Production Constraints Caused by Global Semiconductor Shortages and Labor Shortages in Emerging Economies
First written in FY2022-Q2. 3 of 5 entries say "Restated". Latest entry: FY2023.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- FY2023RestatedAnnual report
「Packaging materials for daily necessities and other products posted higher revenue despite production adjustments by some users due to the semiconductor shortage and lower order volumes for detergent refill pouches, as higher pass-through of costs supported revenue growth.」
While production adjustments by some customers due to the semiconductor shortage continued, overall sales of lightweight packaging materials increased as higher costs were passed through to prices. - FY2023-Q1RestatedAnnual report
「For release paper, the impact of production cuts by automakers due to the semiconductor shortage, lockdowns in Shanghai, China, and other factors continued, and demand for automotive-related components remained weak.」
Production cuts by automakers due to the semiconductor shortage and sluggish demand for automotive-related materials have continued. The semiconductor shortage risk has not been resolved, and its ongoing impact from the previous fiscal year was reported. - FY2022RestatedAnnual report
「Demand for release paper used in automotive-related materials was sluggish due to the impact of production cuts by automakers resulting from the semiconductor shortage and other factors. Orders in the second half for process paper used in smartphone FPCs (flexible printed circuit boards) also declined for the same reasons.」
The impact of automakers' production cuts due to the semiconductor shortage was confirmed throughout the fiscal year in the form of lower orders in the second half for automotive-related materials and process paper used in smartphone FPCs. - FY2022-Q3MaterialisedAnnual report
「For release paper, orders for automotive-related components began to decline after the summer as automakers reduced production due to the semiconductor shortage. Orders for process paper used in FPCs (flexible printed circuit boards) for smartphones also declined from early autumn for the same reason.」
The global semiconductor shortage materialized as production cuts by automakers and actually led to lower orders for process paper used in automotive-related materials and FPCs for smartphones. - FY2022-Q2First statedAnnual report
「In addition, automakers were forced to make large-scale production cuts due to the global semiconductor shortage, labor shortages in emerging markets and other factors, while resource prices rose. As a result, uncertainty continued, with no clear path to an economic recovery.」
The global semiconductor shortage and labor shortages in emerging markets materialized as large-scale production cuts by automakers and were identified as new external-environment risks.