Impact of Global Semiconductor Shortages on Procurement and Supply
First written in FY2021. 5 of 12 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2025-H1.
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「In the Group's main customer industries, namely electrical equipment, electronic components and industrial machinery, the order environment showed signs of a gradual recovery, although」
This was consistent with the previous disclosure that the product supply system was moving toward recovery following component shortages and supply-chain disruptions, while the impact on demand from customer inventory adjustments remained. - FY2024MitigatedAnnual report
「The Group's operating results were in its main customer industries, namely electrical equipment, electronic components and industrial machinery, where the product supply system was moving toward recovery, whereas」
While supply concerns related to component shortages and supply-chain disruptions remained, the Company stated that the product supply system was moving toward recovery. - FY2024-Q2MitigatedAnnual report
「Although the product supply system from suppliers was on a recovery trend」
While supply concerns caused by component shortages and supply-chain disruptions remained, the Company stated that suppliers' product supply system was on a recovery trend. - FY2024-Q1MitigatedAnnual report
「The Group's operating results were in its main customer industries, namely electrical equipment, electronic components and industrial machinery, where the product supply system showed signs of recovery and performance was better than initially expected, although」
While supply concerns related to component shortages and supply-chain disruptions remained, the Company stated that the product supply system showed signs of recovery. - FY2023MitigatedAnnual report
「Although the effects of component shortages, supply concerns and supply-chain disruptions remained, the product supply system showed signs of a gradual recovery from the end of the first quarter onward, contributing to higher sales.」
Although the effects of component shortages and supply-chain disruptions remained, the Company stated that the product supply system showed signs of recovery. - FY2023-Q2MitigatedAnnual report
「Although the effects of component shortages, supply concerns and supply-chain disruptions remained, the product supply system showed signs of a gradual recovery from the end of the first quarter onward, contributing to higher sales.」
Although supply concerns caused by component shortages and supply-chain disruptions remained, the Company stated that the product supply system showed signs of a gradual recovery. - FY2023-Q1RestatedAnnual report
「The Group's operating results remained strong in its main customer industries, namely electrical equipment, electronic components and industrial machinery, as some customers increased advance orders due to supply concerns caused by shortages of semiconductors and other components, while higher deliveries of products through the end of the first quarter also contributed to increased sales.」
Supply concerns caused by shortages of semiconductors and other components continued to affect some customers in the form of advance orders. The Company also stated that deliveries of products increased through the end of the first quarter. - FY2022MaterialisedAnnual report
「Business remained strong in the Group's main customer industries, namely electrical equipment, electronic components and industrial machinery, as production activity and capital investment demand, which had stagnated, began to recover from the second half of the 69th fiscal period, advance orders increased due to shortages of semiconductors, resin materials and other components, and deliveries from suppliers increased toward the end of the fiscal period.」
Supply concerns caused by component shortages appeared in actual ordering behavior in the form of increased advance orders. - FY2022-Q3MaterialisedAnnual report
「Concerns over the spread of infection caused by a new variant and the resulting stagnation of production activity due to tight supply and demand for semiconductors, resin materials and other components, among other effects, have also become apparent.」
Regarding shortages of semiconductors, resin materials and other components, the Company stated that stagnation of production activity caused by tight supply and demand had emerged as an actual impact, in addition to supply concerns. - FY2022-Q2RestatedAnnual report
「Business remained strong, aided by an increase in advance orders and production due to shortages of semiconductors, resin materials and other components.」
The Company described continuing shortages of semiconductors, resin materials and other components, along with advance orders and supply concerns arising from those shortages. Although the impact was not quantified, the shortages were reflected in actual ordering behavior. - FY2022-Q1RestatedAnnual report
「In addition, some customers increased advance orders due to concerns over future supply caused by shortages of semiconductors, resin materials and other components.」
The Company stated that supply concerns resulting from shortages of semiconductors, resin materials and other components continued, and that some customers increased advance orders. - FY2021First statedAnnual report
「Major customers have placed some orders for procurement materials earlier than scheduled, partly because of concerns over the impact of COVID-19 on the supply chain and delivery-time concerns for some products caused by the recent global semiconductor shortage.」
The global semiconductor shortage led to delivery-time concerns for some products and advance orders for procurement materials, and the Company disclosed the potential impact on procurement and supply as a new risk.