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Yamaha (7951) · InitiativeAdvanced

Procurement and production resilience and multi-site supply of key products

First written in FY2022. 3 of 6 entries say "Advanced", first in 2026-05-11. Latest entry: FY2026.

6entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022ReframedFY2024-Q3 – FY2025-H12022: 120222023: 020232024: 220242025: 020252026: 32026
Same theme, other companies
Addressing Supply Constraints Through Material Substitution and Supplier DiversificationA theme 45 companies write about · 6 as a headwind · 39 as a tailwind

19 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 45 companies compared. The sentences above are computed from all 45.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「The Company temporarily suspended production operations in China and Indonesia and decided to end production at Yamaha Indonesia and Yamaha Musical Products Asia.」

    The Company proceeded to reorganize its production system in line with demand and reached the stage of transferring and consolidating piano production in Japan and China.
  2. FY2025-H1ReframedAnnual report

    「During the interim consolidated accounting period, the Company decided to temporarily suspend operations at certain production processes in China and Indonesia and recognized an impairment loss of ¥7,804 million as a result. Going forward, we will work to restore sales, consider establishing an appropriate production system across the Group, and seek to restore profitability.」

    The Company temporarily suspended certain production processes in China and Indonesia and specified its policy of restructuring the production system to address weak demand and excess production capacity.
  3. FY2024-Q3ReframedAnnual report

    「As part of this effort, we decided to concentrate resources in Japan and consolidate the process for manufacturing piano frames, for which we had been developing a two-site system in Japan and China, in light of recent market conditions and production circumstances.」

    In contrast to the previous direction of supplying key products from multiple locations, the Company changed its policy for piano frame manufacturing from a two-site system in Japan and China to concentrating resources and consolidating the process in Japan. The change reflects the need to strengthen production resilience, transfer skills, address overseas production costs and manage geopolitical risks.
  4. FY2022First statedAnnual report

    「For production, we are currently establishing a system that enables key products to be supplied from 2 or more locations.」

    In response to semiconductor shortages and supply chain disruptions, the Company stated its policy of advancing multi-site supply of key products, changing suppliers, developing substitute materials and modifying designs.
Moved together

"Reviewing the Rationale for and Reducing Cross-Shareholdings" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333222★123456
  1. ★This thread
  2. 1Reviewing the Rationale for and Reducing Cross-Shareholdings3×
  3. 2Improving Profitability in the Musical Instrument Business Through Expansion of High-Margin Products and Gross Margin Improvement3×
  4. 3Aim to reach 5 million registered Yamaha Music IDs3×
  5. 4Development of distinctive products2×
  6. 5Expand instrumental music education in emerging markets to reach a cumulative 1 million people2×
  7. 6Share Buybacks as a Flexible Shareholder Return Measure2×

★ 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.

When this could move next
Yamaha's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation of 2026-05-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement and production resilience and multi-site supply of key products | YAMAHA CORPORATION (7951) | Komori