Signs of weakening demand in the U.S. automotive market
First written in FY2018-Q1. 6 of 19 entries say "Softened", first in FY2021-Q2. Latest entry: 2026-05-11.
Macnica Holdings moved to the "Worse" side of this theme in 2019.
1 other company's latest entry also says "Restated".
- 2026-05-11RestatedEarnings
「In the automotive market, although growth in the EV (electric vehicle) market has been slower than expected and the overall market has struggled to expand, demand for advanced control systems aimed at improving safety and automation remains firm.」
The company reported both slower EV market growth and continued demand for safety and automation applications. - FY2026-H1WorsenedAnnual report
「Although growth in the EV market has been slower than expected and the overall market has remained sluggish, semiconductor content per vehicle has increased through advanced control systems to improve safety and enable automation, as well as the shift toward EVs to achieve decarbonization.」
The slower-than-expected growth of the EV market and the resulting sluggishness of the overall market have been clearly identified, making weakness in automotive demand more pronounced. At the same time, semiconductor content per vehicle continues to increase. - FY2024-Q2SoftenedAnnual report
「In the automotive market, advanced control systems to improve safety and automation, including ADAS (advanced driver assistance systems), and the shift to EVs for decarbonization accelerated, increasing semiconductor content per vehicle, while the semiconductor supply shortage began to ease and production volumes recovered.」
The start of a recovery in semiconductor supply and production volumes, together with increased semiconductor demand driven by ADAS and EV adoption, has emerged, further reducing the risk of weak automotive demand. - FY2024-Q1SoftenedAnnual report
「As the semiconductor shortage gradually eased in the automotive market, advanced control systems to improve safety and automation, including ADAS (advanced driver assistance systems), and the shift to EVs for decarbonization accelerated, increasing semiconductor content per vehicle.」
The easing of the semiconductor shortage, advances in safety, automation and EV adoption, and the increase in semiconductor content per vehicle have emerged, reducing the risk of weak automotive demand. - FY2023-Q3SoftenedAnnual report
「In the automotive market, the shift toward advanced control systems to improve safety and enable automation, as well as the shift toward EVs to achieve decarbonization, is accelerating, increasing the number of applications requiring semiconductors.」
The acceleration of EV adoption and automation and the increase in semiconductor content per vehicle have emerged in the automotive market, reducing the previously identified risk of weak demand. However, the semiconductor supply shortage continues separately. - FY2022-Q2RestatedAnnual report
「The automotive market is undergoing production adjustments due to the semiconductor shortage, but demand is increasing as vehicles become more electronically equipped and shift toward EVs.」
While the automotive market is undergoing production adjustments due to the semiconductor shortage, demand growth driven by increased electronic content and EV adoption has emerged, with weakness and recovery drivers coexisting. - FY2022-Q1SoftenedAnnual report
「Although production adjustments due to semiconductor shortages continued, the automotive market saw a strong recovery against a backdrop of increasing demand in China and accelerating vehicle electrification.」
Although production adjustments due to the semiconductor shortage remain, weakness in automotive demand has eased from the previous period, supported by increased demand in China and automotive electrification. - FY2021-Q3SoftenedAnnual report
「The automotive market had been sluggish amid the economic deterioration caused by the spread of COVID-19, but it has recovered steadily, supported by increased demand in China and the acceleration of automotive electrification.」
The automotive market, which had declined sharply due to plant shutdowns and slowing demand, is showing a steady recovery supported by increased demand in China and electrification, and references to weak demand have become less pronounced. - FY2021-Q2SoftenedAnnual report
「The automotive market declined sharply due to the impact of COVID-19, but signs of a gradual recovery have begun to emerge, helped by the recovery in demand in China.」
Although the automotive market continues to decline sharply, signs of a gradual recovery have emerged as demand in China recovers, and the situation has become less uniformly weak than the sharp decline seen in the previous quarter. - FY2021-Q1WorsenedAnnual report
「Meanwhile, the automotive market declined significantly due to temporary plant shutdowns and slowing demand.」
Weakness in automotive demand is becoming more pronounced, with a sharp decline caused by temporary plant shutdowns and slowing demand, in addition to the regional slowdowns seen previously. - FY2020-Q3RestatedAnnual report
「Although electrification-related business remained solid, vehicle sales declined due to weak demand, particularly in China.」
While declines in auto sales due to weak demand in major regions have continued, the structure in which demand related to vehicle electrification remains steady has been reconfirmed. - FY2020-Q2WorsenedAnnual report
「Although electrification-related business remained solid, vehicle sales declined due to weak demand.」
In addition to the previous weakness in major regions, declines in auto sales due to weak demand are indicated, showing that weakness in automotive demand has continued. - FY2019-Q3WorsenedAnnual report
「Although Europe and China declined, domestic sales remained solid in the automotive market.」
In addition to the previous weakness by major region, declines in auto sales due to weak demand have spread to Europe and China, and automotive demand in major overseas regions is softening. Domestic sales, however, are considered steady. - FY2019-Q2RestatedAnnual report
「Although demand in China was trending downward following the expiration of tax incentives, sales to emerging markets, particularly in Asia, remained strong.」
While the slowdown in Chinese automotive demand has continued, demand from emerging markets, mainly in Asia, is providing support, reconfirming this structure. - FY2019-Q1WorsenedAnnual report
「The automotive market remained firm as growth in emerging markets, particularly in Asia, provided support while Japan, the US, Europe and China slowed.」
In addition to the previous weakness in the US, a slowdown across the major regions of Japan, the US, Europe and China is indicated, showing that weakness in automotive demand has broadened. Growth in emerging markets is providing support. - FY2018MitigatedAnnual report
「The automotive market delivered solid results as Europe and the US maintained resilient demand, despite slower growth in China's new-vehicle market due to factors including reduced tax incentives.」
Although slower growth in China is indicated, the automotive market remains steady on resilient demand in Europe and the US, and the risk that regional weakness will spread to the overall market has eased. - FY2018-Q3MitigatedAnnual report
「The automotive market delivered solid results, with shipment volumes maintained in the major regions of the US, Europe and China.」
Weakness in the US automotive market is not explicitly mentioned this time, shipments have been maintained in the major regions of the US, Europe and China, and the risk has eased. - FY2018-Q2RestatedAnnual report
「Although the US market was somewhat soft, shipments remained high, including in Europe and China, resulting in solid performance.」
While weakness in US automotive demand has continued, the overall market is considered steady given strong shipments, including in Europe and China. - FY2018-Q1First statedAnnual report
「The automotive market delivered strong results, supported by consumer demand in Europe and China, although some weakness was seen in the US.」
For the automotive market, regional weakness in the form of some softening in demand in the US is identified explicitly for the first time.