Risk of Automotive Production Cuts Due to Semiconductor Shortages
First written in FY2022-Q1. 3 of 8 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q3.
Kitagawa 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: 12 of 42 companies on the "Worse" side.
67 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「The automotive industry has resolved its component supply shortage issues, and global vehicle sales increased year on year, remaining on a recovery trend.」
The description of shortages of automotive parts, including semiconductors, changed from being in the process of resolution in the previous quarter to having been resolved, and automobile sales were also showing a recovery trend. - FY2024-Q2RestatedAnnual report
「The automotive industry is seeing supply shortages of components ease, and global vehicle sales generally increased year on year.」
The Company continued to recognize that shortages of automotive parts, including semiconductors, were moving toward resolution. - FY2024-Q1MitigatedAnnual report
「The automotive industry is seeing shortages of components such as semiconductors ease, and global vehicle sales are recovering.」
Shortages of automotive parts, including semiconductors, were easing, and there were signs of improvement in the production and sales environment for automobile manufacturers. - FY2023-Q3RestatedAnnual report
「The outlook remains uncertain, with automakers implementing production adjustments due to persistent shortages of automotive components, including semiconductors, and difficulties in procuring materials, among other issues.」
Shortages of automotive parts, including semiconductors, and difficulties procuring materials continued, and the Company continued to report the resulting automobile manufacturers' production adjustments. - FY2023-Q2MaterialisedAnnual report
「The outlook remains uncertain, with automakers implementing production adjustments due to persistent shortages of automotive components, including semiconductors, and difficulties in procuring materials, among other issues.」
Actual shortages of automotive parts, including semiconductors, and difficulties procuring materials occurred, leading automobile manufacturers to adjust production. - FY2022-Q3MaterialisedAnnual report
「The outlook remained uncertain, as shortages of semiconductors and automotive parts, particularly in Southeast Asia, led automobile manufacturers to adjust production.」
Actual shortages of semiconductors and automotive parts occurred, leading automobile manufacturers to adjust production. - FY2022-Q2MaterialisedAnnual report
「The outlook remained uncertain, as shortages of semiconductors and automotive parts, particularly in Southeast Asia, led automobile manufacturers to adjust production.」
In addition to semiconductor shortages, actual shortages of automotive parts occurred, leading automobile manufacturers to adjust production. - FY2022-Q1First statedAnnual report
「The continuation of the economic recovery remains uncertain due to reduced automobile production caused by semiconductor shortages and soaring material prices, among other factors.」
The Company has, for the first time, independently identified reduced automobile production due to semiconductor shortages as a specific risk affecting the economic recovery and the automotive-related business.