Customers’ Production Cuts Due to Semiconductor Shortages and Other Factors
First written in FY2022-Q2. 4 of 7 entries say "Restated". Latest entry: FY2024-Q2.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2024-Q2MitigatedAnnual report
「Although production adjustments by customer automakers continued, demand showed signs of recovery compared with the same period of the previous year, when parts shortages had a significant impact. As a result, revenue increased and the operating loss narrowed.」
Although customer production adjustments continued, demand recovered from the same period of the previous year, when parts shortages had a significant impact, resulting in higher revenue and a narrower operating loss. - FY2024-Q1MitigatedAnnual report
「Although the automotive manufacturer that is a customer made production adjustments, production volume increased as the impact of supply chain disruptions and other factors eased, and the operating loss narrowed.」
Although customer production cuts related to the semiconductor shortage and other factors remained, the impact of supply chain disruptions eased, and production and earnings improved. - FY2023-Q2RestatedAnnual report
「Production adjustments at customer automakers and other customers due to inventory adjustments, parts shortages and other factors reduced both revenue and profit.」
Continued production adjustments at customer automakers and others due to inventory adjustments and parts shortages again confirmed the ongoing pressure on revenue and profit in the automotive parts processing business. - FY2023-Q1RestatedAnnual report
「Production adjustments by customer automakers due to supply chain disruptions, including parts shortages caused by lockdowns overseas, reduced both revenue and profit.」
The company again confirmed that, like the risk of customer production cuts due to the semiconductor shortage and other factors, supply chain disruptions including parts shortages were affecting operations through production adjustments by automakers. - FY2022RestatedAnnual report
「Our performance had been recovering at the beginning of the fiscal year as demand for automotive parts recovered, but production cuts by customers due to the semiconductor shortage and other factors continued from the second quarter through the end of the fiscal year, reducing production and profit.」
Customer production cuts due to the semiconductor shortage and other factors continued from the second quarter through the end of the fiscal year, reducing production and profit in the automotive parts processing business. - FY2022-Q3RestatedAnnual report
「Our performance had been recovering as demand for automotive parts recovered, but production cuts by customers due to the semiconductor shortage and other factors continued from the second quarter onward, reducing production and profit.」
Customer production cuts due to the semiconductor shortage and other factors continued from the second quarter onward, again confirming that they were reducing production and profit. - FY2022-Q2MaterialisedAnnual report
「Our performance had been recovering as demand for automotive parts recovered, but from August onward, production cuts by customers due to the semiconductor shortage and other factors affected us, reducing production and profit.」
The company first specifically described the semiconductor shortage and other factors as an event that reduced production and profit in the automotive parts processing business through production cuts by customers.