Production Recovery Hampered by Supply Constraints on Raw Materials and Semiconductors
First written in FY2022-Q2. 3 of 9 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024-Q3.
0 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「In the automotive industries in Japan and China, automobile production volumes increased as parts supply shortages eased.」
The easing of parts supply shortages in Japan and China led to higher automobile production volumes, partially mitigating the impact of supply constraints from the previous fiscal year. - FY2024-Q2MitigatedAnnual report
「In Japan and China, automobile production and sales volumes increased as parts supply shortages eased.」
The easing of parts supply shortages in Japan and China led to higher automobile production and sales volumes, partially mitigating the impact of supply constraints. - FY2024-Q1Improving parts supply constraints, while semiconductor shortages remainAnnual report
「Although disruptions to parts supply chains related to COVID-19 were showing signs of improvement, the impact of the global semiconductor shortage had not been fully resolved, and automobile production volumes declined.」
Disruptions to parts supply chains improved, but the global semiconductor shortage has not been resolved, and its impact remains evident in lower automobile production. - FY2023Easing domestic supply constraints alongside continuing impacts in ChinaAnnual report
「China: Automobile production volumes declined due to semiconductor shortages and the impact of COVID-19, while demand for chemicals remained flat during the current consolidated fiscal year.」
While automobile production in Japan entered a recovery trend as semiconductor and parts shortages eased, production in China continued to decline due to semiconductor shortages and other factors, resulting in regional differences in the impact of supply constraints. - FY2023-Q3MitigatedAnnual report
「Japan: Automobile production volumes increased as semiconductor and parts shortages eased, and demand for chemicals increased. China: Automobile production volumes increased as recovery production began following the easing of strict activity restrictions in early June, while demand for chemicals remained flat.」
In Japan, automobile production increased as semiconductor and parts shortages eased, partially mitigating the impact of supply constraints. In China, recovery production also began after activity restrictions were eased, but demand for chemicals remained flat, leaving regional differences. - FY2023-Q2Easing domestic supply constraints alongside supply disruptions in China's automotive industryAnnual report
「In manufacturing, higher raw material costs weighed on business sentiment, but both exports and production increased against the backdrop of easing parts supply constraints.」
While parts supply constraints eased in Japan and exports and production increased, parts shortages and supply chain disruptions continued in China's automotive sector, with the impact of supply constraints varying by region and industry. - FY2023-Q1WorsenedAnnual report
「In addition to higher raw material costs in manufacturing, supply chain disruptions weighed on business sentiment.」
The risk relating to supply constraints affecting raw materials, semiconductors and other inputs has continued and intensified, as supply chain disruptions have weighed on business sentiment in domestic manufacturing. - FY2022-Q3WorsenedAnnual report
「In Europe and the United States, economic activity resumed following the rollout of vaccines, while the prolonged supply constraints affecting raw materials, semiconductors and other inputs have hindered the recovery of manufacturing production.」
The risk that prolonged supply constraints affecting raw materials and semiconductors will hinder the recovery of manufacturing production has continued and intensified. It has also contributed to a slowdown in the recovery trend in the automotive industry. - FY2022-Q2First statedAnnual report
「In Europe and the United States, economic activity resumed following the rollout of vaccines, while supply constraints affecting raw materials, semiconductors and other inputs have hindered the recovery of manufacturing production.」
Supply constraints affecting raw materials and semiconductors were identified for the first time as a standalone theme in this business environment discussion, as an external risk hindering the recovery of manufacturing production.