Intensifying Competition Driven by the Breakdown of Supplier Group Ties, Overseas Sourcing and Modularization
First written in FY2016. 8 of 18 entries say "Worsened", first in FY2021. Latest entry: 2026-08-07.
The Lead Co. moved to the "Worse" side of this theme in 2021, 1 year after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedResults
「一方で、中東情勢の悪化等地政学リスクの長期化や資源エネルギー価格の高騰、米国の通商政策、国内の物価上昇等の影響により、景気の先行きは依然として先行き不透明な状況が続いております。」
地政学リスクの長期化、資源エネルギー価格の高騰、米国の通商政策などの不透明要因を継続して記載している。 - FY2026WorsenedAnnual report
「In addition to the effects of the overseas expansion of automakers' production bases, component standardisation and the breakdown of traditional keiretsu relationships accompanying automakers' globalisation, and growing competition to enter the market for electric vehicle-related components, the economic outlook remains uncertain due to prolonged geopolitical risks, including worsening conditions in the Middle East, soaring resource and energy prices, and exchange-rate fluctuations.」
The company stated that, in addition to intensifying competition due to globalisation, component standardisation, and the breakdown of traditional keiretsu relationships, competition to enter the market for electric vehicle-related components is expected to increase. Geopolitical risks, including conditions in the Middle East, resource and energy prices, and exchange-rate fluctuations were also cited, broadening the sources of uncertainty in the business environment. - FY2024WorsenedAnnual report
「The business environment is undergoing major changes, including the overseas expansion of production bases and standardisation of components accompanying the globalisation of automakers, intensifying competition following the breakdown of traditional keiretsu relationships, the accelerating expansion of modularisation, responses to environmental issues, faster technological innovation, and increasing recall risk.」
In addition to intensifying competition due to overseas expansion, component standardisation, and the breakdown of traditional keiretsu relationships, the description of the business environment explicitly cites competition to enter the market for electric vehicle-related components, indicating a broader range of competitive factors. - FY2024-Q3RestatedAnnual report
「However, while supply constraints for components and raw materials, including semiconductors, are easing, the outlook remains uncertain due to disruptions to the flow of goods and funds caused by Russia's invasion of Ukraine and persistently high energy and raw material prices resulting from the continued depreciation of the yen, among other factors.」
While supply constraints for components and raw materials are easing, the situation in Ukraine, yen depreciation, and persistently high energy and raw material prices continue to be sources of uncertainty. - FY2024-Q2RestatedAnnual report
「However, while supply constraints for components and raw materials, including semiconductors, are easing, the outlook remains uncertain due to disruptions to the flow of goods and funds caused by Russia's invasion of Ukraine and persistently high energy and raw material prices resulting from the continued depreciation of the yen, among other factors.」
While supply constraints for components and raw materials continue to ease, the situation in Ukraine, yen depreciation, and persistently high energy and raw material prices remain sources of uncertainty. - FY2024-Q1Supply constraints easing while costs remain elevatedAnnual report
「However, while supply constraints for components and raw materials, including semiconductors, are easing, the outlook remains uncertain due to persistently high energy and raw material prices, among other factors.」
While supply constraints for components and raw materials, including semiconductors, have been easing, persistently high energy and raw material prices continue to weigh on the business as a new pressure factor. - FY2023-Q3Supply constraints and continued uncertainty, including the spread of COVID-19 in ChinaAnnual report
「During the cumulative third-quarter period, Japan's economy showed a gradual recovery, supported in part by the effects of various policies under the living-with-COVID approach. However, the outlook remains uncertain due to continued global semiconductor shortages, the rapid depreciation of the yen associated with the situation in Ukraine, rising prices including raw-material prices, and the spread of COVID-19 in China.」
In addition to the semiconductor supply shortage and rising raw material prices, the spread of COVID-19 in China was cited, and an uncertain business environment, including supply and cost conditions, continues. - FY2023-Q2RestatedAnnual report
「During the cumulative second-quarter period, Japan's economy showed signs that economic activity was gradually recovering as the severe conditions caused by COVID-19 eased. However, the outlook remains uncertain due to concerns about a resurgence of COVID-19, the rapid depreciation of the yen associated with global semiconductor shortages and the situation in Ukraine, and rising raw-material and crude-oil prices.」
While the severe conditions caused by the pandemic eased and economic activity showed signs of recovery, uncertainty continued due to semiconductor shortages, the situation in Ukraine, yen depreciation, and rising raw-material and crude-oil prices. - FY2023-Q1WorsenedAnnual report
「During the cumulative first-quarter period, Japan's economy showed signs of recovery as the severe conditions caused by COVID-19 eased. However, the business environment remains uncertain due to the rapid depreciation of the yen associated with global semiconductor shortages and the situation in Ukraine, rising raw-material and crude-oil prices, and the continued impact of COVID-19 on business activity, including lockdowns in major Chinese cities.」
In addition to semiconductor shortages and parts supply constraints, yen depreciation associated with the situation in Ukraine, higher raw-material and crude-oil prices, and lockdowns in major Chinese cities emerged as additional pressures, increasing uncertainty in the business environment. - FY2022WorsenedAnnual report
「In addition to intensifying competition caused by automakers' globalization, the overseas expansion of production facilities, parts standardization and the breakdown of keiretsu ties, the company is concerned about the impact of reduced automobile production due to global semiconductor shortages and shortages of parts supplied from Southeast Asia, as well as rising raw-material prices due to the situation in Ukraine and other factors. Uncertainty about the outlook continues.」
In addition to the industry's structural changes and intensifying competition, the company added concerns about shortages of parts supplied from Southeast Asia and rising raw-material prices due to the situation in Ukraine and other factors. - FY2022-Q3WorsenedAnnual report
「In the automotive-related industry, the impact of reduced automobile production caused by shortages of parts supplied from Southeast Asia and global semiconductor shortages means that it will take more time for the economy to recover fully.」
Shortages of parts supplied from Southeast Asia continue in addition to reduced automobile production caused by semiconductor shortages, and supply constraints and challenging competitive conditions in the automotive parts industry persist. - FY2022-Q2WorsenedAnnual report
「In the automotive-related industry, the impact of reduced automobile production caused by shortages of parts supplied from Southeast Asia and global semiconductor shortages means that it will take more time for the economy to recover fully.」
In addition to the previously identified reduced automobile production caused by semiconductor shortages, the company explicitly identified shortages of parts supplied from Southeast Asia, indicating increasingly severe supply constraints and competitive conditions in the automotive parts industry. - FY2022-Q1MaterialisedAnnual report
「In the automotive-related industry, the impact of reduced automobile production caused by semiconductor shortages and other factors means that it will take more time for the economy to recover fully.」
In addition to the structural changes and challenging competitive environment in the automotive industry previously disclosed, the company described the impact of reduced automobile production due to semiconductor shortages as an actual business-environment factor. - FY2021WorsenedAnnual report
「In addition to intensifying competition due to the overseas expansion of production facilities and parts standardization accompanying automakers' globalization, and the breakdown of keiretsu ties, the business environment is becoming more challenging due to the impact of reduced automobile production caused by semiconductor shortages since autumn 2020.」
In addition to the previously identified intensifying competition caused by overseas expansion, parts standardization and the breakdown of keiretsu ties, the company cited reduced automobile production due to semiconductor shortages and stated that the business environment had become more challenging. - FY2019RestatedAnnual report
「In recent years, the automotive parts industry has undergone major changes, including the overseas expansion of production facilities and the standardization of parts accompanying automakers' globalization, intensifying competition following the breakdown of keiretsu ties, the accelerating expansion of modularization, responses to environmental issues, accelerating technological innovation and rising recall risk.」
The company continues to disclose changes in the competitive environment of the automotive parts industry arising from globalization, standardization, the breakdown of keiretsu ties, modularization, environmental initiatives, technological innovation and recalls. - FY2018RestatedAnnual report
「In recent years, the automotive parts industry has undergone major changes, including the overseas expansion of production facilities and the standardization of parts accompanying automakers' globalization, intensifying competition following the breakdown of keiretsu ties, the accelerating expansion of modularization, responses to environmental issues, accelerating technological innovation and rising recall risk.」
The company continues to disclose changes in the competitive environment arising from automakers' overseas expansion, parts standardization, the breakdown of keiretsu ties, modularization, environmental initiatives, technological innovation and recalls. - FY2017RestatedAnnual report
「In recent years, the automotive parts industry has undergone major changes, including the overseas expansion of production facilities and the standardization of parts accompanying automakers' globalization, intensifying competition following the breakdown of keiretsu ties, the accelerating expansion of modularization, responses to environmental issues, accelerating technological innovation and rising recall risk.」
The company continues to disclose changes in the competitive environment of the automotive parts industry arising from overseas expansion, parts standardization, the breakdown of keiretsu ties, modularization, environmental initiatives, technological innovation and recalls. - FY2016First statedAnnual report
「In recent years, the automotive parts industry has undergone major changes, including intensifying competition following the breakdown of keiretsu ties, the relocation of production facilities overseas and overseas sourcing of parts accompanying globalization, the accelerating expansion of modularization, responses to environmental issues, accelerating technological innovation and rising recall risk. Against this backdrop, our products face intense competition.」
The company identifies structural changes and intensifying competition in the automotive parts industry as risks. It also discloses that automotive parts account for 85.5% of sales.