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Kawaguchi Chemical Industry (4361) · RiskMitigated

Impact of the Global Semiconductor Shortage on Automotive Production

First written in FY2021-Q1. 5 of 12 entries say "Worsened", first in FY2021-Q3. Latest entry: FY2024-Q1.

12entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q1 – FY2021-Q2WorsenedFY2021-Q3 – FY2021WorsenedFY2022-Q2 – FY2022MitigatedFY2023-Q1 – FY2024-Q12021: 320212022: 420222023: 320232024: 22024
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. FY2024-Q1MitigatedAnnual report

    「In the automotive industry closely related to our Group, domestic vehicle production remained strong as supplies of semiconductors and other components improved.」

    The impact of the semiconductor shortage on production was mitigated as supply constraints on semiconductors and other components eased and domestic automobile production remained strong.
  2. FY2023MitigatedAnnual report

    「In Japan, automobile production continued to trend upward against a backdrop of easing supply constraints and an improved supply-demand balance.」

    Supply constraints, including the semiconductor shortage, eased, and domestic automobile production began to trend upward.
  3. FY2023-Q2MitigatedAnnual report

    「In the automotive industry closely related to our Group, constraints on the supply of semiconductors and other components eased, and domestic vehicle production exceeded the previous year's level.」

    The semiconductor shortage and constraints on component supplies eased, and domestic automobile production exceeded the year-earlier level.
  4. FY2023-Q1MitigatedAnnual report

    「In the automotive industry closely related to our Group, domestic vehicle production exceeded the level in the same period of the previous year, although the effects of the global semiconductor shortage remained.」

    Although the effects of the global semiconductor shortage remained, domestic automobile production exceeded the year-earlier level, and the impact on production was partly mitigated.
  5. FY2022WorsenedAnnual report

    「In the automotive industry closely related to our Group, production adjustments continued due to supply chain disruptions caused by lockdowns in China, prolonged shortages of semiconductor components and disruptions to logistics networks.」

    The shortage of semiconductor components continued for an extended period, while China's lockdowns and disruptions to logistics networks also contributed to continued automobile production adjustments.
  6. FY2022-Q3WorsenedAnnual report

    「In the automotive industry closely related to our Group, production adjustments were implemented due to the global semiconductor shortage, logistics disruptions and plant shutdowns caused by a surge in infections with COVID-19 variants, and domestic vehicle production declined.」

    The impact of the semiconductor shortage overlapped with factory shutdowns caused by logistics disruptions and a surge in infections from variant strains, resulting in a decline in domestic automobile production.
  7. FY2022-Q2WorsenedAnnual report

    「In the automotive industry closely related to our Group, production adjustments were implemented due to the global semiconductor shortage, logistics disruptions and plant shutdowns caused by a surge in infections with the Omicron variant of COVID-19.」

    Automobile production adjustments were implemented as logistics disruptions and factory shutdowns caused by the Omicron variant compounded supply constraints resulting from the semiconductor shortage.
  8. FY2022-Q1RestatedAnnual report

    「In the automotive industry, which is closely related to our group, major automakers continued to reduce production volumes because of the global semiconductor shortage and supply chain disruptions caused by the spread of COVID-19.」

    The situation has continued in which the global semiconductor shortage has led to supply chain disruptions and production cuts by automakers.
  9. FY2021WorsenedAnnual report

    「In the automotive industry, which is closely related to our group, the global semiconductor shortage caused automobile production volumes in China to fall below the previous fiscal year. In Japan, shortages of parts caused by the semiconductor shortage and the resurgence of infections in emerging Asian countries also occurred, causing some automobile production plants to suspend operations and affecting automobile production.」

    The impact of the semiconductor shortage extended to lower automobile production in China, while in Japan factory shutdowns and production disruptions occurred because of parts supply shortages.
  10. FY2021-Q3WorsenedAnnual report

    「In the automotive industry, which is closely related to the Group's business, automobile production in China fell below the previous fiscal year's level due to the global semiconductor shortage. In Japan, the semiconductor shortage also halted operations at some automobile plants, affecting automobile production.」

    The impact of the semiconductor shortage extended beyond Japan to automobile production in China, where production volumes fell below the previous fiscal year.
  11. FY2021-Q2RestatedAnnual report

    「In 2021, the global semiconductor shortage caused some automobile production plants to suspend operations, affecting production volumes.」

    The global semiconductor shortage has continued to cause some automobile production plants to suspend operations and affect production volumes.
  12. FY2021-Q1First statedAnnual report

    「In 2021, global semiconductor shortages and an earthquake affecting a parts-supply plant caused some automobile production plants to suspend operations, affecting production volumes.」

    The global semiconductor shortage was disclosed for the first time as having caused some automobile production plants to suspend operations and affected production volumes.
Moved together

"Weakness in auto-related industries due to sluggish domestic automobile production" moved the same way as this thread, in the same document, in 8 of its 12 moves.

844444★123456
  1. ★This thread
  2. 1Weakness in auto-related industries due to sluggish domestic automobile production8×
  3. 2Overseas Expansion Focused on China and Southeast Asia4×
  4. 3Risk of Higher Raw Material Prices Due to Rising Crude Oil Prices4×
  5. 4Domestic and overseas rubber chemicals sales exceeded the same period of the previous year4×
  6. 5Increase in sales in the intermediates segment4×
  7. 6Strengthening Marketing Capabilities Based on Customer Needs and Perspectives4×

★ 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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No upcoming earnings preview for Kawaguchi Chemical Industry yet.
News
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Impact of the Global Semiconductor Shortage on Automotive Production | KAWAGUCHI CHEMICAL INDUSTRY CO.,LTD. (4361) | Komori