Business Impact of the Semiconductor Shortage
First written in FY2022-Q1. 3 of 8 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
54 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「As the semiconductor shortage subsided, automobile production gradually recovered, and sales in Japan, Europe and the United States exceeded those of the same period of the previous year.」
As the semiconductor shortage subsided, automobile production recovered, and sales in Japan, Europe and the United States exceeded those of the same period of the previous year. - FY2024-Q1MitigatedAnnual report
「As the semiconductor shortage eased, automobile production gradually recovered, and sales in Japan, Europe and the United States exceeded those of the same period of the previous year.」
As the semiconductor shortage eased, automobile production recovered, and automotive sales in Japan, Europe and the United States exceeded those of the same period of the previous year. - FY2023MaterialisedAnnual report
「Automotive products were affected by the lockdown in Shanghai, China, in the first half, as well as by reduced automobile production in Europe, the United States and Japan due to the semiconductor shortage.」
The semiconductor shortage had an actual impact on sales of automotive products through reduced automobile production in Europe, the United States and Japan. - FY2023-Q1MaterialisedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, Japan's domestic economy remained uncertain due to the prolonged effects of COVID-19, supply-chain disruptions including the semiconductor shortage, soaring energy and resource prices related to international conditions, and effects on foreign exchange rates, which also affected corporate activity.」
The Company states that the semiconductor shortage affected corporate activities, accompanied by supply chain disruptions. - FY2022RestatedAnnual report
「Although concerns over the global semiconductor shortage and parts procurement issues continued, sales and profit exceeded the levels of the same period of the previous year, driven by the recovery in automobile production.」
The semiconductor shortage and parts procurement issues continued, but sales and profit from bearing equipment exceeded the previous year's levels as automobile production recovered. - FY2022-Q3MitigatedAnnual report
「Sales and profit from automotive products recovered significantly, driven by increased automobile production following the easing of parts shortages caused by COVID-19.」
The Company states that sales and profit from automotive products recovered significantly against a backdrop of easing parts shortages and increased automobile production. - FY2022-Q2MaterialisedAnnual report
「Although automotive products were affected by the semiconductor shortage, both sales and profit recovered significantly, partly because automobile production remained at a high level compared with the same period of the previous year.」
The semiconductor shortage had an actual impact on automotive products, while sales and profit recovered as automobile production was maintained. - FY2022-Q1First statedAnnual report
「In the manufacturing industry in which the Group operates, the automotive industry has recovered as vehicle production has been supported by growth in global demand, while machine-tool orders have also recovered against a backdrop of increased capital investment. The industry has been making a strong recovery despite the effects of semiconductor shortages and surging raw-material prices.」
The semiconductor shortage can be identified for the first time as a theme affecting the business environment for manufacturers. The Company also states that sales of automotive products recovered despite the impact of the semiconductor shortage.