Changes in automotive component mix and component counts due to the shift to EVs
First written in FY2022. 5 of 6 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2020: 16 of 32 companies on the "Worse" side.
23 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business risks and no material changes to the business risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there have been no material changes in business and other risks, including changes in the types and number of automotive components due to the shift to EVs. - FY2024RestatedAnnual report
「In addition, as the shift to EVs accelerates, the types of components making up automobiles are expected to change significantly, while the number of components is also expected to decline substantially.」
The disclosure reaffirms the medium- to long-term risk that the types and number of automotive components will change and decline as the shift to EVs accelerates. - FY2024-Q3RestatedAnnual report
「During the nine-month period ended in the third quarter, there was no occurrence of any new business or other risk, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there have been no material changes in business and other risks, including changes in the types and number of automotive components due to the shift to EVs. - FY2024-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
The disclosure states that there have been no material changes in business and other risks, including changes in the types and number of automotive components due to the shift to EVs. - FY2023-Q3RestatedAnnual report
「During the nine-month period ended in the third quarter, there was no occurrence of any new business or other risk, nor any material change in the business or other risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there have been no material changes in business and other risks, including changes in the types and number of automotive components due to the shift to EVs. - FY2022First statedAnnual report
「In addition, as the shift to EVs accelerates, the types of components making up automobiles are expected to change significantly, while the number of components is also expected to decline substantially.」
The possibility that the types and number of automotive components will change and decline as the shift to EVs accelerates is described as a new medium- to long-term business environment risk.