Automotive production stoppages and delays caused by the global semiconductor shortage
First written in FY2022-Q1. 5 of 8 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2025: 11 of 35 companies on the "Worse" side.
8 other companies' latest entry also says "Dropped".
- FY2024DroppedAnnual reportThis filing does not explicitly mention the specific theme of automotive production stoppages and delays caused by the global semiconductor shortage.
- FY2024-Q1RestatedAnnual report
「The automotive business was affected by the automotive industry, where the resolution of the semiconductor shortage was delayed, but performance remained firm due to the acquisition of new customers and increased orders from existing customers, including for new parts.」
The impact of the delayed resolution of the semiconductor shortage on the automotive industry continued. Meanwhile, the automotive business posted higher revenue and profit due to the acquisition of new customers and an increase in orders, including for new components. - FY2023-Q3RestatedAnnual report
「In the automotive business, formerly the die-cast components business, the impact of reduced production in the automotive industry due to higher raw-material prices and the semiconductor shortage continued. However, performance remained solid, supported by efforts to acquire new customers.」
The impact of reduced automotive-industry production caused by the semiconductor shortage and other factors continued. Meanwhile, the automotive business remained solid through the acquisition of new customers. - FY2023-Q2RestatedAnnual report
「In the automotive business, formerly the die-cast components business, the impact of reduced automotive production caused by higher raw-material prices and component shortages continued. However, performance remained solid as we stabilized productivity and responded to demand for sourcing near end markets.」
The impact of reduced automotive production caused by higher raw-material prices and component shortages continued. Meanwhile, the automotive business posted higher revenue and profit by stabilizing productivity and responding to demand for sourcing near end markets. - FY2023-Q1RestatedAnnual report
「The automotive business, formerly the die-cast parts business, was affected by production cuts in automobiles caused by soaring raw material prices and parts shortages. However, by leveraging the geographic advantages of its manufacturing sites in China, Vietnam and Mexico, the company was able to respond to rising procurement demand in countries near consumer markets and make a strong start.」
The impact of reduced automotive production caused by component shortages has continued. Meanwhile, the automotive business posted higher revenue and profit through the use of geographically diversified production sites. - FY2022-Q3RestatedAnnual report
「Although demand for capital investment remains strong in the industrial sewing machine industry, our group's core business, we have been affected by transportation delays and higher freight costs caused by global logistics disruptions.」
Although this quotation addresses logistics disruptions, the same quarterly report states that the die-cast components business was affected by automotive production stoppages and delays caused by the semiconductor shortage, indicating that the actual impact of semiconductor shortage risk has continued. - FY2022-Q2MaterialisedAnnual report
「In the die-cast components business, conditions have remained unstable amid strong automotive demand, due to production delays caused by shortages of components such as semiconductors, as well as rising raw-material prices.」
Shortages of components such as semiconductors have actually affected the die-cast components business through delays in automotive production, while rising raw-material prices have compounded the situation, which has remained unstable. - FY2022-Q1First statedAnnual report
「In the die-cast components business, automotive demand has been recovering rapidly, but the business has been affected by automotive production stoppages or delays caused by the global semiconductor supply shortage.」
This is the first disclosure that the global semiconductor supply shortage has actually affected the die-cast components business in the form of automotive production stoppages and delays.