Automobile Production Cuts Due to the Global Semiconductor Shortage
First written in FY2022-Q1. 2 of 9 entries say "Materialised", first in FY2022. Latest entry: FY2024-Q3.
Seiren 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".
- FY2024-Q3MitigatedAnnual report
「The domestic business recovered as the global semiconductor shortage eased and the supply chain disruptions caused by the Shanghai lockdown in the previous year unwound.」
The easing of the global semiconductor shortage continues to be cited as a factor supporting the recovery of the domestic vehicle materials business. - FY2024-Q1MitigatedAnnual report
「The domestic business recovered as the global semiconductor shortage eased and the supply chain disruptions caused by the Shanghai lockdown in the previous year unwound.」
The easing of the global semiconductor shortage was cited as a factor supporting the recovery of the domestic vehicle materials business. The impact remained in overseas markets. - FY2023RestatedAnnual report
「In the domestic business, although the company was affected by automotive production cuts caused by the global semiconductor shortage, revenue increased due to the launch of new business rights and the recovery in orders compared with the previous year.」
While the impact of automotive production cuts caused by the global semiconductor shortage continued, the domestic business posted higher revenue due to new business rights and the recovery in orders. - FY2023-Q3Production-cut impact and order recovery reported togetherAnnual report
「Domestic operations were affected by automobile production cuts caused by the global semiconductor shortage, but revenue increased due to the launch of new business and a recovery in orders from the previous year.」
While the impact of automotive production cuts caused by the semiconductor shortage continued, the launch of new business rights and the recovery in orders contributed to higher revenue. - FY2023-Q2Continued impact of production cuts from the semiconductor shortage and the Shanghai lockdownAnnual report
「Domestic operations reported lower revenue due to the impact of automobile production cuts caused by the global semiconductor shortage and the Shanghai lockdown, despite the launch of new business.」
The impact of automotive production cuts caused by the global semiconductor shortage continued, and the Shanghai lockdown became an additional factor behind the production cuts. - FY2023-Q1MaterialisedAnnual report
「Although affected by automobile production adjustments resulting from the global semiconductor shortage and other factors, the overseas business from January to March 2022 posted higher revenue and higher profit year on year, as sales of differentiated products, including “Cuore®,” remained firm.」
While the impact of automotive production adjustments caused by the global semiconductor shortage continued, sales of differentiated products in overseas businesses partly offset it. - FY2022MaterialisedAnnual report
「The global shortage of semiconductors, the spread of COVID-19 in Southeast Asia, and soaring raw-material prices caused by high crude oil prices had a significant impact on automobile production and sales activities worldwide.」
The semiconductor shortage, together with the spread of COVID-19 and higher crude oil prices, directly affected automotive production and sales worldwide, resulting in lower revenue and lower profit in the domestic vehicle materials business. - FY2022-Q2WorsenedAnnual report
「The global semiconductor shortage and the spread of COVID-19 in Southeast Asia had a significant impact on automotive production and sales activities worldwide.」
The company states that the impact of the semiconductor shortage extended beyond its domestic business to automotive production and sales activities worldwide, alongside the spread of COVID-19 in Southeast Asia. - FY2022-Q1First statedAnnual report
「Although the global semiconductor shortage has affected production cuts,」
The Group stated that the global semiconductor shortage was actually affecting the domestic automotive materials business through reduced automobile production.