Production adjustments in the automotive and home appliance industries due to the semiconductor shortage
First written in FY2022-Q1. 2 of 6 entries say "Restated". Latest entry: FY2023-Q2.
Nippon Shindo moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 12 of 42 companies on the "Worse" side.
13 other companies' latest entry also says "Worsened".
- FY2023-Q2WorsenedAnnual report
「In addition, production disruptions occurred in various industries, including automotive, as the semiconductor shortage and difficulties procuring parts from overseas persisted over an extended period.」
In addition to the semiconductor shortage, difficulties procuring parts have spread across overseas markets and continued over an extended period. The impact has also emerged as production disruptions in various industries, including automotive. - FY2023-Q1Difficulties procuring parts due to lockdowns in ChinaAnnual report
「Production disruptions occurred in various industries, including automotive, because of difficulties procuring parts due to the semiconductor shortage and lockdowns in various parts of China.」
In addition to the semiconductor shortage, difficulties procuring parts due to lockdowns in various parts of China are described as causing production disruptions in various industries, including automotive. The existing risk of supply constraints has continued, with the contributing factors becoming more specific. - FY2022RestatedAnnual report
「During the fiscal year under review, the Japanese economy was affected by the sixth wave of COVID-19. Priority preventive measures were implemented from January through March 2022, while production disruptions occurred in various industries, including automotive, due to the semiconductor shortage and difficulties procuring parts from Southeast Asia.」
We have reconfirmed the situation in which the semiconductor shortage and difficulties procuring parts from Southeast Asia caused production disruptions in various industries, including automotive. - FY2022-Q3WorsenedAnnual report
「In addition, production disruptions occurred in industries such as automotive and air-conditioning equipment because of difficulties procuring parts from Southeast Asia due to the semiconductor shortage and lockdowns.」
The scope of the impact has expanded from production adjustments in the automotive and home appliance industries to production disruptions, including difficulties procuring parts due to lockdowns in Southeast Asia. The risk arising from the semiconductor shortage has materialised as actual production disruptions. - FY2022-Q2RestatedAnnual report
「Production adjustments occurred in the automotive and home appliance industries because of insufficient semiconductor supplies.」
Production adjustments in the automotive and home appliance industries due to insufficient semiconductor supplies continue to be described as part of the operating environment. - FY2022-Q1First statedAnnual report
「Production adjustments occurred in the automotive and home appliance industries because of insufficient semiconductor supplies.」
It describes actual production adjustments in the automotive and home appliance industries due to insufficient semiconductor supplies as a new operating-environment risk.