Reliance on external suppliers for critical components and supply delays for large orders
First written in FY2020-Q1. 2 of 6 entries say "Restated". Latest entry: FY2023-Q3.
Almedio moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2021: 6 of 10 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- FY2023-Q3MaterialisedAnnual report
「All equipment at the Fukushima Futaba Plant is now in place, including equipment delayed by the semiconductor shortage. Installation of the final equipment delivered and test operations have also been completed, and the plant has begun operations with 11 employees, including 4 experienced employees who transferred to the plant. The semiconductor shortage delayed the start of operations by approximately 2 months from the original schedule, but it had no material impact on the establishment of the production system, and production and shipments will be ramped up in stages.」
Actual delivery delays caused by external supply constraints and the semiconductor shortage occurred, and the start of operations at the Fukushima Futaba Plant was delayed by approximately 2 months from the original schedule. Meanwhile, equipment installation and trial operation were completed, and operations have commenced. - FY2023-Q2MaterialisedAnnual report
「Deliveries of some equipment have been delayed due to the semiconductor shortage, but as of the present time, the overall operating plan is not expected to be materially affected.」
Actual delivery delays caused by the semiconductor shortage occurred for equipment dependent on external suppliers. At the same time, no material impact on the overall operating plan is expected. - FY2021Addition of the risk of higher procurement pricesAnnual report
「In addition, if procurement prices continue to rise, our Group's business performance may be adversely affected.」
In addition to dependence on external suppliers for critical components and raw materials and supply delays on large orders, the impact of higher procurement prices on business performance has been specified as a risk. - FY2020-Q3RestatedAnnual report
「Our Group obtains certain critical components from companies outside the Group. Accordingly, if these suppliers are unable to supply the quantities of components required by our Group as scheduled due to disasters or other causes, production delays, lost sales opportunities and other effects may occur, potentially adversely affecting our Group's business performance.」
The risk of supply shortages caused by disasters or other events affecting external suppliers of critical components, together with the resulting production delays and lost sales opportunities, continues to be disclosed. - FY2020-Q2RestatedAnnual report
「Our Group obtains certain critical components from companies outside the Group. Accordingly, if these suppliers are unable to supply the quantities of components required by our Group as scheduled due to disasters or other causes, production delays, lost sales opportunities and other effects may occur, potentially adversely affecting our Group's business performance.」
The risk of supply shortages caused by disasters or other events affecting external suppliers of critical components, together with the resulting production delays and lost sales opportunities, continues to be disclosed. - FY2020-Q1First statedAnnual report
「Our Group obtains certain critical components from companies outside the Group. Accordingly, if these suppliers are unable to supply the quantities of components required by our Group as scheduled due to disasters or other causes, production delays, lost sales opportunities and other effects may occur, potentially adversely affecting our Group's business performance. In addition, if we receive large orders exceeding our Group's expectations, production delays or other issues may prevent us from supplying the quantities required by customers as scheduled, resulting in lost sales opportunities and other effects that may adversely affect our Group's business performance.」
The revised business risks newly specify supply shortages caused by disasters or other events affecting external suppliers of critical components, as well as production delays and lost sales opportunities on large orders.