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Citizen Watch (7762) · RiskRestated

Procurement and Logistics Delays Due to Semiconductor and Component Shortages

First written in FY2023-Q2. 1 of 4 entries say "Materialised", first in FY2023. Latest entry: FY2024-Q3.

4entries
3years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2023-Q2MaterialisedFY2023MitigatedFY2024-Q22022: 120222023: 220232024: 12024
Same theme, other companies
Supply Constraints and Inventory Stockouts of IT Equipment Due to Semiconductor ShortagesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

2 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「Automotive parts within the precision components business recorded higher sales as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered.」

    The impact of procurement constraints has declined as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered, reaffirming this trend.
  2. FY2024-Q2MitigatedAnnual report

    「Automotive parts within the precision components business recorded higher sales as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered.」

    The impact of procurement constraints declined as the shortage of parts associated with the semiconductor shortage eased and automakers' production recovered.
  3. FY2023MaterialisedAnnual report

    「As the impact of shortages of semiconductors and other components persisted, the domestic market recorded higher sales overall, although automotive-related demand was sluggish due to automakers reducing production, while construction equipment and housing equipment-related demand remained solid.」

    The prolonged parts shortage affected automotive-related sales in the machine tools business, while component procurement and logistics delays also continued in the information equipment business.
  4. FY2023-Q2First statedAnnual report

    「Information equipment was affected by delays in procuring components and in logistics due to the semiconductor shortage, but recorded higher sales as it was able to ship a certain volume of photo printers and demand for POS printers and barcode printers also recovered.」

    Delays in component procurement and logistics caused by the semiconductor shortage had a direct impact on the operations of the information equipment business.
Moved together

"Profit-Focused Sales Strategy for the Device Business" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Profit-Focused Sales Strategy for the Device Business2×
  3. 2Impairment loss due to deteriorating profitability2×
  4. 3Concerns Regarding the Automotive Parts Business Due to the Global Semiconductor Shortage2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Procurement and Logistics Delays Due to Semiconductor and Component Shortages | Citizen Watch Co.,Ltd. (7762) | Komori