Automotive Production Constraints Caused by Raw Material Supply Issues and Semiconductor Shortages
First written in FY2021. 7 of 10 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2024-Q1.
Tachi-S 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: 11 of 34 companies on the "Worse" side.
58 other companies' latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「Automakers, our customers, are seeking to expand sales as semiconductor supply constraints ease.」
The company’s assessment has shifted from a situation in which production plans continued to fall short due to the prolonged semiconductor shortage and supply-chain problems to one in which semiconductor supply constraints have eased. - FY2023WorsenedAnnual report
「In the automobile industry in which our group operates, prolonged semiconductor shortages and other supply-chain problems have continued to leave the automobile manufacturers that are our customers unable to secure their originally planned production volumes.」
Automobile manufacturers continued to fall short of their planned production volumes due to the semiconductor shortage and supply-chain problems throughout the fiscal year. - FY2023-Q3WorsenedAnnual report
「Due to the prolonged semiconductor shortage and other supply-chain problems, the automobile manufacturers that are our customers have continued to be unable to secure their originally planned production volumes.」
Automobile manufacturers have continued to fall short of their planned production volumes due to the semiconductor shortage and supply-chain problems, and supply constraints centered on semiconductors are expected to continue in 2023. - FY2023-Q2WorsenedAnnual report
「Although automobile sales volumes are recovering year on year, prolonged semiconductor shortages and other supply-chain issues have left the automobile manufacturers that are our customers unable to secure their originally planned production volumes.」
In addition to the semiconductor shortage, other supply-chain problems have continued, and automobile manufacturers have continued to fall short of their planned production volumes. - FY2023-Q1WorsenedAnnual report
「In the automobile industry in which our group operates, automobile sales volumes have generally been recovering, but prolonged semiconductor shortages, lost demand in the Chinese market due to city lockdowns and disruption to global supply chains left the automobile manufacturers that are our customers unable to secure their originally planned production volumes.」
In addition to the semiconductor shortage, lost demand caused by city lockdowns in China and global supply-chain disruption resulted in automobile manufacturers falling short of their planned production volumes. - FY2022WorsenedAnnual report
「During the consolidated fiscal year, the Japanese economy showed some signs of recovery as coexistence with COVID-19 progressed through vaccination, but conditions remained uncertain due to the impact of the semiconductor shortage and soaring logistics costs and raw-material prices.」
In addition to the semiconductor shortage, soaring logistics costs and raw-material prices were explicitly identified as factors contributing to uncertainty in the economy and the automobile production environment. - FY2022-Q3WorsenedAnnual report
「In Japan, demand that had declined during the COVID-19 pandemic was recovering, but new-vehicle sales generally fell below the year-earlier period due to production-plant stoppages caused by the global semiconductor shortage and higher raw-material prices, among other factors.」
The impact of the semiconductor shortage continued in the form of production plant shutdowns, while higher raw-material prices were also cited as a factor putting downward pressure on automobile sales. - FY2022-Q2WorsenedAnnual report
「Automakers have been forced to adjust production because of the global semiconductor shortage and component supply shortages caused by the renewed spread of COVID-19 in Southeast Asia.」
In addition to the ongoing semiconductor shortage, the renewed spread of infections in Southeast Asia has caused a parts supply shortage, with the impact on automobile production taking the form of production adjustments. - FY2022-Q1RestatedAnnual report
「Although the impact of the semiconductor shortage continued both domestically and overseas, total unit sales generally exceeded those in the same quarter of the previous year, when sales had fallen sharply due to the spread of COVID-19.」
The impact of the semiconductor shortage is said to be continuing both in Japan and overseas, and is presented alongside the recovery in sales year on year. - FY2021MaterialisedAnnual report
「However, in February this year, a raw-material supply problem arose in Texas, United States, due to severe cold weather, and the global semiconductor shortage has gradually begun to affect automobile production as well.」
The company stated that a raw-material supply problem arose due to severe cold weather and that the global semiconductor shortage had begun to affect automobile production.