Shortages of Semiconductors and Other Components and Supply Chain Disruptions
First written in FY2022-Q2. 4 of 11 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2026.
MISUMI Group 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.
46 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Procurement difficulties and higher procurement prices may arise due to higher procurement prices resulting from tight supply and demand and the trade policies of various countries, as well as supply chain disruptions and higher energy prices caused by geopolitical risks, including the situation in the Middle East.」
In addition to the existing risks of component shortages and supply chain disruptions, the company explicitly identified the trade policies of various countries, the situation in the Middle East and higher energy prices as procurement risks. - FY2025RestatedAnnual report
「The group procures many products and raw materials from business partners in Japan and overseas. Procurement difficulties may arise due to higher procurement prices resulting from tight supply and demand and the trade policies of various countries, as well as supply chain disruptions and other factors.」
The company continues to face risks from tight supply and demand for components and raw materials, trade policies, higher procurement prices and supply chain disruptions. - FY2024-Q2RestatedAnnual report
「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company stated that there were no significant changes regarding the risks of component shortages, including semiconductors, and supply chain disruptions. - FY2024-Q1MitigatedAnnual report
「In the mold components business, operating rates among automotive-related customers outside China were trending upward as supply constraints for materials eased, and there was also some foreign exchange benefit,」
In the mold components business, supply constraints for materials eased and operating rates among automotive-related customers began to improve. The impact of supply chain and component shortage risks eased in part of the business. - FY2023MaterialisedAnnual report
「The group procures many products and raw materials from business partners in Japan and overseas. Procurement difficulties may arise due to higher procurement prices resulting from tight supply and demand, supply chain disruptions and other factors.」
Shortages of various materials and components and difficulties in supplying certain products continued, appearing in actual results as lower factory operating rates, sales suspensions and impacts on revenue and profit in the VONA business. - FY2023-Q3MaterialisedAnnual report
「In addition to lower factory operating rates, mainly in China and Japan, and the impact of sales suspensions that continued through the first half, difficulties in supplying certain products had not been materially resolved,」
Difficulties in supplying certain products remained unresolved, affecting sales and profit in the VONA business. The impact of material and component shortages and supply chain disruptions continued to appear in actual business results. - FY2023-Q2MaterialisedAnnual report
「The shortages of various materials and components that had continued since the previous year did not materially improve, and capital investment related to automation and factory operating rates declined.」
The shortages of materials and components did not improve, and the impact of supply chain disruptions continued to appear in lower capital investment related to automation and lower factory operating rates. - FY2023-Q1MaterialisedAnnual report
「The VONA business is the Misumi Group's distribution business, selling manufacturing and automation equipment components, including products from companies other than the Misumi brand, as well as MRO consumables and other indirect materials. Although the impact of shortages of certain products continued,」
Shortages of components and products continued, affecting actual sales of certain products in the VONA business. - FY2022WorsenedAnnual report
「The group procures many products and raw materials from business partners in Japan and overseas. Procurement difficulties may arise due to higher procurement prices resulting from tight supply and demand, supply chain disruptions and other factors.」
In addition to shortages of components and other items, the company identified higher procurement prices for raw materials and products, procurement difficulties and supply chain disruptions as major risks. - FY2022-Q3RestatedAnnual report
「Shortages of certain components, including semiconductors, have continued. In addition, concerns remain over stagnating economic activity worldwide due to the spread of COVID-19 and its impact on supply chains, leaving the outlook for business conditions uncertain.」
Component shortages, including semiconductors, have continued, while the stagnation of economic activity and supply chain impacts caused by COVID-19 continue to be cited as concerns. - FY2022-Q2First statedAnnual report
「Against a backdrop of strong demand, shortages emerged for certain components, including semiconductors, while concerns also materialized in the form of supply chain disruptions in some regions due to the impact of COVID-19.」
Shortages of components, including semiconductors, and supply chain disruptions in some regions due to the impact of COVID-19 were listed separately for the first time as materialized concerns.