Production constraints caused by shortages of semiconductors, shipping containers and other supplies
First written in FY2022-Q1. 4 of 6 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2023-Q2.
Moresco moved to the "Worse" side of this theme in 2021.
0 other companies' latest entry also says "Worsened".
- FY2023-Q2WorsenedAnnual report
「Automobile production volumes fell below the year-earlier level amid parts supply constraints and activity restrictions under China's zero-COVID policy, while sales of specialty lubricants increased despite lower volumes, owing to price adjustments and the continuing depreciation of the yen.」
Parts supply constraints, compounded by activity restrictions under China's zero-COVID policy, materialized in the form of lower automobile production volumes in China than in the same period of the previous year. - FY2023-Q1RestatedAnnual report
「During the cumulative first quarter of the fiscal year, rising prices and supply constraints exerted downward pressure on the Japanese economy, but personal consumption remained on a recovery trend as various restrictions on activities were eased.」
While rising prices and supply constraints continued to exert downward pressure on the domestic economy, personal consumption was described as being on a recovery trend due to the easing of activity restrictions. - FY2022WorsenedAnnual report
「Supply constraints, including shortages of semiconductor components, acted as a constraint, causing domestic automobile production to slow from August onward and fall below the previous period for the full year.」
Shortages of semiconductors and other items materialized as slower domestic automobile production and full-year production below the previous year's level. - FY2022-Q3WorsenedAnnual report
「During the cumulative third quarter of the fiscal year, the Japanese economy moved unevenly as sluggish consumption caused by repeated declarations of a state of emergency and supply constraints affecting parts and raw materials persisted. Although automobile production showed signs of slowing due to shortages of semiconductors and electricity, it remained at a level broadly in line with that of the previous year before last.」
Supply constraints affecting parts and raw materials contributed to the uneven performance of the domestic economy, while shortages of semiconductors and electricity in China also slowed automobile production. The impact of supply shortages has become evident by region. - FY2022-Q2WorsenedAnnual report
「Meanwhile, in Southeast Asian countries where vaccination has lagged, the inability to contain the spread of COVID-19 has become a drag on economic activity and has also contributed to global supply chain disruptions. In addition, reduced automobile production due to semiconductor shortages and rising raw material prices are putting pressure on manufacturing-sector earnings.」
Reduced automobile production due to semiconductor shortages, rising raw material prices, and supply chain disruptions associated with the spread of infections in Southeast Asia have emerged as specific factors constraining manufacturing production and earnings. - FY2022-Q1First statedAnnual report
「The resulting shortages of semiconductors, marine containers and other items constrained production activity, and the degree and pace of recovery varied by region, industry and business type.」
Shortages of semiconductors, marine containers and other items actually constrained production activity, resulting in differences in the degree and pace of economic recovery across regions, industries and business types.