID-19 pandemic are stated as part of the operating environment for the Construction Machinery Business. - FY2020-Q3Construction machinery deliveries pushed backAnnual report
「However, some construction machinery deliveries were pushed back,」
In addition to the previously reported postponement of deliveries in the Industrial Equipment Business, the postponement of some construction machinery deliveries is stated. - FY2020-Q2Delivery schedules pushed back to the second halfAnnual report
「However, in addition to continued inventory adjustments and restraints on capital investment by some customers, delivery schedules for some industrial machinery were pushed back to the second half,」
In addition to continued inventory adjustments and restraints on capital investment, the postponement of some industrial machinery deliveries to the second half is newly described in specific terms. - FY2020-Q1RestatedAnnual report
「However, as inventory adjustments and restraints on capital investment by some customers in the robotics and electronic components and semiconductor industries continued due to a decline in smartphone demand,」
The situation has continued to shift from tight supply and demand for production components to an inventory adjustment phase, with some customers continuing to adjust inventories and restrain capital investment. - FY2019SoftenedAnnual report
「Orders were placed in anticipation of demand, and, as supply and demand for some production components that had shown signs of overheating has settled and entered an inventory adjustment phase, uncertain conditions are expected to continue.」
The description has changed from tight supply and demand for production components to supply and demand having settled and entering an inventory adjustment phase. - FY2019-Q1Tight supply and demand affected delivery schedulesAnnual report
「However, tight supply and demand for production components affected sales of industrial machinery, including through impacts on delivery schedules,」
The previously reported tight supply and demand for certain components has materialized as an impact on delivery schedules for industrial machinery sales, involving production components. - FY2018RestatedAnnual report
「Supply and demand for certain components have become tight, and, in response to rising demand for capital investment, moves toward capacity-expansion investment have also begun.」
Tight supply and demand for certain components is being reaffirmed as part of the operating environment for the Industrial Equipment Business. - FY2018-Q3First statedAnnual report
「Supply and demand for certain components have become tight, and」
Tight supply and demand for certain components is stated for the first time as part of the operating environment for the Industrial Equipment Business.