Risk of Semiconductor Component Shortages and Supply Chain Disruptions
First written in FY2021. 7 of 14 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2025.
Nippon Sheet Glass moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
12 other companies' latest entry also says "Materialised".
- FY2025MaterialisedAnnual report
「The recovery in demand was delayed in the automotive glass market because of lower automotive production in Europe and production stoppages at some customers in Asia and North America.」
Regarding risks related to automotive components and the supply chain, lower production in Europe and production stoppages at some customers in Asia and North America materialized as delays in the recovery of demand. - FY2025-H1MaterialisedAnnual report
「Sales volumes in Japan were affected by production stoppages at some customers, but were stable otherwise.」
Regarding risks related to automotive components and the supply chain, the company explained that production stoppages at some customers actually affected sales volumes in Japan. - FY2024MitigatedAnnual report
「The automotive glass market improved significantly as the impact of production constraints caused by shortages of automotive components, particularly semiconductors, continued to ease, while progress in price negotiations with many customers and improvements in selling prices reduced the impact of soaring input costs.」
The continued easing of shortages of semiconductors and other components and supply chain constraints led to a recovery in customers’ production and an increase in sales volumes. - FY2024-Q3MitigatedAnnual report
「The automotive glass market continued to recover gradually, and sales volumes increased as constraints caused by supply chain issues at customers were resolved.」
Progress in resolving constraints related to automotive components and the supply chain led to an increase in automotive glass sales volumes. - FY2024-Q2MitigatedAnnual report
「The automotive glass market continued to recover gradually, and sales volumes increased as constraints caused by supply chain issues at customers were further resolved.」
Further progress in resolving constraints related to automotive components and the supply chain led to an increase in automotive glass sales volumes. - FY2024-Q1MitigatedAnnual report
「The automotive glass market continued to recover gradually, and sales volumes increased as constraints caused by supply chain issues at customers were further resolved.」
Although constraints related to automotive components and the supply chain remain, further progress in resolving them led to an increase in automotive glass sales volumes. The impact of the risk is easing. - FY2023MitigatedAnnual report
「The automotive glass market continued to recover gradually as the impact of constraints on automotive production caused by shortages of automotive components, particularly semiconductors, eased gradually from the second half onward. In addition, progress in price negotiations with many customers from the second quarter onward helped mitigate the impact of higher input costs through improved selling prices.」
The company explained that constraints on production caused by shortages of automotive components, including semiconductors, eased gradually from the second half onward. - FY2023-Q3MitigatedAnnual report
「Sales volumes were affected by shortages of semiconductors and other components at automakers, but the impact continued to ease gradually during the third quarter.」
Although shortages of automotive components, including semiconductors, continued to affect sales volumes, the company explained that the impact eased gradually during the third quarter. - FY2023-Q2MitigatedAnnual report
「The automotive glass market continued to be affected by shortages of automotive components, particularly semiconductors, but signs of resolution emerged toward the end of the second quarter.」
The impact of shortages of automotive components, particularly semiconductors, continued, but signs of resolution emerged toward the end of the second quarter. - FY2023-Q1MaterialisedAnnual report
「Although consumer demand remained strong, the automotive glass market continued to be affected by shortages of automotive components, particularly semiconductors. Demand remained weak because automotive production volumes were constrained.」
Shortages of automotive components, particularly semiconductors, continued to constrain automotive production volumes and actually affected demand for automotive glass. The impact on volumes in the High-Performance Glass business was also disclosed. - FY2022-Q3MaterialisedAnnual report
「Operating loss increased from the same period of the previous year as a result of constrained automotive production and higher input costs.」
Constraints on automotive production caused by shortages of automotive components, particularly semiconductors, continued, resulting, together with higher input costs, in a larger operating loss in the automotive glass business. - FY2022-Q2MaterialisedAnnual report
「The automotive glass market was affected by shortages of automotive components, particularly semiconductors, and demand remained significantly weak because automotive production was constrained.」
The constraint on automotive production caused by shortages of automotive components, particularly semiconductors, continued into the second quarter and continued to materially affect demand for the company’s products. - FY2022-Q1MaterialisedAnnual report
「The automotive glass market was affected by shortages of automotive components, particularly semiconductors. Demand for the Group’s products was also affected because automotive production volumes were constrained, but demand improved substantially year on year.」
Shortages of automotive components, particularly semiconductors, constrained automotive production volumes and actually affected demand for the company’s products. The company also explained that demand improved substantially year on year. - FY2021First statedAnnual report
「Meanwhile, automakers in many regions were affected by shortages of semiconductor components.」
Shortages of semiconductor components actually emerged as automotive production recovered, becoming a factor that held back the recovery in production volumes.