Impact on Revenue from Customers’ Production Adjustments Due to the Semiconductor Shortage
First written in FY2022-Q1. 5 of 10 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2024.
Fine Sinter moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, the elimination of production cuts associated with the semiconductor shortage progressed in earnest, and sales volumes of products for Japanese and U.S. automakers recovered. In addition, the company adjusted selling prices to reflect the effects of higher raw material and energy prices since the previous fiscal year, while improvements in the domestic earnings structure and reductions in losses in the United States also progressed, resulting in higher sales and income.」
As the impact of production cuts associated with the semiconductor shortage diminished, sales volumes for Japan and the United States recovered. The reduced impact of supply constraints and improved profitability were also reflected in full-year results. - FY2024-Q2MitigatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, the elimination of production cuts associated with the semiconductor shortage progressed in earnest, and sales volumes of products for Japanese and U.S. automakers recovered. In addition, the company adjusted selling prices to reflect the effects of higher raw material and energy prices since the previous fiscal year, while improvements in the domestic earnings structure and reductions in losses in the United States also progressed, resulting in higher sales and income.」
The elimination of the impact of customer production cuts associated with the semiconductor shortage progressed in earnest, and sales volumes for Japan and the United States recovered. The company stated that the impact of supply constraint risks on performance had decreased from the previous fiscal year. - FY2024-Q1MitigatedAnnual report
「Although the impact of semiconductor shortages remained in part, and adjustments to selling prices for lower workloads at the Chinese subsidiaries and surging raw material and energy prices were delayed until the second quarter or later, the shortage of semiconductors showed signs of easing compared with the same quarter of the previous year. Improvement initiatives, including workforce reductions, also progressed, resulting in higher sales and profit.」
Although some effects of the semiconductor shortage remained, signs of easing were visible year on year, and the automotive sintered products business reported higher sales and income. This indicates that the impact of supply constraint risks had diminished. - FY2023WorsenedAnnual report
「Excluding the impact of foreign exchange movements, sales volumes declined due to customer production adjustments and other factors associated with the semiconductor shortage, particularly in Japan and the United States, and lockdowns in China.」
In addition to the semiconductor shortage, customer production adjustments associated with lockdowns in China appeared in full-year results as lower sales volumes. - FY2023-Q2WorsenedAnnual report
「Excluding the impact of sharp foreign exchange movements, sales volumes declined due to customer production adjustments and other factors resulting from the semiconductor shortage, particularly in Japan and the United States.」
Customer production adjustments caused by the semiconductor shortage continued to reduce sales volumes. In the automotive sintered products business, sales rose 2.4% year on year, while the segment recorded a loss of ¥95 million. - FY2023-Q1WorsenedAnnual report
「Sales declined due to customer production adjustments and other factors associated with the semiconductor shortage, particularly in Japan and the United States, and the Shanghai lockdown.」
Japan and the United States were identified as regions affected by the semiconductor shortage, while customer production adjustments associated with the Shanghai lockdown also contributed. Sales in the automotive sintered products business declined 6.3% year on year, reflecting the impact of supply constraints in the form of lower sales. - FY2022RestatedAnnual report
「Sales decline from customer production adjustments due to semiconductor shortages, particularly in Japan and the United States, and stalled parts supplies from Southeast Asia, from the third quarter onward」
Customer production adjustments and declining sales due to the semiconductor shortage and stalled parts supplies continued in the second half of the fiscal year. - FY2022-Q3WorsenedAnnual report
「During the third quarter of the current consolidated fiscal year, sales declined by ¥207 million, or 2.3%, year on year, due to customer production adjustments resulting from semiconductor shortages, particularly in Japan and the United States, and stalled parts supplies from Southeast Asia.」
Japan and the United States were specified as regions affected by the semiconductor shortage, with stalled parts supplies from Southeast Asia also contributing. Sales in the third quarter alone declined 2.3% year on year due to customer production adjustments, demonstrating the effect of supply constraints in the form of an actual sales decline. - FY2022-Q2WorsenedAnnual report
「During the second quarter, sales declined as a result of customer production adjustments due to the semiconductor shortage, particularly in the United States, and stalled parts supplies from Southeast Asia, while production losses also resulted from labor shortages at a U.S. subsidiary,」
In addition to the previously cited customer production adjustments caused by the semiconductor shortage, the company specified shortages concentrated in the United States and other regions and stalled parts supplies from Southeast Asia, broadening the factors affecting the decline in sales. The effects of the semiconductor shortage and supply constraints have actually materialized. - FY2022-Q1First statedAnnual report
「Although sales were affected by customer production adjustments and other factors resulting from the semiconductor shortage,」
The company first stated that customer production adjustments resulting from the semiconductor shortage had occurred and affected sales.