Impact of Production Cuts Caused by Automotive Parts Shortages
First written in FY2022-Q2. 7 of 12 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2026.
The whole theme swung hardest in 2025: 11 of 36 companies on the "Worse" side.
61 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Automotive-grade resins recovered from the impact of production stoppages at some domestic automakers in the same period of the previous year and performed steadily.」
Automotive-grade resins have followed a recovery trend from the impact of production stoppages at some domestic automakers that occurred in the previous fiscal year and have performed steadily. - FY2026-H1MitigatedAnnual report
「Automotive-grade resins recovered from the impact of production stoppages at some domestic automakers in the same period of the previous year and performed steadily.」
The impact of production stoppages at some domestic automakers described previously has eased, and automotive-grade resins have followed a recovery trend and performed steadily. - FY2025-H1MaterialisedAnnual report
「High-performance fibers for environmental applications remained sluggish due to the downturn in Chinese market conditions for uses such as solvent recovery; automotive-grade resins were affected by production stoppages at some domestic automakers; and resins for machine tools were affected by stagnating automobile production, with each product line remaining sluggish.」
For automotive-related products, which had previously been described as benefiting from the easing of parts shortages and recovery in domestic production, the disclosure states that an actual impact arose from production stoppages at some domestic automakers. - FY2024-Q3MitigatedAnnual report
「Resins for automotive applications followed a recovery trend as demand recovered.」
The description of automotive-grade resins has shifted from a period characterized by production cuts caused by parts shortages to a recovery trend accompanying the recovery in demand. - FY2024-Q2MitigatedAnnual report
「Resins for automotive applications also increased as domestic production volumes recovered.」
The disclosure states that the impact of production cuts caused by shortages of parts such as semiconductors eased for automotive-grade resins, which increased as domestic production volumes recovered. - FY2024-Q1MitigatedAnnual report
「In addition, although the impact of the semiconductor shortage on automotive-related products eased and domestic production volumes recovered, each business remained sluggish as a result of the downturn in the Chinese market,」
For automotive-grade resins, the disclosure states that the impact of the semiconductor shortage has eased and domestic production volumes have recovered. Meanwhile, the impact of the downturn in the Chinese market remains. - FY2023RestatedAnnual report
「Automotive-grade resins were affected by production cuts caused by global parts shortages」
The disclosure states that the impact of customer production cuts caused by shortages of automotive parts continued throughout the fiscal year. - FY2023-Q3MitigatedAnnual report
「Automotive-grade resins were affected by production cuts despite signs of improvement in shortages of parts such as semiconductors, while resins for housing-related applications remained sluggish due to surging building material prices.」
The disclosure states that shortages of parts such as semiconductors are improving. Meanwhile, the impact of customer production cuts remains for automotive-grade resins. - FY2023-Q2MitigatedAnnual report
「Automotive-grade resins were affected by production cuts despite signs of improvement in shortages of parts such as semiconductors, while resins for housing-related applications remained sluggish due to surging building material prices.」
Although the disclosure states that shortages of parts such as semiconductors are improving, the impact of customer production cuts remains for automotive-grade resins. - FY2023-Q1RestatedAnnual report
「Demand for resins for construction machinery and machine tools expanded, mainly in North America, while automotive-grade resins continued to be affected by customer production cuts caused by parts shortages, and resins for housing-related applications remained sluggish due to surging building material prices.」
The disclosure states that automotive-grade resins continue to be affected by customer production cuts caused by parts shortages. - FY2022-Q3MaterialisedAnnual report
「Automotive-grade resins were partly affected by production cuts caused by parts shortages from the middle of the period, while resins for construction machinery and machine tools have followed a recovery trend since the second half of the previous fiscal year.」
The disclosure states that customer production cuts caused by shortages of automotive parts actually affected automotive-grade resins. Meanwhile, resins for construction machinery and machine tools have followed a recovery trend. - FY2022-Q2First statedAnnual report
「Although automotive-grade resins have recently been affected by production cuts caused by parts shortages, they have followed a recovery trend since the second half of the previous fiscal year, as have resins for construction and machine tools.」
Customer production cuts caused by shortages of automotive parts were explicitly identified for the first time as a risk that was actually affecting automotive-grade resins. At the same time, demand was described as having been on a recovery trend since the second half of the previous fiscal year.