Risk of fluctuations in automobile production and demand due to semiconductor shortages
First written in FY2021. 5 of 9 entries say "Restated". Latest entry: FY2024-Q2.
The whole theme swung hardest in 2025: 11 of 38 companies on the "Worse" side.
65 other companies' latest entry also says "Mitigated".
- FY2024-Q2MitigatedAnnual report
「In the automobile industry, the Group's primary source of demand, production volumes recovered year on year due in part to an easing of shortages of semiconductors and other components.」
The easing of shortages of semiconductors and other components supported a recovery in automobile production, indicating some mitigation of the demand and production risks arising from semiconductor shortages. - FY2024-Q1MitigatedAnnual report
「In the automobile industry, the Group's primary source of demand, production volumes recovered compared with the same period of the previous year, which was affected by the Shanghai lockdown, partly because the prolonged shortages of semiconductors and other components eased.」
Shortages of semiconductors and other components eased, and automobile production recovered compared with the same period of the previous year, which was affected by the Shanghai lockdown. The demand and production risks arising from semiconductor shortages eased to some extent. - FY2023RestatedAnnual report
「Although automotive production was affected by the Shanghai lockdown and tight supply and demand for semiconductors and other components, production increased, primarily in North America, as demand recovered.」
The company reconfirmed that automobile production is recovering, particularly in North America, even though the effects of tight supply and demand for semiconductors and other components and the Shanghai lockdown remain. - FY2023-Q3RestatedAnnual report
「Although automotive production was affected by the Shanghai lockdown and tight supply and demand for semiconductors and other components, production increased, primarily in North America, as demand recovered.」
The company reconfirmed that automobile production is recovering, particularly in North America, even as tight supply and demand for semiconductors and other components continues to affect production. - FY2023-Q2RestatedAnnual report
「Although vehicle production in the automotive industry was recovering, it was affected by the Shanghai lockdown and prolonged shortages of semiconductors and other components.」
The company reconfirmed that production cuts caused by shortages of semiconductors and other components and the Shanghai lockdown have continued alongside the recovery in automobile production. - FY2023-Q1RestatedAnnual report
「Automobile production has improved, particularly in North America, compared with the previous year, when semiconductor shortages had a major impact on production. However, production cuts due to supply-chain disruptions caused by the Shanghai lockdown and shortages of semiconductors and other components continue, and the outlook remains uncertain.」
The impact of semiconductor shortages on automobile production has continued in the form of production cuts caused by component shortages and supply-chain disruptions, even as production has improved, particularly in North America. - FY2022-Q3RestatedAnnual report
「Although demand in Japan and overseas is recovering in the automobile industry, the impact of prolonged semiconductor shortages continues, and the decline in new-vehicle sales is ongoing.」
The company reconfirmed that the impact of semiconductor shortages on automobile production and sales has persisted, and that new-vehicle sales have continued to decline. - FY2022-Q1MaterialisedAnnual report
「In the automobile industry, new-vehicle sales, which had declined substantially, are recovering in China, North America and Japan, among other markets, despite the impact of semiconductor shortages.」
The company indicated that semiconductor shortages were already affecting automobile production and sales, while also noting a recovery in sales in China, North America and Japan. - FY2021First statedAnnual report
「There are currently concerns about the impact on automobile production from rising material prices and the global supply-demand tightness for semiconductors.」
The tight semiconductor supply-demand balance was identified as a new business-environment risk, separate from rising material prices, because it could cause fluctuations in automobile production.