Dependence on Outsourced Service Providers and Telecommunications Equipment Suppliers
First written in FY2022. 3 of 5 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2024-Q3.
SoftBank Corp. moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.
5 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「The impact of the semiconductor shortage has eased, and the problem of lengthened lead times for delivery to our company of telecommunications equipment and other items has largely improved. Some effects are still in the process of improving, but there is no material impact on the construction of the 5G network.」
The company disclosed that the impact of the delivery delays for telecommunications equipment caused by the semiconductor shortage had eased and that the lengthened lead times had largely improved. It states that there is no material impact on 5G construction. - FY2023MaterialisedAnnual report
「Although there are signs of a slight improvement, the semiconductor shortage continues to lengthen the lead time for delivery to our company of certain telecommunications equipment and other items. Because we have taken measures such as bringing forward orders based on lead times, there is no material impact on the construction of the 5G network.」
While delivery lead times for telecommunications equipment continue to lengthen because of the semiconductor shortage, the company states that bringing forward orders has prevented any material impact on 5G construction. - FY2023-Q3MaterialisedAnnual report
「The semiconductor shortage continues to lengthen the lead time for delivery to our company of certain telecommunications equipment and other items. However, because we have taken measures such as bringing forward orders based on lead times, there is no material impact on the construction of the 5G network.」
Delivery lead times for telecommunications equipment continue to lengthen because of the semiconductor shortage. However, the company states that bringing forward orders has prevented any material impact on 5G network construction. - FY2023-Q1MaterialisedAnnual report
「The semiconductor shortage has lengthened the lead time for delivery to our company of certain telecommunications equipment and other items. However, because we have taken measures such as bringing forward orders based on lead times, there is currently no material impact on the construction of the 5G network.」
Regarding supplier-dependence risk, the semiconductor shortage has in fact lengthened delivery lead times for some telecommunications equipment. However, the company states that measures such as bringing forward orders mean there is currently no material impact on 5G network construction. - FY2022First statedAnnual report
「Our group procures telecommunications equipment and network-related equipment, including, but not limited to, mobile devices and radio equipment for mobile phone base stations. In principle, our group has adopted a policy of building networks using equipment procured from multiple suppliers, but we nevertheless expect that some equipment will remain highly dependent on specific suppliers.」
Dependence on outsourcing providers, third-party facilities, and suppliers of telecommunications and network equipment, together with the risks of supply suspension, delivery delays, defects and switching costs, was described as a new risk theme.