Raw Material Prices, Supply and Logistics Costs
First written in FY2016. 12 of 19 entries say "Materialised", first in FY2018. Latest entry: 2026-08-04.
Yamaha moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- FY2024-Q1MitigatedAnnual report
「The B2B business generated higher revenue as demand for and supplies of professional audio equipment recovered.」
Among audio equipment products affected by continuing supply constraints associated with difficulties procuring semiconductors and logistics disruptions, the recovery of product supplies for professional audio equipment for corporate customers was reported. However, the disclosure did not state that all effects had been resolved, including the weak market conditions in the consumer business. - FY2023-Q3MaterialisedAnnual report
「Current assets increased due to the effects of foreign exchange fluctuations, production delays for certain products caused by difficulties procuring semiconductors and other factors, lower demand for entry-level models, and disruptions caused by COVID-19 in China.」
Continuing production delays caused by difficulties procuring semiconductors became evident in the form of higher inventories and a ¥27,057 million outflow in cash flow from operating activities. - FY2023-Q2MaterialisedAnnual report
「By product category, revenue from audio equipment and professional audio equipment declined due to product supply shortages caused by difficulties procuring semiconductors and other factors.」
Product supply shortages caused by difficulties procuring semiconductors continued to reduce revenue from audio equipment. In addition, inventories increased due to production delays for certain products, and cash flow from operating activities was an outflow of ¥14.321 billion. - FY2023-Q1MaterialisedAnnual report
「Revenue from audio equipment and professional audio equipment declined due to product supply shortages caused by difficulties procuring semiconductors and other factors.」
Product supply shortages caused by difficulties procuring semiconductors became evident in first-quarter results as a decline in revenue from the audio equipment business. Inventories also increased due to production delays for certain products caused by difficulties procuring semiconductors and other factors. - FY2022WorsenedAnnual report
「Product supply shortages have expanded due to difficulties procuring semiconductors, including sound-source LSIs, and disruptions in logistics. We expect these effects to continue to some extent from the cumulative second quarter onward.」
Supply constraints for semiconductors and logistics continued throughout the fiscal year, and higher ocean freight rates reduced profit by ¥6.5 billion. - FY2022-Q3WorsenedAnnual report
「The global semiconductor shortage and other factors have increased the risks of higher prices, supply delays and difficulty securing procured components and materials. As this remains a risk that should be addressed as a priority, we have raised its risk level to the highest level and are implementing countermeasures. Shortages of shipping containers worldwide and other factors have caused logistics delays and an abnormal surge in logistics costs. As the impact of higher logistics costs has increased, we have raised the risk level and are implementing countermeasures.」
The risk of higher procurement prices, supply delays and difficulty securing supplies due to the semiconductor shortage was raised to the highest level. Logistics delays and surging logistics costs also occurred due to shortages of shipping containers, and the level of logistics risk was also raised. - FY2022-Q2WorsenedAnnual report
「Product supply shortages have expanded due to difficulties procuring semiconductors, including sound-source LSIs, and disruptions in logistics. We expect these effects to continue to some extent from the cumulative second quarter onward.」
Product supply shortages expanded due to difficulties procuring semiconductors and disruptions in logistics, and are expected to continue to some extent from the cumulative second quarter onward. - FY2022-Q1MaterialisedAnnual report
「Audio equipment revenue declined as sales in North America and Japan fell below the previous year due to product supply shortages and other factors.」
Product supply shortages became evident in first-quarter results as a decline in North American and domestic sales of audio equipment. - FY2021MaterialisedAnnual report
「The year was extremely challenging, with numerous external factors affecting operations, including product supply delays caused by supply problems at component suppliers and shortages of shipping containers in the second half of the fiscal year.」
Supply problems at component suppliers and shortages of shipping containers actually occurred, affecting results through product supply delays and shortages. - FY2021-Q3MaterialisedAnnual report
「Revenue declined as product supply shortages continued.」
Regarding supply risks, shortages of acoustic pianos and electronic musical instruments continued through the cumulative third quarter, and their impact became evident in actual results as a factor behind the revenue decline. - FY2021-Q2WorsenedAnnual report
「On 20 October 2020, a fire occurred at a business partner of the Group. As a result, procurement of electronic components was disrupted, increasing the likelihood that production and sales would be affected. The company is currently gathering information and considering measures, but it is difficult at this point to reasonably estimate the amount of the impact on results for the current consolidated fiscal year.」
The fire at a business partner disrupted procurement of electronic components and created the possibility of an impact on production and sales, making the supply risk for raw materials and components more concrete. The company stated that the amount of the impact could not be reasonably estimated. - FY2019MaterialisedAnnual report
「We were unable to fully offset the cost increases caused by higher procurement prices for electronic components and other items, and did not reach our reduction target.」
Cost increases caused by higher procurement prices emerged in the explanation of the current period's results as a failure to meet the cost-reduction target. - FY2018MaterialisedAnnual report
「With regard to "sustainable cost reductions," procurement costs rose, particularly for electronic components.」
Of the risks from rising raw material and component prices, higher procurement costs, particularly for electronic components, actually arose during the current period. - FY2016First statedAnnual report
「Rising prices for these materials may increase manufacturing costs. In addition, some materials are sourced from specific suppliers depending on the type of material, and production may be affected by supply conditions.」
The scope includes wood, metal materials such as copper, resins, crude oil prices and logistics costs.