Component Shortages and Product Supply Chain Disruptions Caused by Increased Demand
First written in FY2021. 3 of 7 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2023.
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2023MitigatedAnnual report
「Expectations for an economic recovery are increasing as the economy normalizes following the COVID-19 pandemic, supply constraints ease and inflation moderates, but」
Regarding the previously identified product supply chain and component supply constraints, easing of supply constraints was explicitly indicated for the current period. However, the filing did not state that they had been completely resolved. - FY2023-Q3MitigatedAnnual report
「Expectations for an economic recovery are increasing as the economy normalizes following the COVID-19 pandemic, supply constraints ease and inflation moderates, but」
Regarding the previously identified supply constraints, easing was explicitly indicated this quarter. The filing did not state that the supply constraints had been completely resolved. - FY2022MaterialisedAnnual report
「Signs of an economic slowdown have strengthened due to the effects of supply constraints resulting from the prolonged Russian invasion of Ukraine and other factors, high inflation against the backdrop of soaring resource prices, and monetary tightening to contain it.」
Supply constraints, soaring resource prices and inflation actually materialized as a slowdown in the global economy. - FY2022-Q3MaterialisedAnnual report
「However, the economy showed increasing signs of a slowdown as supply constraints resulting from the prolonged Russian invasion of Ukraine and stronger inflationary pressure driven by surging resource prices accelerated the pace of monetary tightening.」
The previous concerns about disruptions and shortages in component and product supply chains are now evident in the business environment as supply constraints resulting from the prolonged invasion of Ukraine and other factors. - FY2022-Q2MaterialisedAnnual report
「Global conditions are expected to remain highly uncertain, with the risk of China's zero-COVID policy also materializing, in addition to growing inflationary pressure and constraints on the procurement of raw materials and components.」
Procurement constraints for components were described as actual constraints in the current business environment, indicating that the previously identified risks of supply shortages and supply chain disruptions had materialized. - FY2022-Q1WorsenedAnnual report
「The global economy showed increasing signs of slowing due to the spread of the Omicron variant of the novel coronavirus and higher costs resulting from elevated raw-material prices, supply constraints and other factors.」
In addition to the existing risks of component supply shortages and product supply chain disruptions, supply constraints were described as contributing to the economic slowdown through higher costs alongside rising raw material prices. - FY2021First statedAnnual report
「An uncertain business environment is expected to persist, with concerns including component supply shortages and product supply chain disruptions due to increased demand accompanying the economic recovery, as well as higher raw material costs.」
Against the backdrop of increased demand accompanying the economic recovery, component supply shortages and product supply chain disruptions were identified for the first time as major risks.