Procurement and business-environment risks from tight semiconductor supply and demand
First written in FY2022-Q1. 3 of 8 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「While demand in the automotive-related and semiconductor-related markets remains firm,」
Demand in the semiconductor-related market is described as firm, and the impact of tight semiconductor supply and demand on the automotive and electronic equipment businesses has eased from the previous stage. - FY2024-Q2MitigatedAnnual report
「Sales of manufactured products to the automotive parts industry remained strong amid favorable order conditions as automobile production recovered with the easing of the semiconductor shortage, while sales of resin products for EV-related parts grew in Japan and overseas.」
The easing of the semiconductor shortage and the recovery in automobile production are explicitly noted, and domestic and overseas sales of resin products for EV-related parts increased, partially mitigating the impact of tight semiconductor supply and demand. - FY2023-Q3RestatedAnnual report
「Although sales of products for the automotive parts industry were affected by production cuts at automobile manufacturers caused by the global semiconductor shortage, sales exceeded those of the same quarter of the previous year, supported by expanded sales of parts for EV applications and solid order trends at overseas subsidiaries due to the weaker yen and other factors.」
The global semiconductor shortage and the impact of automakers' production cuts continue, but growth in sales of parts related to electric vehicles and other factors is providing support. - FY2023-Q2WorsenedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to tight semiconductor supply and demand accompanying the advance of digitalization and high-speed 5G communications, repeated increases in material procurement costs resulting from higher crude oil prices, sharp increases in electricity and gas prices at factories, the effects of power restrictions and lockdowns under China's zero-COVID policy, the global semiconductor shortage, and Russia's invasion of Ukraine.」
In addition to tight semiconductor supply and demand, the global semiconductor shortage, higher electricity and gas prices at factories, and power restrictions and lockdowns in China are also cited, presenting broader procurement and supply risks. - FY2023-Q1WorsenedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to tight semiconductor supply and demand accompanying the advance of digitalization and high-speed 5G communications, the sharp increase in material procurement costs resulting from higher crude oil prices, delays in container ship operations, the effects of power restrictions and lockdowns under China's zero-COVID policy, the global semiconductor shortage, and Russia's invasion of Ukraine.」
In addition to tight semiconductor supply and demand, the global semiconductor shortage, lockdowns and power restrictions in China, and logistics delays are also cited, presenting broader and more severe procurement and supply risks. - FY2022-Q3WorsenedAnnual report
「During the first 9 months of the current consolidated fiscal year, Japan's economy remained extremely challenging as the global economy and business environment became chaotic due to the ongoing unpredictable effects of COVID-19, tight semiconductor supply and demand accompanying digitalization and the spread of high-speed 5G communications, the sharp rise in material procurement costs caused by surging crude oil prices, delays in container ship operations, electricity restrictions in China, and other factors.」
Tight semiconductor supply and demand continues to be identified, while power restrictions in China and delays in container ship operations are also cited, presenting more severe business environment risks on the procurement and supply fronts. - FY2022-Q2RestatedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to tight semiconductor supply and demand accompanying the advance of digitalization and high-speed 5G communications, the sharp increase in material procurement costs resulting from higher crude oil prices, and delays in container ship operations.」
Continues to identify tight semiconductor supply and demand associated with high-speed 5G communications and other developments as an external environment risk. - FY2022-Q1First statedAnnual report
「The global economy and business environment remain chaotic, and corporate performance continues to face extremely difficult conditions, due to tight semiconductor supply and demand accompanying the advance of digitalization and high-speed 5G communications, as well as the sharp increase in material procurement costs resulting from higher crude oil prices.」
Records tight semiconductor supply and demand associated with the advance of high-speed 5G communications and other developments as a new external environment risk described independently for the first time in the quarter.