Production Delays in the Automotive and Electrical Equipment Sectors Due to Supply Constraints on Semiconductors and Other Components
First written in FY2022-Q2. 3 of 9 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024-Q2.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- FY2024-Q2RestatedAnnual report
「Due to a recovery in demand from the semiconductor shortage in automotive-related fields and the launch of new models in North America, revenue was ¥103,920 million, up 1.5% year on year, and operating income was ¥2,116 million, up 73.3%.」
The recovery in automotive-related demand from the semiconductor shortage continued, and the reduced impact of supply constraints on the automotive sector compared with the previous fiscal year also continued. - FY2024-Q1MitigatedAnnual report
「The Group's domestic sales volume declined year on year overall. Although automotive materials among flat products were on a recovery trend as the impact of semiconductor shortages eased, demand for can materials declined as demand for drinking at home decreased, while demand for semiconductor manufacturing equipment, electrical machinery and building materials also fell short of expectations.」
The impact of semiconductor shortages eased, and automotive materials moved toward recovery. Although the impact of supply constraints on the automotive sector weakened from the previous fiscal year, total domestic sales volume declined because demand in other sectors fell short of expectations. - FY2023MaterialisedAnnual report
「Sales declined year on year, particularly in automotive-related fields, and also declined year on year in semiconductor manufacturing equipment-related fields. Extruded products also declined year on year, largely due to the impact of reduced automobile production.」
The Company states that the risk of reduced automobile production due to semiconductor shortages and other factors materialized in fiscal 2022 as a decline in domestic sales volume. - FY2023-Q3RestatedAnnual report
「The business environment surrounding the Company remains uncertain, amid heightened geopolitical risks, inflation caused by soaring resource prices, reduced automobile production due to semiconductor shortages and other factors, and concerns over the resurgence of COVID-19 infections.」
Reduced automobile production due to semiconductor shortages continues to be described as an actual impact on the business environment, indicating that the impact of supply constraints on the automotive sector is ongoing. - FY2023-Q2RestatedAnnual report
「The business environment surrounding the Company remains uncertain, amid concerns over reduced automobile production due to semiconductor shortages and other factors, as well as the resurgence of COVID-19 infections.」
Reduced automobile production due to semiconductor shortages continues to be described as an actual impact on the business environment, indicating that the impact of supply constraints on the automotive sector is ongoing. - FY2023-Q1MaterialisedAnnual report
「The business environment surrounding the Company remains uncertain, amid concerns over reduced automobile production due to semiconductor shortages and other factors, as well as the resurgence of COVID-19 infections.」
Reduced automobile production due to semiconductor shortages is described as an actual factor in the business environment, indicating that the impact of supply constraints on the automotive sector is continuing. - FY2022WorsenedAnnual report
「From the second half of the year, consumption slowed sharply, mainly due to the resurgence of COVID-19 infections, supply constraints caused by semiconductor shortages, higher energy prices and supply chain disruptions resulting from the situation in Ukraine, affecting economic activity as well.」
Supply constraints caused by semiconductor shortages are described as an actual event involving a sharp slowdown in consumption and an impact on economic activity, rather than merely a concern. - FY2022-Q3MaterialisedAnnual report
「In the United States, consumption slowed sharply from the second half of the year, mainly due to the spread of COVID-19 and supply constraints caused by semiconductor shortages, affecting economic activity as well.」
The Company states that the supply constraints for semiconductors and other components identified as a concern in the previous quarter materialized as a slowdown in U.S. consumption and an impact on economic activity. - FY2022-Q2First statedAnnual report
「The outlook remains uncertain, as a prolonged impact on production activities, particularly in the automotive and electrical equipment sectors, due to supply constraints for semiconductors and other components could delay the recovery.」
The Company identifies as a new risk the possibility that prolonged supply constraints for semiconductors and other components could delay production activities in the automotive and electrical equipment sectors and the economic recovery.