Challenging business environment due to the semiconductor shortage
First written in FY2022-Q1. 4 of 11 entries say "Materialised", first in FY2022. Latest entry: FY2025.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「The economic environment also provided opportunities to capture improvements in performance, including the normalization of supply chains and an overall increase in demand for automotive products, except in some regions, during the consolidated fiscal year.」
The normalization of supply chains and increased demand for automotive products were noted, while the downward pressure from the semiconductor shortage eased from the previous fiscal year. - FY2024MitigatedAnnual report
「The economic environment also provided opportunities to capture improvements in performance, including the normalization of supply chains and an overall increase in demand for automotive products, except in some regions, during the consolidated fiscal year.」
Supply chains are normalizing, and the increase in demand for automotive products, except in some regions, has been identified as an opportunity to improve performance. - FY2024-Q3MitigatedAnnual report
「More stable semiconductor supplies have also contributed, and demand for automotive products is showing signs of improvement in some regions.」
The stabilization of semiconductor supplies has been explicitly noted, and some improvement has been seen in the downward pressure caused by the semiconductor shortage. - FY2024-Q1MitigatedAnnual report
「During the three months ended 30 June, the impact of production cuts caused by the semiconductor shortage was easing, but the prolonged situation in Ukraine, stagnation in the Chinese economy, and high global prices and energy costs continued, leaving the outlook uncertain.」
The production impact of the semiconductor shortage is reportedly easing, and some improvement has been seen in the impact of semiconductor shortage risks. However, related external-environment risks remain. - FY2023-Q3MaterialisedAnnual report
「Revenue from automotive and construction and industrial machinery applications declined year on year due to weaker demand in China resulting from the impact of the coronavirus and the semiconductor shortage, among other factors. As a result, segment revenue declined by ¥61 million year on year to ¥17,490 million. On a foreign-currency basis, revenue declined 14.8%.」
The semiconductor shortage, together with weaker demand in China due to the impact of COVID-19, continues to be reflected in actual results as lower sales of automotive products and products for construction and industrial machinery. - FY2023-Q2MaterialisedAnnual report
「Revenue from automotive and construction and industrial machinery applications declined year on year due to the Shanghai lockdown, the semiconductor shortage and other factors. As a result, segment revenue declined by ¥1,614 million year on year to ¥10,713 million. On a foreign-currency basis, revenue declined 27.6%.」
The semiconductor shortage, together with the Shanghai lockdown, has materialized as lower automotive and construction and industrial machinery sales in China. - FY2023-Q1MaterialisedAnnual report
「Automotive sales in the Czech Republic decreased 3.2% on a foreign-currency basis due to lower orders from major customers and other factors, reflecting the impact of the semiconductor shortage and delays in parts supplies.」
The semiconductor shortage and delays in parts supplies have materialized as lower orders from major customers in the Czech Republic and lower foreign-currency-basis sales. - FY2022MaterialisedAnnual report
「Automotive sales were at the same level as in the same period of the previous year, despite production cuts at major customers due in part to the semiconductor shortage.」
The semiconductor shortage has materialized in the Japanese segment's sales through production cuts at major customers. - FY2022-Q3RestatedAnnual report
「As the future economic outlook will depend on the resolution of the semiconductor shortage and the course of recovery from the COVID-19 pandemic, among other factors, concerns remain about continued uncertainty.」
Continued uncertainty has been indicated due to dependence on the timing of resolution of the semiconductor shortage and the course of recovery from the COVID-19 pandemic. - FY2022-Q2RestatedAnnual report
「During the six months ended 30 September, the economic environment remained challenging due to factors including the semiconductor shortage, higher raw material prices and the effects of the spread of COVID-19, despite signs of recovery. As future economic conditions will depend on the resolution of the semiconductor shortage and the recovery from the COVID-19 pandemic, concerns remain that uncertainty will continue.」
The semiconductor shortage remains a factor in the challenging business environment, and uncertainty was indicated regarding when it will be resolved and the course of recovery from the COVID-19 pandemic. - FY2022-Q1First statedAnnual report
「Although some signs of recovery were seen during the first quarter of the current fiscal year, the economic environment remains challenging due to the impact of semiconductor shortages, soaring raw material prices and the spread of COVID-19 infections, among other factors.」
The semiconductor shortage was explicitly identified as a new downward pressure on the business environment and as one factor contributing to the challenging economic environment.