Customer Production Adjustments Due to the Semiconductor Supply Shortage
First written in FY2021. 5 of 13 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2025.
Faltec 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 30 companies on the "Worse" side.
6 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThe FY2025 annual securities report does not identify customer production adjustments due to semiconductor shortages as a standalone business-environment risk.
- FY2024MitigatedAnnual report
「In the automotive industry in which the Group operates, production adjustments caused by the semiconductor shortages that occurred frequently in the previous consolidated fiscal year have largely been resolved, and total production volume is recovering.」
The production adjustments caused by the semiconductor shortages that occurred frequently in the previous fiscal year have largely been resolved, and the report states that total production volume is recovering. - FY2024-Q3MitigatedAnnual report
「In the automotive industry in which the Group operates, production adjustments caused by the semiconductor shortages that occurred frequently in the previous consolidated fiscal year have largely been resolved, and total production volume is recovering. However, concerns remain, including declining Japanese manufacturers' market share in China.」
The production adjustments caused by the semiconductor shortages that occurred frequently in the previous fiscal year have largely been resolved, and the report states that total production volume is recovering. However, some market-environment risks remain. - FY2024-Q1MitigatedAnnual report
「In the automotive industry in which the Group operates, production adjustments caused by the semiconductor shortages that occurred frequently in the previous consolidated fiscal year have largely been resolved, and total production volume is gradually recovering.」
The production adjustments caused by the semiconductor shortages that occurred frequently in the previous consolidated fiscal year have largely been resolved, and the report states that total production volume is recovering. However, it does not state that the risk of semiconductor shortages itself has disappeared. - FY2023MitigatedAnnual report
「Although the automotive industry in which the Group operates is experiencing production adjustments due to semiconductor shortages, total production volume is gradually recovering.」
The report states that production adjustments due to semiconductor shortages continue, while total production volume is gradually recovering, indicating that some of the impact has eased. - FY2023-Q3MitigatedAnnual report
「Although production adjustments have continued for certain vehicle models due to semiconductor shortages, total production volume is on a recovery trend.」
The report states that semiconductor shortages and production adjustments for certain vehicle models continue, while total production volume is recovering, indicating that some of the impact has eased. - FY2023-Q2RestatedAnnual report
「The automotive industry in which the Group operates has also experienced successive global production adjustments and other measures due to the prolonged semiconductor shortage.」
The prolonged semiconductor shortage and the resulting continuation of global production adjustments were reconfirmed. - FY2023-Q1RestatedAnnual report
「The outlook for the automotive industry in which the Group operates has also become uncertain, as global production adjustments and other measures have occurred one after another due to the prolonged semiconductor shortage.」
The prolonged semiconductor shortage and the resulting continuation of global production adjustments were reconfirmed. - FY2022WorsenedAnnual report
「Global production adjustments and other measures occurred one after another due to the effects of COVID-19 and the prolonged semiconductor shortage,」
The prolonged semiconductor shortage, together with the effects of infectious diseases, led to successive global production adjustments. - FY2022-Q3WorsenedAnnual report
「The automotive industry, in which the Group operates, also faced an uncertain outlook as production adjustments and other measures occurred successively worldwide due to the impact of COVID-19 and the prolonged semiconductor supply shortage.」
The prolonged semiconductor shortage, together with the effects of infectious diseases, led to successive global production adjustments. - FY2022-Q2WorsenedAnnual report
「Although global production and sales volumes had been recovering, rapid production adjustments continued to occur globally from the second quarter of the current fiscal year onward owing to semiconductor shortages and supply-chain disruptions caused by the spread of COVID-19, mainly in developing countries.」
The semiconductor shortage has become more concrete and continued from the previous year's initial stage, taking the form of supply-chain disruptions and rapid, persistent customer production adjustments from the second quarter of the current consolidated fiscal year onward. - FY2022-Q1MaterialisedAnnual report
「Although global vehicle production and sales volumes are recovering steadily, customer production adjustments caused by semiconductor shortages are occurring intermittently in the automotive industry in which the Group operates.」
Semiconductor shortages are intermittently causing customer production adjustments, described as ongoing actual production adjustments rather than merely being at the stage of having begun to emerge in the previous year. - FY2021First statedAnnual report
「The effects of customer production adjustments resulting from shortages of certain semiconductors have begun to emerge.」
The report states that the global semiconductor shortage has begun to materialize in the form of customer production adjustments.