Stagnation in the Recovery of Automobile Production and Demand Due to Semiconductor Shortages
First written in FY2021-Q3. 6 of 10 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2024DroppedAnnual reportThe stagnation in automotive production caused by semiconductor shortages, which had been reported separately through the previous fiscal year, is not explicitly mentioned in the description of the key risks and operating environment for the current fiscal year.
- FY2023MitigatedAnnual report
「Global supply-chain disruption was moving toward an end, and shortages of semiconductors and other components in the automotive industry were easing, but production activity in the manufacturing sector remained uneven, with production cuts across a broad range of industries due to weak demand for capital goods.」
Although supply-chain disruption and shortages of semiconductors and other components were said to be ending or easing, production cuts due to weak demand for capital goods remained. - FY2023-Q2RestatedAnnual report
「Meanwhile, shortages of semiconductors and other components and labor shortages caused by global supply-chain disruption have not been completely resolved, putting a brake on the recovery of the manufacturing sector.」
Shortages of semiconductors and other components, supply-chain disruption, and labor shortages continue to constrain the recovery of the manufacturing sector. - FY2023-Q1RestatedAnnual report
「Meanwhile, shortages of semiconductors and other components and labor shortages caused by global supply-chain disruption persist, putting a brake on the recovery of the manufacturing sector.」
Shortages of semiconductors and other components and supply-chain disruption continue to constrain the recovery of the automotive and manufacturing sectors. - FY2022RestatedAnnual report
「The automotive-related industries are in the process of recovering, but the shortage of parts, exacerbated by Russia's invasion of Ukraine, as well as surging raw material and transportation costs, is acting as a brake on the recovery.」
Component shortages, supply-chain problems, and soaring raw-material and transportation costs continue to constrain the recovery of the automotive industry. - FY2022-Q3RestatedAnnual report
「The automotive industry is on a recovery path, but shortages of semiconductors and other components caused by global supply-chain disruption, as well as soaring raw-material and transportation costs, are putting a brake on the recovery.」
Shortages of semiconductors and other components, supply-chain disruption, and soaring raw-material and transportation costs continue to constrain the recovery of the automotive industry. - FY2022-Q2RestatedAnnual report
「The automotive industry is on a recovery path, but shortages of semiconductors and other components caused by global supply-chain disruption, as well as soaring raw-material and transportation costs, are putting a brake on the recovery.」
As the automotive industry recovers, shortages of semiconductors and other components, supply-chain disruption, and soaring raw-material and transportation costs continue to constrain the recovery. - FY2022-Q1RestatedAnnual report
「The automotive industry is on a recovery path, but shortages of semiconductors and other components caused by global supply-chain disruption, as well as soaring raw-material and transportation costs, are putting a brake on the recovery.」
As the automotive industry recovers, shortages of semiconductors and other components, supply-chain disruption, and soaring raw-material and transportation costs continue to constrain the recovery. - FY2021WorsenedAnnual report
「In the automobile-related industry, one of the Group's major markets, monthly automobile production volumes in major countries temporarily recovered to levels close to those before the COVID-19 pandemic, but stalled as the resurgence of COVID-19 caused by variant strains coincided with shortages of semiconductors and other components.」
The recovery in automotive production stalled because of the resurgence of variant strains and shortages of semiconductors and other components, resulting in production cuts and temporary plant closures in North America and a stalled recovery in Asia. - FY2021-Q3First statedAnnual report
「In the automobile-related industry, one of the Group's major markets, monthly automobile production volumes in major countries temporarily recovered to levels close to those before the COVID-19 pandemic, but have recently stalled due to semiconductor shortages and other factors.」
Automotive production in major countries stalled due to semiconductor shortages and other factors, with production cuts and temporary plant closures in the Americas and sluggish production growth in Asia.