Decline in automotive customers’ production and its business impact due to the semiconductor shortage
First written in FY2022-Q1. 4 of 8 entries say "Restated". Latest entry: FY2024-Q1.
Ntn 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 36 companies on the "Worse" side.
23 other companies' latest entry also says "Restated".
- FY2024-Q1RestatedAnnual report
「The global economy remains uncertain amid the global semiconductor shortage, supply chain disruptions, the situation in Ukraine, energy market conditions, rising prices and global monetary tightening, among other factors.」
The global semiconductor shortage and supply chain disruptions continue to be identified as business-environment risks. - FY2023RestatedAnnual report
「Meanwhile, the global economy remained uncertain amid the worldwide semiconductor shortage, supply chain disruptions, the situations in Ukraine and the energy market, rising prices and global monetary tightening, among other factors.」
The semiconductor shortage and supply chain disruptions continue to be identified as business-environment risks. - FY2023-Q3RestatedAnnual report
「Meanwhile, the global economy remained uncertain amid the global semiconductor shortage, supply chain disruptions, the situation in Ukraine, energy market conditions and global monetary tightening, among other factors.」
The global semiconductor shortage and supply chain disruptions continue to be identified as business-environment risks. - FY2023-Q1RestatedAnnual report
「The business environment remained challenging due to restrictions on economic activity following lockdowns in Chinese cities, the global semiconductor shortage, supply chain disruptions and other factors.」
The challenging business environment caused by the semiconductor shortage and supply chain disruptions has continued. - FY2022MaterialisedAnnual report
「As production adjustments caused by supply chain issues, including semiconductors, particularly in the automotive business, continue for longer than expected, we are promoting reductions in variable costs, including fixed-cost controls and procurement reforms.」
The prolonged production adjustments caused by supply chain issues, including the semiconductor shortage, continued, materializing as an operating loss of ¥11,862 million in the automotive market. - FY2022-Q3MaterialisedAnnual report
「Net sales increased to ¥293,675 million, up 12.5% year on year, from the same period of the previous year, when customers’ operations were repeatedly suspended due to the spread of COVID-19. However, the impact of customers’ production cuts due to the semiconductor shortage was greater than initially expected.」
Customers’ production cuts due to the semiconductor shortage continued to exceed expectations, materializing as an operating loss of ¥10,710 million in the automotive market. - FY2022-Q2MaterialisedAnnual report
「The impact of customers’ production cuts due to the semiconductor shortage was greater than initially expected. Although higher sales volume had a positive effect on operating income, the company posted an operating loss of ¥6,646 million, compared with an operating loss of ¥13,230 million in the same period of the previous year, due in part to higher fixed costs and the greater-than-expected impact of customers’ production cuts.」
Customers’ production cuts due to the semiconductor shortage exceeded expectations, materializing as an operating loss of ¥6,646 million in the automotive market. - FY2022-Q1First statedAnnual report
「The impact of customers’ production cuts due to the semiconductor shortage was greater than initially expected.」
Customers’ production cuts due to the semiconductor shortage exceeded expectations and materialized as a factor behind the operating loss in the automotive market.