Automotive production cuts caused by semiconductor shortages and disruptions in parts supply in Southeast Asia
First written in FY2022-Q2. 3 of 10 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「The Industrial Production Index was on an upward trend from April onward as the impact of shortages of components and materials eased, among other factors, but declined in July and August because of a decrease in orders for production machinery and the suspension of operations at automobile plants.」
The filing states that the impact of shortages of components and materials eased, and that the risk of supply constraints caused by semiconductor shortages and stalled parts supplies has declined to some extent. Meanwhile, factors weighing on production, including lower orders and plant shutdowns, remain. - FY2024-Q3RestatedAnnual report
「Production was on an upward trend from April onward as the impact of shortages of components and materials eased, among other factors, but declined from July onward because of a decrease in orders for production machinery and the suspension of operations at automobile plants.」
While the impact of shortages of components and materials eased, production declined because of lower orders for production machinery and the suspension of automobile plant operations, so the easing of supply constraint risks coexisted with other factors weighing on production. - FY2024-Q2MitigatedAnnual report
「Production was on an upward trend from April onward as the impact of shortages of components and materials eased, among other factors, but declined from July onward because of a decrease in orders for production machinery and the suspension of operations at automobile plants.」
The filing states that the impact of shortages of components and materials eased further in the first quarter, and that the risk of automotive production cuts caused by semiconductor shortages and stalled parts supplies has declined to some extent. However, production also declined separately because of lower orders for production machinery and the suspension of automobile plant operations. - FY2024-Q1MitigatedAnnual report
「As the economy continued to emerge from the effects of COVID-19, various developments contributing to positive growth were observed, including a recovery in personal consumption and inbound demand, progress toward resolving production constraints in the automobile industry, and faster wage growth reflecting higher wage increases in the annual spring labor-management negotiations.」
The filing states that progress is being made in resolving automotive production constraints, and that the risk of automotive production cuts caused by semiconductor shortages and stalled parts supplies has eased to some extent. - FY2023-Q3RestatedAnnual report
「Production increased in July and August as the impact of shortages of components eased, among other factors, but declined in September and October as a reaction to the earlier increases. It increased in November but declined in December, resulting in a weakening trend.」
Although the impact of shortages of components and materials eased temporarily, production subsequently alternated between declines and increases and weakened in December. - FY2023-Q2Production declined again after supply constraints easedAnnual report
「Production increased in July and August as the impact of shortages of components eased, among other factors, but declined in September partly as a reaction to the earlier increase.」
The impact of shortages of components and materials eased in July–August, but production declined in September, with the recovery after the supply constraints accompanied by a temporary setback. - FY2023-Q1Production recovered after shortages of components and materialsAnnual report
「Production declined from April to May due to factors including parts shortages caused by lockdowns in Chinese cities, but turned upward in June after the lockdowns were lifted.」
While shortages of components caused by urban lockdowns in China emerged as a decline in industrial production, production turned higher in June. - FY2022RestatedAnnual report
「The delayed recovery of supply systems, beginning with a surge in crude oil prices, led to higher prices for resources overall, while supply chain disruptions also hampered the supply of components and materials.」
Stalled supplies of components and materials and supply chain disruptions have continued, constraining the business environment alongside higher raw material prices. - FY2022-Q3WorsenedAnnual report
「Shortages of semiconductors and other components and materials have yet to be resolved, adding to the pressure on the economic recovery.」
Shortages of semiconductors and other components and materials remain unresolved, continuing to constrain automotive production in the July–September quarter and weigh on the economic recovery. - FY2022-Q2First statedAnnual report
「In the manufacturing sector, automakers were forced to cut production because of semiconductor shortages and stalled parts supplies from Southeast Asia.」
The filing identifies for the first time, as a separate risk, the actual occurrence of automotive production cuts caused by semiconductor shortages and stalled parts supplies from Southeast Asia, which also affected industrial production.