Uncertainty Over the Outlook for the Auto Parts Industry Due to the Global Semiconductor Shortage
First written in FY2021-Q2. 8 of 14 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「In the automotive parts industry, our Group's major customers, production adjustments due to semiconductor supply shortages are being resolved, although costs for steel and auxiliary materials continue to rise.」
Explains that customer production adjustments due to semiconductor supply shortages are being resolved, partially mitigating semiconductor supply constraint risk. - FY2024-Q3RestatedAnnual report
「In the automotive parts industry, our Group's major customers, orders have begun to recover on the back of increased production volumes and firm demand resulting from the recovery in supply across the automotive parts supply chain.」
Reconfirms that customer orders have been recovering due to the recovery in supply across the automotive parts supply chain and increased production volumes. - FY2024-Q2MitigatedAnnual report
「In the automotive parts industry, our Group's major customers, orders have begun to recover on the back of increased production volumes and firm demand resulting from the recovery in supply across the automotive parts supply chain.」
Explains that customer orders have begun to recover due to the recovery in supply across the automotive parts supply chain and increased production volumes, partially mitigating supply constraint risk. - FY2024-Q1MitigatedAnnual report
「In the automotive parts industry, our Group's major customers, production volumes by customers have recovered as the semiconductor shortage has eased, but an uncertain situation continues due to surging raw material and energy prices, among other factors.」
Explains that the semiconductor shortage has eased and customer production volumes have begun to recover, partially mitigating the risk from semiconductor supply constraints. Meanwhile, raw material and energy prices remain elevated. - FY2023RestatedAnnual report
「Customer production adjustments caused by shortages of semiconductor and parts supplies continued, but production finally began to recover toward the end of the period.」
Explains that shortages of semiconductor and parts supplies and customer production adjustments continued, while production began to recover toward the end of the period. - FY2023-Q3RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue as shortages of semiconductor and parts supplies have yet to be resolved, while costs continue to rise, including surging steel prices.」
Reconfirms that shortages of semiconductor and parts supplies have yet to be resolved and that customer production adjustments are continuing. - FY2023-Q2RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue amid the prolonged shortages of semiconductor and parts supplies, while costs continue to rise, including surging steel prices.」
Continues to disclose the situation in which customer production adjustments are continuing due to the prolonged shortages of semiconductor and parts supplies. - FY2023-Q1RestatedAnnual report
「In the automotive parts industry, our Group's major customers, customer production adjustments continue amid the prolonged shortages of semiconductor and parts supplies, while costs continue to rise, including surging steel prices.」
Explains that the prolonged shortages of semiconductor and parts supplies continue to be reflected in the actual business environment as production adjustments by customers. - FY2022-Q3WorsenedAnnual report
「In the automotive parts industry, our Group's major customers, demand for new vehicles remains strong worldwide. However, production adjustments by customers continue to be affected by semiconductor shortages and parts shortages caused by the spread of infection.」
Explicitly identifies parts shortages caused by the spread of infection in addition to the semiconductor shortage, and explains that customer production adjustments are continuing. The factors contributing to supply constraint risk have broadened. - FY2022-Q2RestatedAnnual report
「In the automotive parts industry, one of the Group’s major customer industries, global demand for new vehicles remained strong. However, semiconductor shortages at automakers had a significant impact, and customers continued to adjust production.」
Continues to disclose the situation in which the global semiconductor shortage is resulting in production adjustments by automakers and customers. - FY2022-Q1RestatedAnnual report
「In the automotive parts industry, one of the Group’s major customer industries, global demand for new vehicles was recovering. However, production by automakers had not returned to pre-pandemic levels due in part to supply constraints, while the renewed spread of COVID-19 infections in Southeast Asia and semiconductor shortages had a significant impact, and customers continued to adjust production.」
Explains that the global semiconductor shortage continues to result in supply constraints and production adjustments by customers. No new amount of company-specific losses is indicated. - FY2021MaterialisedAnnual report
「The outlook remains difficult to predict, as customers have repeatedly adjusted production due to the impact of the semiconductor supply shortage and other factors.」
States that the global semiconductor shortage has manifested in the actual business environment as production adjustments by customers. - FY2021-Q3RestatedAnnual report
「The global semiconductor supply shortage has become a new concern for the automotive parts industry, the group’s major customer base, and the outlook remains difficult to predict.」
The company continues to identify the global semiconductor supply shortage as a new concern for the automotive parts industry. This filing does not state the specific impact of the semiconductor shortage on the company’s performance. - FY2021-Q2First statedAnnual report
「Although the automotive parts industry, the group’s major customer base, is showing signs of recovery amid the impact of the global economy, the outlook remains uncertain due to new concerns, including the global semiconductor shortage.」
The company identified the global semiconductor shortage as a new concern for the automotive parts industry for the first time. However, this filing does not state the specific impact of the semiconductor shortage on the company’s performance.