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Tpr (6463) · RiskRestated

Impact of Semiconductor Shortages on Automotive Production and Sales

First written in FY2022-Q1. 4 of 11 entries say "Restated". Latest entry: FY2024-Q3.

11entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3RestatedFY2023-Q3MitigatedFY2023 – FY2024-Q22021: 220212022: 420222023: 420232024: 12024
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 113 companies write about · 112 as a headwind · 2 as a tailwind

Tpr 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.

21 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「In the automotive industry, to which our Group is primarily exposed, business conditions have been improving as supply constraints such as the semiconductor shortage have eased and automotive production has recovered, despite concerns about the global economy.」

    The company reaffirms that supply constraints such as the semiconductor shortage have eased and that automotive production is recovering.
  2. FY2024-Q2MitigatedAnnual report

    「In the automotive industry, to which our Group is primarily exposed, production cuts resulting from the semiconductor shortage eased, and automotive production and sales recovered.」

    The company explains that automotive production and sales recovered as production cuts resulting from the semiconductor shortage eased.
  3. FY2024-Q1MitigatedAnnual report

    「In the automotive industry, with which our group is primarily involved, automakers' production recovered as semiconductor shortages eased, but the business environment remains difficult as energy prices continue to stay high.」

    The company explains that production at automakers has recovered as the semiconductor shortage has eased.
  4. FY2023MitigatedAnnual report

    「However, the parts supply situation is currently easing.」

    The company states that the impact of supply problems involving semiconductors and other parts continues, although conditions have recently been easing.
  5. FY2023-Q3RestatedAnnual report

    「Unstable production continued due to semiconductor shortages and the spread of COVID-19. Although some markets showed signs of a recovery in production volumes, there was no full-scale recovery, resulting in difficult conditions.」

    The company reaffirms that unstable production caused by the semiconductor shortage and infectious diseases has continued and that automotive production has yet to achieve a full recovery.
  6. FY2023-Q2WorsenedAnnual report

    「In the automotive industry, with which our group is primarily involved, vehicle production and sales generally remained sluggish in Japan and overseas due to supply constraints from semiconductor shortages and higher raw-material procurement costs.」

    The company states that supply constraints caused by the semiconductor shortage have led to generally sluggish growth in domestic and overseas automotive production and sales, reaffirming the global scope of the impact.
  7. FY2023-Q1RestatedAnnual report

    「The automotive industry, with which our group is primarily involved, faced difficult conditions globally due to production cuts by automakers caused by semiconductor supply shortages and the spread of COVID-19, as well as soaring raw-material and energy prices.」

    Production cuts by automakers resulting from semiconductor supply shortages, together with soaring raw material and energy prices, have continued to create a difficult global operating environment.
  8. FY2022WorsenedAnnual report

    「In the automotive industry, to which our Group is primarily exposed, sales volumes were strong in the first half of the year but reached a ceiling in the second half.」

    Global supply constraints, including shortages of semiconductors, and production cuts by automakers caused sales volumes to plateau in the second half of the year, while the FALTEC Group also incurred sharply higher losses from production adjustments.
  9. FY2022-Q3RestatedAnnual report

    「In the automotive industry, with which our group is primarily involved, the impact of global production cuts continued as a result of the worldwide semiconductor shortage.」

    The impact of global production cuts resulting from the worldwide semiconductor shortage continued during the third quarter cumulative period.
  10. FY2022-Q2WorsenedAnnual report

    「In the automotive industry, with which our group is primarily involved, vehicle production and sales in Japan and overseas had been recovering until early summer, but shifted to a global year-on-year decline due to supply-chain constraints caused by the global semiconductor shortage and the renewed spread of COVID-19.」

    The semiconductor shortage is described as having led, through supply-chain constraints, to a year-on-year declining trend in global automotive production and sales volumes.
  11. FY2022-Q1First statedAnnual report

    「Domestic production recovered year on year, but semiconductor shortages continued to weigh on the recovery. Overseas markets were firm in China and some parts of Asia, while the United States and Europe remained weak because of semiconductor shortages and the impact of COVID-19.」

    Semiconductor shortages are identified for the first time as a factor weighing on the recovery of domestic automotive production and sales and weakening the U.S. and European automotive industries.
Moved together

"Uncertainty from Emerging-Market Conditions, the U.S. Presidential Election and Brexit" moved the same way as this thread, in the same document, in 3 of its 11 moves.

322222★123456
  1. ★This thread
  2. 1Uncertainty from Emerging-Market Conditions, the U.S. Presidential Election and Brexit3×
  3. 2Weak Domestic Automotive Demand and Lower Overseas Orders2×
  4. 3Impairment of Fixed Assets Due to Lower Business Profitability2×
  5. 4Market Fluctuations in Raw-Material Prices2×
  6. 5Recovery Led by Developed Economies and Moderate Improvement2×
  7. 6Market-price fluctuations in investment securities2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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News
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Impact of Semiconductor Shortages on Automotive Production and Sales | TPR CO.,LTD. (6463) | Komori