Impact of Automotive Semiconductor Shortages on the Automotive Market
First written in FY2021. 5 of 10 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2025.
Nippon Kodoshi 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: 11 of 34 companies on the "Worse" side.
7 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThe impact of automotive semiconductor shortages on the automotive market was not explicitly identified as a standalone concern in this filing's descriptions of key risks and the operating environment.
- FY2024-Q1MitigatedAnnual report
「Japan's economy is experiencing improving economic activity as restrictions on behavior are eased and semiconductor supplies recover. However, concerns remain that the economic recovery may slow because of the continued high level of inflation caused by the weakening yen and rising raw material and energy prices.」
The Company stated that economic activity had improved as semiconductor supplies recovered, indicating that the impact of semiconductor shortages on the automotive and related markets had eased compared with through the previous fiscal year. - FY2023-Q3MitigatedAnnual report
「In the electronics industry, which is a related market for the Group, China's measures to address COVID-19 affected production activity, but demand for related components increased due to continued demand for capital investment aimed at labor saving and environmental measures, the increasing electrification and electrification of vehicles, and progress in easing semiconductor supply constraints.」
As semiconductor supply constraints eased and demand for related parts increased with the progress of vehicle electrification and the shift to electric vehicles, the impact of semiconductor shortages on the automotive market was less severe than through the previous fiscal year. - FY2023-Q2MaterialisedAnnual report
「Sales in the Functional Materials segment for the cumulative second quarter were ¥2,112 million, up ¥91 million, or 4.5%, year on year. Separators for lithium-ion batteries declined owing to production adjustments by customers affected by the semiconductor supply shortage and other factors, but separators for electric double-layer capacitors for overseas markets increased.」
The semiconductor supply shortage actually affected the decline in separators for lithium-ion batteries through production adjustments by customers. Meanwhile, total Functional Materials sales increased 4.5% year on year owing to higher sales of separators for electric double-layer capacitors for overseas markets. - FY2023-Q1MaterialisedAnnual report
「Sales in the Functional Materials segment for the cumulative first quarter were ¥1,004 million, down ¥44 million, or 4.2%, year on year, as separators for lithium-ion batteries declined owing to production adjustments by customers affected by the semiconductor supply shortage.」
The semiconductor supply shortage actually affected the decline in separators for lithium-ion batteries through production adjustments by customers, and Functional Materials sales decreased 4.2% year on year. - FY2022MaterialisedAnnual report
「In the electronics industry, which is a related market for the Group, prolonged global semiconductor shortages and other factors affected automobile production, but demand for related components increased as vehicle electrification continued to advance and capital investment recovered.」
The Company disclosed that the semiconductor shortage identified as a concern in the previous fiscal year continued to have an actual impact on automobile production. - FY2022-Q3RestatedAnnual report
「In the electronics industry, a related market for the Group, the impact of the global semiconductor shortage was seen in automobile production, but demand for related parts increased as vehicle electrification and the shift to electric vehicles progressed and capital investment recovered.」
While the impact of the global semiconductor supply shortage, including automotive semiconductors, continued to be seen in automobile production, demand for related parts increased as vehicle electrification and the shift to electric vehicles progressed and capital investment recovered. - FY2022-Q2MaterialisedAnnual report
「In the electronics industry, which is a related market for the Group, global semiconductor shortages and other factors affected automobile production, but demand for related components increased due to the increasing electrification and electrification of vehicles and the recovery in capital investment.」
The Company again disclosed that the automotive semiconductor shortages identified as a concern in the previous fiscal year had actually affected automobile production. Meanwhile, demand for related parts increased. - FY2022-Q1MaterialisedAnnual report
「In the electronics industry, which is a related market for the Group, global semiconductor shortages affected automobile production, but demand for related components increased due to the increasing electrification and electrification of vehicles and the recovery in capital investment.」
The Company disclosed that the automotive semiconductor shortages identified as a concern in the previous fiscal year had actually affected automobile production. Meanwhile, demand for related parts increased. - FY2021First statedAnnual report
「Although concerns remain, including the impact of the state of emergency declared in some regions and the impact of automotive semiconductor shortages on the automotive market,」
The impact of automotive semiconductor shortages on the automotive market was disclosed for the first time as a new concern affecting the operating environment.