Uncertainty over the Outlook for the Automotive Market Due to the Semiconductor Shortage
First written in FY2021. 5 of 12 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2024-Q3.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「In the automotive sector, the Group's main market, automobile production in each country generally remained above the previous fiscal year's level, partly because supply constraints associated with semiconductor shortages continued to ease.」
As supply constraints associated with the semiconductor shortage continue to ease, we have reconfirmed that automobile production volumes in each country are exceeding the previous year's levels. - FY2024-Q2MitigatedAnnual report
「In the automotive sector, the Group's main market, automobile production in each country generally remained above the previous fiscal year's level, partly because supply constraints associated with semiconductor shortages continued to ease.」
Supply constraints associated with semiconductor shortages continued to ease, and automobile production in most countries exceeded the previous fiscal year's levels. - FY2024-Q1MitigatedAnnual report
「In the automotive sector, the Group's main market, automobile production in each country generally remained above the previous fiscal year's level, partly because the impact of semiconductor shortages had eased.」
The impact of semiconductor shortages eased, and automobile production in most countries exceeded the previous fiscal year's levels. Market risk from supply shortages eased further from the previous fiscal year. - FY2023MitigatedAnnual report
「In the automotive sector, the Group's main market, automobile production in each country generally remained above the previous fiscal year's level, partly due to the easing of semiconductor shortages and the recovery in personal consumption, which had been sluggish because of the impact of COVID-19.」
The easing of semiconductor shortages led automobile production in most countries to exceed the previous fiscal year's levels, mitigating market risk from supply shortages compared with the previous fiscal year. - FY2023-Q3MitigatedAnnual report
「Automobile production in the United States, China, Asia and Japan remained above the previous fiscal year's level, partly because the easing of semiconductor shortages supported production.」
The easing of semiconductor shortages supported automobile production in the United States, China, Asia and Japan, and production volumes in these regions exceeded the previous fiscal year's levels. The impact of supply shortages had eased somewhat from the previous quarter. - FY2023-Q2MitigatedAnnual report
「Meanwhile, although shortages of components such as semiconductors showed signs of improvement in Europe and Japan, automobile production remained below the previous fiscal year's level.」
Shortages of components such as semiconductors showed signs of improvement in Europe and Japan, partially mitigating the risk. However, automobile production remained below the previous fiscal year's level. - FY2023-Q1RestatedAnnual report
「In the automotive sector, the Group's main market, automobile production in China, Europe and Japan remained below the previous fiscal year's level, partly due to semiconductor shortages, lockdowns in China and other factors.」
The continued impact of semiconductor shortages on automobile production in China, Europe and Japan was reconfirmed. - FY2022WorsenedAnnual report
「Meanwhile, automobile production remained below the previous fiscal year's level in China, Europe and Japan, partly due to the impact of semiconductor shortages and other factors.」
The impact of semiconductor shortages on automobile production extended from China to Europe and Japan, widening the range of regions where production was below the previous fiscal year's level. - FY2022-Q3WorsenedAnnual report
「Meanwhile, automobile production remained below the previous fiscal year's level in China, Europe and Japan, partly due to the impact of semiconductor shortages.」
The impact of semiconductor shortages on automobile production extended from China to Europe and Japan, widening the range of regions where production was below the previous fiscal year's level. - FY2022-Q2RestatedAnnual report
「In the automotive sector, the Group's main market, the impact of semiconductor shortages continued in China, where automobile production remained below the previous fiscal year's level. In other countries, however, automobile production generally remained above the previous fiscal year's level, reflecting a rebound from the sharp decline in the previous fiscal year.」
The continued impact of semiconductor shortages on automobile production in China, which fell below the previous fiscal year's level, was reconfirmed. In other countries, production exceeded the previous fiscal year's level due to a rebound from the prior-year decline. - FY2022-Q1MaterialisedAnnual report
「In the automotive sector, the Group's main market, automobile production in China remained below the previous fiscal year's level, partly due to the impact of semiconductor shortages. In other countries, however, automobile production generally remained above the previous fiscal year's level, reflecting a rebound from the sharp decline in the previous fiscal year.」
The disclosure describes the actual impact of semiconductor shortages in pushing automobile production in China below the previous fiscal year's level. In other countries, production recovered from the decline in the previous fiscal year. - FY2021First statedAnnual report
「In the automotive sector, the Group's main market, demand was on a recovery trend, but the outlook remained uncertain due to such factors as the impact of the spread of COVID-19 and semiconductor shortages, and the pace of recovery could be weaker depending on economic conditions in each country.」
The Company identified semiconductor shortages for the first time as a factor creating uncertainty over the outlook for the recovery in automotive demand.