Supply-side constraints caused by semiconductor shortages and other factors
First written in FY2022. 3 of 9 entries say "Restated". Latest entry: FY2026.
2 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Capital investment in the manufacturing sector showed signs of recovery against a backdrop of reduced effects from semiconductor-related inventory adjustments and growing demand for labor-saving and automation solutions amid labor shortages.」
Supply and sales constraints resulting from semiconductor-related inventory adjustments eased, and capital investment in the manufacturing sector showed signs of recovery. - FY2025MitigatedAnnual report
「As the impact of inventory adjustments in the semiconductor-related sector began to run its course, the business shifted to a revenue growth trend from the third quarter onward, including an upturn in sales of control equipment.」
While constraints caused by semiconductor shortages, production adjustments and other factors continued, the company states that control equipment sales began to recover from the third quarter onward as inventory adjustments ran their course. - FY2025-H1RestatedAnnual report
「No new business or other risks arose during the interim consolidated accounting period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes to supply-side constraints caused by semiconductor shortages and other factors as a business and other risk. It separately discloses lower sales resulting from semiconductor inventory adjustments. - FY2024-Q3MaterialisedAnnual report
「Sales of control equipment and electronic components declined under the impact of production adjustments in the semiconductor-related sector and restrained capital investment.」
Production adjustments and restrained capital investment in the semiconductor industry are reflected in the actual business results as lower sales of control equipment and electronic components. - FY2024-Q2RestatedAnnual report
「No new business or other risks arose during the 2nd quarter cumulative period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes to supply-side constraints caused by semiconductor shortages and other factors as a business and other risk. - FY2023-Q3MitigatedAnnual report
「The air-conditioning industry, which is related to the company’s products, showed signs of a recovery in demand due to the extremely hot summer and easing supply constraints from the second quarter onward. However, room air-conditioner shipments remained sluggish due to the effects of semiconductor shortages and China’s lockdowns in the first quarter, with domestic shipments of 6.97 million units, down 3.2% year on year. In the electrical and building materials business, selling prices for many products, including wires and cables, rose due to higher copper and other raw material prices. Despite supply-side constraints caused by semiconductor shortages and other factors, deliveries of disaster-prevention equipment and power distribution equipment for large projects, including redevelopment in the Tokyo metropolitan area, manufacturing-sector capital investment and data centers, resulted in revenue of ¥138,276 million, up 7.1% year on year.」
While supply constraints eased in the air-conditioning industry, constraints caused by semiconductor shortages and other factors remained in the electrical and building materials business. Deliveries for large projects resulted in higher revenue for the electrical and building materials business. - FY2023-Q2RestatedAnnual report
「In the electrical and construction materials business, selling prices for many products, including wire and cable products, rose due to higher copper and other commodity prices. Despite supply constraints caused by the semiconductor shortage and other factors, deliveries of disaster prevention and power distribution equipment to large-scale projects such as redevelopment projects in the Tokyo metropolitan area, facility upgrades in the manufacturing sector and data centers resulted in sales of ¥89,261 million, up 7.3% year on year.」
While supply-side constraints caused by semiconductor shortages and other factors continued, deliveries for large projects resulted in higher revenue for the electrical and building materials business. - FY2023-Q1MaterialisedAnnual report
「The air-conditioning industry, which is related to the company’s products, saw sluggish shipments of room air conditioners, with domestic shipments of 2.85 million units, down 16.4% year on year, due to supply constraints caused by semiconductor shortages and China’s lockdowns, among other factors. In the electrical and building materials business, selling prices for many products, including wires and cables, rose due to higher copper and other raw material prices. Despite supply-side constraints caused by semiconductor shortages and other factors, deliveries of disaster-prevention equipment and power distribution equipment for large projects, including redevelopment in the Tokyo metropolitan area and manufacturing-sector capital investment, resulted in revenue of ¥39,099 million, up 4.3% year on year.」
Supply constraints caused by semiconductor shortages and other factors are reflected in the actual business results, through lower room air-conditioner shipments in the air-conditioning industry and sales constraints in the electrical and building materials business. - FY2022First statedAnnual report
「Supply-side constraints caused by trends in raw material prices, semiconductor shortages and other factors」
Supply-side constraints caused by semiconductor shortages and other factors are identified for the first time as a factor contributing to uncertainty about the future business environment.