Risk of automotive-related production cuts due to semiconductor shortages
First written in FY2022-Q1. 3 of 10 entries say "Worsened", first in FY2023-Q1. Latest entry: FY2024.
Kawata Mfg. 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: 11 of 35 companies on the "Worse" side.
5 other companies' latest entry also says "Other".
- FY2024Sales and profit recovered despite the continuing supply shortageAnnual report
「Japan’s economy also remained on a recovery trend as economic activity moved towards normalisation following the change in May in the classification of COVID-19 to a Category V infectious disease. However, capital investment remained weak due to persistently high resource prices and concerns over a slowdown in overseas economies.」
Although constraints such as supply shortages remain, revenue increased 30.1%, driven by EV battery-related business and other factors. Meanwhile, capital investment remains weak. - FY2024-Q2Revenue recovery despite continued supply shortagesAnnual report
「Although economic activity in Japan is gradually returning to normal under the policy of living with COVID-19, the outlook for capital investment by manufacturers has become increasingly uncertain due to persistently high resource prices and concerns about a slowdown in overseas economies.」
While the prolonged shortage of electrical components and other items continues to be cited as a constraint on the recovery of capital investment, revenue for the second quarter rose 57.8% year on year, driven by EV battery-related business and other factors. - FY2024-Q1Revenue recovery despite continued supply shortagesAnnual report
「Japan’s economy is also moving toward normalisation of economic activity under the policy of living with COVID-19. However, capital investment in the manufacturing sector is not expected to recover rapidly due to surging resource prices and prolonged shortages of electrical components and other items.」
The prolonged shortage of electrical components and other items continued to be cited as a constraint on the recovery of capital investment. Meanwhile, revenue for the first quarter rose 36.2% year on year. - FY2023WorsenedAnnual report
「Revenue and operating profit fell short of plan due to the prolonged shortage of components caused by supply chain disruptions, soaring resource prices and other factors.」
The continued prolongation of semiconductor and component shortages, together with soaring resource prices and other factors, contributed to revenue and operating profit falling short of plan. - FY2023-Q2WorsenedAnnual report
「Meanwhile, revenue declined by ¥292 million year on year, or 7.1%, to ¥3,818 million, due to the prolonged shortage of parts resulting from the semiconductor shortage and restrictions on production and sales activities under China's zero-COVID policy.」
The prolonged shortage of components caused by the semiconductor shortage continued, resulting in a 7.1% year-on-year decline in revenue. This was compounded by longer lead times for molding machines and peripheral equipment, as well as restrictions on production and sales activities in China. - FY2023-Q1WorsenedAnnual report
「Meanwhile, revenue declined by ¥292 million year on year, or 7.1%, to ¥3,818 million, due to the prolonged shortage of parts resulting from the semiconductor shortage and restrictions on production and sales activities under China's zero-COVID policy.」
The prolonged shortage of components caused by the semiconductor shortage materialized in a 7.1% decline in revenue, while lead times for molding machines and peripheral equipment also lengthened. - FY2022MaterialisedAnnual report
「In North and Central America, although production cuts occurred in Central America, mainly in the automotive-related manufacturing industry, due to the semiconductor shortage, revenue increased by ¥119 million year on year, or 123.4%, to ¥216 million.」
Production cuts in Central America's automotive-related manufacturing industry due to the semiconductor shortage occurred over the full fiscal year. Meanwhile, sales in North and Central America increased 123.4% year on year. - FY2022-Q3MitigatedAnnual report
「In North and Central America, production cuts in Central America, mainly in the automotive-related manufacturing industry, due to the semiconductor shortage were normalizing, and revenue increased by ¥103 million year on year, or 161.6%, to ¥167 million.」
Production cuts in Central America's automotive-related manufacturing industry due to the semiconductor shortage were said to be normalizing, and sales in North and Central America increased 161.6% year on year. However, the North and Central America business continued to post an operating loss. - FY2022-Q2MaterialisedAnnual report
「In North and Central America, production cuts in Mexico, mainly in the automotive-related manufacturing industry, continued due to the semiconductor shortage. In the United States, however, revenue increased by ¥56 million year on year, or 149.0%, to ¥94 million, due in part to progress in COVID-19 vaccinations and the easing of restrictions on activities.」
Production cuts in Mexico, mainly in the automotive-related manufacturing industry, due to the semiconductor shortage continued to occur. Meanwhile, sales in North and Central America increased 149.0% year on year. - FY2022-Q1First statedAnnual report
「In Central America, there were production cuts in the manufacturing industry, mainly in the automotive-related sector, due to the semiconductor shortage,」
For the first time, production cuts in Central America, mainly in the automotive-related manufacturing industry, due to the semiconductor shortage were identified as a standalone topic affecting the sales and earnings environment of the North and Central America business.