Shortages of Semiconductors for Automotive Applications
First written in FY2021-Q3. 6 of 12 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2026.
J-Max moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「In Japan, although supply constraints on semiconductors and other components were easing, imbalances in parts supply and demand by vehicle model and a temporary decline in production efficiency associated with the transition to electrification were observed.」
Supply constraints on semiconductors and other components were described as easing, but imbalances in supply and demand by vehicle model and lower efficiency associated with the transition to electrification remain. - FY2024MitigatedAnnual report
「In Japan, although production units were recovering as the semiconductor shortage eased, production declined due to the suspension of production at certain automakers resulting from certification misconduct, as well as parts supply shortages associated with the Noto Peninsula earthquake and other factors, slowing the market recovery.」
The semiconductor shortage eased and contributed to the recovery in production, but the impact of other supply constraints and production stoppages remains. - FY2024-Q2MitigatedAnnual report
「In Japan, the market has maintained moderate growth, with unit sales exceeding those in the same quarter of the previous year due to the easing of the semiconductor shortage.」
The company states that the easing of the semiconductor shortage contributed to the recovery of sales in Japan, partially mitigating the impact of the risk. However, it does not state that the shortage has been resolved or that the risk has disappeared. - FY2024-Q1WorsenedAnnual report
「However, the semiconductor shortage has not been resolved, and unstable conditions continue, including ongoing delivery delays for some vehicle models.」
Although production and sales in Japan recovered as the semiconductor shortage eased, the shortage has not been resolved and delivery delays for some vehicle models continue. - FY2023-Q3MitigatedAnnual report
「In Thailand, the market performed strongly, with both production and sales exceeding the same quarter of the previous year due to the recovery of the domestic economy under the "living with COVID-19" approach and the easing of the semiconductor shortage, among other factors. In Japan, although the market was recovering as the semiconductor shortage eased, production and sales remained below pre-pandemic levels and conditions remained unstable.」
The easing of the semiconductor shortage in Thailand and Japan is described as contributing to market recovery and improvements in production and sales. In Japan, however, levels remain below those before the spread of infections, and the company does not state that the risk has disappeared. - FY2023-Q2MaterialisedAnnual report
「In China, conditions remained extremely difficult, with both production and sales declining substantially due to the semiconductor shortage and strict activity restrictions imposed in connection with the Shanghai lockdown.」
The semiconductor shortage has had an actual impact in the form of lower production and sales in China, together with the Shanghai lockdown. - FY2023-Q1MaterialisedAnnual report
「In Japan, conditions remained difficult as parts supply shortages associated with the Shanghai lockdown led to successive production cuts at automakers.」
Production cuts at automakers occurred due to constraints on semiconductor and parts supplies, affecting production at our group's major customers. - FY2022MaterialisedAnnual report
「At our group, production activities remain subject to an uncertain outlook due to production stoppages and reductions at automakers producing finished vehicles and their affiliates resulting from the global semiconductor shortage, which could affect our group's financial condition, operating results and cash flows.」
The semiconductor shortage is having an actual impact on our group's production activities and performance through production stoppages and reductions at automakers producing finished vehicles and others. - FY2022-Q3MaterialisedAnnual report
「In China, although the new energy vehicle market remained strong, the impact of semiconductor and power shortages remained significant, and conditions remained difficult, with both production and sales declining from the same quarter of the previous year. At 丸順, sales declined due to production cuts at major customers resulting from the semiconductor shortage and a decrease in sales of dies and equipment, among other factors.」
The semiconductor shortage continues to have an actual impact in the form of lower production and sales in China and production cuts and lower sales at 丸順's major customers. The company also states that parts supply shortages in Japan are beginning to improve. - FY2022-Q2MaterialisedAnnual report
「Sales and profits declined due to lower production by major customers and changes in their vehicle mix resulting from the semiconductor shortage and parts supply shortages associated with the spread of COVID-19 in Southeast Asia, as well as a decline in sales of dies and equipment, among other factors.」
The semiconductor shortage went beyond being a concern and, together with parts supply shortages in Southeast Asia, caused production cuts at major customers, resulting in an actual decline in 丸順's sales and profits. - FY2022-Q1MaterialisedAnnual report
「In Japan, production has recovered at each automaker and market conditions have gradually shown signs of improvement, but the situation remains uncertain, including production adjustments by customers due to the semiconductor shortage.」
Regarding the semiconductor shortage newly described in the previous fiscal year, its actual impact appears in the market conditions discussion as production adjustments by customers. The business risks section states that there are no new risks or significant changes. - FY2021-Q3First statedAnnual report
「In addition to the business risks described in the annual securities report for the previous fiscal year, if the impact of the shortage of semiconductors for automobiles worsens, production fluctuations at customers and other effects may occur, potentially affecting our group's financial condition, operating results and cash flows.」
The shortage of semiconductors for automobiles has been added as a new business risk. Although the details remain unclear at present, production fluctuations at customers are anticipated if the shortage worsens; no actual impact on our group is described.