Komori
C.Uyemura & (4966) · RiskMitigated

Decline in Automobile Production Due to Automotive Semiconductor Shortages

First written in FY2021. 3 of 5 entries say "Restated". Latest entry: FY2023-Q3.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2022-Q32021: 320212022: 120222023: 12023
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 139 companies write about · 138 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2025: 11 of 40 companies on the "Worse" side.

64 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 139 companies compared. The sentences above are computed from all 139.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MitigatedAnnual report

    「In the electronics market, which is the Group's main market, the automotive sector remained firm, supported by a recovery in vehicle production and the spread of electric vehicles (EVs). However, demand for semiconductors and electronic components for smartphones, PCs and data centres slowed.」

    The company previously described the impact of automotive semiconductor shortages on automobile production, but this time states that automobile production volumes have recovered and that demand for automotive applications remains firm, driven by the spread of EVs.
  2. FY2022-Q3RestatedAnnual report

    「In automotive electronics, semiconductor shortages have affected the production of automobiles and other products, but semiconductor production itself is continuing toward resolving supply-demand imbalances.」

    The company continues to recognize that shortages of automotive semiconductors are affecting production of automobiles and other products, while stating that semiconductor production is continuing to address the supply-demand imbalance.
  3. FY2022-Q2RestatedAnnual report

    「In automotive electronics, semiconductor shortages have affected the production of automobiles and other products, but semiconductor production itself is continuing toward resolving supply-demand imbalances.」

    The company continues to recognize that shortages of automotive semiconductors are affecting production of automobiles and other products, while stating that semiconductor production is continuing to address the supply-demand imbalance.
  4. FY2022-Q1RestatedAnnual report

    「In the automotive electronics field, shortages of semiconductors tightened supply and demand for automotive semiconductors and electronic components.」

    The company states that shortages of automotive semiconductors have continued to tighten supply and demand for automotive semiconductors and electronic components.
  5. FY2021MaterialisedAnnual report

    「In the automotive electronics field, shortages of automotive semiconductors have become increasingly serious, raising concerns about their impact on automobile production.」

    The company describes, for the first time, the worsening shortage of automotive semiconductors and its impact on automobile production as a new market risk.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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