Stagnation in Domestic Demand and Production in the Automotive Industry
First written in FY2016. 11 of 38 entries say "Worsened", first in FY2017-Q1. Latest entry: 2026-11-02.
Wise Holdings moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).
The whole theme swung hardest in 2020: 8 of 12 companies on the "Worse" side.
7 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「The automotive industry, a major customer base for our Group, remained broadly stable in terms of both new-vehicle production and sales.」
The description of the automotive industry changed to indicate a recovery from concerns over production and shipment stoppages at certain manufacturers in the previous period, as new-vehicle production and sales reached broadly stable levels. - FY2026-H1MitigatedAnnual report
「The automotive industry, a major customer base for our Group, remained on a recovery trend overall, supported by stabilizing semiconductor supplies and steady new-vehicle sales.」
The description of the automotive industry changed to indicate that it was on an overall recovery trend, supported by stabilizing semiconductor supplies and steady new-vehicle sales. - FY2025-H1ReframedAnnual report
「In the automotive industry, a major customer of the group, automotive production volumes declined because some manufacturers stopped production and shipments, but production activities have gradually been normalizing.」
The company newly described the decline in automotive production volumes caused by some manufacturers stopping production and shipments, while also stating that production activities were gradually normalizing. - FY2024WorsenedAnnual report
「In the automotive industry, a major customer of the group, automakers' production activities are gradually normalizing, but the business environment surrounding the group remains challenging because of accelerating EV demand in the Chinese market and prolonged increases in raw-material, outsourcing and energy costs.」
The company cited accelerating EV demand in the Chinese market and prolonged increases in raw-material, outsourcing and energy costs as concerns, while automakers' production activities were gradually normalizing. - FY2024-Q3WorsenedAnnual report
「In the automotive industry, a major customer of the group, automakers' production activities are gradually normalizing, but the business environment surrounding the group remains challenging because of accelerating EV demand in the Chinese market and prolonged increases in raw-material and energy prices.」
While automakers' production activities were described as gradually normalizing, accelerating EV demand in the Chinese market and prolonged increases in raw-material and energy prices were added as new concerns, and the explanation stated that the challenging business environment would continue. - FY2024-Q2ReframedAnnual report
「In the automotive industry, a major customer of the group, automakers' production activities are gradually normalizing, but the business environment surrounding the group is becoming increasingly challenging because of prolonged increases in raw-material and energy prices.」
While automakers' production activities were described as gradually normalizing, the explanation changed to state that the prolonged increase in raw-material and energy prices was making the business environment increasingly challenging. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, a major customer of the group, the effects of the semiconductor shortage have eased, and automakers' production activities are gradually normalizing.」
The description changed to state that the effects of the semiconductor shortage had eased and that automakers' production activities were gradually normalizing. - FY2023ReframedAnnual report
「In the automotive industry, a major customer of the group, manufacturers had continued to adjust operations because of tight semiconductor and parts supplies, but parts supplies have improved and the production activities of automakers are gradually normalizing.」
While operational adjustments due to tight semiconductor and parts supplies continued, the company described improvements in parts supplies and the normalization of production activities, changing the risk explanation to include a recovery. - FY2023-Q3ReframedAnnual report
「In the automotive industry, a major customer of the group, factory operations have begun to recover against a backdrop of exports supported by the weaker yen, but manufacturers' operational adjustments due to tight semiconductor and parts supplies remain a concern, making the outlook for future production activity difficult to assess.」
Factory operations in the automotive industry were described as recovering against a backdrop of exports supported by the weaker yen, while manufacturers' operational adjustments due to tight semiconductor and parts supplies remained a concern, making the outlook difficult to assess. - FY2023-Q2WorsenedAnnual report
「In the automotive industry, a major customer of the group, manufacturers have continued to adjust operations because of tight semiconductor supply and disruptions in parts supplies, making the outlook for future production activity difficult to assess.」
The company stated that manufacturers continued to adjust operations because of tight semiconductor supply and disruptions in parts supplies, indicating the difficulty of forecasting production activity in the automotive industry. - FY2023-Q1WorsenedAnnual report
「In the automotive industry, a major customer of the group, tight semiconductor supply and demand and disruptions in parts supplies caused by the spread of the novel coronavirus have affected manufacturers' production.」
The company stated that, in the automotive industry, tight semiconductor supply and demand, together with disruptions in parts supplies caused by the spread of the novel coronavirus, were affecting manufacturers' production. - FY2022-Q3WorsenedAnnual report
「The automotive industry, a major customer of the group, faces concerns including tight global semiconductor supply and demand, delays in sourcing parts from Southeast Asia and soaring raw-material prices. In addition, the global spread of the Omicron variant, which began late last year, has made the outlook uncertain.」
In addition to tight semiconductor supply and demand, delays in sourcing parts from Southeast Asia and soaring raw-material prices, the company cited the global spread of the Omicron variant as a new concern for the automotive industry. - FY2022-Q2WorsenedAnnual report
「The automotive industry, a major customer of the group, had been steadily recovering, but the outlook has become uncertain because of concerns including tight global semiconductor supply and demand, delays in sourcing parts from Southeast Asia, and soaring raw-material prices.」
The automotive industry was described as recovering, while delays in sourcing parts from Southeast Asia and soaring raw-material prices were added as new concerns in addition to tight global semiconductor supply and demand. - FY2022-Q1RestatedAnnual report
「The automotive industry, a major customer of the group, had been steadily recovering, but the outlook has become uncertain because of concerns including tight global semiconductor supply and demand and soaring raw-material prices.」
While indicating a recovery trend in the automotive industry, the company reconfirmed the uncertain outlook resulting from factors including tight global semiconductor supply and demand. - FY2021WorsenedAnnual report
「The automotive industry, a major customer of the group, had been steadily recovering after being affected by a sharp decline in demand, but the outlook has become uncertain because of factors including tight global semiconductor supply and demand.」
The automotive industry was described as recovering after a sharp decline in demand, while tight global semiconductor supply and demand was added as a new factor making the outlook uncertain. - FY2021-Q3ReframedAnnual report
「The automotive industry, a major customer of the group, had been steadily recovering after being affected by a sharp decline in demand, but the current infection situation has made the outlook uncertain.」
The explanation changed from the previous quarter's description of a sharp decline in demand and production cuts to one stating that the automotive industry was steadily recovering, while continuing to caution about the outlook because of the infection situation. - FY2021-Q2WorsenedAnnual report
「The automotive industry, a major customer of the group, was forced to cut production because of a sharp decline in demand, and the challenging business environment continues.」
The company stated that major customers in the automotive industry were forced to cut production because of a sharp decline in demand accompanying the spread of the novel coronavirus. - FY2021-Q1MaterialisedAnnual report
「The automotive industry, a major customer of the group, has also been affected by the spread of the novel coronavirus, including production-line stoppages, and the challenging business environment continues.」
Production-line stoppages at automotive-related companies were described as part of the actual business environment, indicating that the risk of production stagnation in the automotive industry due to the novel coronavirus had materialized. - FY2020WorsenedAnnual report
「In the automotive industry, a major customer, the outlook for domestic new-vehicle manufacturing is challenging because of concerns including the shift of production overseas and stronger global procurement. In addition, production lines at automotive-related companies have been halted because of the effects of the novel coronavirus, and the business environment surrounding the group is expected to remain challenging.」
In addition to the previous uncertainty in the domestic automotive market resulting from the shift of production overseas and stronger global procurement, the company cited production-line stoppages at automotive-related companies caused by the novel coronavirus as a new adverse factor. - FY2020-Q3RestatedAnnual report
「In the automotive industry, a major customer, concerns including the shift of production overseas and stronger global procurement have made the outlook for the domestic market uncertain.」
The company reconfirmed the uncertain outlook for the domestic market resulting from the shift of automotive production overseas and stronger global procurement. - FY2020-Q2RestatedAnnual report
「In the automotive industry, a major customer, concerns including the shift of production overseas and stronger global procurement have made the outlook for the domestic market uncertain.」
The company reconfirmed the uncertain outlook for the domestic market resulting from the shift of automotive production overseas and stronger global procurement. - FY2019ReframedAnnual report
「In the automotive industry, a major customer of the group, automakers have been strengthening overseas production and global procurement, and the outlook for the domestic market remains uncertain.」
The explanation of risks in the domestic automotive market was reorganized to include concerns over US-China trade friction and a slowdown in the global economy, in addition to the shift of production overseas and stronger global procurement. - FY2019-Q3RestatedAnnual report
「In the automotive industry, a major customer of the group, concerns including the shift of automotive production overseas and stronger global procurement have made the outlook for the domestic market uncertain.」
The company reconfirmed the uncertain outlook for the domestic market resulting from the shift of automotive production overseas and stronger global procurement. - FY2019-Q2RestatedAnnual report
「In the automotive industry, a major customer of the group, domestic sales volumes have remained soft, and concerns including the shift of automotive production overseas and stronger global procurement have made the outlook for the domestic market uncertain.」
The company reconfirmed the soft trend in domestic sales volumes and the uncertainty surrounding the domestic market resulting from the shift of production overseas and stronger global procurement. - FY2019-Q1WorsenedAnnual report
「In the automotive industry, a major customer of the group, domestic sales volumes have been soft as the effects of automakers' demand-stimulation measures, such as new model launches, have abated. In addition, concerns including the shift of automotive production overseas and stronger global procurement have made the outlook for the domestic market uncertain.」
Domestic sales volumes, which had been described as solid in the previous fiscal year, were stated to be soft as the effects of demand-stimulation measures had abated. Uncertainty surrounding the domestic market due to the shift of production overseas and stronger global procurement also continued. - FY2018ReframedAnnual report
「In the automotive industry, a major customer, the outlook for domestic new-vehicle manufacturing is challenging because of concerns including the shift of production overseas and stronger global procurement, and the business environment surrounding the group is expected to remain challenging.」
Regarding risks in the automotive industry, the company specifically cited stronger global procurement in addition to the shift of production overseas as concerns, and reorganized its explanation to state that the outlook for domestic manufacturing is challenging. - FY2018-Q3RestatedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic sales volumes exceeded the previous year's level and remained solid, driven by new model launches and model changes. However, concerns including the shift of automotive production overseas have made the outlook for the domestic market uncertain.」
The company stated that domestic sales volumes exceeded the previous year's level because of new model launches and model changes, while reconfirming the uncertain outlook for the domestic market because of factors including the shift of automotive production overseas. - FY2018-Q2ReframedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic sales volumes remained solid, but concerns including global economic trends and the shift of automotive production overseas have made the outlook for the domestic market uncertain.」
Domestic sales volumes were described as solid, while global economic trends and the shift of automotive production overseas were cited as risk factors affecting the outlook for the domestic market, replacing the previous reference to uncertainty surrounding domestic production. - FY2018-Q1ReframedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic production volumes remained firm, but automakers continued to strengthen overseas production. The outlook for domestic automotive production therefore remains uncertain, and the business environment surrounding the group is becoming increasingly challenging.」
The statement that domestic production volumes remained firm was added, while the explanation that the outlook for domestic production remained uncertain because automakers were strengthening overseas production continued. - FY2017ReframedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic sales volumes increased, but automakers continued to strengthen overseas production. The outlook for domestic automotive production therefore remains uncertain, and the business environment surrounding the group is becoming increasingly challenging.」
The description changed from the previous statement that domestic sales volumes had stagnated to one stating that domestic sales had increased, while the outlook for domestic production remained uncertain because of stronger overseas production. - FY2017-Q3RestatedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic production volumes have remained stagnant, causing the business environment surrounding the group to become increasingly challenging.」
The company reiterated that automakers' domestic production remained stagnant and that the challenging business environment continued. - FY2017-Q2RestatedAnnual report
「In the automotive industry, a major customer of the group, manufacturers' domestic production volumes have remained stagnant, causing the business environment surrounding the group to become increasingly challenging.」
The company reiterated that automakers' domestic production remained stagnant and that the challenging business environment continued. - FY2017-Q1WorsenedAnnual report
「Manufacturers' domestic production volumes have remained stagnant, causing the business environment surrounding the group to become increasingly challenging.」
The company stated that automakers' domestic production remained stagnant and that the business environment had become more challenging. - FY2016First statedAnnual report
「Domestic sales of new vehicles in the automotive industry, a major customer of the group, have stagnated, and manufacturers' domestic production volumes have declined year on year, causing the business environment surrounding the group to become increasingly challenging.」
The stagnation in domestic new-vehicle sales and the decline in domestic production volumes were described as the actual business environment.