Deterioration in the Business Environment Due to the Global Semiconductor Shortage
First written in FY2021. 3 of 7 entries say "Restated". Latest entry: FY2024.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「In the automotive-related market, automotive production activity normalised as the semiconductor supply shortage eased,」
The company states that supply constraints, which had affected the automotive-related market, eased and production activity normalised as the semiconductor supply shortage abated. - FY2024-Q2MitigatedAnnual report
「In the automotive-related market, in addition to the easing of the semiconductor shortage at automakers,」
Regarding the semiconductor shortage previously described as a factor affecting the automotive market, the company indicates that it is gradually being resolved. - FY2023-Q3RestatedAnnual report
「Impact of automotive production cuts due to the semiconductor shortage」
The company continues to describe the situation in which the semiconductor shortage is affecting the automotive-related market through reduced automotive production. - FY2023-Q2RestatedAnnual report
「Automotive production declined in the automotive-related market due to supply chain disruptions, including the semiconductor shortage and lockdowns in China, but demand for components per vehicle remained firm as electrification and digitalisation advanced.」
The company states that automotive production declines due to the semiconductor shortage and ongoing supply chain disruptions continued, while demand for components per vehicle remained firm. - FY2022-Q3RestatedAnnual report
「Meanwhile, uncertain conditions continue, including the spread of COVID-19 variants, the impact of tight semiconductor supply and demand, surging raw-material prices, and rising logistics costs.」
Regarding the global semiconductor supply shortage, which had been a concern since the previous fiscal year, the company states that the effects of tight semiconductor supply and demand are continuing. - FY2022-Q2MaterialisedAnnual report
「Although the automotive-related market was affected by automakers’ production cuts due to the semiconductor shortage, it remained generally firm.」
The global semiconductor supply shortage identified as a concern in the previous fiscal year is described as having actually affected the automotive-related market through automakers’ production cuts. - FY2021First statedAnnual report
「At the same time, amid concerns including a decline in personal consumption accompanying the stagnation of economic activity, the global semiconductor shortage and a resurgence of U.S.-China trade friction, we expect the business environment surrounding our group to remain unpredictable.」
The global semiconductor supply shortage and renewed US-China trade tensions are described as new concerns regarding the future business environment.