Uncertainty in the Business Environment Due to Semiconductor Shortages
First written in FY2022-Q1. 2 of 7 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2025.
Sanko Gosei moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThe risks associated with the current period's business and other operations do not explicitly identify the semiconductor shortage as an independent factor.
- FY2023MaterialisedAnnual report
「In recent years, this has been due to order postponements caused by the spread of COVID-19 and semiconductor supply shortages from some major customers, as well as weak automobile sales in the Chinese market.」
The semiconductor supply shortage spread to accumulated operating deficits and losses at the Wuhan subsidiary through order postponements by major customers. - FY2023-Q3RestatedAnnual report
「During the current third-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The Company states that there have been no material changes to existing business and other risks, including the semiconductor shortage. - FY2023-Q1RestatedAnnual report
「Supply chain disruptions due to the semiconductor shortage and other factors」
Supply chain disruptions caused by the semiconductor shortage continue to be identified as a factor contributing to uncertainty in the business environment. No new developments beyond the impact of automakers cutting production identified by the previous quarter have been disclosed. - FY2022-Q3MaterialisedAnnual report
「Sales of vehicle interior and exterior components declined, partly due to automakers cutting production because of the semiconductor shortage and other factors, resulting in sales of ¥17,121 million, down 2.5% year on year.」
The semiconductor shortage has manifested itself in automakers cutting production, which has affected sales of vehicle interior and exterior components. - FY2022-Q2WorsenedAnnual report
「Automakers cut production due to the global semiconductor shortage」
The semiconductor shortage has moved beyond a concern about the outlook and is having a tangible impact on business activity in the form of automakers cutting production. - FY2022-Q1First statedAnnual report
「The outlook remains uncertain, due to the resurgence of infections in various countries, semiconductor shortages and soaring raw material prices.」
The semiconductor shortage is identified for the first time as a factor contributing to uncertainty over the outlook for the global economy and the business environment.