Weakness in automobile production due to the semiconductor shortage
First written in FY2022-Q1. 4 of 15 entries say "Restated". Latest entry: 2026-08-04.
The whole theme swung hardest in 2025: 11 of 38 companies on the "Worse" side.
65 other companies' latest entry also says "Mitigated".
- 2026-08-04MitigatedResults
「自動車業界においては、米国トランプ政権による関税政策の影響があった前年同期に比して生産活動は回復基調にあり、加えて建産機業界でも持ち直しの動きが見られました。」
前年同期に関税政策の影響を受けた自動車業界について、生産活動の回復基調と建産機業界の持ち直しが記載された。 - FY2026Automotive and construction equipment demand on a recovery trend in the second halfAnnual report
「The automotive industry remained in a low-recovery environment, partly due to the impact of the US Trump administration's tariff policies, but moved generally onto a recovery trend in the second half. Similarly, part of the construction equipment industry also moved onto a recovery trend in the second half.」
Although the impact of tariff policies prolonged the industry's weak recovery, some areas of the automotive and construction equipment industries showed signs of recovery in the second half. - 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 were no material changes in business and other risks, including weakness in automobile production due to the semiconductor shortage. - FY2024MitigatedAnnual report
「In the automotive industry, the primary demand area for Japan's bright steel bar and cold-heading wire industry (the industry), automobile production volumes were on a recovery trend as shortages of components, including semiconductors, were resolved. However, some manufacturers suspended plant operations from January 2024, forcing production cuts. Consequently, the industry's production volume in calendar 2023 was 1,556 thousand tonnes, a decrease of 46 thousand tonnes from the previous year (down 2.9% year on year).」
Automobile production moved onto a recovery trend as shortages of components, including semiconductors, were resolved, but plant suspensions by some manufacturers led to production cuts. Industry production volume was 1,556 thousand tonnes, down 2.9% year on year. - FY2024-Q3RestatedAnnual report
「Vehicle production, a major demand area for Japan's bright steel bar and cold-heading steel wire industries, was on a recovery trend as shortages of components, including semiconductors, eased, while demand in other areas, including the construction and industrial machinery and construction industries, continued to be weak.」
The disclosure states that shortages of components, including semiconductors, were resolved and automobile production moved onto a recovery trend, while weak demand continued in the construction equipment and construction industries even after the shortages were resolved. - FY2024-Q2Component shortages resolved, but component inventory adjustments continueAnnual report
「Automobile production volumes, a major demand area for Japan's bright steel bar and cold-heading wire, were on a recovery trend as shortages of components, including semiconductors, were resolved, but component inventories were still being adjusted,」
The disclosure states that shortages of components, including semiconductors, were resolved and automobile production moved onto a recovery trend, while component inventory adjustments remained. - FY2024-Q1MitigatedAnnual report
「Production activity in the automotive industry, the Company's main customer industry, was gradually recovering as the semiconductor shortage eased, while activity in the construction and industrial machinery industry remained at a low level.」
The disclosure states that production activity in the automotive industry is gradually recovering as the semiconductor shortage eases, indicating a shift from the previous production shortfall caused by supply shortages toward improvement. - FY2023WorsenedAnnual report
「In the automotive industry, the primary customer industry for Japan's bright steel bar and cold-heading wire industry (the industry), the semiconductor shortage that had continued since the year before last remained unresolved, while shortages of imported components also continued. As a result, automobile production fell substantially below the initial forecast. Consequently, the industry's production volume in calendar 2022 was 1,602 thousand tonnes, a decrease of 140 thousand tonnes from the previous year (down 8.1% year on year).」
In addition to the semiconductor shortage, shortages of imported components continued, and automobile production fell substantially below the initial forecast. Industry production volume was 1,602 thousand tonnes, down 140 thousand tonnes, or 8.1%, from the previous year. - FY2023-Q3RestatedAnnual report
「In the automotive industry, the main customer industry for Japan's bright steel and cold-heading wire industries, the semiconductor shortage that began last year remained unresolved, while shortages of parts caused by China's lockdown meant that automobile production continued to be significantly below the initial forecast.」
The semiconductor shortage remained unresolved, while shortages of components due to China's lockdowns also emerged, reaffirming the situation in which automobile production fell substantially below the initial forecast. - FY2023-Q2WorsenedAnnual report
「In the automotive industry, the main customer industry for Japan's bright steel and cold-heading wire industries, the semiconductor shortage that began last year remained unresolved, while shortages of parts caused by China's lockdown meant that automobile production was significantly below the initial forecast.」
The semiconductor shortage remained unresolved, and shortages of components due to China's lockdowns also emerged, resulting in automobile production falling substantially below the initial forecast. - FY2023-Q1WorsenedAnnual report
「Production activity in the automotive industry, the Company's main customer industry, has remained below the previous year's level because shortages of semiconductors and automobile parts have not been resolved.」
The disclosure states that shortages of semiconductors and automotive components remained unresolved and that automobile production continued below the previous year's level, indicating that the impact continued from the previously described weakness and partial delays. - FY2022MaterialisedAnnual report
「In the automotive industry, the primary customer industry for Japan's bright steel bar and cold-heading wire industry (the industry), production was partially delayed because the COVID-19 pandemic disrupted the sourcing of semiconductors and components from Southeast Asia.」
The disclosure states that disruptions in sourcing semiconductors and components from Southeast Asia actually resulted in partial delays in automobile production. - FY2022-Q3MaterialisedAnnual report
「Although demand in the automotive industry, the main customer industry for Japan's bright steel and cold-heading wire industries, remained firm, procurement of semiconductors and parts from Southeast Asia was disrupted by the impact of COVID-19, resulting in some production delays and other effects.」
The disclosure states that disruptions in sourcing components, including semiconductors, went beyond the previously described weakness and actually resulted in partial delays in automobile production. - FY2022-Q2RestatedAnnual report
「The automotive industry, the primary customer industry for Japan's bright steel bar and cold-heading wire industries, generally remained firm despite some weakness caused by the semiconductor shortage.」
The disclosure continues to describe weakness in automobile production due to the semiconductor shortage, while production activity in the automotive industry is described as generally firm. - FY2022-Q1First statedAnnual report
「Production activity in the automotive industry, our primary customer industry, has generally remained firm despite some weakness due to the semiconductor shortage,」
The impact of the semiconductor shortage on production activity in the automotive industry is described as a new specific external risk. Overall production activity is described as generally firm.