Supply Constraints Caused by Maritime Shipping Disruptions and Semiconductor Supply Shortages
First written in FY2021-Q3. 5 of 11 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「The actual exchange rate for purchases during the current consolidated fiscal year was ¥151.39 per US dollar, indicating a weaker yen than in the previous fiscal year. However, lower procurement costs resulted in a gross profit margin of 29.9%, up 0.2 percentage points from the previous fiscal year.」
While the yen remained weak, lower procurement costs improved the gross profit margin by 0.2 percentage points from the previous fiscal year, easing pressure on supply and procurement costs to some extent. - FY2025-H1MitigatedAnnual report
「Regarding foreign exchange, the actual exchange rate for purchases during the current interim consolidated accounting period was ¥152.07 per US dollar, indicating a weaker yen than in the same period of the previous year. Meanwhile, overall selling prices increased as a result of the price increases implemented from October 2022, while lower overseas logistics costs also contributed. As a result, the gross profit margin on sales was 29.7%, down 1.3 percentage points year on year.」
Although the yen remained weak, lower overseas logistics costs continued to be disclosed. While logistics costs associated with supply constraints declined, the gross profit margin fell by 1.3 percentage points year on year owing to the impact of the weaker yen. - FY2024MitigatedAnnual report
「As the effects of lower product costs and overseas logistics costs, among other factors, also contributed, the gross profit margin was 29.7%, up 1.2 percentage points from the previous fiscal year.」
Cost reduction progressed amid upward pressure on costs associated with supply constraints, including overseas logistics costs, and the gross profit margin improved by 1.2 percentage points from the previous fiscal year. - FY2024-Q1MitigatedAnnual report
「Regarding foreign exchange, the actual exchange rate for purchases during the current first-quarter consolidated cumulative period was ¥140.64 per US dollar, indicating a weaker yen than in the same quarter of the previous year. Meanwhile, overall selling prices increased as a result of the price increases implemented from October 2022, while lower overseas logistics costs also contributed. As a result, the gross profit margin on sales was 32.1%, up 6.8 percentage points year on year.」
Although the yen remained weak, lower overseas logistics costs were disclosed, and the gross profit margin on sales improved by 6.8 percentage points year on year. - FY2023-Q3MitigatedAnnual report
「In China, restrictions on movement under the "zero-COVID policy" have been lifted and economic activity is gradually picking up, while disruptions in marine transport and semiconductor shortages are also moving toward resolution.」
Recognition of disruptions in ocean shipping and semiconductor shortages shifted from their continued occurrence toward resolution. The company also described the lifting of movement restrictions in China and the revitalization of economic activity. - FY2023-Q2RestatedAnnual report
「In China, continued mobility restrictions under the zero-COVID policy have caused economic activity to stagnate. Disruptions in ocean shipping and semiconductor shortages have also continued, and conditions remain uncertain.」
The company continues to describe supply-side challenges, including activity restrictions in China, disruptions in ocean shipping and semiconductor shortages. - FY2022-Q3RestatedAnnual report
「In addition to the continuing lack of visibility on the end of the global infectious disease outbreak, with activity restrictions remaining in place in China to avoid a resurgence of COVID-19, disruptions in ocean shipping, semiconductor shortages and other issues also continue to arise, and uncertainty persists.」
The company states that supply-side challenges, including activity restrictions in China, disruptions in ocean shipping and semiconductor shortages, continue to arise. - FY2022-Q2RestatedAnnual report
「In addition to the continuing lack of visibility on the end of the global infectious disease outbreak, with activity restrictions remaining in place in China to avoid a resurgence of COVID-19, disruptions in ocean shipping, semiconductor shortages and other issues also continue to arise, and uncertainty persists.」
The company states that supply-side challenges, including activity restrictions in China, disruptions in ocean shipping and semiconductor shortages, continue to arise. - FY2022-Q1RestatedAnnual report
「Although the spread of regions affected by variant viruses has gradually subsided, the end of the global infectious disease outbreak remains unforeseeable. In addition, new challenges such as disruptions in ocean shipping and semiconductor shortages have arisen, and uncertainty continues.」
The company continues to describe an uncertain external environment, including disruptions in ocean shipping and semiconductor shortages, in addition to the lack of visibility on the end of the infectious disease outbreak. - FY2021RestatedAnnual report
「In addition to the continued lack of visibility on when the global infectious disease outbreak will subside, as the regions affected by variant viruses expand, new issues such as disruptions in ocean shipping and semiconductor shortages have also emerged, and conditions remain uncertain.」
Disruptions in ocean shipping and semiconductor shortages continue to be described as supply-side challenges in addition to the prolonged infectious disease outbreak. - FY2021-Q3First statedAnnual report
「In addition to the continued lack of visibility on when the global infectious disease outbreak will subside, as the regions affected by variant viruses expand, new issues such as disruptions in ocean shipping and semiconductor shortages have also emerged, and conditions remain uncertain.」
Disruptions in ocean shipping and semiconductor shortages were described as newly emerging external environmental challenges. No specific impact on the company's procurement or production was disclosed.