Intensifying Competition in the Automotive Parts Industry and Maintaining Market Share
First written in FY2016. 8 of 10 entries say "Worsened", first in FY2018. Latest entry: 2026-11-10.
Musashi Seimitsu Industry moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2020: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-11-10WorsenedResults
「世界的なEV戦略の見直しが継続しています。BEV（電気自動車）需要の伸びは地域によってばらつきがみられる一方、北米を中心にHEV（ハイブリッド車）需要は堅調に推移しており、自動車メーカー各社は、BEV、HEV、PHEV（プラグインハイブリッド車）を含む多様なパワートレインのポートフォリオ戦略を推進しています。」
自動車部品業界の競争環境に関係する商品構成の変化として、EV戦略見直しと多様なパワートレインへの対応を継続して記載している。 - FY2026WorsenedAnnual report
「As software-defined vehicles (SDVs) advance, the trend toward redefining the value of the automobile itself from hardware-based to software-led has become increasingly pronounced.」
Regarding competition and structural change in the automotive parts industry, changes in the number of components resulting from electrification, together with the shift toward software-defined value driven by SDVs, are identified as new competitive factors. - FY2025WorsenedAnnual report
「If the number of components required decreases as automotive electrification progresses, the Group's revenue may be affected.」
The risk of a decline in the number of components required as electrification progresses is explicitly identified, while the existing risks of intensifying competition and declining existing products continue. - FY2024-Q3WorsenedAnnual report
「In China, the lifting of COVID-19-related restrictions supported a recovery in economic activity, but the recovery was uneven across regions and its impact on the global economy was limited. In emerging markets, economic recovery was limited by high inflation and a strong US dollar.」
For the global automotive parts industry, intensifying competition driven by the rise of emerging EV manufacturers in China is explicitly identified in addition to competition associated with the transition to EVs. - FY2023WorsenedAnnual report
「The acceleration of automotive electrification may cause sales of the Group's existing products to stagnate or decline. …Competition with megasuppliers and others is also intensifying, and if the Group's product development and order-taking activities do not progress smoothly, its business performance may be affected, including through a decline in revenue.」
In addition to the possibility that existing products will decline as electrification progresses, the company continues to explicitly identify intensifying competition with megasuppliers and others and uncertainty in order-taking activities. - FY2022WorsenedAnnual report
「In addition, changes associated with CASE have shifted social needs from owning automobiles to using mobility services. Against this backdrop, the entry of new players and the restructuring of supply chains across traditional group affiliations are becoming a reality.」
The competition risk continues to specifically identify the entry of new players, supply chain restructuring and intensifying competition with megasuppliers. - FY2020WorsenedAnnual report
「In addition, changes associated with CASE have shifted social needs from owning automobiles to using mobility services. Against this backdrop, the entry of new players and the restructuring of supply chains across traditional group affiliations are becoming a reality.」
The competition risk specifically identifies new market entrants, supply chain restructuring and intensifying competition with megasuppliers. - FY2019RestatedAnnual report
「The Group expects to face intensifying competition in each of the product and regional markets in which it operates.」
Intensifying competition in product and regional markets, and the uncertainty of maintaining and expanding market share, remain ongoing risks. - FY2018WorsenedAnnual report
「The automotive industry is expected to continue growing steadily, but competition is expected to intensify further as more companies enter the market and development speeds increase.」
The competition risk explicitly identifies further intensifying competition driven by the entry of more companies and faster development speeds. - FY2016First statedAnnual report
「The Group is continually pursuing technological innovation and working to develop and improve the competitiveness of high-quality, high-value-added automotive engine, suspension and steering components, among others, but there is no guarantee that it will be able to maintain or expand its market share in the future.」
While pursuing greater competitiveness through technological innovation and high-quality, high-value-added products, the company identifies maintaining and expanding market share as an uncertainty.