Supply Constraints Caused by Component Shortages and Logistics Network Disruptions
First written in FY2022-Q3. 2 of 7 entries say "Worsened", first in FY2022. Latest entry: 2026-08-06.
Zacros 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 2026: 64 of 109 companies on the "Worse" side.
31 other companies' latest entry also says "Materialised".
- FY2025MitigatedAnnual report
「We are working to diversify and reduce these risks by optimizing the global supply chain and securing alternative sources of procurement.」
For risks involving component shortages, logistics disruptions and inability to procure materials, supply chain optimization and securing alternative sources of procurement were identified as countermeasures. - FY2024RestatedAnnual report
「There is a possibility that necessary raw materials may become unavailable if the supply-demand balance is disrupted by natural disasters, policy changes or changes in the international situation, among other factors, potentially causing lower revenue because normal production cannot be maintained.」
Reconfirmed the risks of being unable to procure raw materials and of impacts on normal production, attributable to natural disasters, policy changes and the international situation. - FY2023WorsenedAnnual report
「There is a possibility that necessary raw materials may become unavailable if the supply-demand balance is disrupted by natural disasters, policy changes or changes in the international situation, among other factors, potentially causing lower revenue because normal production cannot be maintained.」
In addition to supply constraint risks involving components and logistics, the company explicitly identified natural disasters, policy changes and the international situation as factors that could prevent procurement of raw materials and affect normal production. - FY2022WorsenedAnnual report
「Conditions became unstable again in the second half of the fiscal year due to the emergence of highly transmissible variants, rising raw material prices and supply chain disruptions resulting from the situation in Ukraine.」
In connection with supply constraint risks involving components and logistics, supply chain disruptions resulting from the situation in Ukraine were described as an actual destabilizing factor in the business environment. - FY2022-Q3First statedAnnual report
「The outlook remains uncertain, with continuing supply constraints due to component shortages and logistics network disruptions, as well as rising raw material prices.」
Supply constraints due to component shortages and logistics network disruptions were identified for the first time as an independent uncertainty factor in the business environment.