Customer Production Adjustments and Uncertainty over Large-Scale Capital Investment Due to Semiconductor Supply Shortages
First written in FY2022-Q1. 7 of 13 entries say "Mitigated", first in FY2023. Latest entry: FY2026.
Estic 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.
54 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「In the automotive industry, production systems have been stabilizing against a backdrop of normalized semiconductor supplies,」
The disclosure describes normalized semiconductor supplies and stabilized production systems, indicating that customer production adjustments and delivery constraints at the company caused by semiconductor shortages have eased from previous levels. - FY2025-H1MitigatedAnnual report
「Although domestic demand was affected by some inflationary factors, such as rising wages, the surge in resource prices resulting from the weaker yen subsided, and the economy gradually recovered.」
The filing states that the surge in resource prices associated with the weaker yen had subsided domestically, indicating some easing in the supply and cost environment. - FY2024MitigatedAnnual report
「The global environment surrounding the Company during the current consolidated fiscal year could be described as having been a year in which headwinds turned into tailwinds, with the revival of international business exchanges following the end of COVID-19, the resolution of the global semiconductor shortage, and a stronger US dollar and weaker yen.」
The filing describes the resolution of the global semiconductor shortage, indicating that the impact of supply shortages on customer and in-house production has eased compared with previously. - FY2024-Q3MitigatedAnnual report
「Meanwhile, for hand nut runners, the shortage of purchased components caused by the semiconductor shortage that had continued since last year had almost improved. Although equipment-type hand nut runners fell short of the initial budget partly because of the circumstances described above, sales of hand nut runners on a standalone basis exceeded the initial budget.」
The shortage of purchased components caused by the semiconductor shortage had almost improved, and sales of hand nut runners on a standalone basis exceeded the initial budget. However, equipment-type products still fell short of budget. - FY2024-Q2MitigatedAnnual report
「Meanwhile, for hand nut runners, the shortage of purchased components caused by the semiconductor shortage that had continued since last year had generally improved. Although equipment-type hand nut runners fell short of the initial budget partly because of the circumstances described above, sales of hand nut runners on a standalone basis exceeded the initial budget amid continued solid order conditions.」
The shortage of purchased components caused by the semiconductor shortage had generally improved, and sales of hand nut runners on a standalone basis exceeded the initial budget. However, equipment-type products still fell short of budget. - FY2024-Q1MitigatedAnnual report
「Meanwhile, for hand nut runners, the shortage of purchased components caused by the semiconductor shortage that had continued since last year was gradually recovering,」
The filing states that the shortage of purchased components caused by the semiconductor shortage was gradually recovering. - FY2023MitigatedAnnual report
「However, semiconductor supply volumes showed a slight improvement from around year-end, and the resulting increase in production of our products supported steady sales in the second half.」
The filing states that semiconductor supply volumes showed signs of improvement, production of the company's products increased, and sales in the second half remained steady. However, constraints on production volumes and delivery lead times continued during the first half of the fiscal year. - FY2023-Q3Recovery in supply volumes remains uncertainAnnual report
「However, supply prices remain high, and it is currently unclear whether the recovery in supply volumes will continue. The situation therefore remains uncertain.」
Although there are signs of improvement in semiconductor supply conditions, a significant gap remains between demand and supply volumes, and the continuity of the recovery is uncertain, the filing states. Supply prices also remain high. - FY2023-Q1WorsenedAnnual report
「The semiconductor supply shortage has made it difficult for us to produce enough to meet demand. For some models, we have had to accept longer lead times and suspend the acceptance of orders.」
The semiconductor supply shortage has affected not only production adjustments by customers but also our own production capacity, delivery lead times and order-taking activities, making it necessary to suspend the acceptance of orders for some models. - FY2022WorsenedAnnual report
「Some customers still remain subject to restrictions on visits and contact. In addition, electronic components, particularly semiconductors, remain difficult to procure, and temporary suspensions of factory operations due to production adjustments by individual companies have also had an impact. The resumption of large-scale capital investment plans therefore remains out of sight.」
The filing describes difficulties procuring electronic components such as semiconductors, temporary suspensions at customer factories, and the lack of visibility on the resumption of large-scale capital investment plans, indicating that the business impact of supply shortages continues. - FY2022-Q3RestatedAnnual report
「As in the second quarter, the semiconductor shortage remained the primary factor, and disruptions in the supply of other components led many automotive-related manufacturers to make intermittent production adjustments. The outlook remains uncertain.」
In addition to the semiconductor shortage, component supply disruptions have continued, and intermittent production adjustments at automotive-related manufacturers and uncertainty over the capital investment outlook also continue. - FY2022-Q2WorsenedAnnual report
「In addition to the semiconductor shortage, disruptions in the supply of some components caused by the prolonged COVID-19 pandemic have led many automotive-related manufacturers to make intermittent and prolonged production adjustments. The outlook remains uncertain.」
In addition to the semiconductor shortage, component supply disruptions have occurred, resulting in intermittent and prolonged production adjustments at automotive-related manufacturers. - FY2022-Q1First statedAnnual report
「Many customers continue to adjust production because of the semiconductor shortage, while many others remain subject to restrictions on movement and contact amid the COVID-19 pandemic. As a result, the outlook for large-scale capital investment remains uncertain.」
The filing states that customer production adjustments caused by the semiconductor shortage have occurred in practice and that the outlook for large-scale capital investment remains uncertain.