Procurement and Production Risks from Shortages of Components Such as Semiconductors
First written in FY2022. 3 of 6 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2021: 3 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The Group procures many components, including semiconductors, from external suppliers. It is working to ensure stable procurement by diversifying suppliers and arranging orders sufficiently early when supply shortages are anticipated. However, if procurement is disrupted by sudden changes in supply and demand or other factors, manufacturing and sales of products may become difficult, potentially adversely affecting the Group’s business strategy and operating performance.」
The risks to procurement and production from supply-and-demand fluctuations for externally sourced components, including semiconductors, and the countermeasures of supplier diversification and early ordering continue to be disclosed. - FY2025RestatedAnnual report
「The Group procures many components, including semiconductors, from external suppliers. It is working to ensure stable procurement by diversifying suppliers and arranging orders sufficiently early when supply shortages are anticipated. However, if procurement is disrupted by sudden changes in supply and demand or other factors, manufacturing and sales of products may become difficult, potentially adversely affecting the Group’s business strategy and operating performance.」
The risks to procurement and production from supply-and-demand fluctuations for externally sourced components, including semiconductors, and the countermeasures of supplier diversification and early ordering continue to be disclosed. - FY2024-Q3RestatedAnnual report
「However, the impact on performance from restrictions on sales activities due to US-China trade tensions and the spread of COVID-19, revisions to customers’ capital investment plans, and tight supply and demand for components was significant, and we expect that it will take some time to restore stable earnings power.」
Tight supply and demand for components continues to be identified as a factor affecting operating performance, and the view that restoring stable earnings power will take time has been maintained. - FY2024-Q2MaterialisedAnnual report
「However, the impact on performance from restrictions on sales activities due to US-China trade tensions and the spread of COVID-19, revisions to customers’ capital investment plans, and tight supply and demand for components was significant, and we expect that it will take some time to restore stable earnings power.」
Tight supply and demand for components continues to be identified as a factor affecting operating performance. - FY2023MaterialisedAnnual report
「At the same time, the business environment remained challenging, with soaring raw material prices and longer lead times resulting from supply constraints for components.」
Supply constraints for externally sourced components, including semiconductors, materialized in the actual business environment as longer lead times. - FY2022First statedAnnual report
「The Group procures many components, including semiconductors, from external suppliers. It is working to ensure stable procurement by diversifying suppliers and arranging orders sufficiently early when supply shortages are anticipated. However, if procurement is disrupted by sudden changes in supply and demand or other factors, manufacturing and sales of products may become difficult, potentially adversely affecting the Group’s business strategy and operating performance.」
The risk that procurement disruptions caused by sudden changes in supply and demand for externally sourced components, including semiconductors, could adversely affect manufacturing, sales and operating performance has been disclosed for the first time as a standalone item. Supplier diversification and early ordering are identified as countermeasures.