Domestic and Overseas Production Adjustments and Delays in Contracted Mass Production
First written in FY2016. 17 of 35 entries say "Mitigated", first in FY2017-Q2. Latest entry: FY2026.
Toyo Drilube moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2018: 6 of 10 companies on the "Worse" side.
4 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Sales increased from the same period of the previous year, supported by a recovery in market conditions for automotive components and continued strong performance in optical components.」
Revenue increased 4.2% year on year due to a recovery in market conditions for automotive parts and strong performance in optical components. The company disclosed an improvement in the business environment for production adjustments and contract manufacturing. - 2026-08-07MitigatedEarnings
「Sales increased from the same period of the previous year, supported by a recovery in market conditions for automotive components and continued strong performance in optical components.」
Sales increased because of the recovery in market conditions for automotive components and strong performance in optical components, while business conditions related to production adjustments and contract manufacturing continued to improve. - FY2026-H1MitigatedAnnual report
「Sales increased from the same period of the previous year, supported by a recovery in market conditions for automotive components and continued strong performance in optical components.」
Revenue increased year on year due to the recovery in market conditions for automotive parts and strong performance by optical components. The business environment for production adjustments and contract mass production has relatively improved. - FY2025MitigatedAnnual report
「During the fiscal year under review, orders increased as production and shipment stoppages caused by certification irregularities in the automobile industry were resolved and new models were adopted. Supported also by strong demand in the premium digital camera market, it was a year in which production of automotive parts and optical components recovered.」
The impact of production and shipment stoppages caused by certification irregularities in the automobile industry was resolved, while new model adoption, increased orders and recovery in production of automotive parts and optical components were reported. - FY2025-H1MitigatedAnnual report
「During the six-month interim period ended 31 December 2024, the impact of production and shipment stoppages following the discovery of certification irregularities in the automobile industry was resolved, and the Group also secured new orders. Production of automotive parts and optical components recovered, supported in part by strong demand in the premium digital camera market.」
The impact of production and shipment stoppages caused by certification irregularities in the automobile industry was resolved, and production of automotive parts and optical components recovered. The acquisition of new orders was also reported, indicating an improved business environment for production adjustments and contract mass production. - FY2024MitigatedAnnual report
「During the fiscal year under review, the business environment surrounding the Group improved as the previous year's shortages of semiconductors and other electronic components were resolved and domestic automobile production increased. However, due to the impact of certification irregularities at certain automobile manufacturers, a full recovery is still expected to take time.」
The previous year's shortages of semiconductors and other electronic components were resolved and domestic automobile production also increased, while certification irregularities mean that a full recovery is still expected to take time. - FY2024-Q3MaterialisedAnnual report
「During the nine-month period ended 31 March 2024, the business environment surrounding the Group saw domestic automobile production increase year on year. However, since the beginning of 2024, supply constraints have arisen due to the impact on parts procurement of certification irregularities at certain manufacturers and the Noto Peninsula Earthquake, and a full recovery is expected to take time. Production value for optical equipment and electronic components also turned to year-on-year growth.」
Domestic automobile production and production value for optical equipment and electronic components recovered, while impacts on parts procurement from certification irregularities and the Noto Peninsula Earthquake arose from the beginning of 2024, resulting in actual supply constraints. A full recovery is expected to take time. - FY2024-Q2MitigatedAnnual report
「During the six-month period ended 31 December 2023, the business environment surrounding the Group saw domestic automobile production increase substantially year on year. With semiconductor shortages beginning to ease, recovery is expected to continue.」
The description has changed from the production constraints caused by semiconductor shortages and stalled parts supplies reported through the previous fiscal year to semiconductor shortages beginning to ease and domestic automobile production increasing substantially. The business environment for production adjustments and contract mass production has relatively improved. - FY2024-Q1MitigatedAnnual report
「During the first quarter of the fiscal year under review (1 July 2023 to 30 September 2023), the business environment surrounding the Group improved as semiconductor shortages began to ease and production of automobiles, optical products, electronic components and other products recovered.」
The description has changed from the production constraints caused by semiconductor shortages and stalled parts supplies reported through the previous fiscal year to semiconductor shortages beginning to ease and production of automobiles, optical products, electronic components and other products recovering. - FY2023MaterialisedAnnual report
「During the fiscal year under review, the business environment surrounding the Group was affected throughout the year by shortages of semiconductors and other electronic components across all industries, resulting in sluggish product production. In China, product production was also poor, with production stoppages caused by COVID-19 during the first half and by the spread of infections following the shift in COVID-19 policy during the second half.」
Shortages of semiconductors and other electronic components, as well as production stoppages in China caused by the spread of infections and a policy shift, actually occurred throughout the year. - FY2023-Q3WorsenedAnnual report
「Production of automotive equipment recovered slightly year on year, but recovery production to make up for the production stagnation caused by COVID-19 did not proceed as planned, due to the impact of semiconductor shortages and stalled parts supplies from China and Southeast Asia.」
Production of automotive equipment recovered slightly, while semiconductor shortages and stalled parts supplies from China and Southeast Asia continue to prevent recovery production from proceeding as planned. The coexistence of recovery and supply constraints is described more clearly. - FY2023-Q2Recovery and constraints coexistAnnual report
「Domestic automobile production increased substantially year on year. The increase reflected a rebound from the substantial decline in production the previous year caused by disruptions in the ASEAN supply chain, but parts shortages slowed the pace of recovery.」
Domestic automobile production recovered from the previous year's production decline caused by disruptions in the ASEAN supply chain, while parts shortages constrained the pace of recovery. Improvements and constraints continue to coexist in the production environment. - FY2023-Q1MitigatedAnnual report
「During this period, although domestic automobile production in July declined year on year, it turned to growth from August onward and has been recovering.」
The description has changed from the production constraints caused by parts shortages due to the Shanghai lockdown and automobile production adjustments reported through the previous fiscal year to domestic automobile production turning to growth from August onward. The business environment for production adjustments and contract mass production has relatively improved. - FY2022MaterialisedAnnual report
「During this period, domestic automotive production was forced to undergo production adjustments in April and May due to parts supply shortages caused by the Shanghai lockdown. Under these conditions, contract amounts from the automotive equipment industry, the Group's main customer industry, decreased, those from the optical equipment industry increased, and those from the electrical and electronic components industry decreased.」
The disclosure states that parts supply shortages caused by the Shanghai lockdown and production adjustments in domestic automotive production during April and May actually occurred, and that contract amounts from the automotive equipment industry also decreased. - FY2022-Q3MaterialisedAnnual report
「During this period, the business environment surrounding the Group saw industrial production decline year on year in the third quarter of the current period. By industry, electronic components increased, while automotive equipment declined. The Group's contract value declined in the automotive equipment, optical equipment and electronic components industries.」
The disclosure states that declines in industrial production, automotive equipment production and contract amounts from the 3 major industries actually occurred, indicating that the risks relating to production adjustments and contract manufacturing for mass production have materialized. - FY2022-Q2MitigatedAnnual report
「Industrial production and shipments increased in October for the first time in 4 months. By industry, electronic components declined, while automotive equipment production turned upward and production machinery increased.」
The disclosure describes a shift from the ceiling on transportation equipment production caused by the semiconductor shortage and other factors noted in the previous quarter to increases in industrial production and shipments and higher automotive equipment production, indicating a relative improvement in the business environment relating to production adjustments and delays in mass production. - FY2022-Q1MaterialisedAnnual report
「During this period, the business environment surrounding the Group was affected by a leveling-off in transportation equipment production due to production cuts caused by semiconductor shortages. Contract value from the automotive equipment industry, the Group's main customer industry, increased year on year, as did that from the optical equipment industry, while the electrical and electronic components industry declined.」
The disclosure states that production cuts and a ceiling on transportation equipment production actually occurred due to the semiconductor shortage. Meanwhile, contract amounts from the automotive equipment and optical equipment industries increased, indicating that the impact differed by industry. - FY2021-Q3MitigatedAnnual report
「During this period, the Group's business environment saw automotive equipment production, which had been declining, turn upward, while electronic component production continued to increase.」
The explanation has shifted from stagnation in production activity and sluggish exports caused by COVID-19 and other factors through the previous fiscal year to an increase in automotive equipment production and continued growth in electronic components, indicating an improvement in the business environment relating to production adjustments and delays in mass production. - FY2021-Q2MitigatedAnnual report
「During this period, industrial production and shipments increased for 5 consecutive months, while inventories fell to their lowest level since 2014. By industry, automotive equipment recovered to pre-COVID levels, while electronic components remained at high levels. The Group's contract amounts increased in the automotive equipment industry, decreased in the optical equipment industry and declined slightly in the electrical and electronic components industry.」
The disclosure describes increases in industrial production and shipments, a recovery in automotive equipment to pre-COVID levels, and sustained high levels of electronic components, indicating an overall improvement in the business environment relating to production adjustments and delays in mass production. Meanwhile, contract amounts from the optical equipment industry decreased. - FY2021-Q1MitigatedAnnual report
「During this period, the Group's business environment saw a significant recovery in transportation equipment production beginning in July, followed by a recovery in exports in August.」
Following the stagnation in production activity and sluggish exports caused by COVID-19 through the previous fiscal year, the disclosure describes a recovery in transportation equipment production and a recovery in exports, indicating some improvement in the business environment. - FY2020MaterialisedAnnual report
「Under these conditions, contract amounts from the automotive equipment industry, the Group's main customer industry, increased slightly, those from the optical equipment industry increased, and those from the electrical and electronic components industry decreased.」
The disclosure states that stagnation in production activity actually occurred due to stalled recovery in domestic automotive demand, a substantial decline in automotive sales to the United States, and production cuts and operating stoppages at major customers. - FY2020-Q3WorsenedAnnual report
「During this period, the Group's business environment was characterized domestically by a lack of recovery in automotive demand from the decline following the consumption tax rate increase, while exports were affected by sluggish global automotive sales and a decrease in electrical equipment exports to Asia.」
In addition to the weak environment primarily caused by sluggish exports through the previous quarter, the disclosure describes stalled recovery in domestic automotive demand, sluggish global automotive sales and a decline in electrical equipment exports to Asia, indicating a deterioration in the business environment. Meanwhile, contract amounts from the automotive and optical equipment industries increased. - FY2020-Q2RestatedAnnual report
「During this period, the Group's business environment was weak, as manufacturing did not increase production in response to rush demand before the consumption tax rate increase, while sluggish exports were the primary factor.」
The explanation that the manufacturing business environment is weak, primarily due to sluggish exports, continues. There was no substantive change from the previous quarter in the explanation of the production environment. - FY2020-Q1WorsenedAnnual report
「During this period, the Group's business environment was weak, as manufacturing did not increase production in response to rush demand before the consumption tax rate increase, while sluggish exports were the primary factor.」
In addition to the weak environment caused by the overseas economic slowdown through the previous fiscal year, the disclosure states that the manufacturing business environment remained weak, primarily due to sluggish exports. No production increase was seen in response to rush demand before the consumption tax rate increase. - FY2019-Q3WorsenedAnnual report
「During this period, the business environment surrounding the Company and the manufacturing sector weakened against a backdrop of the transition from steady overseas economic activity to a slowdown, and the period also required preparations for changes in business conditions.」
The disclosure describes a deterioration from the previous explanation of recovering demand and improving business conditions, with the business environment weakening against a backdrop of the overseas economic slowdown and entering a phase requiring preparation for changes in business conditions. - FY2019-Q2MaterialisedAnnual report
「During this period, the Group's business environment benefited from continued favorable conditions in the manufacturing sector against a backdrop of steady global economic activity, but also experienced a temporary stagnation in production activity due to natural disasters.」
The disclosure states that favorable business conditions continued, while a temporary stagnation in manufacturing activity due to natural disasters actually occurred during the period. - FY2019-Q1MaterialisedAnnual report
「During this period, the Group's business environment benefited from continued favorable conditions in the manufacturing sector against a backdrop of steady global economic activity, but also experienced a temporary stagnation in production activity due to natural disasters.」
The disclosure states that favorable business conditions continued, while a temporary stagnation in manufacturing activity due to natural disasters actually occurred. - FY2018-Q3RestatedAnnual report
「During this period, the Group's business environment improved as demand recovered in customer manufacturing industries, driven in part by increased exports.」
The explanation continues to state that business conditions in customer manufacturing industries improved as demand recovered, driven in part by increased exports. It also notes a temporary slowdown in the automotive equipment industry due to an adjustment. - FY2018-Q2MitigatedAnnual report
「During this period, the Group's business environment improved as demand recovered in customer manufacturing industries, driven in part by increased exports.」
Business conditions in customer manufacturing industries improved as demand recovered, driven in part by increased exports, and the risks relating to production adjustments and delays in mass production have relatively weakened. - FY2018-Q1MitigatedAnnual report
「During this period, the Group's business environment saw some delays in improvement in the manufacturing sector, but conditions improved as demand recovered.」
Although some delays in improvement remained in the manufacturing sector, business conditions improved as demand recovered, resulting in increases in both revenue and profit year on year in the first quarter. - FY2017MitigatedAnnual report
「Although the manufacturing sector continued to face production adjustment pressures and declines caused by the Kumamoto earthquake and summer typhoons, order trends from customers gradually improved due to subsequent rebound production and market conditions supported by exports.」
Although declines caused by production adjustment pressures and natural disasters remained, order trends improved due to rebound production and export growth, resulting in increases in both revenue and profit for the full fiscal year. - FY2017-Q3RestatedAnnual report
「Although production adjustment pressures remained in some parts of the manufacturing sector, order activity from customers gradually improved due to rebound production following the declines caused by the Kumamoto earthquake and summer typhoons, as well as market conditions supported by exports.」
Although production adjustment pressures remained in some areas, the same conditions as in the previous quarter continued, with order activity gradually improving due to rebound production and export growth. - FY2017-Q2MitigatedAnnual report
「Although production adjustment pressures remained in some parts of the manufacturing sector, order activity from customers gradually improved due to rebound production following the declines caused by the Kumamoto earthquake and summer typhoons, as well as market conditions supported by exports.」
Although production adjustment pressures remained in some areas, order activity improved due to rebound production and increased exports, and revenue turned to an increase year on year. The effects of production adjustments and supply disruptions described in the previous quarter have relatively weakened. - FY2017-Q1MaterialisedAnnual report
「During this period, the Group's business environment remained subject to production adjustment pressures across the manufacturing sector, and the period of waiting for demand to recover continued. It was also affected by the knock-on effects of disruptions in parts supplies to the optical equipment and other industries caused by the Kumamoto earthquake.」
Production adjustment pressures remained across the manufacturing sector, while disruptions in parts supplies to the optical equipment and other industries caused by the Kumamoto earthquake also actually affected the business environment. - FY2016First statedAnnual report
「Production adjustments at some domestic customers lasted longer than expected, while customer production in Asia, including ASEAN, weakened due to deteriorating economic conditions and other factors, resulting in a tendency to postpone mass production of contract-processed products.」
Postponements of mass production caused by inventory adjustments at domestic customers and deteriorating economic conditions in Asia actually occurred during the fiscal year and contributed to the decline in revenue.