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Naigai (8013) · RiskMitigated

Production and Logistics Disruptions at Partner Factories Under a Fabless Structure

First written in FY2023. 1 of 3 entries say "Reframed", first in FY2024. Latest entry: FY2026.

3entries
4years
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ProgressHeldSoftenedWorseFirst statedFY2023ReframedFY20242023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of Securing Subcontractors and Shipment Delays in a Fabless BusinessA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Reputational and business impacts arising from the discovery of labor-condition issues and human rights violations, including within the supply chain」

    The response to risks associated with partner factories under the fabless business model expanded from managing factory operations and production processes to supply-chain management covering human rights and labor conditions, traceability and environmental considerations.
  2. FY2024ReframedAnnual report

    「As the Group operates a fabless business model, production of all products is outsourced to partner factories in Japan and overseas. Accordingly, if unforeseen procurement problems arise due to political or economic disruption in production regions, problems involving human rights issues at partner factories, deteriorating operating conditions at partner factories, production-control issues, logistics disruptions or other factors, sales opportunities may be lost as a result of production stoppages, delivery delays or other causes. As countermeasures, the Group will thoroughly and regularly verify partner factories’ compliance, including compliance with human rights requirements. It will also carefully discuss the operating status, production capacity and production processes of partner factories when placing orders, monitor progress at each stage of the production process, and issue instructions to reorganize production lines as necessary, thereby seeking to minimize the risk of problems occurring.」

    Regarding risks associated with partner factories under the fabless business model, political and economic disruption in production regions and human rights issues were identified in addition to the previously identified risks of deteriorating operating conditions, production-control issues and logistics disruptions. The response measures were also detailed, including compliance checks at partner factories, monitoring of operating status, production capacity and processes, and reorganizing production lines.
  3. FY2023First statedAnnual report

    「As the Group operates a fabless business model, production of all products is outsourced to partner factories in Japan and overseas. Accordingly, if unforeseen procurement problems arise due to deteriorating conditions at partner factories, production-control issues, logistics disruptions or other factors, sales opportunities may be lost as a result of delivery delays or other causes.」

    Against the backdrop of the fabless business model and complete outsourcing of production to partner factories in Japan and overseas, deterioration in factory operating conditions, production-control issues, logistics disruptions and sales opportunities lost due to delivery delays were identified as new key risks.
Moved together

"Impairment of fixed assets and losses from temporary closures due to COVID-19" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222★123
  1. ★This thread
  2. 1Impairment of fixed assets and losses from temporary closures due to COVID-192×
  3. 2Restructuring the Overseas Business2×
  4. 3Strengthening workforce capabilities through greater use of young and female talent and enhanced training programs2×

★ 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.

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Production and Logistics Disruptions at Partner Factories Under a Fabless Structure | NAIGAI CO.,LTD. (8013) | Komori