Dependence on contract manufacturing, dedicated components and major customers
First written in FY2018. 2 of 3 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2023-Q1.
No other company in this theme has enough history to compare yet.
- FY2023-Q1MaterialisedAnnual report
「In the materials processing business, orders for semiconductor-related and automotive-related components declined partly because suppliers adjusted their production,」
Suppliers actually adjusted their production, affecting the materials processing business through lower orders for semiconductor-related and automotive-related components. - FY2021-Q1MaterialisedAnnual report
「During the first quarter of the current consolidated fiscal year, purchases of musical instruments fell 42.0% year on year, mainly because production contractors suspended operations due to the impact of the spread of COVID-19.」
Production contractors actually suspended operations, and purchases of musical instruments fell 42.0% year on year. - FY2018First statedAnnual report
「The group’s business performance may be affected by the performance of contract customers, and may deteriorate if we fail to meet their requirements for quality, delivery times or other matters.」
The company identifies the performance and quality and delivery-time requirements of contract customers, production delays or shutdowns at dedicated-component and OEM contractors, and fluctuations in orders from major customers as risks.