Impact of the global semiconductor shortage on automobile and other production
First written in FY2022-Q1. 6 of 10 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q3.
Tomita Electric 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.
55 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「In the electronic components industry, the prolonged weakness in smartphones, notebook PCs, tablets and other products since the second half of 2022 continued to suppress component orders. Although the semiconductor shortage eased, inventory adjustments in industrial equipment continued due to the weak Chinese economy and tighter regulations.」
The semiconductor shortage is stated to have eased, and the impact of the global semiconductor shortage on automobile and other production has eased partially from previously reported levels. Meanwhile, the downturn in the Chinese economy and inventory adjustments for industrial equipment continue. - FY2024-Q2RestatedAnnual report
「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
It is stated that there have been no material changes to the previously disclosed risks, including the impact of the global semiconductor shortage on production of automobiles and other products. - FY2023RestatedAnnual report
「In both markets, there were also orders to build inventory amid concerns about tight supply and demand.」
Orders to build inventory were seen against the backdrop of tight supply and demand for components, including semiconductors, and concerns about supply constraints and tight supply and demand in the business environment continue. - FY2023-Q3MaterialisedAnnual report
「In the electronic components industry, production for smartphones was forced to undergo adjustments due to factors including China's zero-COVID lockdown policy, while demand related to capital investment continued to perform steadily.」
Production adjustments for smartphones have actually occurred due to China's zero-COVID lockdown policy and other factors, and the impact on the supply and production environment continues. - FY2023-Q2MaterialisedAnnual report
「In the electronic components industry, shortages of components and higher logistics costs continued, while raw material costs remained elevated, resulting in continued difficult conditions.」
The continuing shortage of components, including semiconductors, together with higher logistics costs and persistently high raw material costs, is having a tangible impact on the business environment. - FY2023-Q1MaterialisedAnnual report
「In the electronic components industry, shortages of electronic components, including semiconductors, continue.」
It states that the supply shortage of electronic components, including semiconductors, continued into the first quarter. - FY2022MaterialisedAnnual report
「The electronic components industry continued to perform well as demand recovered after the easing of US-China trade friction, but the outlook became uncertain in the second half of the fiscal year due to semiconductor shortages, soaring resource prices and unstable logistics caused by the impact of COVID-19.」
The semiconductor shortage continues to be an actual factor making the business environment in the second half of the fiscal year uncertain. - FY2022-Q3MaterialisedAnnual report
「In manufacturing, shortages of components, including semiconductors, and surging resource prices continued broadly amid the rapid recovery in demand」
The company states that widespread shortages of components, including semiconductors, have continued, and that production impacts from the semiconductor shortage have continued to occur in practice. - FY2022-Q2MaterialisedAnnual report
「Manufacturing activity remained relatively steady despite rising raw material prices driven by the global recovery in demand, except for production adjustments caused by the semiconductor shortage.」
The company states that the global semiconductor shortage has had an actual impact on production, including automobiles, through production adjustments caused by the shortage. - FY2022-Q1First statedAnnual report
「The global semiconductor shortage had a significant impact on the production of major industrial products, including automobiles.」
The company identifies the fact that the semiconductor shortage significantly affected production of major industrial products, including automobiles, as a new industry-environment risk.