Customer Production Adjustments Due to Semiconductor Supply Shortage
First written in FY2021. 4 of 11 entries say "Worsened", first in FY2022-Q1. Latest entry: FY2024-Q3.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「Against this backdrop, the automotive industry in which our group operates is also recovering as the effects of the semiconductor shortage ease, but some believe that it will take some time to return to pre-pandemic levels. We therefore expect the recovery to proceed gradually.」
The effects of the semiconductor shortage have eased and the automotive industry is recovering. However, it will still take time to return to pre-pandemic levels. - FY2024-Q2MitigatedAnnual report
「Against this backdrop, the automotive industry in which our group operates is also recovering as the effects of the semiconductor shortage ease, but some believe that it will take some time to return to pre-pandemic levels. We therefore expect the recovery to proceed gradually.」
The effects of the semiconductor shortage have eased and the automotive industry is recovering. However, it will still take time to return to pre-pandemic levels. - FY2024-Q1MitigatedAnnual report
「Although signs of recovery were seen during the three-month period ended 30 June in restrictions on production activities caused by the semiconductor supply shortage, the situation remains uncertain in making accounting estimates for impairment of fixed assets and other items.」
Although signs of recovery were reported in restrictions on production activities caused by the semiconductor supply shortage, the situation remains uncertain. - FY2023WorsenedAnnual report
「The semiconductor supply shortage in the automotive industry remains an issue, and it is difficult to predict when the shortage will be resolved. Under these circumstances, based on external information currently available, our group has made accounting estimates on the assumption that the effects will continue under conditions similar to those in the current fiscal year for a certain period of the following consolidated fiscal year, the fiscal year ending March 2024.」
The semiconductor supply shortage is expected to continue, with the timing of its resolution remaining difficult to predict, and the accounting estimates assume that similar effects will continue for a certain period of the fiscal year ending March 2024. - FY2023-Q3WorsenedAnnual report
「In the automobile industry associated with our group, the resolution of production constraints caused by semiconductor supply issues and other factors has been delayed.」
The company states that delays in resolving automobile production constraints caused by semiconductor supply issues have continued. - FY2023-Q1RestatedAnnual report
「Against this backdrop, the automobile industry associated with our group is expected to see near-term production remain weak, partly due to constraints on automobile production activity.」
The company continues to disclose constraints on automobile production activity caused by the semiconductor shortage and other factors, and the outlook for weak production. - FY2022RestatedAnnual report
「In the automobile industry associated with our group, our major customers, the automobile manufacturers, continue to be forced to adjust production due to the semiconductor supply shortage and other factors, and the recovery in production volumes is expected to take time.」
The company continues to disclose the production adjustments by major customers caused by the semiconductor supply shortage and the outlook for delayed recovery. - FY2022-Q3RestatedAnnual report
「In the automobile industry associated with our group, our major customers, the automobile manufacturers, continue to be forced to adjust production due to the semiconductor supply shortage and the impact of the renewed spread of COVID-19, and the recovery in production volumes is still expected to take time.」
The company continues to disclose that production adjustments by major customers caused by the semiconductor supply shortage and the renewed spread of COVID-19 are continuing and that the recovery in production volumes is expected to take time. - FY2022-Q2WorsenedAnnual report
「In the automotive industry related to the Group, automakers that are major customers continue to be forced to adjust production due to shortages of semiconductors and procured parts resulting from the spread of COVID-19 in Southeast Asia, and production volumes are expected to take more time to recover.」
Amid the prolonged semiconductor shortage, shortages of procured components caused by the spread of infections in Southeast Asia have also emerged. Production adjustments by major customers are continuing, and the recovery in production volumes is expected to take time. - FY2022-Q1WorsenedAnnual report
「In the automobile industry associated with our group, our major customers, the automobile manufacturers, continue to be forced to adjust production due to the prolonged semiconductor shortage and other factors, and the recovery in production volumes is expected to take time.」
The semiconductor shortage has been prolonged, production adjustments by major customers are continuing, and the outlook indicates that recovery in production volumes will take time. - FY2021MaterialisedAnnual report
「Due to tight global semiconductor demand from around autumn 2020, manufacturers in related industries, including the automobile manufacturers that are our major customers, have been forced to adjust production, making it likely to take time for the global economy to recover.」
The tight semiconductor supply has materialized in the form of production adjustments by automobile manufacturers, the company's major customers, and is cited as a factor affecting the order backlog and business operations.