Pressure to respond to the automotive industry's new competitive structure
First written in FY2017-Q1. 16 of 35 entries say "Restated". Latest entry: 2026-08-06.
Fukoku moved to the "Worse" side of this theme in 2019.
1 other company's latest entry also says "Restated".
- 2026-08-06RestatedEarnings
「In addition, although electric vehicle penetration is expected to advance over the medium to long term, demand is currently undergoing an adjustment phase due in part to the impact of policy changes. Accordingly, we believe it will be necessary to assess future market trends carefully.」
The company continues to describe its outlook for medium- to long-term EV adoption and the current adjustment phase caused by policy changes and other factors. - FY2026WorsenedAnnual report
「In addition, although electric vehicle penetration is expected to advance over the medium to long term, demand is currently undergoing an adjustment phase due in part to the impact of policy changes. Accordingly, we believe it will be necessary to assess future market trends carefully.」
Regarding the automotive industry’s electrification, it indicates the prospect of medium- to long-term adoption while explaining that near-term EV demand is in an adjustment phase due to policy changes and other factors. - FY2026-H1WorsenedAnnual report
「Although demand for electric vehicles is expected to continue expanding over the medium to long term, it has remained somewhat weak recently, partly due to the impact of policy changes and other factors.」
Regarding the pressure to respond to structural changes in the automotive industry, it expects EV adoption to expand over the medium to long term, while explaining that near-term demand has weakened somewhat due to policy changes and other factors. - FY2025RestatedAnnual report
「Although companies are actively investing in research and development and promoting the adoption of electric vehicles, some regions have also seen moves to reconsider the shift in demand toward electric vehicles.」
It continues to describe pressure to respond to structural changes in the automotive industry, including moves in some areas to reconsider the shift in demand toward EVs. - FY2025-H1RestatedAnnual report
「In the automotive industry, the semiconductor supply shortage has eased from the previous fiscal year and production has recovered, but demand varies by region and the global slowdown has intensified. Although companies are actively investing in research and development and promoting the adoption of electric vehicles, some regions have seen demand shift to hybrids.」
While indicating an easing of the semiconductor shortage and a recovery in production, it describes regional variations in demand, a deepening global slowdown and a shift in demand from electric vehicles to hybrids, continuing to identify pressure to respond to structural changes in the automotive industry. - FY2024SoftenedAnnual report
「In the automotive industry, the semiconductor supply shortage has eased and vehicle production has recovered. Although companies are actively investing in research and development and promoting the adoption of electric vehicles, some regions have seen demand shift from electric vehicles to hybrids.」
It describes the easing of the semiconductor supply shortage and the recovery in automotive production, explaining that the response pressure from supply constraints has weakened. It also newly indicates a shift in demand from electric vehicles to hybrids. - FY2024-Q2SoftenedAnnual report
「Demand in the automotive industry remains high, and the semiconductor supply shortage is showing signs of recovery.」
It explains that automotive demand remains high and the semiconductor supply shortage is recovering, with supply constraints and pressure for production adjustments easing in part from the previous quarter. - FY2024-Q1SoftenedAnnual report
「Although demand in the automotive industry remains high and the semiconductor supply shortage has bottomed out and begun to recover at some automakers, other automakers continue to be forced to revise their production plans downward.」
It explains that automotive demand remains high and that the semiconductor shortage has bottomed out and begun to recover at some manufacturers, weakening supply-related pressure in some areas. However, other manufacturers continue to revise their production plans downward. - FY2023-Q3WorsenedAnnual report
「Although demand in the automotive industry remains high, stable procurement in line with demand, including semiconductors, has not been secured, forcing automakers to revise their production plans downward.」
It describes a situation in which automotive demand remains high, but stable procurement of semiconductors and other items cannot be secured, forcing automakers to revise their production plans downward. Supply constraints and pressure for production adjustments in the automotive industry have become concrete. quantified=false, materialized=true. - FY2023-Q1WorsenedAnnual report
「In Japan, production adjustments by automakers resulting from the Shanghai lockdown that began in April have also had a significant impact.」
It states that, in addition to the automotive industry’s transformation and supply constraints, production adjustments by automakers resulting from the Shanghai lockdown had a significant impact on domestic operations. - FY2022RestatedAnnual report
「In particular, the electrification of automakers’ vehicles, the consolidation of Tier 1 parts manufacturers and the review of global production systems may have a significant impact on demand for our group’s products.」
It continues to identify changes in the automotive industry’s competitive and demand structure resulting from electrification, the consolidation of Tier 1 parts manufacturers and the review of global production systems as risks. - FY2022-Q3RestatedAnnual report
「In addition to the impact of production adjustments at automakers and parts manufacturers, which are major customers, due to semiconductor shortages and other factors,」
Production adjustments at automakers and parts manufacturers caused by semiconductor shortages continued to affect the operating environment of the major customer industry. - FY2022-Q2WorsenedAnnual report
「As the fiscal year drew to a close, production adjustments began in the automotive industry, a major customer industry for our group, due to supply-chain disruptions caused by COVID-19 and a semiconductor shortage,」
It states that, in addition to the pressure from transformation and a slowdown in the automotive industry, production adjustments caused by supply-chain disruptions and the semiconductor shortage had actually begun. - FY2021-Q3RestatedAnnual report
「Alongside strengthening our business foundation, we will pursue further advances in manufacturing, develop new technologies and products, reorganise our businesses and continuously improve our management systems in order to respond to the major transformation facing the automotive industry and to the electrification, automation, connectivity and sharing of vehicles, thereby building an organisation capable of achieving further growth in the future.」
It continues to recognise the major transformation of the automotive industry and the pressure to respond to electrification, automation, connectivity and sharing, and identifies advances in manufacturing, the development of new technologies and products, business reorganisation and improvements to management systems as its response measures. - FY2021-Q2WorsenedAnnual report
「In the automotive industry, a major customer industry for our group, orders have recovered in some regions, but operations have declined substantially overall.」
Although some regions have seen a recovery in orders, it states that operations have declined substantially across the automotive industry as a whole, its major customer industry, and that the existing concerns about a slowdown and pressure to transform have been further exacerbated by the COVID-19 pandemic. - FY2021-Q1WorsenedAnnual report
「In the automotive industry, a major customer industry for our group, the severe impact of the COVID-19 pandemic became an additional headwind to the pre-existing concerns about a slowdown. Operations were forced to stop or be curtailed worldwide, from automakers to suppliers, and the impact on the performance of individual companies appeared to be worsening.」
The COVID-19 pandemic added to the automotive industry’s longstanding concerns about a slowdown, leading to the global suspension or curtailment of operations from automakers to suppliers and a serious deterioration in the competitive and operating environment. - FY2020WorsenedAnnual report
「As changes in the market structure represented by electrification accelerated and concerns about a slowdown in the global economy caused global production to stagnate, the novel coronavirus disease emerged as an additional headwind, creating an extremely uncertain situation.」
In addition to changes in the market structure driven by electrification, the global economic slowdown and sluggish production, it describes COVID-19 as a new headwind. - FY2020-Q3RestatedAnnual report
「Since the Global Financial Crisis, the automotive industry has expanded production globally, but recently sluggish demand, mainly in the Chinese and developed-country markets, has cast a shadow, while the industry is also being pressed to respond to a major transformation involving technological trends represented by CASE (Connected, Autonomous, Shared, Electric), MaaS (Mobility as a Service) and the adoption of IoT,」
It continues to describe the pressure to respond to the automotive industry’s transformation involving CASE, MaaS and the adoption of IoT, alongside sluggish demand in the Chinese and developed-country markets. - FY2020-Q2WorsenedAnnual report
「Since the Global Financial Crisis, the automotive industry has expanded production globally, but recently sluggish demand, mainly in the Chinese and developed-country markets, has cast a shadow, while the industry is also being pressed to respond to a major transformation involving technological trends represented by CASE (Connected, Autonomous, Shared, Electric), MaaS (Mobility as a Service) and the adoption of IoT,」
In addition to the previously cited EVs, IoT and autonomous driving, it specifies CASE and MaaS, as well as sluggish demand in the Chinese and developed-country markets and the pressure to respond to a major transformation. - FY2020-Q1WorsenedAnnual report
「As changes in the market structure represented by electrification accelerate, concerns about a slowdown in the global economy have become a headwind, and global production has shown signs of stagnating.」
It describes sluggish global production against a backdrop of concerns about a slowdown in the global economy, in addition to changes in the market structure driven by electrification. - FY2019WorsenedAnnual report
「As changes in the market structure represented by electrification accelerate, sales trends are showing ups and downs depending on economic conditions in each region, while global production has increasingly shown signs of reaching a ceiling.」
In addition to the pressure to respond to transformation driven by CASE and EVs, it newly describes signs that global production is reaching a ceiling. - FY2019-Q3RestatedAnnual report
「Although the automotive industry is maintaining solid production globally, it is being pressed to respond to a major transformation involving technological trends represented by CASE (Connected, Autonomous, Shared, Electric) and the adoption of IoT. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It continues to describe the automotive industry’s transformation involving CASE and the adoption of IoT, and the pressure to respond beyond the traditional framework. - FY2019-Q2RestatedAnnual report
「Manufacturers are being pressed to respond to a major transformation involving technological trends represented by CASE (Connected, Autonomous, Shared, Electric) and the adoption of IoT. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
Regarding the automotive industry’s transformation, it continues to describe the pressure to respond, using CASE alongside the previously cited EVs, IoT and autonomous driving. - FY2019-Q1RestatedAnnual report
「Manufacturers are being pressed to respond to a major period of transformation involving technological innovation, including the development of vehicles that do not rely on fossil fuels, centred on electrification, as well as advances in IoT and autonomous driving. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It continues to describe the automotive industry’s transformation, including EVs, IoT and autonomous driving, and the pressure to adapt beyond the traditional framework. - FY2018RestatedAnnual report
「Manufacturers are being pressed to respond to a major period of transformation involving technological innovation, including the development of vehicles that do not rely on fossil fuels, centred on electrification, as well as advances in IoT and autonomous driving. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It continues to describe the automotive industry’s transformation, including EVs, IoT and autonomous driving, and the pressure to respond beyond the traditional framework. - FY2018-Q3RestatedAnnual report
「Manufacturers are being pressed to respond to a major period of transformation involving technological innovation, including the development of vehicles that do not rely on fossil fuels, centred on electrification, as well as advances in IoT and autonomous driving. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It continues to describe the automotive industry’s transformation, including EVs, IoT and autonomous driving, and the pressure to adapt beyond the traditional framework. - FY2018-Q2RestatedAnnual report
「Manufacturers are being pressed to respond to a major period of transformation involving technological innovation, including the development of vehicles that do not rely on fossil fuels, centred on electrification, as well as advances in IoT and autonomous driving. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It continues to describe the automotive industry’s major transformation, including EVs, IoT and autonomous driving, and the pressure to adapt beyond the traditional framework. - FY2018-Q1WorsenedAnnual report
「Manufacturers are being pressed to respond to a major period of transformation involving technological innovation, including the development of vehicles that do not rely on fossil fuels, centred on electrification, as well as advances in IoT and autonomous driving. Manufacturers and suppliers in Japan are seeking to adapt to businesses that go beyond the traditional framework.」
It specifies the competitive and response pressures associated with a major transformation involving technological innovation, including EVs, IoT and autonomous driving, in addition to the traditional shift away from fossil-fuel-powered vehicles. - FY2017RestatedAnnual report
「Although the automotive industry continues to expand production globally, manufacturers are being pressed to respond to a new competitive structure, including the development of vehicles that do not rely on fossil fuels, the standardisation of components and entry into emerging-market regions,」
It continues to describe changes in the automotive industry’s competitive structure resulting from vehicles that do not rely on fossil fuels, component standardisation and entry into emerging markets. - FY2017-Q3RestatedAnnual report
「Although the automotive industry continues to expand production globally, manufacturers are being pressed to respond to a new competitive structure, including entry into emerging-market regions, the standardisation of components and the development of vehicles that do not rely on fossil fuels,」
It continues to discuss changes in the competitive structure resulting from automakers’ entry into emerging markets, component standardisation and the development of vehicles that do not rely on fossil fuels. - FY2017-Q2RestatedAnnual report
「Manufacturers are being pressed to respond to a new competitive structure, including entry into emerging-market regions, the standardisation of components and the development of vehicles that do not rely on fossil fuels,」
It continues to identify changes in the competitive structure resulting from automakers’ entry into emerging markets, component standardisation and the development of vehicles that do not rely on fossil fuels as risks. - FY2017-Q1First statedAnnual report
「Although the automotive industry continues to expand production globally, manufacturers are being pressed to respond to a new competitive structure, including entry into emerging-market regions, the standardisation of components and the development of vehicles that do not rely on fossil fuels.」
Entry into emerging markets, component standardisation and the development of vehicles that do not rely on fossil fuels are recognised as competitive changes in the automotive industry, a major customer industry.