Risk of production adjustments and lower logistics volumes due to shortages of components such as semiconductors and rising raw material costs
First written in FY2022-Q2. 4 of 7 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024.
Chuo Warehouse moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- FY2024RestatedAnnual report
「The logistics industry continued to face a challenging operating environment due to ongoing increases in costs such as fuel, rising labor costs associated with labor shortages, the emergence of various logistics issues arising from the logistics industry’s 2024 problem, and declining logistics volumes resulting from production adjustments at some manufacturers.」
Lower logistics volumes caused by production adjustments in the manufacturing sector, higher fuel and labor costs, and the 2024 problem have continued as the actual logistics environment following component shortages and other issues. - FY2023-Q3MaterialisedAnnual report
「In the logistics industry, warehouse cargo inventories have remained firm. However, inbound and outbound warehouse volumes have struggled to grow due to the impact of stagnant production activity caused by shortages of semiconductors and other components and the slowdown in the Chinese economy, while domestic freight transport volumes have also been trending downward.」
Shortages of semiconductors and other components and the slowdown in the Chinese economy have appeared in the actual business environment as stagnant production activity, sluggish inbound and outbound warehouse volumes and declining domestic freight transport volumes. - FY2023-Q2MaterialisedAnnual report
「In the logistics industry, import and export cargo volumes handled have been trending upward, and warehouse cargo inventories have remained firm. However, inbound and outbound warehouse volumes have struggled to grow due to the impact of stagnant production activity caused by shortages of semiconductors and other components, while domestic freight transport volumes have also been trending downward.」
Shortages of semiconductors and other components were described as part of the actual business environment, leading through stagnant production activity to sluggish inbound and outbound warehouse volumes and a decline in domestic freight transport volumes. - FY2023-Q1ReframedAnnual report
「There are also concerns about the impact of inflation resulting from soaring raw-material and energy prices and the rapid depreciation of the yen, and the outlook remains uncertain.」
The discussion expanded from the previous focus on component shortages and production adjustments to include cost and macroeconomic uncertainties, including soaring raw-material and energy prices, the rapid depreciation of the yen and inflation. - FY2022MaterialisedAnnual report
「In the logistics industry, cargo handling volumes were recovering as domestic production activity and other areas improved, and import and export cargo volumes continued to increase. However, the industry continued to face severe conditions due to disruptions in international logistics caused by soaring ocean freight rates, declining logistics volumes resulting from production adjustments caused by shortages of electronic components, and continued significant increases in fuel prices.」
Production adjustments caused by shortages of electronic components and the resulting decline in logistics volumes were described as the actual full-year business environment, alongside disruptions in international logistics and higher fuel prices. - FY2022-Q3MaterialisedAnnual report
「In the logistics industry, handled cargo volumes have been recovering as domestic production and consumption activities pick up, and import and export cargo volumes continued to increase. However, the outlook remains uncertain due to declining logistics volumes resulting from production adjustments caused by shortages of electronic components and continued increases in fuel prices.」
Production adjustments caused by shortages of electronic components and the resulting decline in logistics volumes were described as the actual business environment in the logistics industry. This occurred alongside a recovery in cargo volumes and an increase in import and export cargo volumes. - FY2022-Q2First statedAnnual report
「However, the situation remains unpredictable, with the risk of a renewed spread of infections and soaring prices caused by tight supply and demand for raw materials. Although economic activity in the global economy is gradually returning to normal as governments' economic measures and vaccination programs have run their course, some regions are showing signs of renewed infections. In addition, the global semiconductor shortage and tensions between the United States and China have made the outlook difficult to assess.」
Tight supply and demand for raw materials, soaring prices and the global semiconductor shortage were identified for the first time as standalone risk factors. In the logistics industry, the disclosure also referred to the risk of lower logistics volumes resulting from production adjustments for automobiles, machinery and other products due to component shortages.