Supply Chain Destabilization Caused by Logistics Network Disruptions and Shortages of Automotive Semiconductors and Raw Materials
First written in FY2021. 9 of 22 entries say "Mitigated", first in FY2023-Q3. Latest entry: 2026-09-28.
Sanoh Industrial moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2026WorsenedAnnual report
「Risks including higher costs and logistics disruptions caused by further instability in the Middle East also remain.」
In addition to logistics disruptions and higher costs, U.S. tariff measures and abnormal expenses related to import difficulties were reflected in operating losses in North and South America. - FY2026-H1RestatedAnnual report
「In addition to higher costs and logistics disruptions caused by instability in the Middle East, U.S. tariff measures and other factors continue to pose risks.」
It was stated that the existing supply chain and cost-increase risks continued, including logistics disruptions caused by the situation in the Middle East and U.S. tariff measures. - FY2025ReframedAnnual report
「The impact of production cuts caused by the semiconductor shortage also eased, and automotive production increased from the previous fiscal year. Although conditions varied overseas, automotive sales generally increased. At the same time, the outlook remained uncertain as soaring raw material prices, persistently high energy prices due to the prolonged Russia-Ukraine situation, and sharp currency fluctuations continued, while escalating tensions in the Middle East could disrupt supply chains.」
While the traditional impact of production cuts caused by the semiconductor shortage eased, the focus shifted to the potential for new supply chain disruptions caused by raw material and energy prices, currency fluctuations, and the situation in the Middle East. - FY2025-H1ReframedAnnual report
「The impact of production cuts caused by the semiconductor shortage also eased, and automotive production increased from the previous fiscal year. Although conditions varied overseas, automotive sales generally increased. At the same time, the outlook remained uncertain as soaring raw material prices, persistently high energy prices due to the prolonged Russia-Ukraine situation, and sharp currency fluctuations continued, while escalating tensions in the Middle East could disrupt supply chains.」
The impact of the semiconductor shortage and traditional production cuts eased, but the focus of risk shifted to the potential for new supply chain disruptions caused by raw material and energy prices, currency fluctuations, the Russia-Ukraine situation, and the situation in the Middle East. - FY2024MitigatedAnnual report
「The impact of production cuts caused by the semiconductor shortage gradually eased, and automotive production increased compared with the previous fiscal year,」
The impact of production cuts caused by the semiconductor shortage and supply chain disruption gradually eased, and automotive production increased year on year. However, uncertainties such as raw material and energy prices and currency fluctuations remained. - FY2024-Q3MitigatedAnnual report
「In the automotive industry to which the Group belongs, the impact of production cuts caused by the semiconductor shortage gradually eased, and automotive production increased year on year in every region except China.」
The impact of production cuts caused by the semiconductor shortage and supply chain disruption gradually eased, and production increased in all regions except China. However, uncertainties such as soaring raw material and energy prices, currency fluctuations, and the situation in the Middle East remained. quantified false、materialized true。 - FY2024-Q2MitigatedAnnual report
「In the automotive industry to which the Group belongs, the impact of production cuts caused by the semiconductor shortage gradually eased, and automotive production increased year on year in every region except China.」
The impact of production cuts caused by the semiconductor shortage gradually eased, and production increased in all regions except China. However, uncertainties such as soaring raw material and energy prices, currency fluctuations, and the situation in the Middle East remained. - FY2024-Q1MitigatedAnnual report
「In the automotive industry, to which the Group belongs, the impact of production cuts caused by the semiconductor shortage gradually eased, and vehicle production volumes increased year on year in every region except China. However, the outlook remains uncertain due to continued energy price increases resulting from the prolonged Russia-Ukraine situation, in addition to soaring raw material prices and sharp exchange rate movements.」
The impact of production cuts caused by the semiconductor shortage and supply chain disruption gradually eased, and production increased in all regions except China. However, unstable factors such as soaring raw material and energy prices and currency fluctuations remained. - FY2023-Q3MitigatedAnnual report
「In the automotive industry to which the Group belongs, the production-cut trend through the second quarter caused by supply chain disruption represented by the global semiconductor shortage since the previous fiscal year and by the Shanghai lockdown under China’s zero-COVID policy showed signs of recovery. However, the overall situation remained difficult, with production adjustments occurring sporadically at sites around the world. In addition to sharp currency fluctuations and soaring raw material prices, the outlook remained unstable and unpredictable due to continued high energy prices resulting from the prolonged Russia-Ukraine situation and rising labor costs in Europe and the United States against a backdrop of inflation.」
The production-cut trend caused by the semiconductor shortage and Shanghai lockdown, among other factors, showed signs of recovery, but unstable factors remained, including production adjustments, currency fluctuations, and increases in raw material, energy, and labor costs. - FY2023-Q2WorsenedAnnual report
「In the automotive industry to which the Group belongs, automakers’ production cuts continued overall due to production adjustments and stoppages associated with the lockdown in Shanghai under China’s zero-COVID policy, in addition to supply chain disruption represented by the global semiconductor shortage since the previous fiscal year. On the cost front, the outlook remained unpredictable as raw material prices rose, energy prices remained high due to the prolonged Russia-Ukraine situation, and labor costs increased in Europe and the United States against a backdrop of inflation.」
The Shanghai lockdown was added to the semiconductor shortage and supply chain disruption, and production adjustments and stoppages continued. Rising raw material, energy, and labor costs compounded the situation, expanding the risk factors. - FY2023-Q1WorsenedAnnual report
「In addition to the supply chain disruption caused by the global semiconductor shortage and other factors since the previous fiscal year, new factors such as the lockdown in Shanghai under China’s zero-COVID policy emerged, and automakers’ production cuts continued overall due to production adjustments and stoppages.」
The Shanghai lockdown in China was added to the existing semiconductor shortage and supply chain disruption, and the effects of procurement difficulties and production stoppages continued. - FY2022WorsenedAnnual report
「In the automotive industry to which the Group belongs, production cuts by automakers due to shortages of procured components associated with supply chain disruption, including semiconductor shortages, continued in addition to the impact of the global COVID-19 pandemic. Looking ahead, new factors have emerged, including soaring resource, energy, and raw material prices, the Russia-Ukraine situation, and the prolonged lockdown in Shanghai,」
The impact of semiconductor and procured-component shortages continued, while the risk factors expanded to include higher resource, energy, and raw material prices, the Russia-Ukraine situation, and the prolonged lockdown in Shanghai. - FY2022-Q3WorsenedAnnual report
「Looking ahead, it is necessary to remain attentive to soaring raw material prices and global inflation trends, and conditions remain such that the outlook cannot yet be regarded as secure.」
In addition to supply chain disruption and shortages of procured components, rising raw material prices and global inflation increased uncertainty about the outlook. - FY2022-Q2WorsenedAnnual report
「Looking ahead, the situation remains unpredictable, and it is necessary to pay close attention to the impact of trends in infectious disease and the prolonged disruption of supply chains caused by the global semiconductor shortage and other factors.」
In addition to trends in infectious disease, the global semiconductor shortage and shortages of procured components in Southeast Asia affected customer production cuts, and the prolonged disruption of supply chains was explicitly identified. - FY2022-Q1MaterialisedAnnual report
「However, instability continued throughout the supply chain, including global logistics disruptions and shortages of automotive semiconductors, which also affected the Group’s business performance and operating results.」
Ongoing logistics disruptions and shortages of automotive semiconductors were reflected in the results through lower customer production, lower revenue in North and South America, and higher transportation costs. - FY2021First statedAnnual report
「The overall supply chain also experienced instability, including global logistics disruptions and shortages of automotive semiconductors and raw materials, which affected the Group’s business performance and operating results.」
Logistics disruptions and shortages of automotive semiconductors and raw materials actually occurred, and their impact on business performance and operating results was disclosed independently for the first time as a risk.