Supply Disruptions Affecting Information-Processing Equipment and Related Products
First written in FY2020. 2 of 5 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q1.
Ryomo Systems moved to the "Worse" side of this theme in 2021, 5 years before the typical company in this theme (2026).
1 other company's latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「During the cumulative first-quarter period of the current consolidated fiscal year, Japan's economy showed signs of a gradual recovery, supported by the recovery from the COVID-19 pandemic and progress in resolving semiconductor shortages, among other factors.」
In relation to the risk of supply disruptions involving information-processing equipment and product-related goods, the disclosure recognizes that the business environment has improved as semiconductor shortages have been resolved. - FY2022WorsenedAnnual report
「Revenue declined in the software development and system sales segment and the system equipment and product-related sales segment due to delays in hardware procurement caused by semiconductor shortages, including the postponement of system implementation projects.」
Shortages of semiconductors and other components actually materialized as delays in hardware procurement, postponement of system implementation projects and revenue declines in both segments. - FY2022-Q3MaterialisedAnnual report
「Conditions remained difficult, with global supply-chain disruptions and shortages of components, particularly semiconductors, continuing.」
In relation to the risk of supply disruptions involving information-processing equipment and product-related goods, the disclosure states that supply-chain disruptions and component shortages continued in the actual economic environment. - FY2022-Q2MaterialisedAnnual report
「Conditions remained difficult, including ongoing global supply-chain disruptions and shortages of components, particularly semiconductors.」
In relation to the risk of supply disruptions involving information-processing equipment and product-related goods, the disclosure states that component shortages were occurring in the actual economic environment. - FY2020First statedAnnual report
「The Group procures information-processing equipment and product-related goods from multiple suppliers and provides them to customers in an optimal and stable manner. However, if supply of some information-processing equipment or product-related goods is disrupted and the products cannot be secured, the Group's business performance and other results may be affected by deteriorating profit margins and lost business opportunities.」
The disclosure identifies as a new risk the deterioration of profit margins and lost business opportunities caused by supply disruptions involving information-processing equipment and product-related goods procured from multiple suppliers.