Automotive Production Cuts Caused by Semiconductor Shortages and Delays in Sourcing Components
First written in FY2022-Q2. 10 of 13 entries say "Mitigated", first in FY2022-Q3. Latest entry: FY2025.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「Domestic availability of new vehicles has improved further, and delivery-time fluctuations have generally become smaller. Delivery times remain long for some popular models, but for many models they appear to be stabilizing or becoming shorter.」
Supply constraints caused by shortages of semiconductors and parts are easing, with delivery times tending to stabilize or shorten for many models. - FY2025-H1MitigatedAnnual report
「The supply of new vehicles improved further from the previous fiscal year, and market conditions were stable. Except for some brands, delivery times for core models have also been returning to normal.」
Supply constraints caused by shortages of semiconductors and parts are easing, leading to improved availability of new vehicles and a normalization of delivery times. - FY2024MitigatedAnnual report
「The impact of production cuts caused by semiconductor shortages gradually diminished, and automotive production increased from the previous year.」
The impact of production cuts caused by semiconductor shortages gradually diminished, and automotive production increased year on year. - FY2024-Q3MitigatedAnnual report
「As in the first half, automakers’ production showed signs of recovery due to easing shortages of semiconductors and other parts and the resolution of disruptions in the parts supply chain. Accordingly, automotive production increased year on year, as in the first half.」
Shortages of semiconductors and other parts and supply-chain disruptions eased, and automakers’ production increased year on year. The deterioration in market conditions caused by supply constraints has eased further from the previous fiscal year. - FY2024-Q2MitigatedAnnual report
「In the domestic automotive market relevant to the Company, automotive production increased year on year, as automakers’ production showed signs of recovery due to easing shortages of semiconductors and parts, as in the first quarter.」
Shortages of semiconductors and parts eased, and automakers’ production increased year on year. The deterioration in market conditions caused by supply constraints has eased to some extent from the previous fiscal year. - FY2024-Q1MitigatedAnnual report
「The impact of production cuts caused by semiconductor shortages gradually diminished, and automotive production increased from the previous year.」
The impact of production cuts caused by semiconductor shortages gradually diminished, and automotive production increased year on year. The deterioration in market conditions caused by parts supply constraints has eased to some extent. - FY2023MitigatedAnnual report
「The domestic automotive market, which is relevant to the Company, showed further signs of improvement from the third quarter as automakers worked to maintain production.」
The impact of production cuts caused by semiconductor shortages and delays in parts procurement continued, but conditions improved further from the third quarter due to automakers’ production efforts, and full-year new-vehicle sales rose 2.4% year on year. - FY2023-Q3MitigatedAnnual report
「The domestic automotive market related to the Company continued to be significantly affected by shortages of semiconductors and other parts, but showed further improvement from the second quarter, supported by automakers' procurement and production efforts.」
Although shortages of semiconductors and other parts remain a factor, market conditions improved from the second quarter as automakers worked to procure parts and maintain production. - FY2023-Q2MitigatedAnnual report
「New-vehicle sales of passenger cars continued to fall below the previous year, down 8.4% year on year. However, with September sales rising 24.7% year on year, signs of recovery from the 15.9% decline in the first quarter began to emerge.」
The impact of tight semiconductor supply continued, but the year-on-year decline in new-vehicle sales narrowed from 15.9% in the first quarter to 8.4%, while September sales rose 24.7% year on year. - FY2023-Q1WorsenedAnnual report
「New-vehicle sales of passenger cars continued to fall below the previous year, down 15.9% year on year. Compared with passenger-car sales in the first quarter of 2019, before the so-called COVID-19 pandemic, new-vehicle sales were at a level 30% lower.」
Tight semiconductor supply and shortages of parts continued, with new-vehicle sales down 15.9% year on year and 30% below the first quarter of 2019. - FY2022WorsenedAnnual report
「Across the automotive industry, semiconductor supply constraints led to production cuts worldwide. In Japan, new-vehicle sales fell by approximately 440,000 units, down 9.5% year on year, marking a decline for the third consecutive year and remaining below 5 million units for the second consecutive year,」
Global production cuts caused by semiconductor supply constraints continued, with the impact reflected in lower domestic new-vehicle sales. - FY2022-Q3MitigatedAnnual report
「In the current fiscal year, sales totaled 3.018 million units, down 6.5% year on year.」
The impact of production cuts caused by semiconductor shortages and delays in parts procurement continued, but the monthly rate of decline narrowed from 32.2% in September and 31.3% in October to 14.4% in November and 11.4% in December. Cumulative new-vehicle sales were down 6.5% year on year. - FY2022-Q2First statedAnnual report
「Production cuts continued due to semiconductor shortages and delays in parts procurement, and sales turned negative year on year from July. In September 2021 in particular, sales fell sharply by 32.2% year on year. As a result, although sales in the quarter secured growth for the first time in 2 years at 2.028 million units, up 1.1% year on year, growth remained sluggish.」
Production cuts caused by semiconductor shortages and delays in parts procurement actually occurred and were reflected in lower and sluggish new-vehicle sales volumes.