Operations & Supply Chain
Kenji Ito owns this section · 2 confirmed points · 1 slide
Slide 9 · Operations & Supply Chain · Metrics
On-time delivery held at 94.6% through two disruptions.
Questions on this slide go to Hiroshi Tanaka.
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- Delivery and costHiroshi Tanaka · Operations
On-time delivery held at 94.6% through the carrier change and the Q3 panel shortage. Manufacturing cost per unit fell 3.4%, though freight gave back roughly a third of that gain. Inventory days fell from 71 to 58 as the FY25 overbuild cleared.
94.6% through the carrier change and th
- Osaka, and what we changedHiroshi Tanaka · OperationsSuggested
The August Osaka carrier backlog cleared inside the month and the lane is now dual-sourced. Monterrey and Budapest now serve 38% of Western shipments, which is the structural answer rather than the tactical one.
38% of Western shipments
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