Komori
Fujix (3600) · RiskMitigated

Slowdown in automotive production due to semiconductor shortages and difficulties procuring parts overseas

First written in FY2022. 4 of 9 entries say "Restated". Latest entry: FY2026.

9entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2023-Q3MitigatedFY2024-Q1 – FY2024RestatedFY2025-H12022: 320222023: 320232024: 220242025: 020252026: 12026
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 113 companies write about · 112 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.

55 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Following the broad agreement in the Japan-U.S. tariff negotiations, sewing thread for vehicle interiors did not experience the significant decline that had been a concern,」

    We state that, following the broad agreement in the Japan-U.S. tariff negotiations, the significant decline in orders for sewing thread for vehicle interiors that had been feared did not occur.
  2. FY2025-H1RestatedAnnual report

    「Orders for household sewing thread remained sluggish, but sewing thread for vehicle interiors continued to perform steadily.」

    We state that orders for sewing thread for vehicle interiors have continued to perform steadily as automotive production recovered, reconfirming the recovery from the previous slowdown in automotive production and sluggish orders.
  3. FY2024MitigatedAnnual report

    「Vehicle production was on a recovery trend throughout the period, and orders for sewing thread for vehicle interiors also recovered significantly.」

    Compared with the previous situation of delayed automotive production recovery and sluggish orders for sewing thread for vehicle interiors due to the semiconductor shortage and other factors, automotive production and orders recovered throughout the period.
  4. FY2024-Q2MitigatedAnnual report

    「Orders for sewing thread for vehicle interiors increased as the recovery trend in vehicle production volumes continued, but」

    Compared with the previous risk of delayed automotive production recovery due to the semiconductor shortage and other factors, the recovery trend in vehicle production volumes continued and orders for sewing thread for vehicle interiors increased.
  5. FY2024-Q1MitigatedAnnual report

    「Orders for sewing thread for vehicle interiors, including thread for car seats, also increased as vehicle production volumes recovered, but」

    We state that, compared with the previous situation of delayed automotive production recovery and sluggish orders for sewing thread for vehicle interiors due to the semiconductor shortage and other factors, orders increased as vehicle production volumes recovered.
  6. FY2023-Q3RestatedAnnual report

    「Orders for sewing thread for vehicle interiors, where the recovery in vehicle production volumes has been delayed, showed no recovery in the third quarter either.」

    We have reconfirmed that, as delays in the recovery of vehicle production volumes continued, orders for sewing thread for vehicle interiors showed no recovery in the third quarter either.
  7. FY2023-Q2RestatedAnnual report

    「Orders for household sewing thread and sewing thread for vehicle interiors remained weak, owing to the slow recovery in customer traffic at domestic specialty handicraft stores and the delayed recovery in vehicle production caused by semiconductor shortages and other factors.」

    We have reconfirmed that delays in the recovery of vehicle production volumes due to the semiconductor shortage and other factors are contributing to sluggish orders for sewing thread for vehicle interiors.
  8. FY2023-Q1RestatedAnnual report

    「Orders for sewing thread for vehicle interiors also varied by end market, as they were affected by adjustments to vehicle production volumes due to the semiconductor shortage and other factors.」

    We have reconfirmed that adjustments to vehicle production volumes due to the semiconductor shortage and other factors are affecting orders for sewing thread for vehicle interiors.
  9. FY2022First statedAnnual report

    「Since last autumn, domestic automotive production has slowed as a result of procurement difficulties caused by semiconductor shortages and the spread of COVID-19 infections in countries producing parts overseas.」

    Procurement difficulties resulting from semiconductor shortages and the spread of infections in overseas parts-producing countries materially affected domestic automotive production and orders for sewing thread for vehicle interiors.
Moved together

"Year-on-year declines in sales and earnings" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332★123
  1. ★This thread
  2. 1Year-on-year declines in sales and earnings3×
  3. 2Improving Domestic Profitability through Industrial Sewing Thread Price Revisions and Review of Unprofitable Products3×
  4. 3Sales pressure from declining orders and yen appreciation-related fluctuations2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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News
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