Impact of semiconductor shortages on the automotive industry and other sectors
First written in FY2022-Q2. 3 of 6 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024.
The whole theme swung hardest in 2022: 6 of 9 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
- FY2024DroppedAnnual reportThe descriptions of the main risks and operating results in this filing do not identify the impact of semiconductor shortages on the automotive industry as a standalone risk.
- FY2023-Q2MaterialisedAnnual report
「Japan's economy has shown signs of recovery, supported by the easing of restrictions on activities related to COVID-19. However, the outlook remains uncertain due to soaring resource, raw material and energy prices, concerns about an economic slowdown resulting from monetary tightening worldwide, and production adjustments caused by shortages of semiconductors and various components.」
Production adjustments due to shortages of semiconductors and various components continue to be reported, and supply shortage risks are having an actual impact on the domestic economy and production activity. - FY2023-Q1MaterialisedAnnual report
「The Japanese economy showed signs of recovery as restrictions on activity related to COVID-19 were eased. At the same time, the economic outlook remains uncertain due to soaring energy and raw material prices and transportation costs, the impact of global interest rate hikes led by the United States, and production adjustments resulting from shortages of semiconductors and components.」
The filing states that production adjustments due to shortages of semiconductors and components affected the domestic economy and the automotive industry's performance during the quarter. In the Japan segment, sales rose 7.3% year on year despite the impact of production adjustments in the automotive industry. - FY2022RestatedAnnual report
「Although automotive production declined due to shortages of semiconductors and other components, overseas sales remained strong, resulting in revenue of ¥11,715 million, up 27.4% year on year.」
While shortages of semiconductors and other components affected sales in Japan through lower production in the automotive industry, overseas sales remained strong. - FY2022-Q3MaterialisedAnnual report
「Although semiconductor shortages reduced operating rates in the automotive industry and affected some domestic sales, overseas sales remained strong, resulting in revenue of ¥8,743 million, up 36.4% year on year.」
The company states that semiconductor shortages had an actual impact on some domestic sales through lower operating rates in the automotive industry. Overseas sales, however, remained strong. - FY2022-Q2First statedAnnual report
「There were also concerns about the impact of semiconductor shortages on the automotive industry and other sectors, and uncertainty about the economic outlook continues.」
The company identifies the possibility that semiconductor shortages could affect the automotive industry and other sectors, as well as the economic outlook, as a new external risk. No actual impact or figures are presented.